Seminars

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  • The Keys to High Powered Staff Meetings
    The Keys to High Powered Staff Meetings Webinar Leader: Stephen Franklin Meetings are plentiful in the Insurance Industry, and they are critical to our success. But many professionals name the meetings they attend as a major time-waster. This indicates meetings that are improperly run. In this session we look at the critical role meetings play and the value that well-run meetings provide to our over-all success. You will also learn how to lead meetings that energize, engage and mobilize staff.  ...

  • Business Interruption Claims: A Canadian and International Key Jurisprudence Trends - Webinar AST
    Please register with your local Institute: IIO-HN IIO-GTA IINS IISK Join us for a dynamic cross-jurisdictional perspective as to the state of COVID-19 business interruption jurisprudence in Canada and two common law jurisdictions: the United Kingdom and the United States. Edona Vila, Partner, Borden Ladner Gervais LLP, will be moderating this discussion with Amy Churan, Partner, Robins Kaplan and Tom Davison, Partner, DAC Beachcroft, covering international perspectives and Doug Smith, Partner, B ...

  • Statement Taking: The Foundation of a Good Investigation - Webinar (Atlantic)
    Please register with your local Institute: IIBC , IIM , IISK , IIO-GTA , IINS , IISA , IINA , IINL . WEBINAR | FOUNDATION | TECHNICAL The early days of evidence collection are the most crucial, as the information collected through investigation in the initial stages will be scrutinized and utilized throughout the entire claims process. In many cases, the claim can remain open and debated/litigated for years, which highlights the importance of taking a good statement. Statements act as evidence t ...

  • Dealing with Worplace Negativity
    Dealing with Worplace Negativity Webinar Leader: Stephen Franklin Negativity is a major issue and a problem in many Insurance workplaces. Griping, complaining, bad mouthing (about company, customers, management, co-workers, etc.), a pessimistic response to new ideas… these are all forms of negativity; and their impact is significant. Reduced productivity and poor performance almost always accompany an increase in negative conversation and behavior. Workplace morale is affected, along with co-wor ...

  • Customer Service Tune-Up - Webinar (Atlantic)
    Did you know that it takes 3 years to break even on each new policy written by your office? It’s true! Insurance customers are not only interested in the policies you offer, they demand a positive customer experience. Customer retention is the lifeblood of an insurance agency or brokerage, so each person, from the receptionist to the CEO, and everyone in between, must strive to provide a superior customer experience for each and every client, each and every day. OBJECTIVES: > Discuss the crit ...

  • Managing Mental Health as an - Insurance Professional
    Managing Mental Health as an Insurance Professional Webinar Leader: Stephen Franklin Mental Health is defined as a person’s condition with regards to their psychological, mental and emotional well-being.  Positive mental health is further defined by criteria or characteristics such as those put forth by the Canadian Mental Health Association. The unprecedented circumstances of the last year and a half have created unusual levels of personal stress, with significant amounts of volatility, uncerta ...

  • Closing the Sale; Effective Techniques - Webinar (Atlantic)
    Are you are new to the industry and have limited knowledge of specific sales techniques needed to effectively service clients? Do you understand the importance of cross-selling and up-selling? During this valuable session you will be given an overview of the “insurance sales professional” role as well as certain characteristic traits that a sales professional possesses. Through numerous examples using both personal lines and commercial lines insurance, you will be led through the progress of a s ...

  • Residential Plumbing & Heating: An Insurance Perspective - Webinar (Atlantic)
    As a dwelling ages, so do the plumbing and electrical systems. Many insurers will not provide or renew coverage on older dwellings unless these critical components are updated. OBJECTIVES: ~ Learn about residential plumbing and electrical systems and related insurance concerns ~ Discuss galvanized plumbing, sump pumps and back-up valves ~ Find out about aluminum wiring; knob & tube wiring; and 60-amp electrical panels ~ Gain the knowledge and skills needed to perform front line underwriting ...

  • Condominium Insurance
    Condominium Insurance Technical How well versed are you in condominium insurance? This topic may seem very straight forward but it is a multi-faceted area that many underestimate. In this session, we will cover all aspects of personal condominium coverage and commercial condominiums, including to but not limited to detailed discussions on coverage, selling tips and claims issues. The seminar will be 3 hours in length and will include numerous worksheets, group activity and a power point presenta ...