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Legal Compliance Training

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NEW ON-DEMAND PROGRAM 

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. 

 

Compliance Pitfalls & Ethical Responsibility Seminar

These state-specific on-demand programs help you avoid costly fines and penalties by highlighting the most violated insurance laws and regulations in your state. Learn at your own pace (up to 30 days following registration) in your own place (anywhere you have Web access). Join IA&B Deputy CEO and Counsel Jason Ernest, Esq. and Industry Affairs Director Claire Pantaloni, CIC, CISR as they walk you through the most violated laws and regulations and provide you with the tips and tools you need to remain compliant.

Note: These programs are a member-only resource.

This seminar is approved for loss-control credit for Utica policyholders in Del., Md. and Pa. and for Westport policyholders in Del. and Pa.  (Attendees must pass the exam associated with the course to earn loss-control credit.)

Pennsylvania

Topics include:

  • Handling of premium funds
  • Reporting of criminal charges/administrative actions
  • Non-genuine signatures
  • Misrepresentations
  • Charging fees
  • Rebating/Inducement to purchase
  • Broker agreement
  • Referral fees
  • Surplus lines
  • Privacy compliance
Maryland

Topics include:

  • Handling of premium funds
  • Reporting of criminal charges/administrative actions
  • Non-genuine signatures
  • Misrepresentations
  • Charging fees
  • Rebating/Inducement to purchase
  • Referral fees
  • Privacy compliance

Search and register for these seminars.


 

 

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Upcoming Programs

P&C Licensing Course    
        May 2-4 ~ Exton, PA
CISR Life & Health    
        May 3 ~ Mechanicsburg, PA
CISR Personal Auto    
        May 3 ~ Salisbury, MD
E&O Risk Mgmt.    
        May 4 ~ Dover, DE
Contracts, Hold Harmless,
     Add'l Insureds, Etc.

        May 4 ~ 1-4 p.m. ~ Webinar
Leases & Contracts
        May 9 ~ 9am-Noon. ~ Webinar
CISR Comm. Property  
        *SOLD OUT-Wait List*  
        May 9 ~ Lancaster, PA
James K. Ruble Seminar     
        May 9-10 ~ King of Prussia, PA
CISR Comm. Property    
        May 10 ~ Frederick, MD

Full Schedule


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Partner of the Month
Nationwide
 
For me, IA&B is an excellent resource for timely and relevant training.
April Ressler, CIC, CRM
April Ressler, CIC, CRM

President

Teeter Group

See training options thru 2017.

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