Seminars

  • Upcoming Seminars for Fall 2018
    Be informed and educated on topics of interest in the insurance industry. The Insurance Institute of BC offers seminars for Insurance Institute members and insurance industry professionals. Registration of these seminars are opening soon! Register early to secure your spot as space is limited for selected seminars. Group rates are available, please contact Winnie Hon at whon@insuranceinstitute.ca for details. NEW! Corporate Rate for corporate groups of 8 or more (membership is additional for non ...

  • Broker/Agent Licensing Preparation Course
    CLASSROOM | FOUNDATION | TECHNICAL Give yourself the best chance of success in your RIBO Level 1 or OTL exam. This 10 day course is designed to assist you, new to the insurance industry, to pass the Agent or Broker Basic Level 1 Licensing Exam. The licensing exam will be held on Friday, October 5 at 10:00 a.m. This is an intensive course and requires you to attend all classes as well as complete at home assignments which will be reviewed in class with your instructor, Lyall Bell, CIP. Here's wha ...

  • Navigating the CVOR
    Do you ask yourself what makes up the CVOR? What is the 'Overall Violation Rate' and how do collisions affect it? If you answered yes to any of these questions, this seminar is for you. The CVOR is one of the most important documents in underwriting a commercial auto risk and can be a bit overwhelming to understand. Join us at this half day session as we navigate our way through reading and understanding the CVOR, using it as an underwriting tool as well as a sales tool. You will have a better u ...

  • Effective Business Writing & Communication Skills
    Do you want to improve your writing and communication skills and write emails that are clear and concise? In this half day success series seminar, you will learn how to use your writing and communication skills to your advantage to become more effective and productive. Learning Objectives Become more effective at drafting emails that will get read by setting your tone, using plain language and cutting the fat Learn tips to use a professional, friendly and positive tone in your communication Revi ...

  • Fundamentals of Commercial Automobile
    Do you need an overview of the principles and concepts, as well as the technical side of commercial auto? Commercial lines auto insurance can seem complex at first, but it doesn’t have to be. Join us for this full-day seminar, covering everything you’ll need to know as a new industry employee, or as someone moving from personal lines to commercial lines. You’ll see the benefits of attending this seminar right away in your workplace: Brokers : comprehend the basics of commercial auto to provide s ...

  • Cannabis: Insurance & Risk Management Implications
    Please note that the time of this session has been updated to 1pm - 4:15pm Later this fall, Cannabis possession and consumption will be legal in Canada—immediately impacting all aspects of property and casualty insurance. In the lead up to this date, issues are being discussed as they arise and decisions are continuously being made regarding the many minute factors that this legalization will affect. Are you keeping up-to-date on all the ways our industry will be impacted? How will it affect you ...

  • Fundamentals Series: 105 In Good Company with Commercial Automobile
    Do you need an overview of the principles and concepts, as well as the technical side of commercial auto? Commercial lines auto insurance can seem complex at first, but it doesn’t have to be. Join us for this full-day seminar, covering everything you’ll need to know as a new industry employee, or as someone moving from personal lines to commercial lines. You’ll see the benefits of attending this seminar right away in your workplace: Brokers : comprehend the basics of commercial auto to provide s ...

  • Understanding the CGL - Webinar
    CLASSROOM | BUILDING | TECHNICAL Back by popular demand! Are you new to commercial insurance, or interested in moving from personal lines to commercial lines? This seminar will take a practical introductory look at the commercial general liability policy, providing insight for the less experienced brokers, underwriters and adjusters working in commercial insurance. Participants will learn the foundations of a commercial general liability policy section by section including discussions on coverag ...

  • Ghost Vehicle and Fraudulent Vehicle Claim Investigations
    CLASSROOM | FOUNDATION | TECHNICAL We all have a role in detecting, reporting and reducing fraudulent claims. This seminar will benefit any member of the insurance industry who forms part of the chain involving a vehicle theft claim, from front line sales to SIU, Claims Managers, Auto Appraisers, Adjusters and Auto Claim intake personnel. Learning objectives: Better understanding of Auto Crime; Better fraudulent claim recognition; Importance of the two points of identification; Understand the th ...

  • Personal to Commercial Boot Camp
    Are you a personal lines underwriter, broker, or adjuster looking at making the move into commercial lines? Join us for this two day interactive immersion into the world of commercial insurance. This success series seminar will "boot" you forward in your career! The learning outcomes include: A thorough introduction to commercial lines Key documents Commercial property exposures and underwriting factors Commercial property policy forms Commercial liability exposures Commercial liability forms Re ...

  • The Art of Persuasive Negotiation - SOLD OUT
    Please note that this seminar is sold-out. A second date has been added on Oct. 3. Please click here for details. Do you want to be more assertive and improve your negotiation skills? If so, this session is for you! Negotiation skills are essential in daily interactions with others in order to reach important decisions, find solutions to disputes and reach "win-win" resolutions. Whether it be in your professional life or your personal life, you are almost certain to spend some time negotiating. ...

  • Webinar: "Space Heaters"
    ‘Tis the heating season! Portable space heaters are in use as people try to save on their heating bills. Chances are being taken; either knowingly or unknowingly by people, using these portable, temporary heaters. Alterations to equipment, to override safety features. Improperly placed appliances and overloading of electrical systems, are all factors that may result in a property and/or life loss. Please join us for this informative webinar, during which we will be discussing the most popular ty ...

  • Insurance in the era of IoT: Risks and Opportunities
    From cars, to buildings, to health devices, to manufacturing and everything in between, the Internet of Things (IoT) is changing the way we interact with our environment and each other. Already, connected devices outnumber people on earth and their usage is only expected to increase But what do these social and technical changes mean for the insurance industry in Canada? This seminar will wade through the buzz and get to the bottom of how IoT technologies are poised to disrupt the insurance indu ...

  • Insurance to Value & Co-Insurance - Member Bonus
    Insurance to value determines how much coverage is available to rebuild/replace in the event of a loss. Determining accurate insurance to value is a complex and important process that requires specialized knowledge, skills, experience and tools to get it right. The process is further complicated by coinsurance clauses. Both concepts are important and often misunderstood because the impacts of these concepts are not felt until a claim is made, even though values are determined at the time a polic ...

  • Cannabis: Insurance & Risk Management Implications
    CLASSROOM | BUILDING | INDUSTRY KNOWLEDGE / CURRENT TRENDS AND ISSUES SPECIAL PRESENTATION With Cannabis possession and consumption becoming legal in Canada, there are immediate impacts for all aspects of property and casualty insurance. Myriad issues are being discussed as they arise and decisions are continuously being made regarding the many minute factors that this legalization will affect. Are you keeping up-to-date on all the ways our industry will be impacted? How will it affect your work ...

  • Radon Awareness - Webinar
    WEBINAR | BUILDING | TECHNICAL Radon Gas is an everyday fact in most parts of Canada and has the potential to cause Lung Cancer, hence being added to the 2014 building code for evaluation. Where Radon originates and methods to control its ingress into our buildings will be discussed. Existing buildings that require code upgrades along with new construction are subject to a Building code component that requires some form of Radon control/monitoring/mitigation component; this course will discuss v ...

  • Radon Gas: What an insurance professional needs to know
    WEBINAR | BUILDING | TECHNICAL Radon Gas is an everday fact in most parts of Canada and has the potential to cause Lung Cancer, hence being added to the 2014 building code for evaluation. Where Radon originates and methods to control its ingress into our buildings will be discussed. Existing buildings that require code upgrades along with new construction are subject to a Building code component that requires some form of Radon control/monitoring/mitigation component; this course will discuss va ...

  • The Art of Persuasive Negotiation - second date added!
    Do you want to be more assertive and improve your negotiation skills? If so, this session is for you! Negotiation skills are essential in daily interactions with others in order to reach important decisions, find solutions to disputes and reach "win-win" resolutions. Whether it be in your professional life or your personal life, you are almost certain to spend some time negotiating. In this engaging and valuable session, Jessica Naylor will demonstrate how persuasive negotiation skills can make ...

  • Fundamentals of Employment Law for Team Leads, Supervisors and Managers
    CLASSROOM | ENHANCING | MANAGEMENT The Employment Relationship Cycle At every step of the employment relationship from advertising an opening, to interviewing a candidate, to hiring and firing an employee, missteps can cause issues that lead to legal action. As a team lead, supervisor or manager you need to be aware of the pitfalls and how to avoid them. Join us to learn more about employment law and how it affects your role in the insurance industry. This half-day interactive presentation is de ...

  • Dealing with the Strong Personality - WEBINAR
    CLASSROOM / WEBINAR | FOUNDATION | INTERPERSONAL SKILLS Attend both this session and Communicating with Tact & Sensitivity in the afternoon and save 10%. Register here to have the discount applied. There are people who have a strong or forceful personality. These people may be co-workers, customers or suppliers. This forcefulness can be problematic. These individuals can be a great asset as they tend to be very decisive, but in some cases, the strong personality can also cause friction, and ...

  • Communicating with Tact & Sensitivity - WEBINAR
    CLASSROOM / WEBINAR | FOUNDATION | INTERPERSONAL SKILLS Attend both this sessions and Dealing with the Strong Personality in the morning and save 10%. Register here to have the discount applied. Learn how to have greater tact, diplomacy and sensitivity in your communications with staff, co-workers, customers or the public. Learn how to communicate more successfully and get more results. Tact, diplomacy and sensitivity are essential to effective communication. Today’s respectful workplace require ...

  • Communicating with Tact & Sensitivity
    CLASSROOM / WEBINAR | FOUNDATION | INTERPERSONAL SKILLS I prefer to attend this session via WEBINAR Attend both this session and Dealing with the Strong Personality in the morning and save 10%. We'll even provide lunch! Register here to have the discount applied. Learn how to have greater tact, diplomacy and sensitivity in your communications with staff, co-workers, customers, or the public. Learn how to communicate more successfully and get more results. Tact, diplomacy and sensitivity are esse ...

  • Dealing with the Strong Personality
    CLASSROOM / WEBINAR | FOUNDATION | INTERPERSONAL SKILLS I prefer to attend this session via WEBINAR Attend both this session and Communicating with Tact & Sensitivity in the afternoon and save 10%. We'll even provide lunch! Register here to have the discount applied. There are people who have a strong or forceful personality. These people may be co-workers, customers or suppliers. This forcefulness can be problematic. These individuals can be a great asset as they tend to be very decisive, b ...

  • Dealing with the Strong Personality - WEBINAR
    CLASSROOM / WEBINAR | FOUNDATION | INTERPERSONAL SKILLS Attend both this session and Communicating with Tact & Sensitivity in the afternoon and save 10%. Register here to have the discount applied. There are people who have a strong or forceful personality. These people may be co-workers, customers or suppliers. This forcefulness can be problematic. These individuals can be a great asset as they tend to be very decisive, but in some cases, the strong personality can also cause friction, and ...

  • Communicating with Tact & Sensitivity - WEBINAR
    CLASSROOM / WEBINAR | FOUNDATION | INTERPERSONAL SKILLS Attend both this sessions and Dealing with the Strong Personality in the morning and save 10%. Register here to have the discount applied. Learn how to have greater tact, diplomacy and sensitivity in your communications with staff, co-workers, customers or the public. Learn how to communicate more successfully and get more results. Tact, diplomacy and sensitivity are essential to effective communication. Today’s respectful workplace require ...

  • A Changing Workforce: Impact of Technology & Demographics on the P&C Insurance Industry in Canada
    CLASSROOM | ENHANCING | MANAGEMENT Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change Over the next decade, the insurance industry will be redefined by the emergence of innovations in telematics, artificial intelligence, and other digital technologies. At the same time, demographic factors, including retirement trends and a diversifying workforce, are shaping the industry of tomorrow. What are the impacts and how can the industry ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada
    CLASSROOM | ENHANCING | MANAGMENT A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada MULTI-CITY TOUR FALL 2018 Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new importa ...

  • Hoarding Awareness: Dealing with the Complex Issue of Obsessive Compulsive Hoarding Disorder!
    CLASSROOM | BUILDING | TECHNICAL Since the development of Building and Fire Codes in Canada, the risks associated with fatal fires have significantly reduced. However, one of the most serious outliers in terms of fire fatalities, loss, and injury is the emergence of the disorder known as Hoarding. Hoarding isn’t new but it is a causal link in many preventable high loss/fatal fires. An estimated 3-6% of the population suffers from the disorder known as Obsessive Compulsive Hoarding. Although Hoar ...

  • Broker/Agent Licensing Prep Course: In Class (Sudbury)
    Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting. Cambrian Shield Chapter - Insurance Institute of Ontario is pleased to offer students, new to the insurance industry, a convenient yet intensive two week Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. The class is instructed by ...

  • Insuring Unique Homes
    CLASSROOM | BUILDING | TECHNICAL Homes today run the gamut from 250 square foot Tiny Homes to 25,000 square foot Mansions. Somehow insurance professionals need to find the right way to insure them all. Partly due to skyrocketing real estate prices, but also due to concerns for the environment, and a yearning for a simpler life, the tiny homes movement has taken off, and with it, concerns about the proper way to insure tiny structures. Laneway homes , which are homes built into pre-existing lots, ...

  • Building Construction 101
    CLASSROOM | FOUNDATION | TECHNICAL Building Construction 101 is designed to put the pieces of the construction types and insurance industry puzzle together. Don’t let the name "101" fool you — participants are calling this session a master’s course because of the vast and valuable information included. This half-day session breaks down the complexity of the construction types and the underwriting complexity around each type. You will engage in learning activities that will enable you to fully un ...

  • Broker/Agent Licensing Three Day Exam Prep Course: NEW!!
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This three-day course is designed for students who already have a basic understanding of the broker/agent licensing study material. This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Note: This course is not intended for students with little to no previous insurance kno ...

  • Class Action Lawsuits
    Location Change to: Insurance Institute of BC 8am Check-in | 8 - 9am Hot Breakfast Buffet | 9 - 11am Seminar CLASSROOM | BUILDING | TECHNICAL Class-action lawsuits are generally complicated as they are costly to initiate, involve a large number of plaintiffs, and are time intensive. What does that mean for the insurance industry? Our legal experts will provide insight on how both insurers and claims professionals can manage the challenges experienced with these types of lawsuits. Brokers can gai ...

  • Broker Jump Start
    Give your new brokers a Jump Start into their careers!. This new five day program is designed to help launch the careers of newly licensed brokers with the technical knowledge and professional skills required for them to be successful in their new roles. Over the course of the five days we will cover a review of basic insurance policies along with detailed underwriting skills such as application completion, calculators and reports. Negotiation, time management, communication skills along with er ...

  • New Alberta Case Law - Calgary
    CLASSROOM | ENHANCING | TECHNICAL This seminar will be focused on recent case law in Alberta, how that case law may impact our application of the law to particular cases, and how to use/distinguish these cases in dealing with claimants. Get up-to-date information regarding recent precedential cases for use in your claims. Some cases of interest are likely to include: 1. Bills of Costs - Premiums on Litigation Insurance 2. Carteri v. Saskatchewan Mutual Insurance (drugs and coverage) 3. Cardinal ...

  • Introduction to Business Interruption Insurance (Kelowna)
    CLASSROOM | BUILDING | TECHNICAL Do the words Business Interruption Insurance cause you to shiver? This important type of insurance can be perceived as highly technical requiring years of study and many questions tend to be left unanswered. Through the use of simple numerical examples, this seminar will provide you the tools and confidence you need to understand the concepts and methodology relating to a business interruption loss. SEMINAR OBJECTIVES Understand business income, profits, earnings ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada
    A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada MULTI-CITY TOUR FALL 2018 Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: Demographics of the P& ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada
    A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada MULTI-CITY TOUR FALL 2018 Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change. What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: Demographics of the P ...

  • Oil & Gas: Exploration, Production and Insurance
    CLASSROOM | BUILDING | TECHNICAL As a broker, underwriter, or adjuster are you involved in Oilfield Risks? Do you ever wonder exactly what processes are involved in the oil industry in Alberta? Have you ever been confused by oilfield terminology? Are you confused by figuring out the insurance coverages? If so we’ve planned the perfect two day session for you with two topic sections: O&G-The Technical Side and O&G-The Insurance Side. O&G-THE TECHNICAL SIDE: We will first delve into th ...

  • Gotta Love Millennials
    Even if you think you know all there is to know about Millennials, this workshop offers surprising insight and actionable information that will help business owners and marketers in their quest to attract Millennials, as well as to learn how to communicate and optimize relationship opportunities with the other three generations your business is currently serving. We provide you with the tools you need to attract, communicate and effectively market to this demographic. You’ll learn how to measure ...

  • Loving Commercial Auto
    You have to admit it; Commercial automobile insurance just doesn’t seem to get the respect that other Commercial and Farm products seem to get. Being a regulated and mandatory product, underwriters, brokers and agents, can feel less than enthusiastic about this product, have trouble selling its features and typically prefer to talk “Property” where there appears to be more flexibility and customization opportunity. Fear not! If you’re an underwriter new to the world of Commercial Automobile or h ...

  • Seminar: Cannabis & Insurance
    As of July 1, 2018, Cannabis possession and consumption will be legal in Canada—immediately impacting all aspects of property and casualty insurance. In the lead up to this date, issues are being discussed as they arise and decisions are continuously being made regarding the many minute factors that this legalization will affect. Are you keeping up-to-date on all the ways our industry will be impacted? How will it affect your work as an insurance professional? Your Insurance Institute is closely ...

  • Webinar: Cannabis & Insurance
    As of July 1, 2018, Cannabis possession and consumption will be legal in Canada—immediately impacting all aspects of property and casualty insurance. In the lead up to this date, issues are being discussed as they arise and decisions are continuously being made regarding the many minute factors that this legalization will affect. Are you keeping up-to-date on all the ways our industry will be impacted? How will it affect your work as an insurance professional? Your Insurance Institute is closely ...

  • Seminar: Insurance on Condominiums
    Insurance on Condominiums Come join us and learn about Insurance on condominiums This seminar presentation will explore insurance on condominiums, what to look for and avoiding gaps in coverage. Topics that will be discussed during the presentation: What is a condo Legal Structure of condos Condo owners and Condo Corporations The New Brunswick Condo Act and Condo Corporation by-laws Insurance coverage’s required: Property coverage’s Liability coverage’s Dealing with claims The role of a Trustee ...

  • Webinar: Condo Insurance
    Insurance on condominiums: WEBINAR Join us and learn about Insurance on condominiums This webinar presentation will explore insurance on condominiums, what to look for and avoiding gaps in coverage. Topics that will be discussed during the presentation: What is a condo? Legal Structure of condos Condo owners and Condo Corporations The New Brunswick Condo Act and Condo Corporation by-laws Insurance coverage’s required: Property coverage’s Liability coverage’s Dealing with claims The role of a Tru ...

  • Principles of Risk Management - Cornwall
    The world has changed dramatically over the last 20 years, and as a result the risks faced by organizations have increased dramatically. Climate change, changing technology, increased regulation, workplace harassment and violence and reputational issues have raised the bar for companies to be successful. The ones who can avoid or mitigate the negative impact of this changing risk environment, will survive and thrive. Those who cannot will be acquired at best and at worse cease to exist. To help ...

  • A CHANGING WORKFORCE - Impact of Technology and Demographics on the P&C Insurance Industry in Canada
    A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada MULTI-CITY TOUR FALL 2018 Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: Demographics of the P& ...

  • Successful Negotiation Strategies
    CLASSROOM | ENHANCING | MANAGEMENT Negotiation like any other skill needs to be taught and practiced to be effective. Talented negotiators outpace their colleagues and competitors in business and in life because they build relationships that bring desired results. Whether you are a broker or underwriter negotiating coverages and premiums,or a claims adjuster negotiating a claims settlement, this Intaractive seminar will help you to be a more effective negotiator. Learning Objectives: By the end ...

  • Xactimate Training 2.5 Days
    IN-CLASS | BUILDING | INSURANCE KNOWLEDGE/ TECHNICAL We’re pleased to announce we are providing Xactimate training for Atlantic Canada in partnership with the CIAA. This training will be provided by Geoffrey Gonneau, XCT, an Xactimate Certified Trainer affiliated with Claim Assist Canada. This is a 2.5-day program that will give you the ability to effectively use the Xactimate program to assist you to be more efficient in your daily tasks. Who should take this course? If you are a new to interme ...

  • Xactimate Training 2.5 Days
    IN-CLASS | BUILDING | INSURANCE KNOWLEDGE/ TECHNICAL We’re pleased to announce we are providing Xactimate training in partnership with the CIAA. This training will be provided by Geoffrey Gonneau, XCT, an Xactimate Certified Trainer affiliated with Claim Assist Canada. This is a 2.5-day program that will give you the ability to effectively use the Xactimate program to assist you to be more efficient in your daily tasks. Who should take this course? If you are a new to intermediate Xactimate user ...

  • Xactimate Training 2.5 Days
    IN-CLASS | BUILDING | INSURANCE KNOWLEDGE/ TECHNICAL We’re pleased to announce we are providing Xactimate training in partnership with the CIAA. This training will be provided by Geoffrey Gonneau, XCT, an Xactimate Certified Trainer affiliated with Claim Assist Canada. This is a 2.5-day program that will give you the ability to effectively use the Xactimate program to assist you to be more efficient in your daily tasks. Who should take this course? If you are a new to intermediate Xactimate user ...

  • Maximizing Your Underwriting Potential
    Learn the tools and techniques that will immediately improve your underwriting results at work through this comprehensive seminar. Seminar materials, worksheets and a quick reference "Underwriting Success: 10 Golden Rules" are included. If you want to learn how to outperform your competition and improve your time management and negotiation skills, this practical and interactive seminar is for you. Your company will benefit from your increased productivity and advanced risk selection which should ...

  • Top Cases in P&C Insurance (Victoria)
    CLASSROOM | TRENDS | TECHNICAL Stay up-to-date with current legal decisions and industry developments within P&C insurance. Join our legal expert as they review key cases and other developments that have occurred over the past year that impact you. This seminar will benefit all insurance professionals, including claims adjusters, third party administrators, brokers, and underwriters. SEMINAR OBJECTIVES Understand the latest legal developments in P&C insurance Discuss new cases and update ...

  • How to Review an Xactimate Estimate for Accuracy
    IN-CLASS | BUILDING | INSURANCE KNOWLEDGE/ TECHNICAL This Xactimate seminar is offered by Claim Assist in association with the Insurance Institute of Nova Scotia. Topic: How to Review an Xactimate Estimate for Accuracy This class will provide the student with a general understanding how to identify the various errors and omissions that would affect the repair / settlement process. It will present how to look for triggers that will lead to repair time line delays, improper costing and incorrect e ...

  • How to Review an Xactimate Estimate for Accuracy
    IN-CLASS | BUILDING | INSURANCE KNOWLEDGE/ TECHNICAL This Xactimate seminar is offered by Claim Assist in association with the Insurance Institute of PEI. Topic: How to Review an Xactimate Estimate for Accuracy This class will provide the student with a general understanding how to identify the various errors and omissions that would affect the repair / settlement process. It will present how to look for triggers that will lead to repair time line delays, improper costing and incorrect estimates ...

  • How to Review an Xactimate Estimate for Accuracy
    IN-CLASS | BUILDING | INSURANCE KNOWLEDGE/ TECHNICAL This Xactimate seminar is offered by Claim Assist in association with the Insurance Institute of NL. Topic: How to Review an Xactimate Estimate for Accuracy This class will provide the student with a general understanding how to identify the various errors and omissions that would affect the repair / settlement process. It will present how to look for triggers that will lead to repair time line delays, improper costing and incorrect estimates. ...

  • Positive Conflict Management
    CLASSROOM | ENHANCING | MANAGEMENT One of the most stressful yet inevitable experiences in the workplace is inter-personal conflict. Conflict may be impacted by a number of factors including; an organization’s culture, hierarchy, and working styles. Learn how to manage conflict in a positive manner to build a stronger workplace, Harness the power of workplace conflict with Everything DiSC® Productive Conflict Workplace conflict is inevitable. Rather than focus on a step-by-step process for confl ...

  • Leading Insurance Coverage & Liability Cases (2017-2018)
    In the dynamic and evolving world of p&c insurance, it’s vital that you stay up-to-date with the latest industry trends. Join Mario Fiorino, Senior Council of the Insurance Bureau of Canada, as he updates us at this PROedge seminar on the most current and relevant information over the past year. You will navigate through the leading coverage and liability decisions of 2016-2017 dealing with the following issues: Coverage Interpretation under the Commercial General Liability Policy Coverage I ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada
    CLASSROOM | ENHANCING | MANAGEMENT Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: Demographics of the P&C Insurance Industry in Canada A Changing Workforce: Implications of Technological Disrupti ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the P&C insurance industry in Canada
    CLASSROOM | ENHANCING | MANAGEMENT Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: Demographics of the P&C Insurance Industry in Canada A Changing Workforce: Implications of Technological Disrupti ...

  • Effective Negotiation in Conflict Resolution
    CLASSROOM | BUILDING | INDUSTRY KNOWLEDGE / CURRENT TRENDS AND ISSUES SPECIAL PRESENTATION As of July 1, 2018, Cannabis possession and consumption will be legal in Canada—immediately impacting all aspects of property and casualty insurance. In the lead up to this date, issues are being discussed as they arise and decisions are continuously being made regarding the many minute factors that this legalization will affect. Are you keeping up-to-date on all the ways our industry will be impacted? How ...

  • Certificates of Insurance - Webinar
    CLASSROOM | BUILDING | TECHNICAL Back by popular demand! This seminar will discuss the appropriate use of certificates of insurance, elaborate on when to use them and describe how to communicate effectively with certificate requesters, clients and underwriters. In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents, this seminar will focus on how to achieve greater efficiency and minimize paperwork, how to mana ...

  • New Alberta Case Law - Red Deer
    CLASSROOM | ENHANCING | TECHNICAL This seminar will be focused on recent case law in Alberta, how that case law may impact our application of the law to particular cases, and how to use/distinguish these cases in dealing with claimants. Get up-to-date information regarding recent precedential cases for use in your claims. Some cases of interest are likely to include: 1. Bills of Costs - Premiums on Litigation Insurance 2. Carteri v. Saskatchewan Mutual Insurance (drugs and coverage) 3. Cardinal ...

  • Umbrella & Excess Liability - Webinar
    Looking to diversify your book of business? Seeking to provide the best possible advice to your clients to protect their most important investments? Umbrellas are not just for stormy weather! This seminar is for you. Of interest to both personal and commercial brokers, underwriters and claims staff who deal with casualty risks on a daily basis, this seminar will provide a better understanding of umbrella and excess coverage – why it is important to have; how it works; and loss examples to suppor ...

  • Fundamentals of Employment Law for Team leads, Supervisors & Managers
    At every step of the employment relationship from advertising an opening, to interviewing a candidate, to hiring and firing an employee, missteps can cause issues that lead to legal action. As a team lead, supervisor or manager you need to be aware of the pitfalls and how to avoid them. Join us to learn more about employment law and how it affects your role in the insurance industry. This half-day interactive presentation is designed to provide you a practical understanding of employment law. Th ...

  • Top Cases in P&C Insurance (Vancouver)
    CLASSROOM | TRENDS | TECHNICAL Stay up-to-date with current legal decisions and industry developments within P&C insurance. Join our legal expert as they review key cases and other developments that have occurred over the past year that impact you. This seminar will benefit all insurance professionals, including claims adjusters, third party administrators, brokers, and underwriters. SEMINAR OBJECTIVES Understand the latest legal developments in P&C insurance Discuss new cases and update ...

  • Content Restoration & ALE Seminar w/ Beer & Food!
    Soft Content Restoration and ALE Seminar Sponsored by CRDN / Accomsure, Subsidiary of Perth’s Cleaners Date : Thursday November 1 st , 2018 Time : 4:00 - 7:00 pm Location : Little Brown Jug Brewery 336 William Ave (at Hargrave) Winnipeg, MB R3A 0H7 Pricing $ TBA Beer & Food $ TBA Beer & Food + Seminar More details coming - check back soon!

  • Introduction to Farm Insurance (Webinar)
    CLASSROOM | FOUNDATION | TECHNICAL Farming is an integral part of Canada's economy that not only supplies our food but is also the base of many industries. As farms become larger and more complex they require a combination of personal, farm and commercial coverages. Protect yourself and your clients from unexpected and underinsured losses by understanding the unique products and specialized coverage required for these exceptional enterprises. Our facilitator will provide a comprehensive overview ...

  • Introduction to Farm Insurance (Webinar)
    CLASSROOM | FOUNDATION | TECHNICAL Farming is an integral part of Canada's economy that not only supplies our food but is also the base of many industries. As farms become larger and more complex they require a combination of personal, farm and commercial coverages. Protect yourself and your clients from unexpected and underinsured losses by understanding the unique products and specialized coverage required for these exceptional enterprises. Our facilitator will provide a comprehensive overview ...

  • Broker/Agent Licensing Prep Course: In-class
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Par ...

  • Xactimate Training - 2.5 days
    CLASSROOM | BUILDING | TECHNICAL We’re pleased to announce we are providing Xactimate training in partnership with the CIAA. This training will be provided by Geoffrey Gonneau, XCT, an Xactimate Certified Trainer affiliated with Claim Assist Canada. This is a 2.5-day program that will give you the ability to effectively use the Xactimate program to assist you to be more efficient in your daily tasks. Who should take this course? If you are a new to intermediate Xactimate user, this course is for ...

  • Understanding Case Law
    Are you equipped to effectively prepare a comprehensive file in anticipation of negotiation, settlement or litigation? The Insurance Institute and the Ontario Insurance Adjusters’ Association have once again partnered up and have developed a third certificate program for adjusters! This seminar is suited for adjusters and claims professionals who want to gain the knowledge and skills to expertly source, interpret and apply case law. If you are an experienced underwriter or broker, you will appre ...

  • The Secrets to Effective Performance Management
    The Secrets to Effective Performance Management Running or managing a successful insurance business requires everyone being on “the same page” and everyone giving the necessary productivity and performance on a consistent basis, while paying attention to detail and providing excellent customer service. Those who manage staff in the insurance industry must keep staff focused on mission-critical activities and ensure that targets are met or that results are achieved. But managing people can be com ...

  • Fundamental Series: 104 - Down to Business with Commercial Property
    CLASSROOM | FOUNDATION | TECHNICAL The complexities of commercial property insurance are many, and there are very few similarities with residential property insurance. How do you classify commercial property? How is the risk assessed? How are commercial property values established? These are critical questions without simple answers, because this line of insurance requires a breadth and depth of knowledge that takes time to acquire. Whether you’re making the move from personal lines to commercia ...

  • IADQ-MTL-Impact des technologies et démographie sur l'industrie de l'ass. de dommages au Canada
    FORMATION OFFERTE UNIQUEMENT EN ANGLAIS 12h00: Lunch 12h30 : Début de la présentation 13h30 : Pause 13h45 : Présentation (suite) 14h45 : Pause 15h00 : Présentation (suite) 16h00 : FIN Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming ou ...

  • Broker/Agent Licensing Prep Course: In-class
    Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting! This intensive 7-day course is designed to assist students, new to the insurance industry, to pass the Agent or Broker - Basic Licensing Exam. We have small classes, with excellent results. Topics include: Principles & Practice of Insurance Property Automobile Liability Travel/Health Commercial RIBO Act Registration deadline November 12t ...

  • A Changing Workforce: Impact of Technology & Demographics on the P&C Insurance Industry in Canada
    Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change Over the next decade, the insurance industry will be redefined by the emergence of innovations in telematics, artificial intelligence, and other digital technologies. At the same time, demographic factors, including retirement trends and a diversifying workforce, are shaping the industry of tomorrow. What are the impacts and how can the industry better prepare to tackle new chall ...

  • Fundamentals Series: 105 In Good Company with Commercial Automobile
    CLASSROOM | FOUNDATION | TECHNICAL Do you need an overview of the principles and concepts, as well as the technical side of commercial auto? Commercial lines auto insurance can seem complex at first, but it doesn't have to be. Join us for this full-day seminar, covering everything you'll need to know as a new industry employee, or as someone moving from personal lines to commercial lines. You'll see the benefits of attending this seminar right away in your workplace: Brokers: comprehend the basi ...

  • Cyber Liability Exposure & Coverage-Webinar
    CLASSROOM | ENHANCING | TECHNICAL Canadians are embracing the use of cyberspace in every aspect of their lives – but are we adequately prepared to deal with the increasing risk of cyber-attacks? With both the frequency and severity of cyber-attacks increasing, the insurance industry needs to be poised to understand, recognize, and advise clients on the risks, potential impacts, and available coverages. Several high profile cybercrime cases have garnished the attention of the media and clients. C ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada
    CLASSROOM | ENHANCING | MANAGEMENT Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change. What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: 1. Demographics of the P&C Insurance Industry in Canada 2. A Changing Workforce: Implications of Technological D ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada
    CLASSROOM | ENHANCING | MANAGEMENT Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change. What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: 1. Demographics of the P&C Insurance Industry in Canada 2. A Changing Workforce: Implications of Technological D ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada
    CLASSROOM | ENHANCING | MANAGEMENT Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change. What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: 1. Demographics of the P&C Insurance Industry in Canada 2. A Changing Workforce: Implications of Technological D ...

  • A CHANGING WORKFORCE - Impact of Technology and Demographics on the P&C Insurance Industry in Canada
    A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada MULTI-CITY TOUR Lunch 'n Learn FALL 2018 Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: Demogra ...

  • Broker Level 2 Management Preparation Course
    CLASSROOM | ENHANCING | MANAGEMENT Give yourself the best chance of success in your RIBO Level 2 management exam. This " preparation course" is for individuals preparing to write the "RIBO – Unrestricted – Management " licencing exam. Learning outcomes: Understanding of the RIBO Act and Regulations Understanding of the Administration and Finance Operations of a Brokerage Understanding of how to complete a RIBO form 1: Financial Statement To make an application to write the "Unrestricted – Manage ...

  • A CHANGING WORKFORCE - Impact of Technology and Demographics on the P&C Insurance Industry in Canada
    A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada MULTI-CITY TOUR Lunch 'n Learn FALL 2018 Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: Demogra ...

  • Broker/Agent Licensing Prep Course
    Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting. Kawartha/Durham Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, a convenient yet intensive 1 week Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Participants will benefit fr ...

  • Broker/Agent Licensing Prep Course: In-class
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Par ...

  • Xactimate Training - 2.5 Days
    IN-CLASS | BUILDING | INSURANCE KNOWLEDGE/ TECHNICAL We’re pleased to announce we are providing Xactimate training in partnership with the CIAA. This training will be provided by Geoffrey Gonneau, XCT, an Xactimate Certified Trainer affiliated with Claim Assist Canada. This is a 2.5-day program that will give you the ability to effectively use the Xactimate program to assist you to be more efficient in your daily tasks. Who should take this course? If you are a new to intermediate Xactimate user ...

  • New Producer Boot Camp
    Maximizing producer effectiveness is a win/win proposition for the producer and the brokerage. The Three Day Producer Boot Camp will provide producers with the knowledge and tools to build a resilient book of business and generate superior revenue. The program starts with Everything DiSC® Sales. This is classroom training that uses online pre-work, engaging facilitation with contemporary video, and online follow-up to create a personalized learning experience.  Participants learn how to read the ...

  • Teaching & PresentationTechniques (4-day program)
    Do you need to enhance your teaching and facilitation skills? If so, this four-day certificate program is for you. (February 1, 8, 15 & 22, 2019) This instructional course will give you the resources needed to understand your audience, prepare your lessons and outcomes and be an overall better trainer or instructor. It is also used to develop instructors for the Insurance Institute CIP class programs. Section 1: Introduction to Adult Learners and Training / Planning - Understanding how adult ...

  • Broker/Agent Licensing Three Day Exam Prep Course
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This three-day course is designed for students who already have a basic understanding of the broker/agent licensing study material. This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Note: This course is not intended for students with little to no previous insurance kno ...

  • Cannabis: Insurance & Risk Management Implications
    SPECIAL PRESENTATION As of July 1, 2018, Cannabis possession and consumption will be legal in Canada—immediately impacting all aspects of property and casualty insurance. In the lead up to this date, issues are being discussed as they arise and decisions are continuously being made regarding the many minute factors that this legalization will affect. Are you keeping up-to-date on all the ways our industry will be impacted? How will it affect your work as an insurance professional? Your Insurance ...

  • Leading Insurance Coverage and Liability Cases
    CLASSROOM | BUILDING | TECHNICAL In the dynamic and evolving world of p&c insurance, it’s vital that you stay up-to-date with the latest industry trends. Join Mario Fiorino, Senior Council of the Insurance Bureau of Canada as he updates us on the most current and relevant information over the past year. You will navigate through the leading coverage and liability decisions of 2018-2018 dealing with the following issues: Coverage Interpretation under the Commercial General Liability Policy Co ...

  • Broker/Agent Licensing Prep Course: In-class
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Par ...

  • Broker Jump Start
    Give your new brokers a Jump Start into their careers!. This new five day program is designed to help launch the careers of newly licensed brokers with the technical knowledge and professional skills required for them to be successful in their new roles. Over the course of the five days we will cover a review of basic insurance policies along with detailed underwriting skills such as application completion, calculators and reports. Negotiation, time management, communication skills along with er ...

  • Broker/Agent Licensing Three Day Exam Prep Course
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This three-day course is designed for students who already have a basic understanding of the broker/agent licensing study material. This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Note: This course is not intended for students with little to no previous insurance kno ...

  • Effective People Management
    CLASSROOM | ENHANCING | MANAGEMENT Management responsibilities are becoming more complex and managers require a variety of skills to be effective. This three day program has been designed to enable managers to develop new skills and enhance their management capabilities. Effective People Management is a three day program that uses online pre-work, engaging facilitation with contemporary video, and personalized objectives to create superior learning experience.Participants learn how to read the s ...

  • Broker/Agent Licensing Prep Course: In-class
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Par ...

  • PROedge Seminar - Directors' & Officers' Liability
    CLASSROOM | ENHANCING | TECHNICAL Seminar Description: Corporate misfeasance both in the United States and Canada has resulted in significant legislative and judicial responses aimed squarely at the conduct of corporate directors and officers. This has highlighted the importance and need for directors’ and officers’ insurance and for understanding this seemingly complex area of regulation and liability. This course will provide an overview of the duties of directors and officers, the exposures f ...

  • Fundamentals Series: 108 Condominium Conundrums
    Condo insurance is an often misunderstood product. Misconceptions are common and many stem from confusion about coverage provided by the Condo Corporation’s insurance vs. the unit owner’s condo insurance. Whether you’re a Broker, Underwriter or Adjuster, learn about this in demand product. Condo sales aren’t showing signs of slowing down soon and a condo is often the first time homebuyer’s step into the real estate market. Helping customers identify their needs and ensure proper coverage will go ...

  • Fundamentals Series: 106 Covering Clients with Personal Umbrella
    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 ...

  • Cyber Liability: Exposures, Coverages and Emerging Trends
    CLASSROOM | ENHANCING | TECHNICAL Canadians are embracing the use of cyberspace in every aspect of their lives – but are we adequately prepared to deal with the increasing risk of cyber-attacks? With both the frequency and severity of cyber-attacks increasing, the insurance industry needs to be poised to understand, recognize, and advise clients on the risks, potential impacts, and available coverages. Join us for this engaging ProEdge seminar, where a closer look at privacy law, how its evolvin ...