P&C Courses

IIANC offers a variety of courses on pertinent information your agency staff needs in order to better serve your customers and remain compliant with licensing regulations. The courses below are offered throughout North Carolina and are designed to provide education and updates on regulatory changes, mandated information, risk management, technical issues and other timely insurance topics.

New Courses This Fall

E&S: The Exciting & Strange Side of Insurance

You work with Excess and Surplus Lines (E&S) every single day, but do we really understand this side of insurance? This class will begin with Basic E&S 101 discussing terminology, distribution chains and differences in wholesalers. Then, we’ll jump into a more detailed discussion of the many different regulations, walk through case studies, and discuss Lloyd’s of London. 
 
Instructor:
Danielle Wade, CPCU, CIC, a nationally-known expert on E&S insurance, joined Jackson Sumner & Associates in 2006 after graduating from the University of North Carolina's Kenan-Flagler Business School. She was recognized by Insurance Business of America as one of the Top Young Guns in 2016. Danielle currently serves on both Appalachian State University's Brantley Center Board of Advisors and East Carolina University's RMI Advisory Board. She is a Past President of the NC Surplus Lines Association and a Past President of AAMGA's Under Forty Organization.

October 17 - Wilmington
   
 

Terry Tadlock Teaches Two New Classes!

Agency Management Based E&O and Ethics
This is not your usual Ethics and E&O course. Rather than focusing on what you're doing wrong, this program deals with structuring your agency in a way that will reduce the likelihood of having an E&O claim while firmly establishing proper ethical standards. We will address some issues every organization needs to face such as: Agency Culture, Management Styles, Policy and Decision Making, Team Building, Ethics through Transparency. By establishing a proper culture within the agency, managing E&O exposures and setting professional ethical standards becomes much more efficient and effective.
3 hours of ETH CE Credit; Qualifies for your Ethics update if required
October 10, 2017 - Greensboro, NC
December 5, 2017 - Cary, NC

Insurance Coverages, Court Cases and Chaos
Please join national instructor Terry Tadlock as he discusses case studies and real world court cases on the following topics:
Property Insurance, Tenant Vandalism, Conditional Exclusions, Property Terms to Look For, Business Income, Civil Authority, Business Auto vs Personal Auto, Crime, Employee Dishonesty, Insured’s Premises
3 hours of GEN CE credit
October 10, 2017 - Greensboro, NC
December 5, 2017 - Cary, NC
   
  

Agency Perpetuation Planning

Whether you are the sole owner of your agency or have a partner, you must attend this class!
All agency owners need to consider what will happen to the agency in the event of their death, disability or retirement. Should you sell it to a family member, an employee, your partner, or someone else? How much should you expect to be paid? What's the process and when should you get started? Do you have a comprehensive Shareholders' Agreement?

If you are thinking about buying an agency, you need to understand the seller's perspective, the items you should consider in making an offer, and what data you need to collect. All these issues and more will be address in this informative six hour session.

Instructor: Jon Persky and Live Oak Bank

October 24, 2017  |  IIANC Office, Cary
8:30am - 3:30pm
Only $79 for IIANC members to attend! (Lunch is included!)
Now approved for 6 hours of GEN CE credit
 
 

Road Shows with Bill Wilson: Finding and Fixing Personal Lines and Commercial Lines Coverage Gaps

Through scores of real-life claims examples and court cases, this program examines over 40 common coverage gaps found in many personal lines and commercial lines policy forms and addresses the remedies for such gaps in the form of insurance products or risk management techniques. Participants will learn how coverage gaps can arise, how they can be eliminated or managed, how to explain gaps and remedies to prospects and insureds, and how to reduce agency E&O exposures while increasing sales.

November 14, 2017 - Cary 
Personal Lines Course (3 hours GEN CE credit)     Commercial Lines Course (3 hours GEN CE credit)

November 15, 2017 - Greensboro
Personal Lines Course (3 hours GEN CE credit)     Commercial Lines Course (3 hours GEN CE credit)

November 16, 2017 - Asheville
Personal Lines Course (3 hours GEN CE credit)     Commercial Lines Course (3 hours GEN CE credit)

Instructor: Bill Wilson, CPCU, ARM, AIM, AAM
Bill is the former Assoc. VP of Education & Research for the Big "I" national and the founder of the Big "I" Virtual University. After retiring from the national association last December, he blogs at www.insurancecommentary.com and speaks at conferences around the country on technical coverage topics and industry issues, from commoditization to insurtech "disruption."

Agency Perpetuation Planning

Whether you are the sole owner of your agency or have a partner, you must attend this class!
All agency o

Agency Perpetuation Planning

Whether you are the sole owner of your agency or have a partner, you must attend this class!
All agency o

E&O Risk Management: Meeting the Challenge of Change

Successful completion of this course will go toward satisfying the 10% loss control credit on the agency’s E&O policy with Swiss Re. Topics that will be covered in this class include:  Agency/Carrier Relationships – Law of Agency; Understanding Agents Duties; An E&O Claim - 360° View; Agency Defenses – Documentation; E&O Considerations of Agency Operations; E&O Issues of Certificates of Insurance; Minimizing E&O Exposure from Excess and Surplus Lines; and E&O Exposures When Using Social Media.

CE Credits: 6 GEN   |   Course No: C69677   |   Price: Members with IIANC E&O: $30   |   Price: Members $60 / Non-Members $160


Street Level Ethics

This course is designed to satisfy the NCDOI mandate for Ethics Continuing Education. What does it mean to act ethically? What are the different levels of ethical behavior (legal, personal, professional)?  This course will include a review of the basic elements of ethical behavior, codes of ethics for insurance professionals as well as our ethical duties to our companies vs. our customers. We will also examine real-life situations that agents can find themselves in and explore the various options that we can take in those situations. 

CE Credits: 3 ETH   |   Course No: C201213   |   Price: Members $45 / Non-Members $80
  
  

The National Flood Insurance Program

This course is designed to satisfy the NCDOI mandate for Flood Insurance Continuing Education. The course will examine the major aspects of writing flood policies, including flood zone and flood map determination, amounts of coverage available in the Emergency vs. Regular programs, eligible buildings and occupancy, policy forms, and claims handling. There will also be a review of the Flood Insurance Reform Act of 2004, particularly the requirements for point-of-sale and renewal notifications to insureds.
 
CE Credits: 3 FLD     Course No: C74828     Price: Members $45 / Non-Members $80


Agents Advanced Flood Insurance Program

This class will provide the participants with a more advanced look at issues concerning National Flood Insurance.  It will include topics such as:
  • A complete review of Elevation Certificates, including diagram numbers and examples. 
  • Flood Proofing Certificates, A-Zone and V Zone Rating Factors including proper openings/enclosures.  
  • Submit for Rate Definition and Process  Coverage limitations in elevated buildings. 
  • The impact of Biggert-Waters 2012 and the Homeowner Flood Insurance Affordability Act of 2014.
The instructor for the course is Tammy Goodman, North Carolina Territory Manager for Selective Flood.

CE Credits: 3 FLD   |   Course No: C202118   |   Price: Members $45 / Non-Members $80


 
Begin DateEnd DateEvent TitleLocationCE TypeCE HoursState Course#Code
10/24/201710/24/2017Agency Perpetuation PlanningCary 6207677FOC102417A
10/25/201710/25/2017Agents Advanced Flood SeminarCaryFLD3202118FOC10247
10/25/201710/25/2017Street Level EthicsCaryETH3201213FOC102417
11/8/201711/8/2017E&O Risk Management - Meeting The Challenge of ChangeHickoryGEN662084FOC110817
11/14/201711/14/2017Finding and Fixing Personal Lines Coverage GapsCary 3 FOC111417
11/14/201711/14/2017Finding and Fixing Commercial Lines Coverage GapsCary 3 FOC111417P
11/15/201711/15/2017Finding and Fixing Personal Lines Coverage GapsGreensboro 3 FOC111517
11/15/201711/15/2017Finding and Fixing Commercial Lines Coverage GapsGreensboro 3 FOC111517P
11/16/201711/16/2017Finding and Fixing Personal Lines Coverage GapsAsheville 3 FOC111617
11/16/201711/16/2017Finding and Fixing Commercial Lines Coverage GapsAsheville 3 FOC111617P
12/5/201712/5/2017Agency Management Based E&O and EthicsCary 3207853FOC120517
12/5/201712/5/2017Insurance Coverages, Court Cases and ChoasCary 3 FOC120517A