Description

Learn how to tailor insurance & risk management programs to meet client needs. 

This course examines coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy.

Learn to address exposures created by business activities, the ownership or use of recreational vehicles and watercraft, and the need for additional coverage through Personal Umbrella Liability and Catastrophe Coverage.

This course is best taken after CISR Personal Residential Property & CISR Personal Auto Exposures.

Topics:

• Business Activities of Personal Lines Clients – Unique exposures to in-home businesses, types of loss, risk management considerations, and methods of insuring exposures.
• Recreational Lines – Identify exposures faced by personal lines clients with recreational vehicles and watercraft.
• Personal Umbrella/Excess Liability – Understand Personal Umbrella Liability/Excess Liability Coverage concepts and identify and compare policy differences.
• Personal Lines Catastrophe Coverage – Coverage solutions and risk mitigation methods or resources available to personal lines consumers for catastrophic perils.
• Personal Lines Emerging Risks – Basics of how emerging risks develop, risk management process essentials, and how to apply the risk management process to an emerging risk.

State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

Faculty:

Ted Kinney

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. 

Hotel Information

Need a hotel? 

BIGiOK is pleased to offer ou a discounted rate at the Ellison, Oklahoma City, A Tribute Portfilio Hotel - (6201 N. Western Ave. OKC, OK 73118) CLICK Here to make your reservation. Please use code "E2498" to get our special BIGiOK Discounted Rate.

ALSO! Please see special rates with Embassy Suites in Oklahoma City. https://www.hilton.com/en/book/reservation/deeplink/?ctyhocn=OKCOKES&corporateCode=0003219176

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.