Making the Transition from Personal Lines to Commercial Lines
Insurance Institute of NS
250 Baker Drive, Suite 220, Dartmouth, NS, B2W 6L4
Date and Time: September 10, 2018 1 - 4 p.m
| FOUNDATION | TECHNICAL
Attend both morning
and afternoon seminars and save 10%.
We'll even provide lunch! Register
here to have the discount
This seminar is not
available by webinar.
In this half-day seminar, you will focus on an action plan
for charting your course in making the transition from personal lines to
commercial lines. The areas you will explore include: application forms
and information gathering, dealing with underwriters, client communication,
market and economic forces impacting commercial insurance, plus an overview of
how various coverages fit together. You will also learn how to develop a
plan for acquiring technical skills in a logical and user friendly sequence to
make the transition as smooth as possible.
Karen MacWilliam, BA, FIIC, CRM -
Karen is an author, self-employed consultant, and
executive, specializing in risk management and insurance analysis. She has
worked in the insurance and risk management fields since 1986, and has operated
a successful consultancy since 1997 with operations in Western and Atlantic
Canada. She has lectured at Simon Fraser University at Harbour Centre,
Vancouver; University of Northern British Colombia, Prince George; and currently
teaches risk management at Dalhousie University in Halifax. Ms. MacWilliam is
also the author of several articles and books including reference texts for the
Canadian Risk Management (CRM) designation program.
Registration: 12:45 p.m.
Presentation: 1 - 4
Alberta #49057 - 3 General &
Manitoba #30805 - 3 General & Adjuster
British Columbia - 3
Saskatchewan - 3 General &
Cancellations: Sorry, no refunds
issued. Substitution of another person is acceptable - please notify us of any
changes. IINS reserves the right to cancel this seminar due to unforeseen
extenuating circumstances - in such an event, all fees will be refunded.
The price of this seminar includes a snack and