Tofino-banner-image.jpg

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

 
  • Automobile Coverages and Claims Update -Updated-
  • 2 Technical Credits
  • Krista Prockiw
In this webinar, you’ll explore British Columbia’s new no-fault automobile-liability system that came into effect earlier this year with the introduction of Enhanced Care coverage. This will include taking a look at the accident benefits and other coverage now available under B.C.’s Insurance (Vehicle) Act and Regulations. You’ll also examine past court decisions to learn the difference between the legal landscape before Enhanced Care coverage and the situation now.
Who Should Attend: All personal-lines brokers who handle Autoplan insurance.
24 Nov 21
Web Broadcast
2PM - 4PM (PT)
  • Extending Coverage: The Broker Advantage -New-
  • 2 Technical Credits
  • Brandi Anfield
There are many endorsements available in the personal-lines marketplace to enhance your clients’ package policies. In this webinar, you’ll learn why you should always offer additional coverage to your clients. You’ll then take a look at key endorsements and how to compare their coverage between your markets to provide standout advice so your clients can make informed decisions. You’ll participate in discussions and group activities while coming to grips with effective methods and tools to introduce and recommend coverage.
Who Should Attend: All personal-lines brokers at all levels.
18 Nov 21
Web Broadcast
10AM - NOON (PT)
  • Homeowners Coverage - Gaps and Overlaps -New-
  • 2 Technical Credits
  • Scott Urquhart of Owen Bird Law Corporation
In this webinar you’ll take an in-depth look at recent cases involving homeowners-policy coverages for first-party property claims and third-party liability coverages. Topics will include third-party claims for contribution, coverage issues arising from alleged intentional acts such as trespass and defamation, and the impacts of mid-policy material changes to risk that can negate coverage for homeowners.
Who Should Attend: All personal lines brokers at all levels.
13 May 21
Web Broadcast
10AM - NOON (PT)
Do you know that heritage homes have different designations? Many of them are heavily regulated, while others only have to be maintained in the architectural style they were built in. Because of these issues and other differences from modern houses, heritage properties are often a scary concept to newer brokers. But they don't need to be! Join us for this lively and fascinating webinar to learn what makes these homes so unique and how to provide proper coverage for them.
Who Should Attend: All personal-lines brokers, especially those at the beginning and intermediate levels.
28 Apr 21
Web Broadcast
2PM - 4PM (PT)
This webinar will provide you with a detailed understanding of pleasure boats, their components, and 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.
22 Apr 21
Web Broadcast
9:30AM - 11:45AM (PT)
Today, homes can be 250-square-foot “tiny homes” to 25,000-square-foot mansions! Somehow you need to find the right way to insure them all. And while insurance products readily exist to cover high-value and heritage homes, serious concerns about underinsurance and replacement-cost valuation are common. In this interactive webinar, you’ll look at a wide range of unique home types and identify the challenges and solutions to properly insuring them all.
Who Should Attend: All personal-lines brokers at all levels.
24 Feb 21
Web Broadcast
2PM - 4PM (PT)
  • Introduction to Residential Building Construction and Insurance to Value
  • 2 Technical Credits
  • Jo Anne Mitchell
A house is much more than just four walls and a roof; it’s an interactive system made up of many components including the foundation, load bearing structure, and exterior finishing. In this interactive webinar you’ll learn about residential dwelling styles and their construction from an insurance perspective. You’ll also gain the knowledge and skills needed to perform front-line underwriting duties and help clients understand the importance of insuring dwelling buildings to full re-construction cost.
Who Should Attend: Personal-lines sales and service brokers who are new to handling personal-property accounts and/or any broker looking for a refresher on this topic.
14 Apr 21
Web Broadcast
9:30AM - 11:45AM (PT)
As a personal-lines broker, your main 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. But this often leaves the insured feeling unsupported and vulnerable. In this webinar you’ll learn how to provide better claims experiences 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. You’ll acquire tools and materials to assist insureds when they need support the most. And 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.
18 May 21
Web Broadcast
10AM - NOON (PT)
When a broker meets with a new client or is asked by an existing client to insure a new location, there’s a lot of information to collect and review to accurately assess the risk. In this webinar you’ll look at a variety of potential client scenarios and then review the property exposures and risks presented. You’ll take all the information at hand to make coverage recommendations. This is a highly interactive session in which participation in group discussion is encouraged.
Who Should Attend: All personal lines brokers at all levels.
29 Apr 21
Web Broadcast
10AM - NOON (PT)
  • Placing Hard Personal Lines Risks in a Hard Market -New-
  • 2 Technical Credits
  • Brandi Anfield
In the last decade, the Canadian P&C industry has seen unprecedented changes, including significant increases in claims frequency and severity. This has led to a hardened personal-lines market with escalating premiums and tighter coverage restrictions. In this webinar, you’ll learn why the markets have hardened and the ways you can help clients make their risks more attractive to insurers. You’ll be presented with various risk and claim-scenario group activities and discussions, along with tools to help you achieve success in placing coverage for challenging personal-lines risks.
Who Should Attend: This seminar is of benefit to all personal-lines brokers, especially those who are more senior and experienced.
15 Apr 21
Web Broadcast
10AM - NOON (PT)
  • Specialty Coverage - Personal Lines -New-
  • 1 Technical Credits
  • Melanie Needham
In this webinar you’ll take a detailed look at the important personal-lines risks that often get missed, including home sharing, vacant properties, buildings under construction, and equipment-breakdown. Learn how to uncover and insure these less obvious risks that require specialty coverage.
Who Should Attend: All personal-lines brokers, especially those at the junior to intermediate level.
20 Oct 21
Web Broadcast
2PM - 3PM (PT)
  • Taking a Closer Look: Personal Lines Extended Coverages and Floaters
  • 2 Technical Credits
  • Brandi Anfield
As a broker, you know the basics of how to sell and bind a standard residential policy. But you may not place as much importance on extended coverages. Or how about when clients have property that doesn’t fall under standard policy limits? In this webinar you’ll look at these coverages in-depth. You’ll review specified coverages and limits applied by multiple companies, look at risk scenarios and claims examples, and engage in group activities. This will help you determine what questions to ask and what additional coverages your clients may require. Topics will include reviewing definitions, limitations and exclusions, basis of settlement, and appraisals.
Who Should Attend: This seminar is beneficial to all brokers, especially those who are new to personal lines.
31 Mar 21
Web Broadcast
10AM - NOON (PT)
  • The Insurance Needs of Home-Based Businesses -Updated-
  • 2 Technical Credits
  • Jo Anne Mitchell
What are the insurance implications of operating a business or working from home? Is a home-based business endorsement needed for all in-home work? Is it suitable for all types of business? When is a full commercial policy required? When is professional liability required? By participating in this webinar you’ll learn to identify the property and liability exposures of working or running a business in a residence, discover coverage deficiencies for home-based businesses within the habitational policy, learn about the coverage options for insuring a home-based business, and discuss the use of a survey to assess the risks associated with and the coverage needed for a home-based business.
Who Should Attend: All personal-lines brokers at all levels.
11 Mar 21
Web Broadcast
9:30AM - 11:45AM (PT)
  • Understanding and Insuring Life-Lease Housing Units -New-
  • 2 Technical Credits
  • Jo Anne Mitchell
Life-lease housing has become increasingly popular with the expanding senior population. And while it might seem that a tenant’s package is the appropriate insurance solution, this is not always the case. There are unique contractual insurance needs that must be taken into account before placing coverage. Join us for this webinar where you’ll learn about the life-lease housing concept, the different types of life-lease developments in British Columbia, and the various methods of insuring clients who purchase a life-lease interest.
Who Should Attend: Personal-lines sales and service brokers.
28 Apr 21
Web Broadcast
9:30AM - 11:30AM (PT)
In this webinar you’ll discuss issues arising from the vacancy exclusion, including cases dealing with the concepts of “vacant”, “vacancy”, and/or “occupied” or “unoccupied.” You’ll come to grips with these concepts and their implications for property coverage and the related advice you should give your personal-lines clients.
Who Should Attend: All junior to intermediate personal-lines brokers.
04 Feb 21
Web Broadcast
10AM - NOON (PT)
Water damage is the leading cause of property loss, and insurance companies have amended 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 webinar, 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: All brokers, especially those who sell personal lines products.
25 Feb 21
Web Broadcast
10AM - NOON (PT)