Fundamentals Series: 106 Covering Clients with Personal Umbrella - Webinar (EST)
Webinar - On Your Computer
Date and Time: September 09, 2021 12:45 p.m. - 4:00 p.m.
Melanie Needham, President of MRD Consulting
MRD Training & Consulting Inc.
Imagine that one of your clients was judged to be
legally liable for injuries suffered by a third party.
What would happen if the incident that caused the
loss was covered under the insurance policy, but your client was ordered to pay
the injured party more than the limit of the liability provided by the policy
you sold? Or, perhaps your client is sued for an occurrence arising from his or
her volunteer work for a non-profit organization. Would a claim of this nature
be covered by the underlying liability policy?
If you are new to insurance and have limited knowledge of the P&C
insurance industry, or are a support person in the industry such as
administrative or HR staff, this half day seminar is for you! This session will
be of benefit to administrative and support staff, accounts personnel, Human
Resources and Information Technology employees, and any newcomers to the
industry who would like to broaden their understanding of personal umbrella
By the end of this session, you will be able
- Know what umbrella insurance
is and how it works
- Understand policy limits
- Know the differences
between excess liability vs. umbrella liability
- Retained limit
Maintenance of primary coverage limits
- Coverage features
limits (auto and property)
- Performing a coverage comparison
- Be able to identify the target market for personal umbrella
Gain some insight into selling strategies
Seminar Leader: Melanie Needham,
President, MRD Consulting
CE Hours: 3 ON/AB/MB
This seminar is a part of our Fundamentals Series
– eight seminars that get to the basics of insurance, giving you a complete
overview of the workings of the p&c insurance industry. The series will be
introduced with a staggered rollout in Ontario this year. Take a look at our seminar
program to see how our other seminars can assist you to enhance your
Substitutions welcome. Credit notes issued with 24 hours advance notice. No
refunds. The Institute reserves the right to cancel due to insufficient
PLEASE NOTE: Need assistance with registration? Please contact us
- Prices below are for IIO
- Non-members and renewing members please note that if applicable,
the IIO membership fee will be automatically added to your cart.
- Fees noted
below do not include hst.