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

 
  • Automobile Coverages and Claims Update -New-
  • 3 Technical Credits
  • Krista Prockiw
In this seminar, you’ll explore the current accident benefits and liability coverages available under British Columbia’s Insurance (Vehicle) Act and Regulations. You’ll also examine court decisions on such topics as what constitutes “use or operation of a vehicle”, a “highway”, and who is an “insured”.
Who Should Attend: All personal-lines brokers at all levels.
31 Mar 20
Executive Hotel
1PM - 4PM
02 Apr 20
Best Western Dorchester
9AM - NOON
  • Electrical Hazards in Older Homes: Case Studies -New-
  • 2 Technical Credits
  • Brian Cook of PowerCheck
Some personal-lines underwriters are paranoid about electrical wiring in older homes, but not all older homes are high risk for electrical fire. This leaves most brokers wondering, "What are the true indicators of high electrical risk?" In the first half of this webinar, you'll explore the answer to this question by using case studies as examples. In the second half, you'll go through one case study in heavy detail to look at the hazards that indicate the house is very likely at high risk for fire. You'll also learn about suggested electrical upgrades to bring this old house (and others) up to a comparable level of safety to that of homes built today.
Who Should Attend: All personal-lines brokers at all levels.
18 Mar 20
Web Broadcast
2PM - 4PM (PST)
  • Extending Coverage: The Broker Advantage -New-
  • 3 Technical Credits
  • Brandi Anfield
There are many endorsements available in the personal-lines marketplace to enhance your clients’ package policies. In this seminar, 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 interactive 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.
13 Feb 20
Executive Hotel
9AM - NOON
27 Feb 20
Best Western Dorchester
9AM - NOON
15 Oct 20
Ramada Lodge Hotel
1PM - 4PM
  • Green Acres: An Introduction to Farm Insurance
  • 6 Technical Credits
  • 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, 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.
26 May 20
University of the Fraser Valley
9AM - 4PM
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.
08 Apr 20
Web Broadcast
10AM - NOON (PST)
  • Insurance Solutions for Residential Condo Unit Owners
  • 2 Technical Credits
  • Jo Anne Mitchell
Have you received panicked calls from your personal-lines clients about huge deductible increases on strata-building insurance along with significant premium increases on their condo policies? Join us for this informative webinar where you’ll discuss the impact of these hard-market changes, learn about the variety of residential strata units, and discuss the unique insurance needs of condo-unit owners. You’ll get the knowledge and skills you need to help your condo clients understand their coverage needs and make informed insurance purchase decisions.
Who Should Attend: All personal lines sales and service brokers and team leaders.
08 Apr 20
Web Broadcast
2PM - 4:15PM (PST)
This webinar will provide you with a detailed understanding of 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.
29 Apr 20
Web Broadcast
10AM - NOON (PST)
  • Insuring Risks with Short-term Rentals and Airbnb
  • 2 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 webinar 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 session is of interest to all brokers and is especially valuable to those who handle personal-lines insurance.
22 Apr 20
Web Broadcast
2PM - 4PM (PST)
  • Personal Liability in Depth: A Comprehensive Study
  • 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.
28 Apr 20
Executive Hotel
1PM - 4PM
As a personal-lines broker, your 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.
27 Feb 20
Best Western Dorchester
1PM - 4PM
09 Apr 20
Ramada Lodge Hotel
1PM - 4PM
14 May 20
Comfort Inn
1PM - 4PM
  • Personal Lines from the Bottom Up
  • 6 Technical Credits (3 CE credits per Part)
  • Laura Knight
In this two-part webinar, you’ll learn how to apply the information required by the habitational application for identifying obvious and not-so-obvious personal lines risks, and for providing appropriate coverage solutions. You’ll be able to help clients appreciate the value of their assets and, through this process, heighten their understanding of the various loss exposures they face and why recommended coverages are so vital to protect them. In turn, you’ll build and maintain client loyalty.
Who Should Attend: Should Attend: All personal lines brokers at all levels.

NOTE: You must attend both parts of this webinar to qualify for CE credits.
Part 1: 25 Mar 20 All Areas Web Broadcast 9AM - NOON
Part 2: 1 Apr 20 All Areas Web Broadcast 9AM - NOON
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 Apr 20
Executive Hotel
9AM - NOON
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 seminar, 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 seminar in which participation in group discussion is encouraged.
Who Should Attend: All personal lines brokers at all levels.
28 Oct 20
Web Broadcast
2PM - 4PM (PST)
  • Placing Hard Personal Lines Risks in a Hard Market -New-
  • 3 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 seminar, 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 broker, especially those who are more senior and experienced.
13 Feb 20
Executive Hotel
1PM - 4PM
09 Apr 20
Ramada Lodge Hotel
9AM - NOON
14 May 20
Comfort Inn
9AM - NOON
05 Nov 20
Executive Hotel
9AM - NOON
  • The Underwriting Broker - Personal Lines
  • 3 Technical Credits
  • Brandi Anfield
There are many factors for the broker to consider when qualifying a personal-lines risk for coverage. Sometimes important details or questions get overlooked when securing new business or processing a renewal. This can place the insurer in an unfavourable position and jeopardize the insured's coverage. In this seminar, examine what it means to be a front-line underwriter. Learn how to overcome client objections with respect to physical upgrades or repairs that may be required to bind coverage. And learn what risks are desirable and what factors limit the coverage available or prevent coverage from being placed. Through demonstrations and discussion, you’ll acquire practical tools and skills for qualifying personal-lines risks.
Who Should Attend: This seminar will benefit all personal lines brokers, especially newer ones.
15 Oct 20
Ramada Lodge Hotel
9AM - NOON
  • Travel Insurance Coverage Comparison
  • 2 Technical Credits
  • Laura Knight
The coverages and exclusions found in travel insurance policies vary and can cause confusion for you and your clients. To help you come to grips with this class of insurance and reduce your E&O exposure, this seminar will take you through a comparison of the policies of three popular travel insurance companies. You’ll explore the eligibility requirements, pre-existing conditions, exclusions and coverage clauses of each company while being provided with a comparison table for ongoing reference. You’ll also look at some of the additional coverage options that each insurer offers. Overall, this session will help reduce any apprehension you might have about selling travel insurance by boosting your working knowledge of the most popular wordings.
Who Should Attend: All personal lines brokers at all levels.
05 Feb 20
Web Broadcast
2PM - 4PM (PST)
  • Water Damage Coverage Comparison -New-
  • 2 Technical Credits
  • Brandi Anfield
Water damage is now 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: This seminar will benefit all brokers, especially those who sell personal lines products.
20 May 20
Web Broadcast
2PM - 4PM (PST)