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Personal Lines Seminars
(Click on the city links to register)

 
In this seminar, you’ll learn about the recent, major court decisions that interpret and affect coverage under ICBC’s policies. This will include a look at legal interpretations of the Autoplan optional policy and the Insurance (Vehicle) Act and its regulations. Overall, this discussion will help you give your clients the best advice when you transact their automobile insurance.
Who Should Attend: All Autoplan brokers.
05 Mar 19
Executive Hotel
1PM - 4PM
  • Green Acres: An Introduction to Farm Insurance
  • 6 Technical Credits (3CE credits per part)
  • Jo Anne Mitchell
A farm is a unique entity that needs a combination of coverages to address both the personal and business aspects of the risk. In this seminar or two-part webinar, you’ll learn about the variety of products grown/raised on BC farms, identify the exposures to property and liability losses presented by these farming operations, learn the difference between a full-time farm and a hobby farm, and explore the insurance products required to adequately insure both full-time and hobby farm enterprises.
Who Should Attend: Sales and service brokers who want to learn more about farm insurance.

NOTE: If you’re participating in the November webinars, you must register for and attend both parts to qualify for CE credits.

  30 May 19 Kelowna Ramada Lodge Hotel 9:00AM - 4:00PM
Webinar Part 1: 6 Nov 19 All Areas Web Broadcast 9:30AM - NOON (PST)
Webinar Part 2: 13 Nov 19 All Areas Web Broadcast 9:30AM - NOON (PST)
  • How to Become a Personal Lines “Super Broker”
  • 2 Technical Credits
  • Brandi Anfield
There are many different elements that go into being a highly seasoned and professional insurance broker. Many brokers try to get business in and policies out as quickly as possible without asking too many questions for fear of losing the sale. This results in the broker not forging a strong bond with clients nor giving them peace of mind that they’re being taken care of. To project confidence and knowledge while giving your client adequate time and attention, there are key steps to follow with every prospective sale. This seminar will provide you with the steps and tools to provide your clients with a highly effective, informative process when placing coverage for any risk. You’ll participate in skills-building activities and group discussions on how to be efficient and organized, how to be prepared for any potential scenario, how to assist in the claims process, how to educate the client, and how to read between the lines to determine what coverages are required.
Who Should Attend: This webinar is beneficial to all personal lines brokers at all levels.
13 Mar 19
Web Broadcast
10AM - NOON (PST)
If you’re new to personal lines and are looking for focused training on how to complete the required application, this comprehensive seminar is for you! You’ll investigate and learn how to complete the CSIO Habitational application as it relates to the Homeowners, Condo and Tenants policies. You’ll review the necessity for full and proper completion of the application, while also learning about company underwriting considerations and the importance of risk assessment and selection.
Who Should Attend: All brokers are welcome to participate in this seminar, but be advised that it is of specific benefit to Level 1 licensees with less than 4 years’ experience.
16 Apr 19
Executive Hotel
1PM - 4PM
29 Oct 19
Coast Bastion Inn
1PM - 4PM
  • Insurance Solutions for Residential Condo Unit Owners
  • 3 Technical Credits
  • Jo Anne Mitchell
As property developers offer buyers greater variety, condo developments have become increasingly diverse. By participating in this interactive seminar, you’ll learn about the different kinds of residential strata units found in B.C. and how to properly insure them. You’ll leave this seminar with the knowledge and skills you need to help your condo clients understand their insurance needs and make informed insurance decisions.
Who Should Attend: All personal lines sales and service brokers and team leaders.
11 Apr 19
Executive Hotel
9AM - NOON
This seminar, which will be simultaneously broadcasted as a webinar on April 16, will provide you with a detailed understanding of boats, their components, their use and hazards as they pertain to boat insurance applications. You’ll also do an in-depth review of the most popular marine coverages available in today’s market.
Who Should Attend: Brokers who are new to personal marine insurance.
16 Apr 19
Executive Hotel
9AM - NOON
16 Apr 19
Web Broadcast
9AM - NOON (PST)
29 Oct 19
Coast Bastion Inn
9AM - NOON
  • Insuring Risks with Short-term Rentals and Airbnb -New-
  • 3 Technical Credits
  • Brandi Anfield
Thanks to Airbnb and other online marketplaces, many homeowners invite strangers to stay in their homes to generate income. This represents an increased risk of loss for traditional residential insurance markets. It has therefore led to many insurance providers imposing strict exclusions of coverage with regards to short-term (nightly) rentals or limiting coverage with increased premiums. In this seminar you’ll look at the risks associated with providing coverage for these types of risks, what you as a broker can do to navigate the challenges with both clients and insurers, and compare related coverages amongst many primary and specialty markets. You’ll look at and openly discuss various short-term rental scenarios.
Who Should Attend: This seminar is of interest to all brokers and is especially valuable to those who handle personal lines insurance.
14 Mar 19
Coast Bastion Inn
9AM - NOON
04 Apr 19
Executive Hotel
9AM - NOON
18 Apr 19
Ramada Lodge Hotel
9AM - NOON
Many policyholders are captivated by owning a vacation home, whether it’s a park-model trailer, a spectacular oceanside retreat or a mountainside ski condo. Brokers must understand the unique insurance needs of all these forms of seasonal dwellings. In this webinar, you’ll learn how to identify the exposures to property and liability losses presented by seasonal home ownership, discuss insurance to value concerns and discover the various methods of insuring seasonal properties.
Who Should Attend: All brokers and staff handling personal lines risks.
17 Apr 19
Web Broadcast
9:30AM - 11:45AM (PST)
  • Personal Liability in Depth: A Comprehensive Study -New-
  • 3 Technical Credits
  • Brandi Anfield
As a personal lines broker, your usual focus probably tends towards property coverage and not personal liability. In this seminar, you’ll do a thorough review of all the components of personal liability coverages in Section II of the habitational insurance form. You’ll also take a look at tort law, the principles of legal liability, and how they apply to your clients in the event of a claim. After this review, you’ll tackle several case studies to analyze and discuss various liability scenarios as a group. This will sharpen your skills for discussing the benefits of liability insurance with your personal lines clients.
Who Should Attend: All personal lines brokers at all levels.
14 Mar 19
Coast Bastion Inn
1PM - 4PM
04 Apr 19
Executive Hotel
1PM - 4PM
18 Apr 19
Ramada Lodge Hotel
1PM - 4PM
As a personal lines broker, your primary focus is on selling policies and managing a book of business. When a client has a claim, you might just report it to the company and leave it to the adjuster to deal with. This often leaves the insured feeling unsupported and vulnerable, however. In this seminar, you’ll learn how to provide a better claims experience for your clients, which will help retain their post-claim business. You’ll explore example situations in which clients have good claim experiences and bad ones, and you’ll acquire tools and materials to assist insureds when they need support the most. You’ll participate in group discussion and activities to learn about everything you can do to advocate for the client and communicate with the insurer to ensure a claim is handled with compassion, empathy, and efficiency.
Who Should Attend: All personal lines brokers at all levels.
07 Feb 19
Executive Hotel
1PM - 4PM
  • Personal Lines Risk Assessment -New-
  • 2 Technical Credits (2 Technical Credits for Webinar)
  • Brandi Anfield
More than ever, insurers are depending on brokers to be front-line underwriters to help educate homeowners about potential loss due to lack of home maintenance. In this seminar, you’ll participate in group discussions and activities regarding the importance of updates for roofing, heating, plumbing, electrical and hot-water tank systems, and how it all affects coverage. Whether you’re writing a new risk or managing an existing book of renewals, you’ll learn effective ways to discuss dwelling updates with homeowners. You’ll also gain deeper understanding of how these residential systems function.
Who Should Attend: All personal lines brokers at all levels.
28 Feb 19
Comfort Inn
1PM - 4PM
28 May 19
Web Broadcast
10AM - NOON (PST)
Clients often look to their insurance brokers for advice on how to prepare their watercraft, seasonal dwellings, ATVs, summer cars, and other property items for winter. In this webinar, you’ll learn what to tell your clients about how to winterize, and you’ll analyze the changes in exposure that occur once a risk has been put into hibernation over the winter.
Who Should Attend: All personal lines brokers.
23 Oct 19
Web Broadcast
2PM - 4PM (PST)
  • Promoting Insurance to Value - Personal Lines Accounts -New-
  • 3 Technical Credits
  • Jo Anne Mitchell
In this engaging and interactive workshop, learn via case studies and group work how to best “sell” your clients on the concept of insurance to value. Along the way, become acquainted with possible underinsurance zones in personal lines accounts, discover the differences between replacement cost and reconstruction cost, learn how to help your clients develop realistic values and expectations, discuss quantum claims examples and experiences, come to grips with E&O concerns when establishing insurance to value, and more.
Who Should Attend: All personal lines brokers responsible for new business, all brokers and underwriters responsible for re-underwriting, re-marketing or renewals, and all in-house underwriters.
11 Apr 19
Executive Hotel
1PM - 4PM
  • Solid Fuel Heating Appliances - An Insurance Perspective
  • 2 Technical Credits
  • Jo Anne Mitchell
Whether they’re used for ambience or for heating, solid fuel heating appliances are common additions to your clients’ homes. They can also be a cause of residential fires. All wood-burning appliances require extra care and handling by insurance brokers and their clients. In this webinar, you’ll discover the many types of solid-fuel heating appliances including wood, pellet and biomass units, and learn about the installation, operation, maintenance and insurance concerns for each appliance.
Who Should Attend: All personal lines brokers at all levels.
30 Oct 19
Web Broadcast
9:30AM - 11:45AM (PST)
  • The Automated Vehicle - Immediate and Short Term Insurance Implications -New-
  • 2 Technical Credits
  • Mario Fiorino
In the near future, semi and fully autonomous vehicles will share the road with conventional vehicles. This will have significant implications for all operators, owners and occupants of both personal and commercial vehicles, whether automated or not. It will also introduce new theories of liability that involve drivers, owners, manufactures, service providers and public authorities. In this fascinating webinar, you’ll review the immediate impact of the initial phase of the operation of automated vehicles so you can fully understand the new liability landscape and the issues it presents. Along the way, you’ll learn about the numerous sources of liability associated with automated vehicles, how the automobile policy will respond, and potential consumer-centric product and regulatory solutions.
Who Should Attend: All brokers handling automobile insurance.
15 Apr 19
Web Broadcast
2PM - 4PM (PST)
  • Water Damage Coverage Comparison -New-
  • 3 Technical Credits
  • Brandi Anfield
Water damage is now the number one cause of property loss, and insurance companies are amending their underwriting to include coverage for flood, overland water, and surface water. As a broker, you have to know all the different options for water damage coverage provided by multiple carriers, which can be confusing. In this seminar you’ll get a good grasp of the available options by comparing water damage products between several primary markets. You’ll also look at claims scenarios to properly understand when coverage would and would not apply. There will be open dialogue and group activities.
Who Should Attend: This seminar will benefit all brokers, especially those who sell personal lines products.
07 Feb 19
Executive Hotel
9AM - NOON
28 Feb 19
Comfort Inn
9AM - NOON