Fundamentals of Financial

Webinar

Winnipeg, MB [Carte]
Date and Time: août 15, 2019 11:00 AM - 1:00 PM CDT

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 manage customer expectations and suggestions for controlling errors and omissions exposures.  The facilitator will provide suggestions for eliminating the use of certificates of insurance as much as possible and educating clients to harmonize the service relationship when it comes to paperwork. 

This seminar will be very informative for Agents, Brokers and Underwriters.

Date: Thursday, August 15, 2019
Time:
11:00 AM - 1:00 PM CDT
Presenter:  Melanie Needham, CIP, CRM   
Registration Deadline:  Wednesday, August 7, 2019

CE Credits:  2 CE Hours - General & Adjuster (ICM # 32573)
Please be aware that tardy arrival to or early departure from any seminar or, in the case of a webinar an incomplete session as a result of unresolvable technical difficulties, will preclude IIMB from issuing a CE certificate for the seminar.

Link to Webinar:  Prior to the webinar, all registrants will receive an e-mail providing the direct link to the Webinar. Your computer must be compatible with our Webinar technology.

System Requirements:  Our Webinar platform is the latest version of Adobe Connect. It no longer supports Internet Explorer 7 or 8. Those using Chrome, Safari, and Internet Explorer 9 will not be prevented from entering the virtual classroom but may encounter issues related to connectivity. For an optimal webinar experience, guests are advised to use Firefox or Internet Explorer 10.

IMPORTANT: You will need AUDIO on your computer in order to participate in this session. Please make sure you have tested your system prior to attending.

Test Your System: To test your computer to ensure you meet the technical requirements in order to participate, please go to the following link: http://admin.adobeconnect.com/common/help/en/support/meeting_test.htm

Cancellation: No refunds issued, with the exception of an incomplete session as a result of unresolvable technical difficulties. Substitution of another person is acceptable - please notify us of such changes so CE records can be adjusted appropriately. IIMB reserves the right to cancel this seminar due to unforeseen extenuating circumstances - in such an event, all fees will be refunded.

Prix

Le prix de ce séminaire varie en fonction de votre adhésion. Les prix n'incluent pas les taxes

Description des frais Montant
Member $50.00
Non-Members $55.00