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Legal Compliance Training

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HR Pitfalls for Independent Agencies

This course targets common HR pitfalls that impact the independent agency and is designed to help principals and owners better manage their agency by improving their skills in recruiting, training & managing employees. Led by IA&B Deputy CEO and Counsel Jason Ernest, Esq. and Industry Affairs Director Claire Pantaloni, CIC, CISR, this course covers management practices that help with agency stability and perpetuation as well as remaining compliant with state and federal laws. 

Key areas discussed include:

  • hiring of employees
  • producer agreements
  • position descriptions
  • evaluating & terminating employees
  • associate handbook
Certificates of Insurance

Certificates have become a major source of litigation between certificate holders, insureds, insurers and insurance agents.  This course reviews the most frequently disputed and litigated certificate of insurance issues and offers risk managment suggestions that should reduce some of these conflicts. 

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Upcoming Programs


CISR Personal Lines Msc.   
        June 26 ~ Wyomissing, PA
CIC Comm. Multiline   
        July 9-12 ~ Erie, PA
James K Ruble Seminar   
        July 9-10 ~ Macungie, PA
Grilled Cheese & Beer    
        July 10 ~ Mechanicsburg, PA
Grilled Cheese & Beer    
        July 11 ~ Newark, DE
CISR Personal Auto   
        July 11 ~ Mechanicsburg, PA
CISR Life & Health   
        July 12 ~ Pittsburgh, PA
CISR Personal Lines Msc.   
        July 12 ~ Wilkes-Barre, PA
CISR Risk Management   
        July 17 ~ Lancaster, PA
Full Schedule

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