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

E&O Examples - Personal Lines
CEUs: 1

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

Course description:

We will explore the E & O examples for personal lines and how things went wrong and the fixes that should be explored.

Who should attend:

Anyone that sells, works in claims, owns an insurance agency, is a manager or supervisor, works for an insurance carrier or has a MA Auto Policy of their own

Topics include:

1st ½ hour

Statistics
Building ordinance to pay attention to
The non-owned auto
Life insurance policies can be an issue
The delivery issue
The livery issue

2nd ½ hour

Not enough bodily injury liability coverage

Not enough property damage coverage

I guess we didn’t match the umbrella underlying requirement

Camper bodies are not automatically insured

Going to college can create issues with the auto policy

The UM Limit did not match the BI to Others limit

Marshall currently teaches full-time 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: marshkatz2013@gmail.com

SPEAKER(s) ALSO PRESENTING:
State Mandated Training: Fraud 2018
State Mandated Training: Ethics 2018
MAP vs PAP vs BAP for Liability Coverage
MAP vs PAP vs BAP for Physical Damage Coverage
MAP vs. PAP vs BAP - Who's and Insured
MAP vs. PAP vs. BAP - Use of an Auto
Does my Home or Umbrella Policy Cover my Firearm or Use Thereof?
I Have A Drone, So…..
E&O Examples - Commercial Lines
Get Set Up for Success for Personal & Commercial Lines
Game Day 2018!