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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 Agency Operations   
        April 25 ~ Lancaster, PA
       *Wait List*
CISR Risk Management   
        April 25 ~ Pittsburgh, PA
CISR Agency Operations   
        April 26 ~ Frederick, MD
Hold-Personal Lines  
        May 1 ~ Wyomissing, PA
CISR Comm. Property   
        May 2 ~ State College, PA
CISR Risk Management   
        May 3 ~ Indiana, PA
James K Ruble Seminar   
        May 7-8 ~ King of Prussia, PA
       *Wait List*
CPIA Position Success   

        May 9 ~ Mechanicsburg, PA
CPIA Implement Success   
        May 10 ~ Mechanicsburg, PAFull Schedule

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