| Course Code | Course Name | CEU | Certification Type | Identification # | Description |
|---|
| AC05 | Regulations to the Motor Vehicle Act (BC) - Part 1 | 2 | Technical/Adjuster | BC Only | Before becoming Autoplan brokers, most of us completed ICBC's Autoplan Essentials course. While we learned a great deal about basic and optional Autoplan coverages, the main focus of that course was to provide us with the knowledge needed to 'process' automobile insurance documents.
As they became proficient in the 'processing' side of the business, many Autoplan brokers are reported to have told their employers they need additional training in the following areas:
1. Selling Skills � how to determine each client's automobile insurance needs and to explain their solutions in understandable terms.
Note: This course was added to the ILS eLearning Centre in March, 2001.
2. The Insurance (Motor Vehicle) Act �to become more knowledgeable about the key provisions of the legislation affecting their clients.
The objective of this course is to provide brokers with that knowledge. In fact, this is the first of other related courses that are available to brokers at the ILS eLearning Centre. |
| AC06 | Regulations to the Motor Vehicle Act (BC) - Part 2 | 2 | Technical/Adjuster | BC Only | Before becoming Autoplan brokers, most of us completed ICBC's Autoplan Essentials course. While we learned a great deal about basic and optional Autoplan coverages, the main focus of that course was to provide us with the knowledge needed to 'process' automobile insurance documents.
As they became proficient in the 'processing' side of the business, many Autoplan brokers are reported to have told their employers they need additional training in the following areas:
1. Selling Skills ... how to determine each client's automobile insurance needs and to explain their solutions in understandable terms.
Note: This course was added to the ILS eLearning Centre in March, 2001.
2. The Insurance (Motor Vehicle) Act �to become more knowledgeable about the key provisions of the legislation affecting their clients.
The objective of this course and other courses in this series is to provide brokers with that knowledge. In fact, this is the second of other related courses that are available to brokers at the ILS eLearning Centre. |
| AC07 | Regulations to the Motor Vehicle Act (BC) - Part 3 | 2 | Technical/Adjuster | BC Only | Before becoming Autoplan brokers, most of us completed ICBC's Autoplan Essentials course. While we learned a great deal about basic and optional Autoplan coverages, the main focus of that course was to provide us with the knowledge needed to 'process' automobile insurance documents.
As they became proficient in the 'processing' side of the business, many Autoplan brokers are reported to have told their employers they need additional training in the following areas:
1. Selling Skills ... how to determine each client's automobile insurance needs and to explain their solutions in understandable terms.
Note: This course was added to the ILS eLearning Centre in March, 2001.
2. The Insurance (Motor Vehicle) Act �to become more knowledgeable about the key provisions of the legislation affecting their clients.
The objective of this course and other courses in this series is to provide brokers with that knowledge. In fact, this is the second of other related courses that are available to brokers. |
| AC08 | Regulations to the Motor Vehicle Act (BC) - Part 4 | 2 | Technical/Adjuster | BC Only | Before becoming Autoplan brokers, most of us completed ICBC's Autoplan Essentials course. While we learned a great deal about basic and optional Autoplan coverages, the main focus of that course was to provide us with the knowledge needed to 'process' automobile insurance documents.
As they became proficient in the 'processing' side of the business, many Autoplan brokers are reported to have told their employers they need additional training in the following areas:
1. Selling Skills � how to determine each client's automobile insurance needs and to explain their solutions in terms they understand.
Note: This course was added to the ILS eLearning Centre in March, 2001.
2. The Insurance (Motor Vehicle) Act �to become more knowledgeable about the key provisions of the legislation affecting their clients.
The objective of this course is to provide brokers with that knowledge. In fact, this is the fourth of other related courses that are available to brokers. |
| AC09 | Ontario Automobile Policy (O.A.P. No. 1) Part 1 | 1 | Technical | | This course will be a valuable study aid for those completing the Automobile requirements for RIBO licensing.
This is the first in a series of continuing education courses dealing with the Ontario Automobile Policy (O.A.P. No. 1).
In this first course we will focus on the following topic areas:
* History of Ontario Automobile Insurance
* OAP 1 - Section 1 Introduction
* OAP 1 - Section 2 What Automobiles Are Covered? |
| AC10 | Ontario Automobile Policy (O.A.P. No. 1) Part 2 | 1 | Technical | | This is the second in a series of continuing education courses dealing with the Ontario Automobile Policy (O.A.P. No. 1)
In this second course we will focus on the following topic areas:
* Section 3 - Liability Coverage
* Section 4 - Accident Benefits Coverage
This course will be a valuable study aid for those completing the Automobile requirements for RIBO licensing. |
| AC11 | Ontario Automobile Policy (O.A.P. No. 1) Part 3 | 2 | Technical | | This is the third in a series of continuing education courses dealing with the Ontario Automobile Policy (O.A.P. No. 1)
In this third course we will focus on the following topic areas:
* Section 5 - Uninsured Automobile Coverage
* Section 6 - Direct Compensation - Property Damage
This course will be a vaulable study aid for those completing the Automobile requirements for RIBO licensing. |
| AC12 | Ontario Automobile Policy (O.A.P. No. 1) Part 4 | 1 | Technical | | This is the fourth in a series of continuing education courses dealing with the Ontario Automobile Policy (O.A.P. No. 1)
In this fourth course we will focus on the following topic areas:
* Section 7 - Loss or Damage Coverages
* Common Endorsements
This course will be a valuable study aid for those completing the Automobile requirements for RIBO licensing. |
| AC18 | Le vol dauto-Un probleme pan canadien | 3 | Insurance Technique | AFC02918 | Lorsque vous achetez un véhicule, vous devez garder à l’esprit plusieurs choses. Es-ce qu’un quatre portes ou un véhicule sport sera le plus approprié à votre style de vie? Le véhicule est-il sécuritaire? Quel est le rendement au millage? Devriez-vous louer ou acheter? Mais une chose que les acheteurs demandent rarement est ce véhicule sera t’il attrayant aux voyeurs? |
| AC30 | Alberta Standard Automobile Policy S. P. F. No. 1 - Application and Introduction to Automobile Polic | 3 | General/Adjuster | AIC# 10705; MB5745 (manitoba only accredidation ended Aug. 23 2011) | This is the first of four insurance courses designed to give an in-depth understanding of the Alberta Standard Automobile Policy. The courses deal primarily with private passenger vehicles and incorporate the automobile reform changes of 2004. This course covers:
1. Automobile Insurance Requirements And The Alberta Insurance Act
2. The Standard Application Form
3. Rating And Underwriting Considerations
4. How The Policy Is Organized
5. General Provisions, Definitions And Exclusions
6. Statutory Conditions
Although each course in the series can stand alone, students will benefit from taking the courses in order. This course is designed to provide a foundation for the second course, Liability; the third course, Accident Benefits; and the fourth course, Loss of or Damage to the Insured Automobile.
|
| AC31 | Alberta Standard Automobile Policy S. P. F. No. 1 Section A - Third Party Liability | 3 | General/Adjuster | AIC# 10706; MB5746 (manitoba only accredidation ended Aug. 23 2011) | This is the second of four insurance courses designed to give an in-depth understanding of the Alberta Standard Automobile Policy. The courses deal primarily with private passenger vehicles and incorporate the automobile reform changes of 2004. This course covers:
1. Concepts Of Liability Insurance
2. Minimum Limits
3. Section A- Bodily Injury To Or Death Of Any Person And Damage To Property
4. Statutory Conditions For Liability Claims
5. Proof Of Financial Responsibility
6. S.E.F. No. 44 Family Protection Endorsement
Although each course in the series can stand alone, students will benefit from taking the courses in order. This course is designed to build on the basic concepts and policy provisions covered in the first course, Application and Introduction to Automobile Policies. It provides a foundation for the third course, Accident Benefits; and the fourth course, Loss of or Damage to the Insured Automobile.
|
| AC32 | Alberta Standard Automobile Policy S. P. F. No. 1, Section B - Accident Benefits | 3 | General/Adjuster | AIC# 10707; MB5747 (manitoba only accredidation ended Aug. 23 2011) | This is the third of four insurance courses designed to give an in-depth understanding of the Alberta Standard Automobile Policy. The courses deal primarily with private passenger vehicles and incorporate the automobile reform changes of 2004. This course covers:
1. Introduction And Medical Payments
2. Death, Grief Counseling, And Funeral Benefits
3. Total Disability
4. Benefits In No Fault Jurisdictions Outside Alberta
5. Uninsured And Unidentified Motorists
6. Definitions
7. Exclusions And Claims Process
Although each course in the series can stand alone, students will benefit from taking the courses in order. This course is designed to build on the basic concepts and policy provisions covered in the first course, Application and Introduction to Automobile Policies and the coverages outlined in the second course, Liability. It provides a foundation for the fourth course, Loss of or Damage to the Insured Automobile.
|
| AC33 | Alberta Standard Automobile Policy S. P. F. No. 1, Section C - Damage to the Insured Automobile | 3 | General/Adjuster | AIC# 10708; MB5748 (manitoba only accredidation ended Aug. 23 2011) | This is the last of four insurance courses designed to give an in-depth understanding of the Alberta Standard Automobile Policy. The courses deal primarily with private passenger vehicles and incorporate the automobile reform changes of 2004. This course covers
1. General Concepts Of Physical Damage Insurance
2. Physical Damage Coverage Options
3. Exclusions
4. Additional Agreements
5. Loss Of Use By Theft
6. Statutory Conditions Relating To Vehicle Damage Claims
7. Common Endorsements For Physical Damage Coverage
Although each course in the series can stand alone, students will benefit from taking the courses in order. This course is designed to build on the basic concepts and policy provisions covered in the first course, Application and Introduction to Automobile Policies and on the coverages outlined in the second course, Liability, and the third course, Accident Benefits.
|
| AC34 | Automobile Theft in Canada | 3 | General/Adjuster/Technical | AIC18185;MB12305 | This course focuses on the growing problem of automobile theft in Canada and the risk management strategies that our clients can use to reduce the potential for a theft loss. Topic headings include:
1. Vehicle Theft in Canada
2. An Across Canada Review
3. The Logistics of Auto Theft
4. Strategies That Will Help You to Protect your Vehicle from Thieves |
| AJ01 | Automobile Theft Investigations - Part 1 | 2 | Adjusters/Technical | AIC# 5800; MB5749 | Part 1 of this two-part series looks at the impact of auto theft and gives a general overview of the automobile theft investigation process.
AIC# 5800 |
| AJ02 | Automobile Theft Investigations - Part 2 | 2 | Adjusters/Technical | AIC# 5805; MB5750 | The focus of 'Auto Theft I - Investigation & Fraud Indicators' was basic investigation and insurance fraud associated with this type of claim. Auto Theft II - Organized Crime takes a look at the most significant factor affecting trends and costs in the past decade the role of organized crime. In the past several years there has been a major shift in the trends associated to auto theft. The most notable trend is the dramatic increase in occurrences throughout North America, which is consistent with the worldwide trends for this type of occurrence. What is the catalyst for this dramatic change? The answer is simply: organized crime.
AIC# 5805 |
| AJ03 | Privacy for Adjusters - Part 1 | 2 | Adjusters | AIC# 7492; MB5751 | The three privacy courses are divided into multiple sections that are designed to take you through a step-by-step analysis of PIPEDA legislation, from origins through to practical application in the claims environment. An example or a question will follow each section to illustrate practical scenarios that most claim personnel will experience in the course of their duties.
AIC# 7492 |
| AJ04 | Privacy for Adjusters - Part 2 | 2 | Adjusters | AIC# 7493; MB5752 | Understanding the Act is less complicated than actually applying it to business situations. There are numerous applications that are based on judgment and good sense as opposed to a specific formula. Interpretive situations cannot be standardized. In addition to PIPEDA itself there are factors to consider as a result of interaction other Canadian privacy laws such as the various provincial acts and the Freedom of Information Act. The most practical approach to understanding PIPEDA and its relationship to other applicable legislation is to break it down into segments. This segment is limited to the Ten Principles, which are spelled out in PIPEDA but also the cornerstone of all Canadian privacy laws. The following is an explanation of each of the principles including their application to claims.
AIC# 7493 |
| AJ05 | Privacy for Adjusters - Part 3 | 2 | Adjusters | AIC# 7494; MB5753 | This is the third in a series of privacy courses designed for the claims industry. The first two courses explained the foundation of the legislation and its application to claims. Privacy III - Fraud and Subrogation takes a look at the more extraordinary applications, which are more likely to be subjected to controversial interpretation.
AIC# 7494 |
| AJ06 | Identity Theft Insurance | 2 | Adjusters/Technical | AIC# 9169; MB5754 | 'Identity theft' and 'identity fraud'; these are terms used to describe all types of crime in which someone wrongfully obtains and uses another person's data in some way that involves fraud or deception. For adjusters, properly handled investigations and early expertise into this emerging market can prove to be beneficial. First hand experience of these losses can add to the adjusters asset value to his or her employer. Interviewing victims of identity theft offer insight into the vulnerabilities that are exploited by criminals. Armed with this information claims people are in the best position to offer suggestions to the insurer on recommended policy wordings and prevention tips that the company can offer its client base.
AIC# 9169 |
| AJ07 | Basic Fire Investigations - Part 1 | 3 | Adjusters/Technical | AIC# 7001; MB6234 | Within the insurance claims industry the range of fire investigations go from telephone handling of straightforward claims to the complex arson losses that involve a team of experts in the field. Basic Property Fire is designed for those adjusters that handle routine to mid-range losses. These adjusters are neither fraud or fire specialists. Due to the fact that they are not specialists, it is important to match their skills and experience to the claim assignment. The perils of a mismatch are excessive payments, missed mitigation opportunities and service issues.
AIC# 7001 |
| AJ08 | Basic Interviewing Techniques | 2 | Adjusters | AIC# 7444; MB6235 | The adjuster's obligation is to properly and fairly settle claims; their judgment, based on available information, is often the final word. Like any other business, both good and bad decisions that affect others are made every day. A logical conclusion is that those adjusters that possess the knowledge and skills to obtain the right amount of relevant information pertaining to the claim have a distinct career advantage over those that do not perform to the same standard.
AIC# 7444 |
| AJ09 | Claim Reserves | 2 | Adjuster/Technical | AIC# 20354; MB6236 | Claim departments play a significant and often under estimated role in the financial management of an insurance company. The obvious conclusion to both insiders and outsiders is that vast sums of money are required to settle claims. There is a much bigger picture that is neither well understood nor effectively practiced. That is the impact that reserves, emanating from the claims department, have on the entire company. To many adjusters the reserves placed on unpaid files are a matter of routine. The focus is limited to file handling. Similarly, not all members of claims management are aware of how these reserves fit into the bigger corporate picture.
AIC# 20354 |
| AJ10 | Experts and Evidence | 2 | Adjuster/Technical | AIC# 8161; MB6237 | Imagine trying to conduct a complex insurance investigation without the use of an expert? Consider the value of independent medical examinations on bodily injury claims, origin and cause investigations on fire claims and the introduction of forensic accountants on business interruption claims. This is a small sampling of how dependent the industry is on the opinions offered by these professionals. Experts have become a necessary and integral part of the insurance claims community. Once retained, their opinions can be the deciding factor between a large settlement and a successful mitigation or denial of the claim.
AIC# 8161 |
| AJ11 | Conduct and Punitive Damages | 2 | Adjusters/Technical | AIC 14784; MB 9060 | Imagine trying to conduct a complex insurance investigation without the use of an expert? Consider the value of independent medical examinations on bodily injury claims, origin and cause investigations on fire claims and the introduction of forensic accountants on business interruption claims. This is a small sampling of how dependent the industry is on the opinions offered by these professionals. Experts have become a necessary and integral part of the insurance claims community. Once retained, their opinions can be the deciding factor between a large settlement and a successful mitigation or denial of the claim. |
| BG01 | Collaborative Negotiation | 1 | Adj/Technical | AIC #16903 MB10944 | Adjusters always seem to be under pressure to close files; in fact, this is one of their mandates. What is the biggest obstacle to achieving this goal, Disagreements? If not managed effectively from the outset small disputes grow into bigger ones. The result the file stays open longer and the chances of a good settlement start slipping away. What if you could prevent a large percent of disputes from growing, walk away with a good settlement and gain the respect of the other party in the process? That’s what Collaborative Negotiation is all about. This course introduces principles in a methodology for resolving conflict in a way that is ideally suited for the claims environment. |
| BG02 | Torts | 1 | Adj/Technical | AIC #16902 MB10943 | Whenever faced with a liability claim we instinctively attempt to determine fault, look for negligence. Negligence is based on a breach of duty of care; we accept this as the norm. In their wisdom, our courts have recognized that there are special groups in our society, which because of position or the relationship with others have a higher duty of care imposed on them. There are even extreme circumstances where parties can be held liable in the absence of negligence. On the flip side, the courts also recognize acceptable liability defenses which apply to specific situations, but will not hold up under normal circumstances. Torts identify these special situations, explain the exceptions in our laws and provide guidelines for the adjustment of claims for these out of the ordinary occurrences. |
| BG03 | Contract Law and the Insurance Policy | 1 | Adj/Technical | AIC #16901 MB10942 | It has been said that the insurance policy is one of the most complex documents we will ever encounter. Just look at the sheer volume of cases that have passed through our courts, contesting the meaning and testing the application of the wording against specific losses. When faced with questionable coverage situations of policy breeches you only get one chance to get it right. If you have any concerns about handling such controversies, Contract Law and the Insurance Policy is designed for you. It is a guide to understanding the key principles of contract law including the very same legal doctrines that the courts rely on to make their decisions. |
| BIZ01-V2 | Business Interruption Insurance - Video Course | 2 | General/Adjuster/Technical | AIC#21136; MB6270 | AIC#21136 |
| CL01 | Contractual Exclusion of Liability as a Defence to Negligence Claims The Effect of Waivers and Relea | 2 | Gen/Adj/Technical | AIC# 2624; MB6278 | Most commercial insurance producers will, at one time or another, have dealt with prospects such as gyms and exercise clubs, ski hills, gun clubs, special events organizers, etc. who have attempted to avoid liability for bodily injury to participants by having them sign a 'waiver' or 'release of liability.' The key question we have to wrestle with as insurance brokers is 'How do the courts view these documents?' Or, said another way, ''How successful are these contractual exclusions of liability when used as a defence to negligence claims?' This course attempts to answer that question.
AIC# 2624 |
| CL03 | Exclusions - Coverage E - Business Liability and Coverage F- Medical Expenses | 2 | Gen/Adj/Technical | AIC# 209; MB6280 | This is the eighth in a series of courses dealing exclusively with Wawanesa Insurance's Business Insurance Policy (BIP).Wawanesa's BIP policy provides property, loss of income, crime, and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartment buildings, and funeral homes in a single package.This course focuses on Exclusions for Coverage E - Business Liability and Coverage F - Medical Expenses provided for the above businesses.
AIC# 209 |
| CL04 | Coverage E - Business Liability and Coverage F - Medical Expenses | 2 | Gen/Adj/Technical | AIC# 208; MB6281 | This is the seventh in a series of courses dealing exclusively with Wawanesa Insurance's Business Insurance Policy (BIP). Wawanesa's BIP policy provides property, loss of income, crime, and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartments, and funeral homes in a single package. This course focuses on Section II - Liability Coverages provided for the above businesses.
AIC# 208 |
| CL10 | Clauses and Conditions Including Co-Insurance and Permission in a Blanket All Property Policy | 2 | Gen/Adj/Technical | AIC# 201; MB6287 | This course is the second (and last) in this series of courses dealing with SGI CANADA's Blanket All Property (Broad Form) policy. In this course, we will review various clauses and/or conditions contained in this form.
AIC# 201 |
| CL11 | Wawanesa BIP Policy - Part 6 - Optional Coverages | 2 | Gen/Adj/Technical | AIC# 207; MB# 6577 | This is the sixth in a series of courses dealing exclusively with Wawanesa Insurance's Business Insurance Policy (BIP). In this course, we will review each of the following six Optional Coverages: Account Receivable Coverage< Earthquake Coverage Electronic and Data Processing Coverage (EDP) Exterior Glass Coverage Outdoor Sign Coverage Valuable Papers and Records Coverage
AIC# 207 |
| CL12 | Commercial Liability Including Extensions and Conditions | 2 | Gen/Adj/Technical | AIC# 210; MB6289 | Wawanesa's BIP policy provides property, loss of income, crime, and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartments, and funeral homes in a single package. This course focuses on Section II - Liability Coverages, Additional Clauses provided for the above businesses.
AIC# 210 |
| CL15 | Assurance Commerciale Biens: Polices Tous Risques - Ce qui est couvert et ce qui ne l est pas - Part | 2 | Insurance Technique | AFC01776 | D’analyser les conventions d’assurance Tous Risques contenues dans les polices d’assurance biens commerciales. Le but de ce cours est de reviser les exclusions de biens. |
| CL16 | Assurance commerciale biens - polices tous risque Ce qui est couvert et ce qui ne l est pas - Partie | 2 | Insurance Technique | AFC01777 | Pour analyser les protections accordees tous risques contenus dans les polices d’assurances commerciales biens. Ce cours cible les exclusions de risques. Un cours separe est fourni en ligne pour les ‘exclusions de biens’ contenu dans les polices ‘tous risques’ |
| CL21 | Coverages and Exclusions in A Blanket All Property Broad Form Policy | 2 | Gen/Adj/Technical | AIC# 200; MB6295 | Two courses have been developed for SGI CANADA's Blanket All Property (Broad Form). This course reviews coverages and exclusions, while the second course reviews other clauses found in this form.
AIC# 200 |
| CL22 | Wawanesa Insurance's Business Insurance Policy (BIP) Coverage D - Crime | 2 | Gen/Adj/Technical | AIC# 204; MB6296 | This is the third in a series of courses dealing exclusively with Wawanesa Insurance's Business Insurance Policy (BIP). Wawanesa's BIP policy provides property, loss of income, crime, and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartments, and funeral homes in a single package. This course focuses on Coverage D - Crime provided for the above businesses.
AIC# 204 |
| CL23 | Directors and Officers Liability for Profit Corporations | 2 | Gen/Adj/Technical | AIC# 5499; MB6297 | This is a continuing education course dealing with Director's and Officer's Liability. In this course we will focus on the following topic areas: Introduction To Directors' And Officers' Duties Responsiblities Of Directors And Officers Employment Law Responsibilities Of Directors And Officers Managing Exposures Of Directors And Officers
AIC# 5499 |
| CL24 | Directors and Officers Liability - For Non-Profit Corporations | 2 | Gen/Adj/Technical | AIC# 8068; MB6298 | This is a continuing education course dealing with Director's and Officer's Liability for Non-Profit corporations. In this course we will focus on the following topic areas: Types Of Non-profit Organizations Common Law Duties Of Directors Of Non-profit Organizations Statutory Duties Of Directors Of Non-profit Organizations Incorporated Non-profit Organizations Condominium Or Strata Board Of Directors Directors And Officers Liability Insurance
AIC# 8068 |
| CL26 | SGI Canada Garage and Auto Dealers Insurance | 2 | Gen/Adj/Technical | AIC# 3422; MB6300 | This is the first in a series of three continuing education courses dealing with SGI CANADA's Garage and Auto Dealers Insurance Rider 'G'1. In the first course of this series, we will focus on the following topic areas, specifically: 1. Underwriting Considerations 2. General Provisions, Definitions and Exclusions There are three coverages or Insuring Agreements in the Garage and Auto Dealers Insurance Rider. As the General Provisions, Definitions and Exclusions apply to them all, it makes sense that we would deal with them first. 3. Division I - Automobile Third Party Liability. This course deals with Division I coverages only, specifically: Insuring Agreement Exclusions Additional Agreements of Insurer Agreements of Insured Limitation Clause Medical Payments
AIC# 3422 |
| CL27 | SGI Canada Garage and Auto Dealers Insurance Part 2 | 2 | Gen/Adj/Technical | AIC# 3423; MB6301 | This is the second in a series of three continuing education courses dealing with SGI CANADA's Garage and Auto Dealers Insurance Rider 'G'1. In the first course of this series, we discussed the following topic areas, specifically: Underwriting Considerations General Provisions, Definitions and Exclusions Division I - Automobile Third Party Liability. This course deals with Division II - Legal Liability for Damage to Customers' Automobiles, specifically: Insuring Agreement Subdivision A - Collision or Upset Subdivision B - Comprehensive Subdivision C - Fire, Explosion or Theft of an Entire Automobile Additional Agreements of Insurer Co-Insurance Clause All Terrain Vehicles Limitation and Deductible Clause
AIC# 3423 |
| CL28 | Wawanesa Insurance's Business Insurance Policy (BIP) Part 3 - Coverage C - Loss of Income | 2 | Gen/Adj/Technical | AIC# 203; MB6302 | This is the second in a series of courses dealing exclusively with Wawanesa Insurance's Business Insurance Policy (BIP). Wawanesa's BIP policy provides property, loss of income, crime, and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartments, and funeral homes in a single package. This course focuses on Coverage C - Loss of Income provided for the above businesses.
AIC# 203 |
| CL29 | One for the Road - Two for the Courts | 2 | Gen/Adj/Technical | AIC# 216; MB6303 | *Revised - September 2006 Looking at the issues surrounding alcohol or liquor liability, including rulings from court cases as recent as June, 2001.
AIC# 216 |
| CL31 | Property Coverages in a Commercial Policy | 2 | Gen/Adj/Technical | AIC# 202 MB# 6578 | This is the first in a series of courses dealing exclusively with Wawanesa Insurance's Business Insurance Policy (BIP).Wawanesa's BIP policy provides property, loss of income, crime, and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartments, and funeral homes in a single package.This course focuses on Section 1 Property Coverages provided for the above businesses.
AIC# 202 |
| CL33 | Some Coverage Limitations in a Commercial Policy | 2 | Gen/Adj/Technical | AIC# 206; MB#6580 | This is the fifth in a series of courses dealing exclusively with Wawanesa Insurance's Business Insurance Policy (BIP). Wawanesa's BIP policy provides property, loss of income, crime, and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartments, and funeral homes in a single package. This course focuses on Section 1 - Special Form Covered Causes of Losses and Exclusions provided for the above businesses.
AIC# 206 |
| CL34 | Contract Bonds | 2 | Gen/Adj/Technical | AIC# 5498; MB6308 | In this course we will focus on the following topic areas: Introduction Types of Contract Bonds Qualifying for Contract Bonds.
AIC# 5498 |
| CL35 | Enhancement Endorsement (Optional Coverage: Section 1 - Property Coverages) | 2 | Gen/Adj/Technical | AIC# 211; MB6309 | This is the 10th in a series of courses dealing exclusively with the Business Insurance Policy (BIP) underwritten by Wawanesa Insurance. Wawanesa's BIP policy provides property, loss of income, crime and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartments and funeral homes in a single package. The BIP Enhancement Endorsement was introduced in late 2000 and is available to business owners as an Optional Coverage under Section I - Property Coverages
AIC# 211 |
| CL36 | Garage and Auto Dealers Insurance Part 3 | 2 | Gen/Adj/Technical | AIC# 3424; MB6310 | This is the third and final course in the series of continuing education courses dealing with SGI CANADA's Garage and Auto Dealers Insurance Rider 'G'1. This third course will focus on Division III - Damage to Owned Automobiles. Topics to be discussed include: Insuring Agreement Subdivision A - Collision or Upset Subdivision B - Comprehensive Subdivision C - Specified Perils Limitation and Deductible Clause Exclusions Additional Agreement of Insurer Agreement of Insured Co-Insurance Clause
AIC# 3424 |
| CL37 | Le Cout Eleve De La Malhonetete Des Employes Et Ce Que Les Proprietaires Dentreprises Peuvent Faire | 2 | Insurance Technique | AFC02919 | La majorité des entreprises s’attendent de perdre des revenus et de la marchandise aux mains d’un voleur a l’étalage ou voleur et inclure les effets de ces coûts dans leur budget. Toutefois lorsque ces pertes viennent de l’intérieur de l’entreprise il est plus difficile de les envisager. Peu de gens s’attendent que leurs propres employés ou collègues de travail vont frauder leur propre compagnie mais ce n’est pas une incidence hors du commun.
L’information dans ce cours tente d’enseigner aux agents la malhonnêteté des employés en particulier le vol par les employés et le détournement. Ce cours se qualifie pour deux unités de formation continue (technique). |
| CL42 | SGI Canada: The New CGL Policy Coverage A Insuring Agreement and Exclusions Part 1 | 2 | General/Technical/Adjuster | AIC #10559; MB6315 | This course focuses on the coverages provided in Section 1 - Coverages of the SGI CANADA New Commercial General Liability (Occurrence Basis) policy, also known as the "CGL"; specifically:
Coverage A: Bodily Injury and Property Damage Liability
• Insuring Agreement
• Exclusions (a) – (f).
|
| CL43 | SGI Canada: The New CGL Policy - Coverage A (Exclusions) and Section II - Who Is An Insured Part 2 | 2 | General/Technical/Adjuster | AIC #10560; MB6316 | In this course, we will discuss the following:
• Coverage A – Bodily Injury and Property Damage Exclusions (g) – (v)
• Section II – Who Is An Insured.
|
| CL44 | SGI CANADA: The New CGL Policy Analyzing Coverages B, C and D Part 3 | 2 | General/Technical/Adjuster | AIC #10561; MB6317 | In this course, we will discuss the following:
• Coverage B - Personal and Advertising Injury Liability
• Coverage C - Medical Payments
• Coverage D - Tenants' Legal Liability
• Common Exclusions
• Supplementary Payments.
|
| CL45 | SGI Canada: The New CGL Policy - Limits, Deductibles and Conditions Part 4 | 2 | General/Technical/Adjuster | AIC #10562; MB6318 | In this final course, we will discuss the following:
• Section III - Limits of Liability
• Section IV – Deductible
• Section V - Commercial General Liability Conditions.
|
| CL50 | Part 1 - Commercial Property Insurance : All Risks Policies - What's Covered and What's Not | 2 | General/Adjuster/Technical | AIC18190;MB12306 | To analyze the 'All Risks' Insuring Agreement contained in commercial property insurance policies. The focus of this course is on Property Exclusions. A separate course is provided on-line for the 'Perils Exclusions' contained in these policies. |
| CL51 | Part 2 - Commercial Property Insurance: All Risks Policies - What's Covered and What's Not | 2 | General/Adjuster/Technical | AIC18191;MB12307 | To analyze the 'All Risks' Insuring Agreement contained in commercial property insurance policies. The focus of this course is on Perils Exclusions. A separate course is provided on-line for the 'Property Exclusions' contained in these policies. |
| CL52 | Part 1 - Comprehensive Dishonesty, Disappearance and Destruction Rider | 2 | General/Adjuster/Technical | AIC18192;MB12308 | This is the first in a series of two continuing education courses dealing with SGI CANADA's Comprehensive Dishonesty, Disappearance and Destruction Rider.In this course we will focus on the following topic areas: Introduction & Definitions Insuring Agreement I - Employee Dishonesty Common Clauses Loss under Previous Bonds |
| CL53 | Part 2 - Comprehensive Dishonesty, Disappearance and Destruction Rider | 2 | General/Adjuster/Technical | AIC18193;MB12309 | This is the second in a series of two continuing education courses dealing with SGI CANADA's Comprehensive Dishonesty, Disappearance and Destruction Rider. In this course we will focus on the following topic areas: Insuring Agreement II. Loss Inside the Premises Coverage Insuring Agreement III. Loss Outside the Premises CoverageInsuring Agreement IV. Counterfeit Money Order and Paper Currency CoverageInsuring Agreement V. Depositors Forgery Coverage |
| CL54 | What Business Owners Can Do About The High Cost of Employee Dishonesty | 2 | General/Adjuster/Technical | AIC18194;MB12310 | In this course, we examine the who, what, where, why and how of employee theft and offer suggestions for risk management techniques that can be implemented by business owners to deter employee theft, under the following headings: 1. Whodunit? Employee Dishonesty in Canada 2. Risk Management Techniques for Employers |
| CL55 | Commercial Policy - Some Common Additional Coverages and Coverage Extensions | 2 | General/Adjuster/Technical | AIC18195;MB12311 | This is the fourth in a series of courses dealing exclusively with Wawanesa Insurance's Business Insurance Policy (BIP). Wawanesa's BIP policy provides property, loss of income, crime, and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartments, and funeral homes in a single package. This course focuses on Additional Coverages and Coverage Extensions provided for the above businesses. |
| CL56 | Part 1 - New CGL Policy - A Bodily Injury and Property Damage Liability | 2 | General/Adjuster/Technical | AIC18196;MB12312 | This is the first of four courses in this series. |
| CL57 | Part 2 - New CGL Policy - More Coverage - Exclusions & Who's Covered | 2 | General/Adjuster/Technical | AIC18197;MB12313 | This is the second in the series of four courses dealing with the new CGL policy.
In this course, we will discuss the following:
• Coverage A – Bodily Injury and Property Damage Exclusions (g) – (v)
• Section II – Who Is An Insured.
[Reference Document: IFC 33500/05) and Liability Divider 33400]
|
| CL58 | Part 3 - New CGL Policy - Coverage B, C and D | 2 | General/Adjuster/Technical | AIC18198;MB12314 | This is the third in the series of four courses dealing with the new CGL policy. In this course, we will discuss the following:
• Coverage B. Personal and Advertising Injury Liability
• Coverage C. Medical Payments
• Coverage D. Tenants' Legal Liability
• Common Exclusions
• Supplementary Payments.
[Reference Document: IFC 33500/05) and Liability Divider 33400] |
| CL59 | Part 4 - New CGL Policy - Limits, Deductibles and Conditions | 2 | General/Adjuster/Technical | AIC18199;MB12315 | This is the last in the series of four courses dealing with the new CGL policy. In this final course, we will discuss the following:
• Section III - Limits of Insurance
• Section IV – Deductible
• Section V - Commercial General Liability Conditions.
[Reference Document: IFC 33500/05) and Liability Divider 33400] |
| CL60 | Part 1 - Business Income - Profits Form - Lombard Canada | 2 | General/Adjuster/Technical | AIC18200;MB12316 | Business Income (Profits) insurance, traditionally referred to as Business Interruption Insurance, is one of the most important and yet most widely misunderstood of all insurance coverages.
There are many brokers who are simply "afraid" to discuss Business Income insurance with their clients. This may be because they don't understand it themselves. Also, there are many brokers who have talked themselves into believing that analyzing financial statements and ratios is more properly the job of their insured's accountant and not something they should be dealing directly with. As a result, these brokers have simply resisted learning more about this essential insurance coverage. This is about to change. |
| CL61 | Part 2 - Business Income - Profits Form - Lombard Canada | 2 | General/Adjuster/Technical | AIC18201;MB12317 | Introduction/Objective
This is the last in a series of two courses dealing with the Business Income (Profits Form) developed by Lombard Canada. [Reference: CBP 5200 (10/98)]
We will accomplish the following things in this course:
Analyze the Insuring Agreements which deal specifically with the manner in which a claim will be paid.
Complete a Profits Worksheet for our clients. |
| CL62 | Broad Form - Commercial Buildings, Equipment and Stock - Perils Exclusions Explained | 3 | General/Adjuster/Technical | AIC18202;MB12318 | This is one of two courses designed for SRH Insurance Services Ltd. dealing with the exclusions contained in the Commercial Building, Equipment and Stock (Broad Form) policy underwritten by Dominion of Canada, hereinafter also referred to as "the insurer.” |
| CL63 | Broad Form - Commercial Buildings, Equipment and Stock - Property Exclusions Explained | 2 | General/Adjuster/Technical | AIC18203;MB12319 | This is one of two courses designed for SRH Insurance Services Ltd. which deals with the exclusions contained in the Commercial Building, Equipment and Stock (Broad Form) policy underwritten by Dominion of Canada, hereinafter also referred to as "the insurer."
Note: This policy will also be referred to as the Broad Form in this course. |
| CU03 | Part 1. The E and O Exposure - Legal Considerations (PL Brokers) | 1 | Gen/Adj/Technical | AIC 19664: MB 14067 | Topics discussed in this Part include:
1. Why Separate Policy Needed
2. 2. E&O Claims Increasing
3. Scope of E&O Insurance Policies
4. E&O Insurance Mandatory in Some Provinces
5. Standard of Duty of Care Expected of Insurance Agents and Brokers
6. Theories of Liability – How our Legal System Determines the Standard of Duty of Care we owe to our Clients
|
| CU04 | Part 2. Categories of E and O Claims (PL Brokers) | 2 | Gen/Adj/Technical | AIC 19665: MB 14068 | According to business experts, E&O claims are preventable. If we accept that, the next question is, “What can we do in our brokerage to prevent an E&O claim”? As a first step, we need to know the categories and/or sources of E&O claims and, once we know that, we can start developing a formal E&O program to prevent them from happening.
In this Part, the focus of our study will be on 10 Categories and/or Sources of E&O Claims. |
| CU05 | Part 3. Developing a Formal E and O Program for the Brokerage (PL Brokers) | 2 | Gen/Adj/Technical/Management (Ribo) | AIC 19666: MB 14069 | The focus in this Part is on the following topic area: Developing a Formal E&O Program for the Brokerage.
The following controls and procedures should be considered for inclusion in your brokerage’s formal E&O program as it relates to the area of commercial lines insurance. They will help to protect you against errors and omissions claims. They will also serve as invaluable evidence for you, your insurers, and your lawyers in the event of such a claim. Finally, if we do a good job of managing our E&O exposure, we improve our chances of keeping our clients, our brokerage owners, and our E&O insurer happy and, as an added benefit, our E&O premiums at an acceptable level.
Note: While the majority of the following controls and procedures were developed specifically for commercial risks, many of them will also be useful E&O loss prevention techniques when dealing with personal lines clients.
|
| CU06 | Part 1. The E and O Exposure - Legal Considerations (CL Brokers) | 1 | Gen/Adj/Technical | AIC 19667: MB 14070 | Topics discussed in this Part include:
1.Why Separate Policy Needed
2.E&O Claims Increasing
3. Scope of E&O Insurance Policies
4. E&O Insurance Mandatory in Some Provinces
5. Standard of Duty of Care Expected of Insurance Agents and Brokers
6. Theories of Liability – How our Legal System Determines the Standard of Duty of Care we owe to our Clients |
| CU07 | Part 2. Categories of E and O Claims (CL Brokers) | 2 | Gen/Adj/Technical | AIC 19668: MB 14079 | No brokerage wants to have to deal with an E&O claim.
According to business experts, E&O claims are preventable. If we accept that, the next question is, “What can we do in our brokerage to prevent an E&O claim”? As a first step, we need to know the categories and/or sources of E&O claims and, once we know that, we can start developing a formal E&O program to prevent them from happening.
Objective
In this Part, the focus of our study will be on 10 Categories and/or Sources of E&O Claims.
|
| CU08 | Part 3. Developing a Formal E and O Program for the Brokerage (CL Brokers) | 2 | Gen/Adj/Technical/Management (Ribo) | AIC 19669; MB 14081 | The focus in this Part is on the following topic area: Developing a Formal E&O Program for the Brokerage.
The following controls and procedures should be considered for inclusion in your brokerage’s formal E&O program as it relates to the area of commercial lines insurance. They will help to protect you against errors and omissions claims. They will also serve as invaluable evidence for you, your insurers, and your lawyers in the event of such a claim. Finally, if we do a good job of managing our E&O exposure, we improve our chances of keeping our clients, our brokerage owners, and our E&O insurer happy and, as an added benefit, our E&O premiums at an acceptable level.
Note: While the majority of the following controls and procedures were developed specifically for commercial risks, many of them will also be useful E&O loss prevention techniques when dealing with personal lines clients. |
| ETHICS20 | Ethics and the Insurance Professional Part One | 2 | General/Technical/Management | AIC# 13047: MB 7097 (1 credit for Saskatchewan) | Ethics and the Insurance Professional Part One - Video Course |
| ETHICS21 | Ethics and the Insurance Professional Part Two | 2 | General/Technical/Management | AIC# 13048: MB 7098 (1 credit for Saskatchewan) | Ethics and the Insurance Professional Part Two - Video Course |
| ETHICS22 | Ethics and the Insurance Professional Part Three | 2 | General/Technical/Management | AIC# 13049: MB 7099 (1 credit for Saskatchewan) | Ethics and the Insurance Professional Part Three - Video Course
As it may have been some time since the broker completed Part 2, it will be necessary for them to reacquaint themselves with some of the theory provided in Part 1, including:
What Ethics Is.
Establishing Ethical Standards – Sources of Influence
Basic Ethical Values & What They really Mean – A discussion of the ethical values that are considered to be requisite traits of an ethical professional insurance broker.
The Final Quiz contains 30 scenarios that call for the broker to make a decision on how they would have acted in that situation. Their answers will then be evaluated in terms of whether they are Ethical – Not Unethical or Unethical using the following as a reference point:
The Broker’s Professional Code of Conduct
The Bylaws of the Provincial Regulatory Bodies
|
| FC10 | Mutual Fire BC - Dairy Farm Package - Part 1 | 3 | Technical/Adjuster | Alberta Ins. Council: 32895 | The purpose of the courses in this series is to analyze and discuss the Section 2 - Farm Property Coverages provided by The Mutual Fire Insurance Company of British Columbia's Dairy Farm Package. In this first course, we will look at the following topic areas, specifically: Dairy Farm Package - Features General Underwriting Information Requirements Coverage FEC (Fire and Extended Coverage) Coverage FX - Farm Buildings - Broad Form Coverage G - Loss of Farm Income - (No Co-Insurance Form). |
| FC11 | Mutual Fire BC - Dairy Farm Package - Part 2 | 3 | Technical/Adjuster | Alberta Ins. Council: 32896 | In this second course, we will look at the following Section 2 - Farm Property Coverages, specifically: Coverage P - Farm Produce Named Perils Form Coverage E - Farm Machinery & Equipment - Broad External Perils Form Loss of Use - Farm Machinery Coverage Coverage F - Livestock Named Perils Form Semen and Semen Tank Coverage - Named Perils. |
| FC12 | Mutual Fire BC - Dairy Farm Package - Part 3 | 3 | Technical/Adjuster | Alberta Ins. Council: 32897 | In this third course, we will look at the following Section 2 - Farm Property Coverages provided by the policy, specifically: Additional Coverages of Section 2 Special Conditions of Section 2 Debris Removal Coverage General Loss or Damage Not Insured of Section 2 Basis of Claim Payment of Section 2 Replacement Cost - Farm Buildings (80% Co-Insurance) Form Coverage Z (Rebuilding Clause - Deferred Payment). |
| FC13 | Mutual Fire BC - General Farm Package - Part 1 | 3 | Technical/Adjuster | Alberta Ins. Council: 32898 | This is the first of three insurance courses designed to deal with the General Farm Package. The focus of these courses is limited to Section 2 - Farm Property Coverages of the farm policy developed by The Mutual Fire Insurance Company of British Columbia. In this first course, we will look at the following topic areas, specifically: General Underwriting Information Requirements Coverage FEC (Fire and Extended Coverage) Coverage FX - Farm Buildings - Broad Form. |
| FC14 | Mutual Fire BC - General Farm Package - Part 2 | 3 | Technical/Adjuster | Alberta Ins. Council: 32899 | This is the second of three insurance courses designed to deal with the General Farm Package. The focus of these courses is limited to Section 2 - Farm Property Coverages of the farm policy developed by The Mutual Fire Insurance Company of British Columbia.In this second course, we will look at the following Section 2 - Farm Property Coverages, specifically: Coverage P - Farm Produce Named Perils Form Coverage E - Farm Machinery & Equipment - Broad External Perils Form Loss of Use - Farm Machinery Coverage Coverage F - Livestock Named Perils Form Semen and Semen Tank Coverage - Named Perils. |
| FC15 | Mutual Fire BC - General Farm Package - Part 3 | 3 | Technical/Adjuster | Alberta Ins. Council: 32900 | In this third course, we will look at the following Section 2 - Farm Property Coverages provided by the policy, specifically: Additional Coverages of Section 2 Special Conditions of Section 2 Debris Removal Coverage General Loss or Damage Not Insured of Section 2 Basis of Claim Payment of Section 2 Replacement Cost - Farm Buildings (80% Co-Insurance) Form Coverage Z (Rebuilding Clause - Deferred Payment). |
| FC16 | Mutual Fire BC - Hobby Farm Package - Part 1 | 2 | Technical/Adjuster | Alberta Ins. Council: 32904 | The purpose of this courses in this series is to analyze and discuss the Section 2 - Farm Property Coverages provided by The Mutual Fire Insurance Company of British Columbia's farm policy for hobby farms. As some of the coverages contained in this policy are not applicable to hobby farms, they will not be discussed in this course. We will tell you what those coverages are when we get to the appropriate place in the policy. In this first course, we will look at the following topic areas, specifically: General Underwriting Information Requirements Coverage FEC (Fire and Extended Coverage) Coverage FX - Farm Buildings - Broad Form |
| FC17 | Mutual Fire BC - Hobby Farm Package - Part 2 | 3 | Technical/Adjuster | Alberta Ins. Council: 32905 | In this second course, we will look at the following Section 2 - Farm Property Coverages, specifically: Coverage P - Farm Produce Named Perils Form Coverage E - Farm Machinery & Equipment - Broad External Perils Form Loss of Use - Farm Machinery Coverage Coverage -Livestock Named Perils Form. |
| FC18 | Mutual Fire BC - Hobby Farm Package - Part 3 | 3 | Technical/Adjuster | Alberta Ins. Council: 32906 | The purpose of this courses in this series is to analyze and discuss the Section 2 - Farm Property Coverages provided by The Mutual Fire Insurance Company of British Columbia's Hobby Farm Package. As some of the coverages contained in this policy are not applicable to hobby farms, they will not be discussed in this course. In this third course, we will look at the following Section 2 - Farm Property Coverages provided by the policy, specifically: Additional Coverages of Section 2 Special Conditions of Section 2 Debris Removal Coverage General Loss or Damage Not Insured of Section 2 Basis of Claim Payment of Section 2 Replacement Cost - Farm Buildings (80% Co-Insurance) Form Coverage Z (Rebuilding Clause - Deferred Payment). |
| FC19 | Mutual Fire BC - Poultry Farm Package - Part 1 | 3 | Technical/Adjuster | Alberta Ins. Council: 32901 | The purpose of the courses in this series is to analyze and discuss the Section 2 - Farm Property Coverages provided by The Mutual Fire Insurance Company of British Columbia's Poultry Farm Package. In this first course, we will look at the following topic areas, specifically: Poultry Farm Package - Features General Underwriting Information Requirements Coverage FEC (Fire and Extended Coverage) Coverage FX - Farm Buildings - Broad Form Coverage G - Loss of Farm Income - (No Co-Insurance Form). |
| FC20 | Mutual Fire BC - Poultry Farm Package - Part 2 | 3 | Technical/Adjuster | Alberta Ins. Council: 32902 | In this second course, we will look at the following Section 2 - Farm Property Coverages, specifically: Coverage P - Farm Produce Named Perils Form Coverage E - Farm Machinery & Equipment - Broad External Perils Form Loss of Use - Farm Machinery Coverage Coverage F - Livestock Named Perils Form Semen and Semen Tank Coverage - Named Perils. |
| FC21 | Mutual Fire BC - Poultry Farm Package - Part 3 | 3 | Technical/Adjuster | Alberta Ins. Council: 32903 | In this third course, we will look at the following Section 2 - Farm Property Coverages provided by the policy, specifically: Additional Coverages of Section 2 Special Conditions of Section 2 Debris Removal Coverage General Loss or Damage Not Insured of Section 2 Basis of Claim Payment of Section 2 Replacement Cost - Farm Buildings (80% Co-Insurance) Form Coverage Z (Rebuilding Clause - Deferred Payment). |
| FC22 | Mutual Fire BC - Ranch Package - Part 1 | 3 | Technical/Adjuster | Alberta Ins. Council: 32907 | The purpose of the courses in this series is to analyze and discuss the Section 2 - Farm Property Coverages provided by The Mutual Fire Insurance Company of British Columbia's Ranch Package. As some of the coverages contained in this policy are not applicable to ranches, they will not be discussed in this course. In this first course, we will look at the following topic areas, specifically: Ranch Package - Features General Underwriting Information Requirements Coverage FEC (Fire and Extended Coverage) Coverage FX - Farm Buildings - Broad Form |
| FC23 | Mutual Fire BC - Ranch Package - Part 2 | 3 | Technical/Adjuster | Alberta Ins. Council: 32908 | In this second course, we will look at the following Section 2 - Farm Property Coverages, specifically: Coverage P - Farm Produce Named Perils Form Coverage E - Farm Machinery & Equipment - Broad External Perils Form Loss of Use - Farm Machinery Coverage Coverage F - Livestock Named Perils Form Semen and Semen Tank Coverage - Named Perils. |
| FC24 | Mutual Fire BC - Ranch Package - Part 3 | 3 | Technical/Adjuster | Alberta Ins. Council: 32909 | In this third course, we will look at the following Section 2 - Farm Property Coverages provided by the policy, specifically: Additional Coverages of Section 2 Special Conditions of Section 2 Debris Removal Coverage General Loss or Damage Not Insured of Section 2 Basis of Claim Payment of Section 2 Replacement Cost - Farm Buildings (80% Co-Insurance) Form Coverage Z (Rebuilding Clause - Deferred Payment). |
| PL02 | An Analysis of All Risks Coverages in a Homeowners Form | 2 | Gen/Adj/Technical | AIC #193; MB6368 | A continuation of the Homeowners Forms series based on Wawanesa Homeowners Form Wordings. This one of three courses in the series.
AIC #193 |
| PL05 | Unite de Condominium des Coproprietaires - Couverture des Biens | 3 | Insurance Technique | AFC01769 | La plupart des assureurs fournissent un vaste �ventail de couvertures personnelles aux proprietaires occupants. Une de ces couvertures est l'assurance des proprietaires d'units de condominium.
Dans ce cours nous allons regarder la terminologie utilise par un assureur, et nous refereront a ces termes comme etant celles de la MERCY Insurance Company of Canada. La majorite des informations contenus dans ce cours se rapporte au formulaire des unit�s des proprietaires de condominium que vous vendez. Ayant dit cela il est probable qu'il y'aura des difference dans les couvertures et les formulaires que vous vendez dans votre agence. Pour mieux apprecier ces differences, vous aimerez sans doute avoir une copie des formulaires que vous vendez pres de vous pendant que vous faites le cours.
1. Condominium .. perspective legale
* Structure legale
* Obligations de l'assurance des Biens
2. Formulaire des proprietaires d'unites de condominium - multirisque des coproprietaires - analyse du contrat.
* Accord
Section 1 - Couverture des biens
* Definitions
* Couverture C - Biens personnels
* Couverture D - Perte d'utilisation de votre unite
Protection de votre unite
* Ameliorations locatives et agencements
* evaluation d'une perte
* Protection additionnelle des unites
AFC01769
|
| PL14 | Homeowners Liability Insurance Legal Standards and Precedents | 3 | Gen/Adj/Technical | AIC# 8557; MB6379 | A basic knowledge of the law will enable insurance brokers to identify many of their clients' liability exposures and recommend proper insurance protection. Brokers must be cautioned against providing legal advice or practicing law, however. Clients who have specific questions about the law should be referred to qualified legal practitioners.
In this course, we will look at:
*
the standard of conduct expected by the law in respect of various activities we, as private citizens, may find ourselves in from time to time;
* how Canadian courts have ruled in cases where plaintiffs have alleged that this standard has been breached; and
* the scope of the liability insurance provided by homeowners' insurance policies.
Actual topic areas include:
1.
Introduction to the Law and Liability Insurance
2. Homeowners' Policies: Coverage E - Legal Liability
1. Personal Liability
2. Premises Liability
3. Tenants' Legal Liability
4. Employers' Liability
AIC# 8557 |
| PL18 | Formulaire Des Proprietaires Occupants – Section 1 | 2 | Insurance Technique | AFC01770 | L’analyse les divers caractéristiques communes aux Formulaires des propriétaires occupants |
| PL20 | Formulaire des propriétaires occupants - Section 1- Couverture des Biens Caractéris | 2 | Insurance Technique | AFC01771 | PARTIE 1 de ce cours sert a approfondir les caract�ristiques communes a la plupart des formulaires des propri�taires occupants incluant:
* Approche en langage clair
* Format commun ou structure
* D�finition de police uniforme
* Couverture pour les m�mes risques de perte
Partie deux continue d'approfondir les caract�ristiques partag�s par les formulaires des propri�taires occupants avec une attention particuli�re a :
1. Couverture C - Biens Personnels
* Les Limites Particuli�res
* Les Extensions de Couverture
2. Base de R�glement
Tel que nous l'avons fait dans la partie 1, nous continuons d'utiliser nos acteurs Bob et Betty Brown, dans le r�le d'assur�s.
AIC# 182; AFC01771 |
| PL22 | Liability of Owners for their Pets: Legal Precedents | 3 | Gen/Adj/Technical | AIC #9170; MB6385 | An alarming number of Canadians are injured every day by pets belonging to others. While it seems that dogs, particularly pit bulls and Rottweilers, get most of the attention, there have been some substantial liability claims arising out of the ownership of farm animals, including exotic pets.
In this course, we will look at pet owners' liability under the following topic headings, specifically:
1. Determination of Liability - Basic Principles
* The Law Respecting Civil Action against Animal Owners
* Tort of Negligence: A Common Basis of Legal Action against Animal Owners
2. Liability for Domestic Pets (Dogs and Cats)
* Dog Bites and Attacks
* Dangerous Dogs
* Cats
3. Liability for Farm Animals
* Horses
* Cattle (Cows, Bulls, etc)
* The Statistics
4. Liability for Exotic Pets
5. Animal Laws and Bylaws
* Dangerous Dogs
* Other Animals
6. Animal Ownership: How to Minimize the Risk
* Domestic Pets
* Farm Animals
* Exotic Pets
AIC #9170 |
| PL25 | Assurance des bateaux de plaisance facilite Pour ceux qui ne savent pas la différence entre u | 2 | Insurance Technique | AFC01891 | Plusieurs courtiers sont appelés à couvrir un bateau pour leur client. Certains sont experts pour couvrir des bateaux mais la majorité d’entre nous ne le sommes pas. La majorité ne somme pas marins et souvent le langage utilisé pour assurer les bateaux est confus pour nous
AFC01891
|
| PL28 | Occupiers Liability An Analysis of the Legal Rights, Duties and Responsibilities | 3 | Gen/Adj/Technical | AIC# 9226; MB6390 | In this course, we will look at occupiers' liability under the following topic headings, specifically:
1. Occupiers' Liability - The Basis for Legal Action
2. Tort of Negligence: A Common Basis of Legal Action against Occupiers
3. Occupiers' Liability Acts
* The Rationale
* Definitions
* Higher Standard of Duty of Care Owed to Children
* Factors used by the Court in Determining Liability of
* Occupiers
* Suggested Risk Management Techniques
4. Slip and Fall Claims
* Was There an Unusual Danger?
* Ought the Defendant to Have Known of the Danger?
* Was Reasonable Care Taken by the Occupier?
* Did the Invitee Use Reasonable Care?
5. Host Liquor Liability
* The Basis of Most Alcohol-Related Suits
* The Expansion of Alcohol-Related Liability
* Risk Management for Alcohol-Related Liabilities
AIC# 9226
|
| PL29 | Pet Insurance, Insurance for Man’s Best Friends | 2 | Gen/Adj/Technical | AIC# 8069; MB6391 | People love their pets. Each year, we spend a lot of time and energy on our furry friends. We also spend a lot of money. Between pet food, toys, cat litter, vet bills, etc., the costs add up quickly. But when our dog or our cat falls ill or is injured in an accident, many of us don't have the money needed to deal with the situation. However, the increasing availability of pet insurance in Canada is helping pet owners deal with these incurred costs.
In this course, we will look pet insurance under the following topic headings, specifically:
AIC# 8069 |
| PL30 | Lassurance des Tremblements de Terre Etes-vous pret pour la grande secousse? | 2 | Insurance Technique | AFC02911 | La majorité des scientistes sont d’accord que pour beaucoup de canadiens il ne s’agit pas de savoir si mais quand le prochain grand tremblement va arriver. Le Canada n’est pas immunisé aux Tremblements. La majeure partie de la Colombie Britannique est située sur une zone d’activité sismique et des parties du Québec font également face à des tremblements dévastateurs. Des activités de tremblement de terre sont arrivées dans diverses parties du Canada. Il est temps que les professionnels de l’assurance et le publique soit informé des expositions et potentiel de risques par tremblement de terre. |
| PL31 | Part 1. Wawanesa: YPI Policy Section 1 Property Coverages | 2 | General/Technical/Adjuster | AIC # 13176; MB7101 | This is the first in a series of three courses focusing on Section 1 of the Wawanesa Personal Insurance Policy (YPI Policy) as revised in August, 2007.
In this course, Part 1, the topic areas discussed include:
1. Section 1 – Property Coverages
• Coverage A – Dwelling Building
• Coverage B – Private Structures
• Coverage C – Personal Property: Special Limits of Insurance – Property Not Insured
• Coverage D – Additional Living Expense
2. Definitions
In Part 2, the topic areas discussed include:
• Three YPI Policy Forms (Basic Form - Broad Form - Special Form)
• Special Form Coverages and Exclusions
• Exclusions Applicable to all YPI Coverage Forms
In Part 3, the topic areas discussed include:
• Additional Coverages
• Section 1 Conditions - Basis of Claim Payment
|
| PL32 | Part 2. Wawanesa: YPI Policy SPECIAL FORM COVERAGES and EXCLUSIONS | 2 | General/Technical/Adjuster | AIC # 13177; MB7102 | This is the second in a series of three courses focusing on Section 1- Property Coverages of the Wawanesa Personal Insurance Policy (YPI Policy) as revised in August, 2007.
In this course, Part 2, we will discuss the following topic areas:
• Three YPI Policy Forms (Basic Form - Broad Form - Special Form)
• Special Form Coverages and Exclusions
• Exclusions Applicable to all YPI Coverage Forms
In Part 1 of this series we discussed the following topic areas applicable to all insureds, including:
1. Section 1 – Property Coverages
• Coverage A – Dwelling Building
• Coverage B – Private Structures
• Coverage C – Personal Property: Special Limits of Insurance – Property Not Insured
• Coverage D – Additional Living Expense
2. Definitions
In Part 3, the topic areas discussed include:
• Additional Coverages
• Section 1 Conditions - Basis of Claim Payment
|
| PL33 | PART 3. WAWANESA YPI POLICY | 2 | General/Technical/Adjuster | AIC # 13178; MB7103 | This is the last in a series of three courses focusing on Section 1 of the Wawanesa Personal Insurance Policy (YPI Policy) as revised in August, 2007.
In this course, Part 3, the topic areas discussed include:
• Additional Coverages
• Section 1 Conditions - Basis of Claim Payment
In Part 1, the topic areas discussed included:
1. Section 1 – Property Coverages
• Coverage A – Dwelling Building
• Coverage B – Private Structures
• Coverage C – Personal Property: Special Limits of Insurance – Property Not Insured
• Coverage D – Additional Living Expense
2. Definitions
In Part 2, the topic areas discussed included:
• Three YPI Policy Forms (Basic Form - Broad Form - Special Form)
• Special Form Coverages and Exclusions
• Exclusions Applicable to all YPI Coverage Forms
|
| PL34 | Condominium Unit Owners Insurance | 3 | General/Adjuster/Technical | AIC18204;MB12320 | This course focuses on the property insurance needs of individual condominium unit owners. Topics discussed include:
1. A Legal Perspective
-Legal Structure
-Property Insurance Obligations
2. Condominium Unit Owners Package - Comprehensive Form:
- Policy Analysis
Section I - Property Coverages
-Definitions
-Coverage C - Personal Property
-Coverage D - Loss of Use of Your Unit
-Unit Protection
-Unit Improvements and Betterments
-Loss Assessment
-Unit Additional Protection |
| PL35 | Are You Ready for the Big One? - Earthquake Insurance | 2 | General/Adjuster/Technical | AIC18205;MB12321 | Most scientists agree that for many Canadians, it's not a question of if but when the next big earthquake will hit. Canada is not immune to earthquakes: much of British Columbia is sitting on active seismic zones and parts of Quebec face equally devastating earthquakes. Having said that, earthquake activity can and has occurred in all parts of Canada. As such, it's time for insurance professionals and the public to know more about their exposure to earthquake losses.
In this course, we will look earthquake insurance under the following topic headings, specifically:
1. Earthquake Specifics
2. Earthquakes and Insurance in Canada
3. Risk Management Techniques |
| PL36 | Making Property Fire Smart | 2 | General/Adjuster/Technical | AIC18206;MB12322 | Did you ever wonder why one or two properties remained standing after a forest fire when all the others around them were totally destroyed? There is compelling evidence that property owners can improve the odds against losing their property to a forest fire through proper planning and risk management practices. In this ILS course, we look at Fire Behaviour, Characteristics of Fire Smart Property, and the things that governments and people can do to minimize the potential for loss to property. Included is a discussion of the February, 2004 recommendations of the Filmon Commission as prepared for the government of BC.
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| PL37 | All Risks Coverage Homeowners Forms (Standard Wording) | 2 | General/Adjuster/Technical | AIC18207;MB12323 | This course analyzes the characteristics common to most 'All Risks' Homeowners policies. Based on Standard Industry Wordings, we look at coverages, how coverage is determined, and 26 common exclusions. |
| PL38 | Homeowners Insurance - What you Need to Know About Fraudulent Claims | 2 | General/Adjuster/Technical | AIC18208;MB12324 | Insurance fraud costs canadians over one billion dollars each year. Between inflating legitimate claims, fabricating entire claims or purposely creating circumstances in which property and goods are stolen or destroyed, Canadian fraudsters have tried it all. And many have gotten away with it, driving up insurance costs while they're at it.
In this course, we will look the issue of fraud under the following topic headings, specifically:
1. The Fraud Issue
2. The Players And Why They Do It
3. Red Flags: Recognizing Potentially Fraudulent Claims
4. What The Insurance Industry Can Do |
| PL39 | Part 1 - Homeowners Property Coverage (Standard Wording) | 2 | General/Adjuster/Technical | AIC18209;MB12325 | There are certain characteristics common to most Homeowners Forms. We look at those in this course which is based on IBC wordings. We pay special attention to key definitions in Section 1 - Property Coverages, as well as analyze the coverages available under Section 1. |
| PL40 | Part 2 - Homeowners Property Coverage (Standard Wording) | 2 | General/Adjuster/Technical | AIC18210;MB12326 | This is a continuation of Homeowners Property Coverages based on Standard Industry Wordings. Part Two continues to look at characteristics shared by Homeowners Forms, with special attention given to Coverage C - Personal Property; Special Limits of Insurance; Extensions of Coverage; and Basis of Claim Payment. |
| PL41 | Risk Management Techniques & Identity Theft | 2 | General/Adjuster/Technical | AIC18211;MB12327 | In this course, we will look the impact of identity theft on Canadians, methods in which identity thieves obtain information, case studies and risk management techniques. Topics to be discussed include:
1. What is Identity Theft?
2. Watch Your Back - Popular Tricks of Identity Thieves
3. True Crime - Identity Theft Cases in North America
4. Risk Management Techniques
5. Reacting to Identity Theft |
| PL42 | What you Need to Know about Marijuna Grow Ops. | 2 | General/Adjuster/Technical | AIC18212;MB12329 | This course discusses the effects of marijuana grow operations on the insurance industry and individuals, specifically property owners who have seen their homes and other revenue properties literally destroyed by the criminals who use them to house these illegal operations. Also included in this course are numerous risk management techniques that can be used by landlords and their neighbours to safeguard both their property and their community. |
| PL43 | Insurance for Marine Pleasurecraft | 2 | General/Adjuster/Technical | AIC18213;MB12330 | This course is intended to give an understanding of marine insurance. We will look at everything the average broker needs to know:
* the types of boats that are to be insured;
* the type of coverage that is available to boat owners;
* the trading limits that define the area where the boat can be used; etc.
As well, we will review how to get the underwriting information required to write the policy. |
| PL44 | Part 1 - Mold Insurance | 3 | General/Adjuster/Technical | AIC18214;MB12331 | Topics to be discussed include:
1. Mold - Old, But Here to Stay
2. The Growing Issue - Mold in the Spotlight
3. The Rise of Mold-Related Cases and Claims in Canada
4. Detection and Restorative Action
Risk Management Techniques |
| PL45 | Part 2 - Mold Insurance | 3 | General/Adjuster/Technical | AIC18215;MB12332 | In this course, we will look the impact of mold on insurers and litigators, first party property claims, third party liability claims and case studies. Topics to be discussed include:
1. Mold - A Problem for Insurers and Litigators
2. Policy Issues
3. Litigation Cases in North America
4. The Future of Mold Claims and Cases |
| PM02 | Comment devenir un dirigeant ou superviseur efficace - Partie 2 | 2 | Administration | AFC01779 | L’information de cette dernière section du cours de deux parties pris dans le livre intitulé Rules & Tools for Leaders - A Down-to-Earth Guide to Effective Managing par Major Général Perry M. Smith Ph.D
Dans la Partie 1, nous avons regardé les talents requis pour devenir des dirigeants efficaces sous les titres suivants:
Partie 1 – Direction
(1) Les trente éléments fondamentaux de supervision
(2) Prendre en charge
(3) Établir les standards
(4) Créer une vision stratégique
(5) Établir les priorités
(6) Prendre les grandes décisions
(7) La décentralisation et obtention de comptes rendus
(8) Les directives durant les changements et situations de crise
(9) Gérer les revers
(10) Maniement des médias
Dans la partie 2, nous allons regarder les autres choses que vous devez accomplir pour devenir un dirigeant plus efficace et/ou un superviseur, spécifiquement
Partie 2 - Les gens et les organisations
(1) Travailler pour le grand patron – les 9 types de patrons et ce qui les motive
(2) L’embauche – Comment recruter et sélectionner les bonnes personnes
(3) Comment prendre soin de vos gens – les récompenses et les promotions?
(4) Comment conseiller les associés re : au sujet des performances
(5) Les compliments créatifs pour promouvoir le bon moral des individus et de l’organisation
(6) Enseigner et Lire – Deux devoirs de tout dirigeant
(7) Licenciement d’employé – Partie intégrante du travail
Partie 3 - Formation et croissance personnelle et professionnelle
En vous regardant – 20 choses qui pourraient vous aider à devenir un dirigeant plus efficace.
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| PM04 | Comment devenir un dirigeant ou superviseur efficace - Partie 1 | 2 | Administration | AFC01778 | L’information de ce cours de deux parties a été tiré du livre intitulé Rules & Tools for Leaders - A Down-to-Earth Guide to Effective Managing par Major Général Perry M. Smith, Phd.
Dans ce cours, nous examinerons les talents requis de tous les dirigeants efficaces sous les titres suivants:
(1) Trente Important Principes De Direction
(2) Prendre Charge
(3) Établir Les Standards
(4) Créer Une Vision Stratégique
(5) Établir Les Priorités
(6) Prendre Les Grandes Décisions
(7) Décentralisation Et Obtenir Des Réactions
(8) Diriger Durant Le Changement Et Les Crises
(9) Transiger avec les Revers
(10) Gérer Les Médias
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| PM09 | Comment transiger avec des gens difficiles | 2 | Professional Develop | AFC01886 | L’information de ce cours est tiré du livre intitulé 201 manières de transiger avec des gens difficiles écrit par Alan Axelrod et Jim Holtje.
Dans ce cours nous allons voir comment vous pouvez transformer des ‘rencontres désagréables’ dans des échanges productifs et agréables avec vos collègues et clients.
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| PM10 | BC Autoplan - How to Develop a Service Attitude and Orientation | 2 | General/Adjuster/Professional | AIC# 623; MB6398 | 2 Professional CE Credits Of particular interest to BC brokers and others in Government insurance provinces. This course is not accredited by RIBO (Ontario).
AIC# 623 |
| PM12 | Reussir des presentations efficaces | 2 | Professional Develop | AFC01885 | En tant que professionnel de l’assurance, vous serez obligatoirement amené de temps à autre à faire un « speech » ou un discours, que ce soit devant un grand groupe ou seulement au bureau devant des collègues. Apprendre l’art de parler en public peut vous aider dans votre vie professionnelle comme dans votre vie sociale. Tout le monde devrait apprendre les techniques qui permettent à un discours d’être une réussite.
Les informations de la première partie de ce cours en deux parties proviennent du livre, en anglais, intitulé « 101 Secrets of Highly Effective Speakers » de Caryl Rae Krannich.
Dans ce cours, nous étudierons les techniques qui permettent de parler avec assurance et d’acquérir de bonnes habitudes pour vos allocutions, en trois étapes :
Première étape – La préparation
Deuxième étape – L’ouverture
Troisième étape – La conclusion
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| PM14 | Comment motiver et satisfaire ses employes | 1 | Administration | AFC01785 | Les renseignements dans ce cours ont été recueillis dans un livre intitulé Encouraging the Heart – A Leader’s Guide to Rewarding and Recognizing Others par James M. Kouzes et Barry Z. Posner
Dans ce cours, nous nous pencherons sur les compétences qu'on exige d'un leader efficace afin de reconnaître la contribution des employés et de les en récompenser. |
| PM21 | Le role des employes dans la creation dun environnement propice au service a la clientele | 2 | Administration | AFC01780 | L’importance de fournir un bon service à la clientèle
Le rôle des employés dans le développement d’une stratégie de service à la clientèle
Comment fournir de l’autorité aux employés
Développement d’un système de récompense
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| PM29 | Comment vous comporter avec les clients en col�re | 2 | Professional Develop | AFC01797 | La fa�on dont nous g�rons les situations impliquant des clients m�contents affectectera grandement la perception qu'auront nos clients sur nous et notre courtage. Notre facult� � transformer les clients m�contents en clients satisfaits d�finira aussi le succ�s de notre courtage. La plupart de courtiers savent que les clients satisfaits continueront de faire affaire avec eux, partageront leur satisfaction avec d'autres et leur reviendront pour de futurs achats d'assurances.
AIC# 222; AFC01797 |
| PM41 | La prospection commerciale en face à face | 2 | Professional Develop | AFC01803 | Les bons vendeurs sont toujours � la recherche de nouveaux clients pour leurs produits ou services. Les experts en vente (ceux qui �crivent des livres) insistent sur l'importance de la prospection de la client�le. Pourquoi? Simplement parce que C'EST PAR L� QUE D�MARRE LA VENTE. M�me si l'initiative provient d'abord de leurs courtiers, les meilleurs vendeurs d'assurances font toujours de la prospection.
AIC# 5804; AFC01803 |
| PM42 | Surmonter les objections de prix | 2 | Professional Develop | AFC01799 | Ce cours a pour but de vous aider � reconna�tre les objections et � apprendre � les g�rer correctement de mani�re � ce qu'elles vous conduisent finalement � la vente. Un aspect tr�s important � retenir est que les objections ne sont pas personnelles. Le client peut avoir un argument � propos du produit qui est vendu sans pour autant reprocher quoi que ce soit au vendeur. Bien que nombreux sont ceux qui voient les objections comme un obstacle � la vente, elles sont, en r�alit�, des opportunit�s et en particulier: Une opportunit� d'apprendre ce qui pr�occupe le client. Une opportunit� de vraiment savoir ce que le client pense. Une opportunit� de d�couvrir quel est vraiment le probl�me.
AIC# 5803; AFC01799 |
| PM43 | La base fondamentale du service à la clientèle - Partie 1. | 2 | Professional Develop | AFC01810 | La majorit� de ceux qui �uvrent dans le domaine de l'assurance savent que les produits et services de nos comp�titeurs ne sont pas beaucoup diff�rents des n�tres. �Il y'a g�n�ralement peu ou pas de diff�rence dans le prix. Cependant, certaines agences d'assurances obtiennent une meilleure marge de r�ussite que d'autres. D'o� provient cet avantage obtenu par certaines agences? Que font-ils de mieux? Comment conservent-ils leurs avances sur la comp�tition? De conna�tre les r�ponses � ces questions et d'agir nous donnerait un avantage comp�titif. |
| PM44 | La Base fondamentale du service a la client�le - Partie 2 | 2 | Professional Develop | AFC01811 | Les clients d’une entreprise représentent son plus gros actif. Pas de client, pas d’entreprise. Le sentiment qu’ont vos clients détermine le succès de votre entreprise.
Nos clients sont constamment en train de nous évaluer et se forment une opinion sur nos accomplissements.
Lorsque nous accomplissons un bon travail qui rencontre leurs espérances de service, les clients seront satisfaits, en feront part à d’autres personnes, et vont revenir. Si nous n’accomplissons pas bien notre travail, ils ne reviendront pas, mais pire encore il va en informer d’autres.
Quels sont les points qui affectent l’évaluation des clients de notre travail?
Il y’a des éléments de base, que chacun espère d’un fournisseur de biens ou service. Nous devons nous assurer de comprendre en quoi consistent ces éléments.
Nos clients veulent aussi expérimenter un service hors pair. Lorsque nous prenons l’occasion de faire plus encore que ce qui est attendu, il s’agit d’un service ajouté.
Les experts ont identifié plusieurs points qui affectent la vision des assurés et leur évaluation de notre service.
Nous parlerons de huit de ces éléments.
Vous effectuez déjà plusieurs de ces éléments, et certainement vous le faites bien. Mais, il n’est pas mauvais de réviser nos actions de temps en temps.
Pourquoi est-il nécessaire de faire cela? Peu importe depuis quand nous servons la clientèle nous avons tendance à oublier certains points. Après tout l’oublie est humain.
C’est comme jouer au golf ou un instrument de musique. Il est nécessaire de revenir à la base pour nous améliorer.
Pour ceux qui sont dans le domaine depuis longtemps, il est important de reconnaître que la clientèle a changé depuis quelques années. Il est donc temps de changer nos méthodes d' il y a 10 ou 15 ans passés. |
| PM45 | Comment developper vos talents d'ecoute et interrogation | 2 | Professional Develop | AFC01798 | L'écoute fait la différence entre réussir ou échouer un examen, faire une vente ou la rater, obtenir ou perdre un emploi, motiver ou décourager une équipe, réparer ou détruire une relation. L'écoute a été associée à un état passif. Rien n'est plus faux. L'écoute est simplement le précurseur d'une activité satisfaisante¨ [Communicate With Confidence; Diana Booher]
#AFC01798 |
| PM50 | Part 1 - The Sales Process - A Course for Commercial Lines Brokers | 2 | General/Adjuster/Personal Skills | AIC18217;MB13865 | Successful selling doesn't happen by accident. It is a learned skill. Having said that, there are many brokers who have never taken a sales course and who simply do not understand the 'Sales Process' . . . ie) the steps we must go through to be successful in sales. This two part course is for those brokers and anyone else who wants to improve their selling skills. |
| PM51 | Part 2 - The Sales Process - A Course for Commercial Lines Brokers | 2 | General/Adjuster/Personal Skills | AIC18218;MB13866 | This is a continuation of our study of the Sales Process. In Part 1, we discussed the first two steps of this process, specifically:Step 1. Need Analysis Step 2. Need Awareness.In this last Part, we will focus our discussion on the remaining steps of the Sales Process, specifically:Step 3. Need Solution Step 4. Need Satisfaction.Upon completion of this course, we should be able to identify the main elements of each step of the Sales Process . . . ie) the things we should be doing as a brokerage to increase our chances for successful selling. |
| PM52 | Part 1 - The Sales Process - Selling by Design, Not by Chance | 2 | General/Adjuster/Personal Skills | AIC18219;MB13873 | Successful selling doesn't happen by accident. It is a learned skill. Having said that, there are many brokers who have never taken a sales course and who simply do not understand the 'Sales Process' . . . ie) the steps we must go through to be successful in sales. This two part course is for those brokers and anyone else who wants to improve their selling skills. |
| PM53 | Part 2 - The Sales Process - Selling by Design, Not by Chance | 2 | General/Adjuster/Personal Skills | AIC18220;MB13874 | This is a continuation of our study of the Sales Process. In Part 1, we discussed the first two steps of this process, specifically:Step 1. Need Analysis Step 2. Need Awareness.In this last Part, we will focus our discussion on the remaining steps of the Sales Process, specifically:Step 3. Need Solution Step 4. Need Satisfaction.Upon completion of this course, we should be able to identify the main elements of each step of the Sales Process . . . ie) the things we should be doing to increase our chances for successful selling. These specifics or 'how to's' form the blueprint for successful selling. Only when they are used consistently and over a long period of time will we truly own them. Having and using this blueprint will make us truly great salespeople.This course concludes with a discussion of How to Cross Sell. |
| PM54 | Part 1 - Taking Control- Creating a Time Management System that Works for You | 2 | General/Adjuster/Personal Skills | AIC18221;MB12336 | In this course, we will look at the basic skills of organization and prioritizing, time management myths and the skills needed to be as productive as possible, under the following headings: 1. Organization and basic scheduling 2. Time management misconceptions 3. First priority: prioritizing 4. Time killer: procrastination 5. Goals, blocks, clusters and distractions |
| PM55 | Part 2 - Taking Control- Creating a Time Management System that Works for You | 2 | General/Adjuster/Personal Skills | AIC18222;MB12338 | In this course, we will look at basic skills of delegating, anticipating unexpected events and the technological tools to help with efficiency, under the following headings: 1. Delegating 2. Saying �No' 3. Anticipation 4. Time Crimes 5. Tools Of The Time Management Trade |
| PM56 | Developing your Listening and Questioning Skills | 2 | General/Adjuster/Personal Skills | AIC18223;MB12344 | In our business, we need to ask a lot of questions to uncover our customer's needs. In the view of most successful salespeople, 'Questions are the answer'. But questioning is only half of the answer. We also need to listen to the answers. Before we can offer solutions to a customer's needs, we need to discover those needs. We need to question the customer. We need to listen to their answers. We may need to ask additional questions to clarify information. We need to do all of these things to uncover our customer's needs before attempting to present our solutions. This seminar will explore the areas of 'questioning' and 'listening'. Hopefully, this will enable you to use these two tools more effectively. The better you are at using these skills, the more effective you will be in uncovering your customers' needs and providing solutions to those needs. |
| PM57 | Overcoming Your Customers Objections to Price | 2 | General/Adjuster/Personal Skills | AIC18224;MB12356 | This course is intended to help recognize objections and learn how to handle them in a manner that leads to the successful completion of the sale.One very important aspect about objections is that they are not personal. The customer is objecting to something about the product that is being sold; they are not objecting to the person doing the selling.While many people think of objections as obstacles to the sale, they are really opportunities, specifically: Opportunities to learn about the things that are bothering the customer.Opportunities to find out what the customer really thinks. Opportunities to find out what the real problem is.Objections can come up at any time in the sales process.Objections are really a sign that the customer has some interest, but they do not yet see the value of your product or service to them.This is particularly true of any objection to price. |
| PM58 | Face to Face Prospecting | 2 | General/Adjuster/Personal Skills | AIC18225 | Successful salespeople are always looking for new customers for their products or services. The sales experts (the people who write the books) tell us we should be doing a lot of prospecting for new clients - that we should be consumed by it. Why? Simply, because IT'S WHERE SELLING STARTS.Even when their 'leads' are generated for them by other brokerage staff, the best insurance salespeople are always prospecting.DefinitionProspecting includes all means available to salespeople to identify potential clients for the brokerage. It's an essential step in producing new business. Who are your prospects? What should your 'prospecting' goal be? |
| PM60 | How to Analyze Effectiveness of Your Customer Service Program | 2 | General/Adjuster/Professional/Management | AIC18398;MB12594 | The service experts all agree that every time a customer leaves our premises, they will form an opinion of how well they have been served. If we do a good job in meeting their service expectations, they will be satisfied, tell others, and come back. If we don't do a good job, they won't be back and worse still, they will tell others about we've failed them. The message provided in this workshop is simply this: Develop a formal customer service program before your competitors do - it will help you to grow and prosper! |
| PM61 | A Structured Approach for Terminating Employees | 2 | Gen/Adj/Management | AIC 19832 : MB 14274 | Introduction - Whether you are faced with terminating an employee because of down-sizing or because that employee no longer fits within the company, there are certain steps to take to ensure this difficult task is done professionally and legally. |
| PN17 | Handling Objections in the Sales Process | 2 | General/Personal Skills | AIC #12094 | In this course, we will learn how to overcome objections in the sales process. We will also look at the causes of a prospect's objections and learn simple techniques to resolve their questions and concerns in a helpful and non-confrontational manner.
The outline for this course is as follows:
A. Course Objectives
B. Causes of Objections
C. Professional Sales and Needs-Based Selling
D. Four Steps to Handling Objections
E. Handling Objections Pro-Actively
F. Review
- Part I - Review Exercises
- Part II - Skills Test
G. Action Plan
Note: This course focuses on selling to new prospects. However, it is important to recognize that the skills learned here would also apply to overcoming objections raised by existing customers.
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| PN18 | Part 1. Coping with Job Stress | 3 | General/Adjuster/Personal Skills | AIC #13004; MB6640 | In this course, we will identify job stress and methods we can use to overcome and survive it, under the following headings:
1. What is stress?
2. Anxiety
3. Depression
4. You Are What You Eat
5. Alcohol and Drugs
6. Harassment
7. Human Conflict
8. Anger
9. Job Burnout
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| PN19 | Part 2. Coping with Job Stress | 3 | General/Adjuster/Personal Skills | AIC #13005; MB6641 | In this course, we will identify job stress and methods we can use to overcome and survive it, under the following headings:
1. What is stress?
2. Anxiety
3. Depression
4. You Are What You Eat
5. Alcohol and Drugs
6. Harassment
7. Human Conflict
8. Anger
9. Job Burnout
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| PN41 | How to Improve Your Management Skills - Part 1 | 2 | General/Adjuster/Professional/Management | AIC18227;MB12358 | In this course, we will look at skills required of all effective leaders under the following headings:
Part 1 – Leadership
1. Thirty Important Leadership Fundamentals
2. Taking Over
3. Setting Standards
4. Creating a Strategic Vision
5. Establishing Priorities
6. Making the Big Decisions
7. Decentralizing and Getting Feedback
8. Leading During Change and Crisis.
9. Dealing with the Downside
10. Handling the Media |
| PN42 | How to Improve Your Management Skills - Part 2 | 2 | General/Adjuster/Professional/Management | AIC18228;MB12359 | In Part 2, we will look at the additional things you must do in the organization to become a more effective leader and/or manager, specifically:
Part 2 - The People And The Organization
(1) Working for the Big Boss – 9 Types of Bosses and What Makes Them Tick
(2) Hiring - How to Recruit and Select the Right People
(3) How to Take Care of your People – Rewarding and Promoting Employees
(4) How to Counsel Associates re: Performance Issues
(5) Complimenting Creatively to Promote Individual and Organizational Morale
(6) Teaching and Reading – Two Duties of All Leaders
(7) Firing Employees – It Goes with the Territory
Part 3 - Personal And Professional Growth And Education
Looking at Yourself – 20 Things That Will Help You to Become a More Effective Leader |
| PN43 | Become a Great Boss, Follow These Steps | 2 | General/Adjuster/Professional/Management | AIC18229;MB12360 | In this course, we will identify the rules for getting and keeping the best employees under the following headings:
1. The Great Boss Success Formula
2. Follow the Leader
3. Will the Real Boss Stand Up?
4. Lose Customers or Lose Employees
5. Mediocrity
6. Hire Slow
7. Hiring is a Promise
8. Delegate
9. Pay Attention!
10.Well-done!
11. Confronting
12. Be Firm, Fair, and Friendly |
| PN44 | Dealing with Difficult People - Part 1 | 2 | General/Adjuster/Professional/Personal Skills | AIC18230;MB12361 | In this course, we will look at how you can turn "close encounters of the worst kind" into productive and enjoyable exchanges with your co-workers and your customers. |
| PN45 | Dealing with Difficult People - Part 2 | 2 | General/Adjuster/Professional/Personal Skills | AIC18231;MB12362 | In this course, we will look at skills required to deal with difficult people under the following headings:
Difficulty #1 - Laziness
Difficulty #2 – The Bullying Boss
Difficulty #3 – Constant Critics
Difficulty #4 – Perpetual Perfectionists
Difficulty #5 – The Stubborn Ones
Difficulty #6 – Morale Busters
Difficulty #7 – Too Much Silence
Difficulty #8 - Faultfinders
Difficulty #9 - Venting |
| PN46 | How to Make a Good Presentation | 2 | General/Adjuster/Professional | AIC18232;MB12363 | As insurance professionals, there will inevitably come times when you are required to give a speech or presentation, whether before a large group or just your colleagues in the office. Learning effective speaking skills can be beneficial to your work life and to your volunteer commitments. Every professional should learn the techniques to give the best effective presentation.
In this course, we will look at skills required to speak with confidence and create effective speaking habits under the following headings:
Step One - Preparation
Step Two – Opening
Step Three – Closing |
| PN47 | Build a Motivated Workforce | 1 | General/Adjuster/Professional/Management | AIC18233;MB12364 | In this course, we will look at skills required of all effective leaders in order to recognize and reward employees. |
| PN48 | Using Employee Feedback | 2 | General/Adjuster/Professional/Management | AIC18234;MB12365 | In this course, we will deal with:
The importance of providing good customer service
The role of employees in developing a Customer Service strategy;
How to empower employees
Developing a Reward System
Creating a Service Environment
What Our Customers Want
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| PN49 | Angry Customers and How to Deal With Them | 2 | General/Adjuster/Personal Skills | AIC18235;MB12366 | In this course we take a look at how we handle the situations involving angry customers will greatly affect our customer's perception of ourselves and our brokerage. Our ability to turn unhappy customers into happy customers will also be reflected in the 'bottom line' of the brokerage. Most brokerage owners know that satisfied customers will keep their business with us, tell others how good we are, and return for their future insurance purchases. |
| PN50 | Basic Customer Service Skills - Part 1 | 2 | General/Adjuster/Professional/Management | AIC18236;MB12367 | In this course we learn abut basic customer services skills. According to the service experts, we don't understand what it is that our customers want from us. We spend a lot of time and money promoting product and pricing differences. Today's insurance consumers EXPECT competitive products and pricing. For example, insurance brokers will generally agree that 10 years ago, more consumers wanted policy feature comparisons when buying insurance than is the case today. Why the difference? |
| PN51 | Basic Customer Service Skills - Part 2 | 2 | General/Adjuster/Professional/Management | AIC18237;MB12368 | This over-view of the "basics of customer service" will do two things:
confirm that you are doing a lot of things right - doing things that your customers expect from you; and
hopefully you will add additional "service enhancers" to those you already have . . . things which will improve the service you give to your customers.
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| PN52 | Developing a Customer Service Program for your Business Part 1 | 2 | General/Professional/Management | AIC18399;MB12595 | The Goal The goal of this four part program is to assist you in formalizing your service policy - to put your plan in writing so that everyone in your organization knows how you want customers to be treated.This is a critical factor for success. It's something that all businesses should do. |
| PN53 | Developing a Customer Service Program for your Business Part 2 | 2 | General/Professional/Management | AIC18400;MB12596 | The Goal The goal of this four part program is to assist you in formalizing your service policy - to put your plan in writing so that everyone in your organization knows how you want customers to be treated. This is a critical factor for success. It's something that all businesses should do. |
| PN54 | Developing a Customer Service Program for your Business Part 3 | 2 | General/Professional/Management | AIC18401;MB12597 | The Goal The goal of this four part program is to assist you in formalizing your service policy - to put your plan in writing so that everyone in your organization knows how you want customers to be treated. This is a critical factor for success. It's something that all businesses should do. |
| PN55 | Developing a Customer Service Program for your Business Part 4 | 2 | General/Professional/Management | AIC18402;MB12598 | The Goal The goal of this four part program is to assist you in formalizing your service policy - to put your plan in writing so that everyone in your organization knows how you want customers to be treated. This is a critical factor for success. It's something that all businesses should do. |
| QC01 | Auto Theft A Trans-Canada Problem | 3 | Insurance Technique | AFC02918 | This course focuses on the growing problem of automobile theft in Canada and the risk management strategies that our clients can use to reduce the potential for a theft loss. Topic headings include:
1. Vehicle Theft in Canada
2. An Across Canada Review
3. The Logistics of Auto Theft
4. Strategies That Will Help You to Protect your Vehicle from Thieves |
| QC02 | Commercial Property Insurance: All Risks Policies Whats Covered/Whats Not | 2 | Insurance Technique | AFC01776 | To analyze the 'All Risks' Insuring Agreement contained in commercial property insurance policies. The focus of this course is on Property Exclusions. A separate course is provided on-line for the 'Perils Exclusions' contained in these policies. |
| QC03 | Commercial Property Insurance: | 2 | Insurance Technique | AFC01777 | To analyze the 'All Risks' Insuring Agreement contained in commercial property insurance policies. The focus of this course is on Perils Exclusions. A separate course is provided on-line for the 'Property Exclusions' contained in these policies. |
| QC04 | Comprehensive Dishonesty, Disappearance and Destruction Rider Part 1 | 2 | Insurance Technique | AFC01887 | This is the first in a series of two continuing education courses dealing with SGI CANADA's Comprehensive Dishonesty, Disappearance and Destruction Rider.In this course we will focus on the following topic areas: Introduction & Definitions Insuring Agreement I - Employee Dishonesty Common Clauses Loss under Previous Bonds |
| QC05 | Comprehensive Dishonesty, Disappearance and Destruction Rider - Part 2 | 2 | Insurance Technique | AFC01888 | This is the second in a series of two continuing education courses dealing with SGI CANADA's Comprehensive Dishonesty, Disappearance and Destruction Rider. In this course we will focus on the following topic areas: Insuring Agreement II. Loss Inside the Premises Coverage Insuring Agreement III. Loss Outside the Premises CoverageInsuring Agreement IV. Counterfeit Money Order and Paper Currency CoverageInsuring Agreement V. Depositors Forgery Coverage |
| QC06 | The High Cost of Employee Dishonesty and What Business Owners Can Do About It | 2 | Insurance Technique | AFC02919 | In this course, we examine the who, what, where, why and how of employee theft and offer suggestions for risk management techniques that can be implemented by business owners to deter employee theft, under the following headings: 1. Whodunit? Employee Dishonesty in Canada 2. Risk Management Techniques for Employers |
| QC07 | Some Common Additional Coverages and Coverage Extensions in a Commercial Policy | 2 | Insurance Technique | AFC01889 | This is the fourth in a series of courses dealing exclusively with Wawanesa Insurance's Business Insurance Policy (BIP). Wawanesa's BIP policy provides property, loss of income, crime, and liability protection for a wide variety of small to medium sized retail and wholesale businesses, offices, apartments, and funeral homes in a single package. This course focuses on Additional Coverages and Coverage Extensions provided for the above businesses. |
| QC08 | The New CGL Policy - A. Bodily Injury and Property Damage Liability Part 1 | 2 | Insurance Technique | AFC01772 | This is the first of four courses in this series. |
| QC09 | The New CGL Policy - More Coverage A. Exclusions and Whos Covered Part 2 | 2 | Insurance Technique | AFC01773 | This is the second in the series of four courses dealing with the new CGL policy.
In this course, we will discuss the following:
• Coverage A – Bodily Injury and Property Damage Exclusions (g) – (v)
• Section II – Who Is An Insured.
[Reference Document: IFC 33500/05) and Liability Divider 33400] |
| QC10 | The New CGL Policy - Coverages B, C and D Part 3 | 2 | Insurance Technique | AFC01774 | This is the third in the series of four courses dealing with the new CGL policy. In this course, we will discuss the following:
Coverage B. Personal and Advertising Injury Liability
Coverage C. Medical Payments
Coverage D. Tenants' Legal Liability
Common Exclusions
Supplementary Payments.
[Reference Document: IFC 33500/05) and Liability Divider 33400] |
| QC11 | The New CGL Policy - Limits, Deductibles and Conditions Part 4 | 2 | Insurance Technique | AFC01775 | This is the last in the series of four courses dealing with the new CGL policy. In this final course, we will discuss the following:
Section III - Limits of Insurance
Section IV – Deductible
Section V - Commercial General Liability Conditions.
[Reference Document: IFC 33500/05) and Liability Divider 33400] |
| QC12 | Business Income (Profits Form) Lombard Canada - Part 1 | 2 | Insurance Technique | AFC03259 | Business Income (Profits) insurance, traditionally referred to as Business Interruption Insurance, is one of the most important and yet most widely misunderstood of all insurance coverages.
There are many brokers who are simply "afraid" to discuss Business Income insurance with their clients. This may be because they don't understand it themselves. Also, there are many brokers who have talked themselves into believing that analyzing financial statements and ratios is more properly the job of their insured's accountant and not something they should be dealing directly with. As a result, these brokers have simply resisted learning more about this essential insurance coverage. This is about to change. |
| QC13 | Business Income (Profits Form) Lombard Canada - Part 2 | 2 | Insurance Technique | AFC03260 | Introduction/Objective
This is the last in a series of two courses dealing with the Business Income (Profits Form) developed by Lombard Canada. [Reference: CBP 5200 (10/98)]
We will accomplish the following things in this course:
Analyze the Insuring Agreements which deal specifically with the manner in which a claim will be paid.
Complete a Profits Worksheet for our clients. |
| QC14 | Commercial Building Equipment And Stock (Broad Form) Perils Exclusions Explained | 3 | Insurance Technique | AFC03258 | This is one of two courses designed for SRH Insurance Services Ltd. dealing with the exclusions contained in the Commercial Building, Equipment and Stock (Broad Form) policy underwritten by Dominion of Canada, hereinafter also referred to as "the insurer.” |
| QC15 | Commercial Building Equipment And Stock (Broad Form) Property Exclusions Explained | 2 | Insurance Technique | AFC03257 | This is one of two courses designed for SRH Insurance Services Ltd. which deals with the exclusions contained in the Commercial Building, Equipment and Stock (Broad Form) policy underwritten by Dominion of Canada, hereinafter also referred to as "the insurer."
Note: This policy will also be referred to as the Broad Form in this course. |
| QC16 | Condominium Unit Owners Package - Property Coverages | 3 | Insurance Technique | AFC01769 | This course focuses on the property insurance needs of individual condominium unit owners. Topics discussed include:
1. A Legal Perspective
-Legal Structure
-Property Insurance Obligations
2. Condominium Unit Owners Package - Comprehensive Form:
- Policy Analysis
Section I - Property Coverages
-Definitions
-Coverage C - Personal Property
-Coverage D - Loss of Use of Your Unit
-Unit Protection
-Unit Improvements and Betterments
-Loss Assessment
-Unit Additional Protection |
| QC17 | Earthquake Insurance - Are You Ready for the Big One? | 2 | Insurance Technique | AFC02911 | Most scientists agree that for many Canadians, it's not a question of if but when the next big earthquake will hit. Canada is not immune to earthquakes: much of British Columbia is sitting on active seismic zones and parts of Quebec face equally devastating earthquakes. Having said that, earthquake activity can and has occurred in all parts of Canada. As such, it's time for insurance professionals and the public to know more about their exposure to earthquake losses.
In this course, we will look earthquake insurance under the following topic headings, specifically:
1. Earthquake Specifics
2. Earthquakes and Insurance in Canada
3. Risk Management Techniques |
| QC18 | Forest Fires in Canada Making Property Fire Smart | 2 | Insurance Technique | AFC02912 | Did you ever wonder why one or two properties remained standing after a forest fire when all the others around them were totally destroyed? There is compelling evidence that property owners can improve the odds against losing their property to a forest fire through proper planning and risk management practices. In this ILS course, we look at Fire Behaviour, Characteristics of Fire Smart Property, and the things that governments and people can do to minimize the potential for loss to property. Included is a discussion of the February, 2004 recommendations of the Filmon Commission as prepared for the government of BC. |
| QC19 | Homeowners Forms All Risks Coverages | 2 | Insurance Technique | AFC01884 | This course analyzes the characteristics common to most 'All Risks' Homeowners policies. Based on Standard Industry Wordings, we look at coverages, how coverage is determined, and 26 common exclusions. |
| QC20 | Homeowners Insurance The Who, Why And How To Recognize Potentially Fraudulent Claims | 2 | Insurance Technique | AFC02914 | Insurance fraud costs canadians over one billion dollars each year. Between inflating legitimate claims, fabricating entire claims or purposely creating circumstances in which property and goods are stolen or destroyed, Canadian fraudsters have tried it all. And many have gotten away with it, driving up insurance costs while they're at it.
In this course, we will look the issue of fraud under the following topic headings, specifically:
1. The Fraud Issue
2. The Players And Why They Do It
3. Red Flags: Recognizing Potentially Fraudulent Claims
4. What The Insurance Industry Can Do |
| QC21 | Homeowners Property Coverage - Part 1 | 2 | Insurance Technique | AFC01770 | There are certain characteristics common to most Homeowners Forms. We look at those in this course which is based on IBC wordings. We pay special attention to key definitions in Section 1 - Property Coverages, as well as analyze the coverages available under Section 1. |
| QC22 | Homeowners Property Coverage - Part 2 | 2 | Insurance Technique | AFC01771 | This is a continuation of Homeowners Property Coverages based on Standard Industry Wordings. Part Two continues to look at characteristics shared by Homeowners Forms, with special attention given to Coverage C - Personal Property; Special Limits of Insurance; Extensions of Coverage; and Basis of Claim Payment. |
| QC23 | Identity Theft and Risk Management Techniques | 2 | Insurance Technique | AFC02915 | In this course, we will look the impact of identity theft on Canadians, methods in which identity thieves obtain information, case studies and risk management techniques. Topics to be discussed include:
1. What is Identity Theft?
2. Watch Your Back - Popular Tricks of Identity Thieves
3. True Crime - Identity Theft Cases in North America
4. Risk Management Techniques
5. Reacting to Identity Theft |
| QC24 | Marijuana Grow Operations: Insurance and other Implications | 2 | Insurance Technique | AFC03261 | This course discusses the effects of marijuana grow operations on the insurance industry and individuals, specifically property owners who have seen their homes and other revenue properties literally destroyed by the criminals who use them to house these illegal operations. Also included in this course are numerous risk management techniques that can be used by landlords and their neighbours to safeguard both their property and their community. |
| QC25 | Marine Pleasurecraft Insurance Made Easy - For those of us Who don't Know Starboard from Port | 2 | Insurance Technique | AFC01891 | This course is intended to give an understanding of marine insurance. We will look at everything the average broker needs to know:
* the types of boats that are to be insured;
* the type of coverage that is available to boat owners;
* the trading limits that define the area where the boat can be used; etc.
As well, we will review how to get the underwriting information required to write the policy. |
| QC26 | Mold Causes, Effects and Risk Management Techniques | 3 | Insurance Technique | AFC02916 | Topics to be discussed include:
1. Mold - Old, But Here to Stay
2. The Growing Issue - Mold in the Spotlight
3. The Rise of Mold-Related Cases and Claims in Canada
4. Detection and Restorative Action
Risk Management Techniques |
| QC27 | Mold: Insurance and Legal Consequences | 3 | Insurance Technique | AFC05308 | In this course, we will look the impact of mold on insurers and litigators, first party property claims, third party liability claims and case studies. Topics to be discussed include:
1. Mold - A Problem for Insurers and Litigators
2. Policy Issues
3. Litigation Cases in North America
4. The Future of Mold Claims and Cases |
| QC29 | The Sales Process - A Course for Commercial Lines Brokers Part 1 | 2 | Professional Develop | AFC01808 | Successful selling doesn't happen by accident. It is a learned skill. Having said that, there are many brokers who have never taken a sales course and who simply do not understand the 'Sales Process' . . . ie) the steps we must go through to be successful in sales. This two part course is for those brokers and anyone else who wants to improve their selling skills. |
| QC30 | The Sales Process - A Course for Commercial Lines Brokers Part 2 | 2 | Professional Develop | AFC01809 | This is a continuation of our study of the Sales Process. In Part 1, we discussed the first two steps of this process, specifically:Step 1. Need Analysis Step 2. Need Awareness.In this last Part, we will focus our discussion on the remaining steps of the Sales Process, specifically:Step 3. Need Solution Step 4. Need Satisfaction.Upon completion of this course, we should be able to identify the main elements of each step of the Sales Process . . . ie) the things we should be doing as a brokerage to increase our chances for successful selling. |
| QC31 | The Sales Process Selling by Design, not by Chance Part 1 | 2 | Professional Develop | AFC01806 | Successful selling doesn't happen by accident. It is a learned skill. Having said that, there are many brokers who have never taken a sales course and who simply do not understand the 'Sales Process' . . . ie) the steps we must go through to be successful in sales. This two part course is for those brokers and anyone else who wants to improve their selling skills. |
| QC32 | The Sales Process - Selling by Design, Not by Chance Part 2 | 2 | Professional Develop | AFC01807 | This is a continuation of our study of the Sales Process. In Part 1, we discussed the first two steps of this process, specifically:Step 1. Need Analysis Step 2. Need Awareness.In this last Part, we will focus our discussion on the remaining steps of the Sales Process, specifically:Step 3. Need Solution Step 4. Need Satisfaction.Upon completion of this course, we should be able to identify the main elements of each step of the Sales Process . . . ie) the things we should be doing to increase our chances for successful selling. These specifics or 'how to's' form the blueprint for successful selling. Only when they are used consistently and over a long period of time will we truly own them. Having and using this blueprint will make us truly great salespeople.This course concludes with a discussion of How to Cross Sell. |
| QC33 | Taking Control - Creating a Time management System that Works for You | 2 | Administration | AFC02922 | In this course, we will look at the basic skills of organization and prioritizing, time management myths and the skills needed to be as productive as possible, under the following headings: 1. Organization and basic scheduling 2. Time management misconceptions 3. First priority: prioritizing 4. Time killer: procrastination 5. Goals, blocks, clusters and distractions |
| QC34 | Taking Control - Creating A Time Management System That Works For You Part 2 | 2 | Administration | AFC02923 | In this course, we will look at basic skills of delegating, anticipating unexpected events and the technological tools to help with efficiency, under the following headings: 1. Delegating 2. Saying No' 3. Anticipation 4. Time Crimes 5. Tools Of The Time Management Trade |
| QC35 | Developing Your Questioning & Listening Skills | 2 | Professional Develop | AFC01798 | In our business, we need to ask a lot of questions to uncover our customer's needs. In the view of most successful salespeople, 'Questions are the answer'. But questioning is only half of the answer. We also need to listen to the answers. Before we can offer solutions to a customer's needs, we need to discover those needs. We need to question the customer. We need to listen to their answers. We may need to ask additional questions to clarify information. We need to do all of these things to uncover our customer's needs before attempting to present our solutions. This seminar will explore the areas of 'questioning' and 'listening'. Hopefully, this will enable you to use these two tools more effectively. The better you are at using these skills, the more effective you will be in uncovering your customers' needs and providing solutions to those needs. |
| QC36 | Overcoming Objections to Price | 2 | Professional Develop | AFC01799 | This course is intended to help recognize objections and learn how to handle them in a manner that leads to the successful completion of the sale.One very important aspect about objections is that they are not personal. The customer is objecting to something about the product that is being sold; they are not objecting to the person doing the selling.While many people think of objections as obstacles to the sale, they are really opportunities, specifically: Opportunities to learn about the things that are bothering the customer.Opportunities to find out what the customer really thinks. Opportunities to find out what the real problem is.Objections can come up at any time in the sales process.Objections are really a sign that the customer has some interest, but they do not yet see the value of your product or service to them.This is particularly true of any objection to price. |
| QC37 | Prospecting Face to Face | 2 | Professional Develop | AFC01803 | Successful salespeople are always looking for new customers for their products or services. The sales experts (the people who write the books) tell us we should be doing a lot of prospecting for new clients - that we should be consumed by it. Why? Simply, because IT'S WHERE SELLING STARTS.Even when their 'leads' are generated for them by other brokerage staff, the best insurance salespeople are always prospecting.DefinitionProspecting includes all means available to salespeople to identify potential clients for the brokerage. It's an essential step in producing new business. Who are your prospects? What should your 'prospecting' goal be? |
| QC39 | Part 1. How to Improve your Management Skills | 2 | Administration | AFC01778 | In this course, we will look at skills required of all effective leaders under the following headings:
Part 1 – Leadership
1. Thirty Important Leadership Fundamentals
2. Taking Over
3. Setting Standards
4. Creating a Strategic Vision
5. Establishing Priorities
6. Making the Big Decisions
7. Decentralizing and Getting Feedback
8. Leading During Change and Crisis.
9. Dealing with the Downside
10. Handling the Media |
| QC40 | Part 2. How to Improve your Management Skills | 2 | Administration | AFC01779 | In Part 2, we will look at the additional things you must do in the organization to become a more effective leader and/or manager, specifically:
Part 2 - The People And The Organization
(1) Working for the Big Boss – 9 Types of Bosses and What Makes Them Tick
(2) Hiring - How to Recruit and Select the Right People
(3) How to Take Care of your People – Rewarding and Promoting Employees
(4) How to Counsel Associates re: Performance Issues
(5) Complimenting Creatively to Promote Individual and Organizational Morale
(6) Teaching and Reading – Two Duties of All Leaders
(7) Firing Employees – It Goes with the Territory
Part 3 - Personal And Professional Growth And Education
Looking at Yourself – 20 Things That Will Help You to Become a More Effective Leader |
| QC41 | Steps to Becoming a Great Boss | 2 | Administration | AFC01784 | In this course, we will identify the rules for getting and keeping the best employees under the following headings:
1. The Great Boss Success Formula
2. Follow the Leader
3. Will the Real Boss Stand Up?
4. Lose Customers or Lose Employees
5. Mediocrity
6. Hire Slow
7. Hiring is a Promise
8. Delegate
9. Pay Attention!
10.Well-done!
11. Confronting
12. Be Firm, Fair, and Friendly |
| QC42 | Part 1 Dealing with Difficult People | 2 | Professional Dev. | AFC01886 | In this course, we will look at how you can turn "close encounters of the worst kind" into productive and enjoyable exchanges with your co-workers and your customers. |
| QC43 | Part 2. Dealing with Difficult People | 2 | Professional Develop | AFC02921 | In this course, we will look at skills required to deal with difficult people under the following headings:
Difficulty #1 - Laziness
Difficulty #2 – The Bullying Boss
Difficulty #3 – Constant Critics
Difficulty #4 – Perpetual Perfectionists
Difficulty #5 – The Stubborn Ones
Difficulty #6 – Morale Busters
Difficulty #7 – Too Much Silence
Difficulty #8 - Faultfinders
Difficulty #9 - Venting |
| QC44 | The Art of Making Good Presentations | 2 | Professional Develop | AFC01885 | As insurance professionals, there will inevitably come times when you are required to give a speech or presentation, whether before a large group or just your colleagues in the office. Learning effective speaking skills can be beneficial to your work life and to your volunteer commitments. Every professional should learn the techniques to give the best effective presentation.
In this course, we will look at skills required to speak with confidence and create effective speaking habits under the following headings:
Step One - Preparation
Step Two – Opening
Step Three – Closing |
| QC45 | How to Build a Motivated Workforce | 1 | Administration | AFC01785 | In this course, we will look at skills required of all effective leaders in order to recognize and reward employees. |
| QC46 | How to Use Employee Feedback in Development of Service Standards | 2 | Administration | AFC01780 | In this course, we will deal with:
The importance of providing good customer service
The role of employees in developing a Customer Service strategy;
How to empower employees
Developing a Reward System
Creating a Service Environment
What Our Customers Want |
| QC47 | Dealing with Angry Customers | 2 | Professional Develop | AFC01797 | In this course we take a look at how we handle the situations involving angry customers will greatly affect our customer's perception of ourselves and our brokerage. Our ability to turn unhappy customers into happy customers will also be reflected in the 'bottom line' of the brokerage. Most brokerage owners know that satisfied customers will keep their business with us, tell others how good we are, and return for their future insurance purchases. |
| QC48 | Part 1. Basic Customer Service Skills | 2 | Professional Develop | AFC01810 | In this course we learn abut basic customer services skills. According to the service experts, we don't understand what it is that our customers want from us. We spend a lot of time and money promoting product and pricing differences. Today's insurance consumers EXPECT competitive products and pricing. For example, insurance brokers will generally agree that 10 years ago, more consumers wanted policy feature comparisons when buying insurance than is the case today. Why the difference? |
| QC49 | Part 2. Basic Customer Service Skills | 2 | Professional Develop | AFC01811 | This over-view of the "basics of customer service" will do two things:
• confirm that you are doing a lot of things right - doing things that your customers expect from you; and
• hopefully you will add additional "service enhancers" to those you already have . . . things which will improve the service you give to your customers. |
| QC50 | SGI CANADA HOME PAK POLICY: PART 3 SPECIAL LIMITS AND OPTIONAL COVERAGES | 2 | Insurance Technique | AFC01890 | In this course, we will focus on the following topic areas applicable to the SGI CANADA Home/Mobile Home Pak, specifically:
1) Property with Specific Amounts of Protection
a)when loss caused by Any Peril;
b)when loss caused by Theft and Comprehensive Perils.
2) Increased Limits Coverage Option
3) Increased Limits of Protection for Added Features
4) Optional Coverages
a)Voluntary Fire Fighting Coverage
b)Homeowner’s Guarantee
5) Added Features of Homeowner’s Guarantee
a)Mortgage Rate Protector
b)Building Code/Bylaw Extra Expense
c)Single Amount of Protection |
| QCCGL51-V2 | CGL Part 1 - Canadian Legal Basics | 2 | Law and Legislation | AFC03262 | Commercial General Liability Policy – Part 1
Canadian Legal Basics
- Types of Legal Systems
- Tort Law – Elements of a Tort
- Contract Law & Statute Law
- Awards for Damages in Civil Law
- Most Common Exposures of Businesses
- Common Civil Law Defenses |
| QCCGL52-V2 | CGL Part 2 - Coverage A - Insuring Agreement | 2 | Insurance Technique | AFC03263 | Commercial General Liability Policy – Part 2
Coverage A – Insuring Agreement
- History of the CGL
- Bodily Injury & Property Damage
- Legal Obligations
- Compensatory Damages
- Occurrence
- Coverage Territory
- Right and Duty to Defend |
| QCCGL53-V2 | CGL Part 3 - Coverage A - Exclusions | 2 | Insurance Technique | AFC03264 | Commercial General Liability Policy – Part 3
Coverage A – Exclusions
- Losses Expected or Intended
- Losses Assumed in Contract
- B.I. To Employees
- Aircraft and Watercraft
- Automobile
- P.D. To Property in your "CCC"
- P.D. To Your Product or Work
- Recall of Your Product
- Other Exclusions |
| QCCGL54-V2 | CGL Part 4 - Coverage B, C & D | 2 | Insurance Technique | AFC03265 | Commercial General Liability Policy – Part 4
Coverage B, C & D, Who Is An Insured, Amount of Insurance, Common Exclusions, CGL Conditions and Miscellaneous Liability Coverages
- Coverage B – Personal and Advertising Injury Liability
- Coverage C – Medical Payments
- Coverage D – Tenants’ Legal Liability
Common Exclusions
Supplementary Payments
Who Is An Insured
Limits of Insurance
Other Liability Coverages |
| SA01 | Part 3 - SGI Canada Home Pak Policy - Special Limits and Optional Coverages | 2 | General/Adjuster/Technical | AIC18238;MB12369 | In this course, we will focus on the following topic areas applicable to the SGI CANADA Home/Mobile Home Pak, specifically:
1) Property with Specific Amounts of Protection
a)when loss caused by Any Peril;
b)when loss caused by Theft and Comprehensive Perils.
2) Increased Limits Coverage Option
3) Increased Limits of Protection for Added Features
4) Optional Coverages
a)Voluntary Fire Fighting Coverage
b)Homeowner’s Guarantee
5) Added Features of Homeowner’s Guarantee
a)Mortgage Rate Protector
b)Building Code/Bylaw Extra Expense
c)Single Amount of Protection |
| SA02 | SGI Canada Home Pak Policy: Part 1 Property Insured and Claims Process | 2 | Gen/Adj/Technical | AIC #12426; MB6527 | SGI CANADA Home Pak Policy: Part 1 - Property Insured & Claims
Process (Text and Video Versions)
This is just one in a series of courses dealing with the SGI CANADA Home/Mobile
Home Pak Policy.
In this course, we will focus on the following topic areas applicable to
the SGI CANADA Home/Mobile Home Pak, specifically:
Home/Mobile Home Pak Policy Coverage Options
Key Coverage Definitions
Part 1 – Your Dwelling, Outbuildings and Belongings
– What’s Insured
Settling a Claim – The Claim Process
i) Deductible, Special Deductible, Franchise Clause
ii) Dent Exclusion Clause for Mobile Homes
iii) Replacement Cost and Actual Cash Value Settlement Options
iv) Dwelling and Outbuildings
v) Belongings
vi) Pairs and Sets
vii) Obsolescence – Dwelling, Outbuildings, and Belongings
viii) Specific Causes of Loss Subject to Actual Cash Value
a) Roof and Roof Coverings
b) Sewer Backup
|
| SA03 | SGI Canada Home Pak Policy: Part 2 Added Features | 2 | Gen/Adj/Technical | AIC #12428; MB6528 | In this course, we will focus on the following topic areas applicable to the SGI CANADA Home/Mobile Home Pak, specifically:
1. Added Features of Home/Mobile Home Pak Policy
(1) Arson Conviction Reward
(2) Automatic Acquisitions
(3) Automatic Residence Coverage
(4) Belongings of Guests and Employees
(5) Collapse
(6) Credit, Debit, or Electronic Funds Transfer Cards, Cheques, and Counterfeit Money Coverage
(7) Debris Removal
(8) Emergency Entry Property Damage
(9) Emergency Mobile Home Removal
(10) Fraud Conviction Reward
(11) Identity Theft Coverage
(12) Increased Living Expenses and Lost Rental Income
(13) Inflation Protection
(14) Lock Replacement Coverage
(15) Mass Evacuation
(16) Outdoor Trees, Shrubs, and Plants
(17) Property Protection Coverage
(18) Tear Out
(19) Temperature Change
|
| SA05 | SGI CANADA Home Pak Policy: Part 4 Coverages, Exclusions and Conditions | 2 | Gen/Adj/Technical | AIC #12432; MB6530 | In this course, we will focus on the following topic areas applicable to the SGI CANADA Home/Mobile Home Pak, specifically:
a)Perils Insured – Coverage Options - Cover Codes A, B and C
b)Exclusions Cover Code C - Comprehensive Policy (Discussion of Exclusions a-t)
c)Property and Causes of Loss we do not Cover (Discussion of Exclusions a-x)
d)General Conditions for Part 1 (A discussion of the 11 General Conditions)
|
| SA06 | SGI Canada Home Pak Policy: Part 5 Personal Liability (1) | 2 | Gen/Adj/Technical | AIC #12434; MB6531 | In this course, we will focus on the following topic areas applicable to Part 2 - Personal Liability of the SGI CANADA Home/Mobile Home Pak, specifically:
1.Introduction to Personal Liability Insurance
2.Definitions Applicable to Part 2 – Personal Liability
3.Personal Liability Coverages
a. Basic Insuring Agreement
b. Amount of Protection
c. Bodily Injury and Property Damage Coverages (8)
d. Tenants and Renters
4.Added Features of Your Part 2 - Personal Liability Coverage
a. Voluntary Medical Payments
b. Voluntary Property Damage Payments
5.General Conditions for Part 2 (A discussion of the 5 General Conditions)
|
| SA07 | SGI Canada Home Pak Policy: Part 6 Personal Liability (2) | 2 | Gen/Adj/Technical | AIC #12436; MB6532 | In this course, we will focus on the following topic areas applicable to Part 2 - Personal Liability of the SGI CANADA Home/Mobile Home Pak, specifically:
1. Optional Extensions
(i)a. All Terrain Vehicle Liability Coverage
b. Passenger Hazard Option
c. Under Age Operator Option
d. Claims We Will Not Cover
(ii)a.Jet Propulsion Personal Watercraft Liability Coverage
b. Passenger Hazard Option
c. Claims We Will Not Cover
2. Claims We Will Not Cover (Applicable to all Coverages in Part 2 (Discussion of Exclusions a-t)
3. If You Have a Claim – How We Settle A Claim
|
| SA18 | SGI Canada Farmers Liability Part 1 | 2 | General/Adjuster/Technical | AIC# 10469; MB6534 | In this course, we will focus on the following topic areas applicable to the Comprehensive Farmer’s Liability coverages provided by the SGI CANADA Agro Pak policy, specifically:
• Underwriting Rules
• General Conditions
• Amount of Protection
• Property Damage Deductible
• Exclusions Applicable to All Insuring Agreements.
|
| SA19 | SGI Canada Farmers Liability Part 2 | 3 | General/Adjuster/Technical | AIC #10471; MB6535 | In this course, we will focus on the Definitions applicable to the Comprehensive Farmer’s Liability coverages provided by the SGI CANADA Agro Pak policy. |
| SA20 | SGI Canada Farmers Liability BI and PD Coverages | 4 | General/Adjuster/Technical | AIC #10473; MB6536 | In this course, we will focus on the following topics applicable to the Comprehensive Farmer’s Liability coverages provided by the SGI CANADA Agro Pak policy, specifically:
Insuring Agreement 1 – Bodily Injury and Property damage Liability.
1. Insuring Agreement - Exclusions - Extension of Cover
2. Optional Extensions
-All Terrain Vehicle Liability
-Jet-propulsion Personal Watercraft Liability
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| SA21 | SGI Canada Farmer's Liability - Additional Coverages | 3 | General/Adjuster/Technical | AIC #10475; MB6537 | In this course, we will focus on the following Insuring Agreements applicable to the Comprehensive Farmer’s Liability coverages provided by the SGI CANADA Agro Pak policy.
1. Insuring Agreement 2 – Tenant’s Legal Liability
2. Insuring Agreement 3 – Temporary Residence Fire Legal Liability
3. Insuring Agreement 4 – Medical Payments
4. Insuring Agreement 5 – Voluntary Property Damage
5. Insuring Agreement 6 – Defense – Settlement – Supplementary Payments
Additional Coverage: Non-Owned Automobile Liability
Optional Coverage: Voluntary Compensation – Cover code “O”
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| SA50 | SGI Canada Farm Property: A. General Section (Part 1 of 2) | 2 | Gen/Adj/Technical | AIC #10457; MB6533 | This is just one in a series of courses dealing with the SGI CANADA Agro Pak Policy.
In this course, we will focus on the following topic areas applicable to “Farm Property A. General Section”, specifically:
1. Agro Pak Introduction
2. Insuring Agreement / Definitions as used in Farm Property A. General Section
3. Extensions of Cover
4. General Exclusions.
This course is also available on video on this Learning Centre.
|
| SA51 | SGI Canada Farm Property: A. General Section (Part 2 of 2) | 2 | Gen/Adj/Technical | AIC #10459; MB6539 | This is just one in a series of courses dealing with the SGI CANADA Agro Pak Policy.
In this course, we will focus on the following topic areas applicable to “Farm Property A. General Section”, specifically:
1. General Conditions
2. Other Policy Clauses
• Liberalization Clause
• Permission Clause
• Policy Franchise Clause
• Deferred Loss Settlement Clause
• Salvage Material Value Clause
• No Heat Warranty Clause
• No Solid Fuel Heat Warranty Clause
3. Optional Coverage: Voluntary Fire Fighting Coverage
This course is also available on video on this Learning Centre.
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| SA52 | SGI Canada Farm Machinery Coverage | 2 | Gen/Adj/Technical | AIC #10467; MB6540 | Course Summary:
This is just one in a series of courses dealing with the SGI CANADA Agro Pak Policy.
In this course, we will focus on the following topic areas applicable to Machinery Insurance, specifically:
1. Description of Property Insured
2. Exclusions
3. Optional Extension of Cover – Blanket and/or Scheduled Cover
4. Perils Insured
5. Special Limits of Liability.
This course is also available on video on this Learning Centre.
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| SA53 | SGI Canada Farm Fertilizer, Chemicals and Fodder Insurance | 2 | Gen/Adj/Technical | AIC #10461; MB6541 | This is just one in a series of courses dealing with the SGI CANADA Agro Pak Policy.
In this course, we will focus on the following topic areas applicable to “Farm Fertilizer and Chemicals and Fodder”, specifically:
1. Description of Property Insured
2. Perils Insured
3. Exclusions
4. Special Limits of Liability.
This course is also available on video on this Learning Centre.
|
| SA54 | SGI Canada Grain and Irrigation Equipment Insurance | 2 | Gen/Adj/Technical | AIC #10463; MB6542 | This is just one in a series of courses dealing with the SGI CANADA Agro Pak Policy.
In this course, we will focus on the following topic areas applicable to “Grain and Irrigation Equipment” insurance, specifically:
1. Description of Property Insured
2. Perils Insured
3. Exclusions
4. Special Limits of Liability.
This course is also available on video on this Learning Centre.
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| SA55 | SGI Canada Farm Building and Contents Insurance | 3 | Gen/Adj/Technical | AIC #10465; MB6543 | This is just one in a series of courses dealing with the SGI CANADA Agro Pak Policy.
In this course, we will focus on the following topic areas applicable to the Farm Buildings and Building Contents coverage provided by the Agro Pak policy, specifically:
Farm Buildings
1. Description of Property Insured
A. Blanket Cover – Extensions of Blanket Cover
B. Scheduled Cover – Extensions of Scheduled Cover
2. Extension of Blanket and Scheduled Cover
Building Contents
1. Description of Property Insured
A. Blanket Cover – Extensions of Blanket Cover
B. Scheduled Cover – Extensions of Scheduled Cover
2. Extensions of Blanket and Scheduled Cover
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| SA56 | SGI Canada Farm Property Advantage Rider | 2 | Gen/Adj/Technical | AIC #10479; MB6544 | This is just one in a series of courses dealing with the SGI CANADA Agro Pak Policy.
In this course, we will focus on the following topic areas applicable to the Farm Property Advantage rider, specifically:
1. Description of Property Insured – Extensions of Cover - Definitions
2. Perils Insured - Exclusions
3. Special Limits of Liability.
|
| SA57 | SGI Canada Farm Produce Advantage Rider | 2 | Gen/Adj/Technical | AIC #10477; MB6545 | This is just one in a series of courses dealing with the SGI CANADA Agro Pak Policy.
In this course, we will focus on the following topic areas applicable to the Farm Produce Advantage rider, specifically:
1. Description of Property Insured
2. Perils Insured - Extensions of Cover - Exclusions
3. Special Limits of Liability.
|
| SALONS01 | Wawanesa Salon Select | 2 | General/Adjuster/Technical | AIC #14168 MB10817 | We will begin our program with a review of the types of business involved in the personal services industry then move to a review of the exposures related to these businesses. Important in our study will be the regulations enacted by both federal and provincial governments. We then will review the types of businesses targeted by Salon Select and the importance of inspections. |
| SGIBUILD1 | SGI Canada Farm Building & Contents Coverages - Video Course | 2 | General / Technical/Adjuster | AIC #10466; MB6546 | |
| SGICGL01 | SGI CANADA: The New CGL Policy Coverage A - Insuring Agreement & Exclusions Part - 1 (Video) | 2 | Gen/Adj/Technical | AIC #16001 MB9932 | This is the first of four courses dealing with the SGI CANADA CGL Policy. It focuses on the coverage's provided in Section 1 - Coverages of the SGI CANADA New Commercial General Liability (Occurrence Basis) policy, also known as the "CGL." |
| SGICGL02 | SGI CANADA: The New CGL Policy Coverage A -(Excl.) & Sect. II - Who Is An Insured Part - 2 (Video) | 2 | Gen/Adj/Technical | AIC# 16002 MB9933 | In this course, Part 2, we will complete our discussion of the remaining exclusions applicable to that Insuring Agreement. We will finish this course with a comprehensive study of Section II; Who Is An Insured. |
| SGICGL03 | SGI CANADA: The New CGL Policy - Analyzing Coverages B, C and D Part 3 (Video) | 2 | General/Adjuster/Technical | AIC #16003 MB9934 | In Parts 1 and 2 of this series of four SGI CANADA CGL courses, we looked at Section 1. Coverage A. Bodily Injury and Property Damage Liability and the Exclusions that apply to that Insuring Agreement.
We also spent some time looking at Section II. Who Is An Insured?
In this course, Part 3, we’re going to be talking about:
1. Coverage B. Personal and Advertising Injury Liability
2. Coverage C. Medical Payments; and
3. Coverage D. Tenants’ Legal Liability
|
| SGICGL04 | SGI CANADA: The New CGL Policy Limits, Deductibles & Conditions Part 4 (Video) | 2 | General/Adjuster/Technical | AIC# 16004 MB9935 | In Parts 1, 2 and 3 of this series of four SGI CANADA CGL courses, we looked at the following Section 1 Coverages and the exclusions that apply to them, specifically:
- Coverage A. Bodily Injury and Property Damage Liability;
- Coverage B. Personal and Advertising Injury Liability
- Coverage C. Medical Payments ; and
- Coverage D. Tenants’ Legal Liability.
In Part 2, we also spend some time discussing Section II. Who Is An Insured.
In this last course, Part 4, we’re going to be talking about:
1. Section III Limits of Liability
2. Section IV Deductible
3. Section V Commercial General Liability Conditions
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| SGIFERT1 | SGI Canada Farm Fertilizer, Chemicals & Fodder Coverages - Video Course | 2 | General / Technical/Adjuster | AIC #10462; MB6547 | |
| SGIHMPAK11 | SGI Canada Home Pak Policy: Part 1 - Property Insured & Claims Process - Video Course | 2 | Gen/Adj/Technical | AIC # 12427; MB6548 | 1. SGI CANADA Home Pak
Policy: Part 1 - Property Insured & Claims Process
This is just one in a series of courses dealing with the SGI CANADA Home/Mobile
Home Pak Policy.
In this course, we will focus on the following topic areas applicable to the
SGI CANADA Home/Mobile Home Pak, specifically:
Home/Mobile Home Pak Policy Coverage Options
Key Coverage Definitions
Part 1 – Your Dwelling, Outbuildings and Belongings – What’s
Insured
Settling a Claim – The Claim Process
i) Deductible, Special Deductible, Franchise Clause
ii) Dent Exclusion Clause for Mobile Homes
iii) Replacement Cost and Actual Cash Value Settlement Options
iv) Dwelling and Outbuildings
v) Belongings
vi) Pairs and Sets
vii) Obsolescence – Dwelling, Outbuildings, and Belongings
viii) Specific Causes of Loss Subject to Actual Cash Value
a) Roof and Roof Coverings
b) Sewer Backup
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| SGIHMPAK21 | SGI Canada Home Pak Policy: Part 2 - Added Features - Video Course | 2 | Gen/Adj/Technical | AIC # 12429; MB6549 | SGI CANADA Home Pak
Policy: Part 2 - SGI CANADA Home Pak Policy: Added Features
This is just one in a series of courses dealing with the SGI CANADA Home/Mobile
Home Pak Policy.
In this course, we will focus on the following topic areas applicable to
the SGI CANADA Home/Mobile Home Pak, specifically:
Added Features of Home/Mobile Home Pak Policy
Arson Conviction Reward
Automatic Acquisitions
Automatic Residence Coverage
Belongings of Guests and Employees
Collapse
Credit, Debit, or Electronic Funds Transfer Cards, Cheques, and Counterfeit
Money Coverage
Debris Removal
Emergency Entry Property Damage
Emergency Mobile Home Removal
Fraud Conviction Reward
Identity Theft Coverage
Increased Living Expenses and Lost Rental Income
Inflation Protection
Lock Replacement Coverage
Mass Evacuation
Outdoor Trees, Shrubs, and Plants
Property Protection Coverage
Tear Out
Temperature Change
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| SGIHMPAK31 | SGI Canada Home Pak Policy: Part 3 - Special Limits & Optional Coverages - Video Course | 2 | Gen/Adj/Technical | AIC # 12431; MB6550 | 3. SGI CANADA Home Pak
Policy: Part 3 - Special Limits & Optional Coverages
This is just one in a series of courses dealing with the SGI CANADA Home/Mobile
Home Pak Policy.
In this course, we will focus on the following topic areas applicable to
the SGI CANADA Home/Mobile Home Pak, specifically:
Property with Specific Amounts
of Protection
a) when loss caused by Any
Peril;
b) when loss caused by Theft and Comprehensive Perils.
Increased Limits Coverage
Option
Increased Limits of Protection
for Added Features
Optional Coverages
a) Voluntary Fire Fighting Coverage
b) Homeowner's Guarantee
Added Features of Homeowner’s
Guarantee
a) Mortgage Rate Protector
b) Building Code/Bylaw Extra Expense
c) Single Amount of Protection
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| SGIHMPAK41 | SGI Canada Home Pak Policy: Part 4 - Coverages, Exclusions & Conditions - Video Course | 2 | Gen/Adj/Technical | AIC # 12433; MB6551 | SGI CANADA Home Pak
Policy: Part 4 - Coverages, Exclusions & Conditions
This is just one in a series of courses dealing with the SGI CANADA Home/Mobile
Home Pak Policy.
In this course, we will focus on the following topic areas applicable to the
SGI CANADA Home/Mobile Home Pak, specifically:
Perils Insured – Coverage Options - Cover Codes A, B and C
Exclusions Cover Code C - Comprehensive Policy (Discussion of Exclusions
a-t)
Property and Causes of Loss we do not Cover (Discussion of Exclusions a-x)
General Conditions for Part 1 (A discussion of the 11 General Conditions)
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| SGIHMPAK51 | SGI Canada Home Pak Policy: Part 5 - Personal Liability (1) - Video Course | 2 | Gen/Adj/Technical | AIC # 12435; MB6552 | |
| SGIHMPAK61 | SGI Canada Home Pak Policy: Part 6 - Personal Liability (2) - Video Course | 2 | Gen/Adj/Technical | AIC # 12437; MB6553 | SGI CANADA Home Pak
Policy: Part 6 – Personal Liability (2)
This is just one in a series of courses dealing with the SGI CANADA Home/Mobile
Home Pak Policy.
In this course, we will focus on the following topic areas applicable to the
SGI CANADA Home/Mobile Home Pak, specifically:
Optional Extensions
a. All Terrain Vehicle Liability Coverage
b. Passenger Hazard Option
c. Under Age Operator Option
d. Claims We Will Not Cover
a. Jet Propulsion Personal Watercraft Liability Coverage
b. Passenger Hazard Option
c. Claims We Will Not Cover
Claims We Will Not Cover (Applicable to all Coverages in Part 2 (Discussion
of Exclusions a-t)
If You Have a Claim – How We Settle A Claim
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| SGIIRG1 | SGI Canada Grain & Irrigation Equipment Insurance - Video Course | 2 | General / Technical/Adjuster | AIC #10464; MB7052 | |
| SGILIAB1 | SGI Canada Farmer's Liability - Part 1 - Video Course | 2 | General/Adjuster/Technical | AIC #10470; MB7054 | |
| SGILIAB2 | SGI Canada Farmers Liability - Part 2 - Video Course | 3 | General/Adjuster/Technical | AIC #10472; MB7056 | |
| SGILIAB3 | SGI Canada Farmers Liability - BI & PD Coverages - Video Course | 4 | General/Adjuster/Technical | AIC #10474; MB6338 | |
| SGILIAB4 | SGI Canada Farmer's Liability - Additional Coverages - Video Course | 3 | General/Adjuster/Technical | AIC #10476; MB6554 | |
| SGIMACH11 | SGI Canada Farm Machinery Coverage - Video Course | 2 | General / Technical/Adjuster | AIC #10468; MB7053 | |
| SGIPRAD01 | SGI Canada Farm Property Advantage Rider - Video Course | 2 | Gen/Adj/Technical | AIC #10480; MB7064 | Course Summary:
This is just one in a series of courses dealing with the SGI CANADA Agro Pak Policy.
In this course, we will focus on the following topic areas applicable to the Farm Property Advantage rider, specifically:
1. Description of Property Insured � Extensions of Cover - Definitions
2. Perils Insured - Exclusions
3. Special Limits of Liability.
|
| SGIProd1 | SGI Canada Farm Produce Advantage Rider - Video Course | 2 | Gen/Adj/Technical | AIC #10478; MB7063 | |
| SGIPROP1 | SGI Canada Farm Property - 1 of 2 - Video Course | 2 | General / Technical/Adjuster | AIC #10458; MB6538 | |
| SGIPROP2 | SGI Canada Farm Property - 2 of 2 - Video Course | 2 | General / Technical/Adjuster | AIC #10460; MB6556 | |
| SM06 | Saskatchewan Mutual Insurance Company -Personal Insurance Policy - Part 1 | 3 | Gen/Adj | AIC: 2589; MB14725 | This is the first course in a series of continuing education courses dealing with the Saskatchewan Mutual Insurance Company Personal Insurance Policy. While this policy is used to provide insurance for homeowners, condominium unit owners and tenants, the focus in this series of courses will be on the coverages provided for homeowners. In this course, we will deal with the following topic areas: Agreement Definitions Section 1 - Homeowners, Tenants and Condominium Unit Owners Property Coverages Definitions (applicable to Section 1) Coverages Coverage A - Dwelling Coverage B - Detached Private Structures Coverage C - Personal Property Coverage D - Additional Living Expenses |
| SM07 | Saskatchewan Mutual Insurance Company -Personal Insurance Policy - Part 2 | 2 | Gen/Adj | AIC: 2591; MB14726 | This is the second course in a series of continuing education courses dealing with the SMI Personal Insurance Policy. While this policy is used to provide insurance for homeowners, condominium unit owners and tenants, the focus in this series of courses will be on the coverages provided for homeowners. |
| SM08 | Saskatchewan Mutual Insurance Company - Personal Insurance Policy - Part 3 | 2 | Gen/Adj | AIC: 2595; MB14727 | This is the third course in a series of continuing education courses dealing with the SMI Personal Insurance Policy. While this policy is used to provide insurance for homeowners, condominium unit owners and tenants, the focus in this series of courses will be on the coverages provided for homeowners. |
| SM09 | Saskatchewan Mutual Insurance Company - Personal Insurance Policy - Part 4 | 2 | Gen/Adj | AIC 2598: MB14728 | This is the fourth course in a series of continuing education courses dealing with the SMI Personal Insurance Policy. While this policy is used to provide insurance for homeowners, condominium unit owners and tenants, the focus in this series of courses will be on the coverages provided for homeowners. In this course, we will focus on the following topic areas: Definitions Coverages E, F and G Coverage E - Legal Liability Personal Liability Premises Liability Tenants Legal Liability Employer's Liability Watercraft Liability Motorized Vehicle Liability Trailer Liability Business and Business Property Liability Resort Area Property Away From the Premises |
| SM10 | Saskatchewan Mutual Insurance Company - Personal Insurance Policy - Part 5 | 2 | Gen/Adj | AIC 2600: MB14729 | This is the fifth and final course in a series of continuing education courses dealing with the SMI Personal Insurance Policy. While this policy is used to provide insurance for homeowners, condominium unit owners and tenants, the focus in this series of courses will be on the coverages provided for homeowners. In this course, we will focus on the following topic areas: Defense, Settlement, Supplementary Payments Exclusions - Loss or Damage Not Insured Coverage F - Voluntary Medical Payments Coverage G - Voluntary Payment for Damage to Property Basis of Payment - Coverage G Jet Propulsion Personal Watercraft Liability Extension Additional Exclusions - Section II Conditions |
| SM19 | SMI Extension Auto Policy (Saskatchewan) - Part 1 | 2 | General/Adjuster | AIC18674;MB13251 | This is the first in a series of four continuing education courses dealing with the SMI Prestige Automobile Policy. In this first course we will focus on the following topic areas: Introduction Part 1 - General Definitions Part 2 - Automobiles to Which This Policy Applies Part 3 - General Provisions and Exclusions
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| SM20 | SMI Extension Auto Policy (Saskatchewan) - Part 2 | 2 | General/Adjuster | AIC18675;MB13252 | This is the second in a series of four continuing education courses dealing with the SMI Prestige Automobile Policy. In this second course, we will focus on Section A - Third Party Liability which is the first of the four coverage sections provided under the policy heading, 'Part 4 - Coverages.' Section B - Accident Benefits and Section C - Loss or Damage to Insured Automobile will be discussed in the third course of this series.
|
| SM21 | SMI Extension Auto Policy (Saskatchewan) - Part 3 | 3 | General/Adjuster | AIC18676;MB13253 | This is the third in a series of four continuing education courses dealing with the SMI Prestige Automobile Policy. In this course, we will focus on the following coverage sections provided under the policy heading, 'Part 4 - Coverages,' specifically: Section B - Accident Benefits; and Section C - Loss or Damage to Insured Automobile.
|
| SM22 | SMI Extension Auto Policy (Saskatchewan) - Part 4 | 3 | General/Adjuster | AIC18677;MB13254 | This is the fourth and final course in the series of continuing education courses dealing with the SMI Prestige Automobile Policy. In this course, we will focus on the following Endorsements available to automobile owners insured by SMI's Prestige Automobile Policy, specifically: E.E.F. 5 -Permission to Rent or Lease (Specified Lessee) E.E.F. 19 -Limitation of Amount E.E.F. 19a - Stated Value E.E.F. 20 - Loss of Use and E.E.F. 20a - Liability for Loss of Use E.E.F. 27a - Legal Liability for Damage to Non-Owned Automobiles E.E.F. 43 - Replacement Cost Coverage E.E.F. 43L - Limited Waiver of Depreciation (Specified Lessee) E.E.F. 44 - Family Protection Coverage E.E.F. 103 - Excess Value E.E.F. 111 - Limited Waiver of Deductible E.E.F. 114 - Restoration Endorsement E.E.F. 115 - Repair Endorsement
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| WCST01-V2 | Wawanesa Chef's Specialty Policy | 2 | General/Adjuster/Technical | AIC 15435; MB 9391 | Wawanesa Chef's Specialty policy. This ground breaking policy has been targeted at the restaurant industry.
During this program we will be discussing the types of restaurants eligible for this policy. Broker’s binding authority, base rating information and the importance of application completion will also be discussed. Of course we will review the policy coverage’s including a review of the coverage’s designed for this business sector. Optional coverage’s for property, liability and crime will complete our coverage review. We would be remiss if we did not also discuss common property, liability and crime exposures including loss prevention recommendations.
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| YFI02 | Policy Changes - Wawanesa Farm Insurance | 1 | General/Technical/ADJ | AIC# 14960; MB 9321 | |
| YPI02 | Policy Changes - Wawanesa YPI Policy | 1 | General/Technical/ADJ | AIC# 14959; MB 9320 | |