The BIG Event 2017: MAIA's Annual Convention and Trade Show
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ALL Sessions

Exhibit Hall
Licensing Program
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Personal Lines
Commercial Lines
Personal & Commercial Lines
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Thursday, Oct 26
Friday, Oct 27
Saturday, Oct 28
Sunday, Oct 29


 Thursday, Oct 26th
10:00 am - 1:00 pm

State Mandated Training: Fraud
CEUs: 3

Speaker(s): Marshall Katz, MS, CIC, LIA, AAI, LUTC

The purpose of this half-day CAR seminar is to train producers and customer service representatives handling automobile insurance on fraud recognition and claim reporting. The information will provide an overview of the impact of fraud on the insurance market and show how producers and staff can assist in the fight against fraud.

All agency and company employees should attend.

Under the Assigned Risk Plan, ALL agencies will be considered an assigned risk producer (ARP). As such, ALL agencies are subject to this training. The Division of Insurance has also stated that this training applies to both personal and commercial lines employees. **NOTE: The STATE MANDATED Fraud Prevention Training will be REQUIRED for ALL Security Administrators per the MA Division of Insurance.**

Marshall currently teaches fulltime for MAIA on a variety of subjects from personal lines licensing to CISR & CIC designation programs. Marshall started in the industry working for a direct writer in their personal lines sales department and after many years with them opened his own independent agency. The agency wrote personal and commercial lines as well as life and health products. He juggled agency duties with teaching classes for 24 years and has since sold the agency to be able to concentrate on facilitating classes. All though he is now back writing insurance for select accounts through a local agency.

Marshall has a Bachelors degree from Clark University with a major in accounting and a Masters degree also from Clark with a major in Marketing Communications. He is a licensed producer in MA and CT and a licensed insurance advisor in MA and an avid golfer and woodworker.

Marshall’s classes employ the use of PowerPoint visuals and he gladly shares those with his classes as support to the material being presented. If you desire a course PowerPoint that I might have, feel free to email me your request:

State Mandated Training: Ethics 2017
What Does the MA Homeowner Get After a Loss to Their Dwelling? … Maybe Not What They Think
Are There Any Issues With Using The Dwelling For Business? What About the Detached Garage?
Why I like the Countrywide PAP Over the MAP and Shouldn't We be Using The PAP Anyway
Why in the World Does an Insured Need an Umbrella Policy For and Why Should We Sell One
Flood - The History, Details, Marketing and Selling of Flood Insurance
FLOOD - Policy Details We and the Consumer Need to Know
FLOOD - The CBRA Property that Will Give You an E & O Claim
Snowbirds Have Issues and They Probably Don't Know It, But We May Have a Fix
It's My Personal Property...My Homeowners Covers It
Game Day 2017!

Contact Sheron to sponsor
this session.


The Big Event is hosted by ...
Massachusetts Association of Insurance Agents
91 Cedar Street Milford, MA 01757
800-742-6363 | 508-634-2900®