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CISR Other Personal Lines Solutions (HYBRID)

May 19, 2023 8:00 AM - 4:30 PM (CDT)

Description

The CISR Other Personal Lines Solutions formerly "Personal Lines Miscellaneous":

    • Section 1: A practical focus on understanding “business” exposures for personal lines clients with the goal of understanding coverage, gaps, and when commercial lines may be engaged.
    • Section 2: A narrowed focus on recreational auto and watercraft with the goal of understanding when to utilize additional Recreational Policies.
    • Section 3: A clean revision on Umbrella/Excess Liability with the goal of comparing coverage differences between similar yet different products.
    • Section 4: NEWLY developed material to introduce participants to CAT Lines, residual markets, and promoting less sought-after coverage.
    • Section 5: NEWLY developed material. A dynamic section that will allow participants to understand what an emerging risk is and what steps they can take if they uncover a risk they may not be able to find coverage for.

Faculty

Angie Heavener


Registration closes on the Monday prior to class 


Continuing Education

Attendance at this seminar qualifies for a total of seven hours of continuing education credit, which includes one hour of ethics and one hour of legislative credit in Oklahoma for P/C and Adjuster licenses.

Cancellation Policy

We realize that “life gets in the way” and sometimes our stakeholders cannot avoid canceling, transferring and registering late for events. It is important to understand that every event that we host involves both hard and soft costs to the organization and we must be good stewards of our resources. 

If canceling within one week of class, we will not be able to offer a refund. You may be able to transfer funds from one class to a future class for free if a member to the Association. 

If transferring from onsite to online, we will charge a 25% fee within 10 days of the class.

Exam Procedures

The exam will take place right after class, opening at 4:15PM (CST) the day of class through Thursday of the following week at 11:59PM (CST) UNLESS there is a holiday occurring. Questions regarding this exam process can be directed to The National Alliance.

Time

Schedule Registration: 7:30-8:00 am Class: 8:00 am-12:00 pm Lunch on your own: 12:00-1:00 pm Class: 1:00 pm-3:45 pm Review Period: 3:45-4:15 pm

Pricing

A $25 LATE FEE will be included if registering within one week prior to the course

IN PERSON Class Pricing
$195
ONLINE Class Pricing
$186

If cancelling within one week of class, we will not be able to offer a refund. You may be able to transfer funds from one class to a future class for free if a member to the Association.

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Contact Information

Big I Oklahoma
Name: Katie Jones
Email: katie.finch@bigiok.com
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