Making the Transition from Personal Lines to Commercial Lines

Insurance Institute of NS

250 Baker Drive, Suite 220, Dartmouth, NS, B2W 6L4 Map
Date and Time: September 10, 2018 1 - 4 p.m


Attend both morning and afternoon seminars and save 10%. We'll even provide lunch!  Register here to have the discount applied.

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 - Consultant

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 p.m.

CE Hours:
Alberta #49057 - 3 General & Adjuster
Manitoba #30805 - 3 General & Adjuster
British Columbia - 3 Technical
Saskatchewan - 3 General & Adjuster

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 refreshment.