Breakout Sessions

Whether you are looking to fulfill your year’s CE requirements or receive updates on the industry's top trends, Breakout Sessions, which begin Wednesday afternoon and continue through Saturday, have you covered. Many presentations and handouts will be available for download through the Convention app, accessible from any device.

Wednesday, June 13, 2018

Commercial Risks and the NFIP: Know the Facts

Presenter(s): Julie Duncan, AFNI, Client Relations Director, National Flood Services; Sandy Emerson, Regional Field Relations Manager, National Flood Services

Class Time: Wednesday, 1:00 PM–3:00 PM
Location: Wekiwa 1-2 (upper level)

This session, geared toward those who have a working knowledge of the National Flood Insurance Program and commercial/non-residential risks, provides agents the knowledge, skills, and understanding to insure commercial and non-residential risks.

Approved through the NFIP for two hours of continuing education credits (Intermediate), Commercial Risks and the NFIP 100700. It does not satisfy the flood certificate requirement.

Sponsored By Old Dominion Insurance Company
Add to Calendar 6/13/2018 1:00 PM 6/13/2018 3:00 PM America/New_York Commercial Risks and the NFIP: Know the Facts This session, geared toward those who have a working knowledge of the National Flood Insurance Program and commercial/non-residential risks, provides agents the knowledge, skills, and understanding to insure commercial and non-residential risks. Wekiwa 1-2 (upper level)

Point-Counterpoint: The Dave and Trey Show

Presenter(s): David A. Thompson, CPCU, AAI, API, CRIS, Education Instructor, Florida Association of Insurance Agents; Trey Hutt, CPCU, President, Hutt Insurance Agency

Class Time: Wednesday, 1:00 PM–4:00 PM
Location: Conway (lower level)

David and Trey—who don’t always see eye to eye on issues—team up for a “point-counterpoint” session on subjects as varied as reporting all losses, uninsured motorist, unusual endorsements that limit coverage, getting outside your expertise, ordinance and law coverage, notice of policy changes, ride sharing, underwriting your carriers, the perils of the AOR letter, NFIP vs. private flood insurance, and how to get away with murder(ing an audit).

Approved for three (3) hours of continuing education credits, #102996, General Lines (Property & Casualty).

Sponsored By AmWINS Brokerage
Add to Calendar 6/13/2018 1:00 PM 6/13/2018 4:00 PM America/New_York Point-Counterpoint: The Dave and Trey Show David and Trey—who don’t always see eye to eye on issues—team up for a “point-counterpoint” session on subjects as varied as reporting all losses, uninsured motorist, unusual endorsements that limit coverage, getting outside your expertise, ordinance and law coverage, notice of policy changes, ride sharing, underwriting your carriers, the perils of the AOR letter, NFIP vs. private flood insurance, and how to get away with murder(ing an audit). Conway (lower level)

How Artificial Intelligence, Big Data, and Machine Learning are Changing the Role of Insurance Agents

Presenter(s): Frank Pennachio, Co-Founder, Oceanus Partners

Class Time: Wednesday, 1:00 PM–4:00 PM
Location: Wekiwa 9-10 (upper level)

In 2013, McKinsey & Co. predicted that “where agents once served as the front line in risk selection and pricing, advances in predictive models are making this role obsolete.” This prediction was met with scoffing and criticism from the insurance community, but the future has arrived in the insurance industry and we already see these changes occurring in certain market segments and rapidly spreading to others.

Approved for two (2) hours of continuing education credits, #104344, General Lines (Property & Casualty).

Sponsored By Platinum Tax Group, LLC
Add to Calendar 6/13/2018 1:00 PM 6/13/2018 4:00 PM America/New_York How Artificial Intelligence, Big Data, and Machine Learning are Changing the Role of Insurance Agents In 2013, McKinsey & Co. predicted that “where agents once served as the front line in risk selection and pricing, advances in predictive models are making this role obsolete.” This prediction was met with scoffing and criticism from the insurance community, but the future has arrived in the insurance industry and we already see these changes occurring in certain market segments and rapidly spreading to others. Wekiwa 9-10 (upper level)

Five Hour P&C Update

Presenter(s): Kyle Ulrich, CAE, Senior Vice President, Public Affairs, Florida Association of Insurance Agents; Laura Pearce, Esq., AAI, Vice President & General Counsel, Florida Association of Insurance Agents; Jeff Odom, AAI, AIP, AIAM, CCSR, Insurance Analyst, Florida Association of Insurance Agents

Class Time: Wednesday, 1:00 PM–6:00 PM
Location: Gatlin A2 (lower level)

Every licensed P&C agent and customer rep must take this course during each two-year compliance period. Topics include recent legislation, ethics, insurance law and regulations, and wind mitigation.

Approved for five (5) hours continuing education credits, #104543, General Lines (Property & Casualty).

Sponsored By Liberty Mutual
Add to Calendar 6/13/2018 1:00 PM 6/13/2018 6:00 PM America/New_York Five Hour P&C Update Every licensed P&C agent and customer rep must take this course during each two-year compliance period. Topics include recent legislation, ethics, insurance law and regulations, and wind mitigation. Gatlin A2 (lower level)

Parametric Loss Triggers and the Relationship with Indemnity Payments

Presenter(s): Alok Jha, CEO, Assured Risk Cover; Mitch Sattler, Consultant, Assured Risk Cover

Class Time: Wednesday, 1:00 PM–3:00 PM
Location: Wekiwa 3-4 (upper level)

This session will focus on how parametrically triggered insurance products work and how the loss payments from these products compares to payments made under indemnity products. Parametric products pay losses based on a pre-specified set of events such as the size of the triggering event and the insureds proximity to such an event. Participants will learn about the broader coverages provided by parametric products, and the importance of understanding and educating consumers about the gaps in coverages between the two types of products.

Approved for two (2) hours continuing education credits, #104507, General Lines (Property & Casualty).

Add to Calendar 6/13/2018 1:00 PM 6/13/2018 3:00 PM America/New_York Parametric Loss Triggers and the Relationship with Indemnity Payments This session will focus on how parametrically triggered insurance products work and how the loss payments from these products compares to payments made under indemnity products. Parametric products pay losses based on a pre-specified set of events such as the size of the triggering event and the insureds proximity to such an event. Participants will learn about the broader coverages provided by parametric products, and the importance of understanding and educating consumers about the gaps in coverages between the two types of products. Wekiwa 3-4 (upper level)

Thursday, June 14, 2018

E&O 2018: What we Have Learned

Presenter(s): David A. Thompson, CPCU, AAI, API, CRIS, Education Instructor, Florida Association of Insurance Agents; Trey Hutt, CPCU, President, Hutt Insurance Agency; Ben A. Andrews, Shareholder, Pennington Law Firm; Vince Leonard, Litigation Coordinator, Searcy, Denny, Scarola, Barnhart & Shipley

Class Time: Thursday, 8:00 AM–12:00 PM
Location: Sandlake (upper level)

Join David and his team of experts for a totally unscripted panel discussion of current E&O trends in the industry, focusing on some recent hurricane claims and looking at what we learned or should have learned.

Approved for four (4) hours of continuing education credits, #102485, General Lines (Property & Casualty).

Sponsored By Swiss Re Corporate Solutions
Add to Calendar 6/14/2018 8:00 AM 6/14/2018 12:00 PM America/New_York E&O 2018: What we Have Learned Join David and his team of experts for a totally unscripted panel discussion of current E&O trends in the industry, focusing on some recent hurricane claims and looking at what we learned or should have learned. Sandlake (upper level)

When Words Collide...Resolving Insurance Coverage and Claims Disputes

Presenter(s): Bill Wilson, CPCU, ARM, AIM, AAM, Director (Ret.), IIABA Virtual University

Class Time: Thursday, 8:00 AM–10:00 AM
Location: Gatlin A2 (lower level)

Formal insurance training often focuses on “here's what's covered” and “here's what's not covered.” In the real world, practitioners quickly learn there are sometimes no clear-cut answers to coverage questions. In those claims, coverage exists (or does not exist) only as a matter of perspective or expectations. Shared case studies demonstrate how these legal principles can be applied to resolve real world coverage disputes without litigation.

Approved for two (2) hours of continuing education credits, #104343, General Lines (Property & Casualty).

Sponsored By SafePoint Insurance
Add to Calendar 6/14/2018 8:00 AM 6/14/2018 10:00 AM America/New_York When Words Collide...Resolving Insurance Coverage and Claims Disputes Formal insurance training often focuses on “here's what's covered” and “here's what's not covered.” In the real world, practitioners quickly learn there are sometimes no clear-cut answers to coverage questions. In those claims, coverage exists (or does not exist) only as a matter of perspective or expectations. Shared case studies demonstrate how these legal principles can be applied to resolve real world coverage disputes without litigation. Gatlin A2 (lower level)

Understanding Liability Exposures

Presenter(s): Kathryn Norris, CPRM, AVP, Family Office Practice Leader for North America, CHUBB

Class Time: Thursday, 8:00 AM–10:00 AM
Location: Gatlin A3 (lower level)

Individuals face rapidly growing areas of litigation, including employment practices liability and board director liability. High net worth individuals are especially susceptible to exposure, given the breadth of personal assets, positions as household employers, and work on not-for-profit boards and volunteer organizations. Better understand the mechanics of personal liability coverage and the characteristics that create increased risk of liability loss.

Approved for two hours of continuing education credits, #103737, General Lines (Property & Casualty).

Sponsored By Chubb
Add to Calendar 6/14/2018 8:00 AM 6/14/2018 10:00 AM America/New_York Understanding Liability Exposures Individuals face rapidly growing areas of litigation, including employment practices liability and board director liability. High net worth individuals are especially susceptible to exposure, given the breadth of personal assets, positions as household employers, and work on not-for-profit boards and volunteer organizations. Better understand the mechanics of personal liability coverage and the characteristics that create increased risk of liability loss. Gatlin A3 (lower level)

Advertising Injury and Insuring Intellectual Property

Presenter(s): David W. Henry, Shareholder, Marshall Dennehey Warner Coleman & Goggin

Class Time: Thursday, 8:00 AM–10:00 AM
Location: Gatlin A4 (lower level)

Libel, slander, brief nudity, invasion of privacy, and random acts of bad behavior. Covered? Actually, yes. "Advertising Injury" coverage provides valuable but often overlooked protection for a variety of strange and sometimes amusing claims. Learn why this coverage is often overlooked (along with intellectual property exposure), why it’s important to clients, where the market is heading, and what agents need to know to protect their policyholders from AI and IP claims.   

Approved for two (2) hours continuing education credits, #103736, General Lines (Property & Casualty).

Add to Calendar 6/14/2018 8:00 AM 6/14/2018 10:00 AM America/New_York Advertising Injury and Insuring Intellectual Property Libel, slander, brief nudity, invasion of privacy, and random acts of bad behavior. Covered? Actually, yes. "Advertising Injury" coverage provides valuable but often overlooked protection for a variety of strange and sometimes amusing claims. Learn why this coverage is often overlooked (along with intellectual property exposure), why it’s important to clients, where the market is heading, and what agents need to know to protect their policyholders from AI and IP claims.    Gatlin A4 (lower level)

SFIP Dwelling Form–Understanding the Policy & Claims Forms

Presenter(s): Shawn Tinsley, National Corporate Training Manager, Wright National Flood Insurance Co.

Class Time: Thursday, 8:00 AM–10:00 AM
Location: Wekiwa 3-4 (upper level)

Review and understand items that are covered, not covered, or limited in the Standard Flood Insurance Policy Dwelling Form, as well as the claims forms used during the flood claim process.

Approved for two (2) hours of continuing education credits, #103411, General Lines (Property & Casualty).

Add to Calendar 6/14/2018 8:00 AM 6/14/2018 10:00 AM America/New_York SFIP Dwelling Form–Understanding the Policy & Claims Forms Review and understand items that are covered, not covered, or limited in the Standard Flood Insurance Policy Dwelling Form, as well as the claims forms used during the flood claim process. Wekiwa 3-4 (upper level)

Parametric Loss Triggers and the Relationship with Indemnity Payments (Repeat)

Presenter(s): Alok Jha, CEO, Assured Risk Cover; Mitch Sattler, Consultant, Assured Risk Cover

Class Time: Thursday, 8:00 AM–10:00 AM
Location: Wekiwa 5 (upper level)

This session will focus on how parametrically triggered insurance products work and how the loss payments from these products compares to payments made under indemnity products. Parametric products pay losses based on a pre-specified set of events such as the size of the triggering event and the insureds proximity to such an event. Participants will learn about the broader coverages provided by parametric products, and the importance of understanding and educating consumers about the gaps in coverages between the two types of products.

Approved for two (2) hours continuing education credits, #104507, General Lines (Property & Casualty).

Add to Calendar 6/14/2018 8:00 AM 6/14/2018 10:00 AM America/New_York Parametric Loss Triggers and the Relationship with Indemnity Payments (Repeat) This session will focus on how parametrically triggered insurance products work and how the loss payments from these products compares to payments made under indemnity products. Parametric products pay losses based on a pre-specified set of events such as the size of the triggering event and the insureds proximity to such an event. Participants will learn about the broader coverages provided by parametric products, and the importance of understanding and educating consumers about the gaps in coverages between the two types of products. Wekiwa 5 (upper level)

Surplus Lines—The Who, What, When, Why and How of this Unique Industry

Presenter(s): Barry Lanier, Compliance Manager, Florida Surplus Lines Service Office

Class Time: Thursday, 10:30 AM–12:30 PM
Location: Wekiwa 1-2 (upper level)

This session will explore the origins of the surplus lines marketplace and the critical purpose it serves. Topics include when it is appropriate to export a risk to this market and how to meet the regulatory requirements when doing so, as well as the importance of the retail agent in the transaction. Several case studies will be discussed where the agents ran afoul of the law which resulted in administrative action being taken against them by the regulators.

Approved for two (2) hours of continuing education credits, #103412, General Lines (Property & Casualty).

Sponsored By Frontline Insurance
Add to Calendar 6/14/2018 10:30 AM 6/14/2018 12:30 PM America/New_York Surplus Lines—The Who, What, When, Why and How of this Unique Industry This session will explore the origins of the surplus lines marketplace and the critical purpose it serves. Topics include when it is appropriate to export a risk to this market and how to meet the regulatory requirements when doing so, as well as the importance of the retail agent in the transaction. Several case studies will be discussed where the agents ran afoul of the law which resulted in administrative action being taken against them by the regulators. Wekiwa 1-2 (upper level)

Understanding Liability Exposures (Repeat)

Presenter(s): Kathryn Norris, CPRM, AVP, Family Office Practice Leader for North America, CHUBB

Class Time: Thursday, 10:30 AM–12:30 PM
Location: Gatlin A3 (lower level)

Individuals face rapidly growing areas of litigation, including employment practices liability and board director liability. High net worth individuals are especially susceptible to exposure, given the breadth of personal assets, positions as household employers, and work on not-for-profit boards and volunteer organizations. Better understand the mechanics of personal liability coverage and the characteristics that create increased risk of liability loss.

Approved for two hours of continuing education credits, #103737, General Lines (Property & Casualty).

Sponsored By Chubb
Add to Calendar 6/14/2018 10:30 AM 6/14/2018 12:30 PM America/New_York Understanding Liability Exposures (Repeat) Individuals face rapidly growing areas of litigation, including employment practices liability and board director liability. High net worth individuals are especially susceptible to exposure, given the breadth of personal assets, positions as household employers, and work on not-for-profit boards and volunteer organizations. Better understand the mechanics of personal liability coverage and the characteristics that create increased risk of liability loss. Gatlin A3 (lower level)

Advertising Injury and Insuring Intellectual Property (Repeat)

Presenter(s): David W. Henry, Shareholder, Marshall Dennehey Warner Coleman & Goggin

Class Time: Thursday, 10:30 AM–12:30 PM
Location: Gatlin A4 (lower level)

Libel, slander, brief nudity, invasion of privacy, and random acts of bad behavior. Covered? Actually, yes. "Advertising Injury" coverage provides valuable but often overlooked protection for a variety of strange and sometimes amusing claims. Learn why this coverage is often overlooked (along with intellectual property exposure), why it’s important to clients, where the market is heading, and what agents need to know to protect their policyholders from AI and IP claims.   

Approved for two (2) hours continuing education credits, #103736, General Lines (Property & Casualty).

Add to Calendar 6/14/2018 10:30 AM 6/14/2018 12:30 PM America/New_York Advertising Injury and Insuring Intellectual Property (Repeat) Libel, slander, brief nudity, invasion of privacy, and random acts of bad behavior. Covered? Actually, yes. "Advertising Injury" coverage provides valuable but often overlooked protection for a variety of strange and sometimes amusing claims. Learn why this coverage is often overlooked (along with intellectual property exposure), why it’s important to clients, where the market is heading, and what agents need to know to protect their policyholders from AI and IP claims.    Gatlin A4 (lower level)

SFIP Dwelling Form–Understanding the Policy & Claims Forms (Repeat)

Presenter(s): Shawn Tinsley, National Corporate Training Manager, Wright National Flood Insurance Co.

Class Time: Thursday, 10:30 AM–12:30 PM
Location: Wekiwa 3-4 (upper level)

Review and understand items that are covered, not covered, or limited in the Standard Flood Insurance Policy Dwelling Form, as well as the claims forms used during the flood claim process.

Approved for two hours of continuing education credits, #103411, General Lines (Property & Casualty).

Add to Calendar 6/14/2018 10:30 AM 6/14/2018 12:30 PM America/New_York SFIP Dwelling Form–Understanding the Policy & Claims Forms (Repeat) Review and understand items that are covered, not covered, or limited in the Standard Flood Insurance Policy Dwelling Form, as well as the claims forms used during the flood claim process. Wekiwa 3-4 (upper level)

Lessons Learned from the 2017 Hurricane Season

Presenter(s): Keith Jones, CPCU, CLU, ChFC, CASL, AAI CPCU, CLU, ChFC, CASL, AAI, Commercial Account Executive, Earl Bacon Agency

Class Time: Thursday, 10:30 AM–12:30 PM
Location: Gatlin A2 (lower level)

Actual storm claims—good and bad—from 2017 presented to help you prepare for the 2018 hurricane season. Topics include service interruption time deductibles; windstorm business interruption exclusions when no windstorm property exclusion exists; ordinary payroll limitations; and tried-and-true issues such as power transmission lines, change in temperature triggers, and on-premises vs. off-premises damage triggers.

Approved for two (2) hours of continuing education credits, #104268, General Lines (Property & Casualty).

Sponsored By Liberty Mutual
Add to Calendar 6/14/2018 10:30 AM 6/14/2018 12:30 PM America/New_York Lessons Learned from the 2017 Hurricane Season Actual storm claims—good and bad—from 2017 presented to help you prepare for the 2018 hurricane season. Topics include service interruption time deductibles; windstorm business interruption exclusions when no windstorm property exclusion exists; ordinary payroll limitations; and tried-and-true issues such as power transmission lines, change in temperature triggers, and on-premises vs. off-premises damage triggers. Gatlin A2 (lower level)

Best Practices in Customer Service

Presenter(s): Jeff Odom, AAI, AIP, AIAM, CCSR, Insurance Analyst, Florida Association of Insurance Agents

Class Time: Thursday, 10:30 AM–12:30 PM
Location: Wekiwa 5 (upper level)

Being a customer-focused agency is vital in today’s fast-paced business environment. Whether you are new to the insurance profession or looking to enhance your customer service knowledge and skills, this is the class for you. Make your agency stand out from other agencies by mastering six simple skills.

Approved for two (2) hours of continuing education credits, #71353, Generic (Life, General Lines and Title).

Add to Calendar 6/14/2018 10:30 AM 6/14/2018 12:30 PM America/New_York Best Practices in Customer Service Being a customer-focused agency is vital in today’s fast-paced business environment. Whether you are new to the insurance profession or looking to enhance your customer service knowledge and skills, this is the class for you. Make your agency stand out from other agencies by mastering six simple skills. Wekiwa 5 (upper level)

Where the Industry is Trending and How to Ensure Your Agency is Built to Last

Presenter(s): Phil Trem, Senior Vice President, MarshBerry

Class Time: Thursday, 1:30 PM–3:30 PM
Location: Gatlin A2 (lower level)

MarshBerry’s State of the Industry paints a picture of the challenges and opportunities that are likely to present themselves in the upcoming year to independent insurance agents and brokers.  Highlights include current state of the marketplace, trends in M&A, creating a strategy around value, and perpetuation best practices.

For agency principals only.

Add to Calendar 6/14/2018 1:30 PM 6/14/2018 3:30 PM America/New_York Where the Industry is Trending and How to Ensure Your Agency is Built to Last MarshBerry’s State of the Industry paints a picture of the challenges and opportunities that are likely to present themselves in the upcoming year to independent insurance agents and brokers.  Highlights include current state of the marketplace, trends in M&A, creating a strategy around value, and perpetuation best practices. Gatlin A2 (lower level)

Friday, June 15, 2018

When Words Collide...Resolving Insurance Coverage and Claims Disputes (Repeat)

Presenter(s): Bill Wilson, CPCU, ARM, AIM, AAM, Director (Ret.), IIABA Virtual University

Class Time: Friday, 1:30 PM–3:30 PM
Location: Wekiwa 5 (upper level)

Formal insurance training often focuses on “here's what's covered” and “here's what's not covered.” In the real world, practitioners quickly learn there are sometimes no clear-cut answers to coverage questions. In those claims, coverage exists (or does not exist) only as a matter of perspective or expectations. Shared case studies demonstrate how these legal principles can be applied to resolve real world coverage disputes without litigation.

Approved for two (2) hours of continuing education credits, #104343, General Lines (Property & Casualty).

Sponsored By SafePoint Insurance
Add to Calendar 6/15/2018 1:30 PM 6/15/2018 3:30 PM America/New_York When Words Collide...Resolving Insurance Coverage and Claims Disputes (Repeat) Formal insurance training often focuses on “here's what's covered” and “here's what's not covered.” In the real world, practitioners quickly learn there are sometimes no clear-cut answers to coverage questions. In those claims, coverage exists (or does not exist) only as a matter of perspective or expectations. Shared case studies demonstrate how these legal principles can be applied to resolve real world coverage disputes without litigation. Wekiwa 5 (upper level)

21st Century Schizoid Man (I’m Going Cyber-Crazy)!

Presenter(s): Jay Williams, CIC, CRM, AAI, AIP, ACSR CIC, CRM, AAI, AIP, ACSR, CEO, FHB Insurance

Class Time: Friday, 1:30 PM–3:30 PM
Location: Wekiwa 6 (upper level)

Apple, Samsung, Google, Note, Galaxy, iPad, iOS, Android, Alexa...My, how life has changed since the turn of the century! We're more connected to the world, but the world is also more connected to us—and that's not always a good thing. We’ll review how exposures have evolved over the last 17 years and what we can do to better protect our customers (and ourselves).

Approved for two hours of continuing education credits, #98510, General Lines (Property & Casualty).

Add to Calendar 6/15/2018 1:30 PM 6/15/2018 3:30 PM America/New_York 21st Century Schizoid Man (I’m Going Cyber-Crazy)! Apple, Samsung, Google, Note, Galaxy, iPad, iOS, Android, Alexa...My, how life has changed since the turn of the century! We're more connected to the world, but the world is also more connected to us—and that's not always a good thing. We’ll review how exposures have evolved over the last 17 years and what we can do to better protect our customers (and ourselves). Wekiwa 6 (upper level)

Point-Counterpoint: The Dave and Trey Show (Repeat)

Presenter(s): David A. Thompson, CPCU, AAI, API, CRIS, Education Instructor, Florida Association of Insurance Agents; Trey Hutt, CPCU, President, Hutt Insurance Agency

Class Time: Friday, 1:30 PM–4:30 PM
Location: Suwannee 13-14 (upper level)

David and Trey—who don’t always see eye to eye on issues—team up for a “point-counterpoint” session on subjects as varied as reporting all losses, uninsured motorist, unusual endorsements that limit coverage, getting outside your expertise, ordinance and law coverage, notice of policy changes, ride sharing, underwriting your carriers, the perils of the AOR letter, NFIP vs. private flood insurance, and how to get away with murder(ing an audit).

Approved for three (3) hours of continuing education credits, #102996, General Lines (Property & Casualty).

Sponsored By AmWINS Brokerage
Add to Calendar 6/15/2018 1:30 PM 6/15/2018 4:30 PM America/New_York Point-Counterpoint: The Dave and Trey Show (Repeat) David and Trey—who don’t always see eye to eye on issues—team up for a “point-counterpoint” session on subjects as varied as reporting all losses, uninsured motorist, unusual endorsements that limit coverage, getting outside your expertise, ordinance and law coverage, notice of policy changes, ride sharing, underwriting your carriers, the perils of the AOR letter, NFIP vs. private flood insurance, and how to get away with murder(ing an audit). Suwannee 13-14 (upper level)

How Artificial Intelligence, Big Data, and Machine Learning are Changing the Role of Insurance Agents (Repeat)

Presenter(s): Frank Pennachio, Co-Founder, Oceanus Partners

Class Time: Friday, 1:30 PM–4:30 PM
Location: Wekiwa 7-8 (upper level)

In 2013, McKinsey & Co. predicted that “where agents once served as the front line in risk selection and pricing, advances in predictive models are making this role obsolete.” This prediction was met with scoffing and criticism from the insurance community, but the future has arrived in the insurance industry and we already see these changes occurring in certain market segments and rapidly spreading to others.

Approved for two (2) hours of continuing education credits, #104344, General Lines (Property & Casualty).

Sponsored By Platinum Tax Group, LLC
Add to Calendar 6/15/2018 1:30 PM 6/15/2018 4:30 PM America/New_York How Artificial Intelligence, Big Data, and Machine Learning are Changing the Role of Insurance Agents (Repeat) In 2013, McKinsey & Co. predicted that “where agents once served as the front line in risk selection and pricing, advances in predictive models are making this role obsolete.” This prediction was met with scoffing and criticism from the insurance community, but the future has arrived in the insurance industry and we already see these changes occurring in certain market segments and rapidly spreading to others. Wekiwa 7-8 (upper level)

Citizens Session

Presenter(s): Brenda Porada, AINS, Insurance Training Instructor, Citizens Property Insurance Corp.; Teresa Vernon, Senior Learning & Development Training Specialist, Citizens Property Insurance Corp.

Class Time: Friday, 1:30 PM–3:30 PM
Location: Wekiwa 3-4 (upper level)

This class includes updates on what’s new or coming at Citizens Property Insurance Corp., and provides a question and answer segment. By attending this training class, Citizens-appointed agents will satisfy their biennial agent recertification requirement. If your recertification is not due at this time and you attend this class, your next recertification date will reset for June 2020.

No CE. Does not satisfy the initial Agent Certification requirement for appointment with Citizens.

Add to Calendar 6/15/2018 1:30 PM 6/15/2018 3:30 PM America/New_York Citizens Session This class includes updates on what’s new or coming at Citizens Property Insurance Corp., and provides a question and answer segment. By attending this training class, Citizens-appointed agents will satisfy their biennial agent recertification requirement. If your recertification is not due at this time and you attend this class, your next recertification date will reset for June 2020. Wekiwa 3-4 (upper level)

The Journey to the Future

Presenter(s): Roger Sitkins, Chief Executive Officer, Sitkins Group, Inc.

Class Time: Friday, 1:30 PM–3:30 PM
Location: Wekiwa 9-10 (upper level)

The business model that most agencies operate under may be the exact thing that will hold them back in the future. That model has allowed agencies in 2017 to experience an organic growth rate of 4.5 percent, not great for a sales oriented company. What if agencies operated under a new model that allows for organic growth of two to three times the national average? Roger will take you through the Journey to the Future model that will help you begin designing your future agency today.

For agency principals only.

Sponsored By PURE
Add to Calendar 6/15/2018 1:30 PM 6/15/2018 3:30 PM America/New_York The Journey to the Future The business model that most agencies operate under may be the exact thing that will hold them back in the future. That model has allowed agencies in 2017 to experience an organic growth rate of 4.5 percent, not great for a sales oriented company. What if agencies operated under a new model that allows for organic growth of two to three times the national average? Roger will take you through the Journey to the Future model that will help you begin designing your future agency today. Wekiwa 9-10 (upper level)

Saturday, June 16, 2018

21st Century Schizoid Man (I’m Going Cyber-Crazy)! (Repeat)

Presenter(s): Jay Williams, CIC, CRM, AAI, AIP, ACSR CIC, CRM, AAI, AIP, ACSR, CEO, FHB Insurance

Class Time: Saturday, 10:15 AM–12:15 PM
Location: Wekiwa 5 (upper level)

Apple, Samsung, Google, Note, Galaxy, iPad, iOS, Android, Alexa...My, how life has changed since the turn of the century! We're more connected to the world, but the world is also more connected to us—and that's not always a good thing. We’ll review how exposures have evolved over the last 17 years and what we can do to better protect our customers (and ourselves).

Approved for two hours of continuing education credits, #98510, General Lines (Property & Casualty).

Add to Calendar 6/16/2018 10:15 AM 6/16/2018 12:15 PM America/New_York 21st Century Schizoid Man (I’m Going Cyber-Crazy)! (Repeat) Apple, Samsung, Google, Note, Galaxy, iPad, iOS, Android, Alexa...My, how life has changed since the turn of the century! We're more connected to the world, but the world is also more connected to us—and that's not always a good thing. We’ll review how exposures have evolved over the last 17 years and what we can do to better protect our customers (and ourselves). Wekiwa 5 (upper level)

Commercial Risks and the NFIP: Know the Facts (Repeat)

Presenter(s): Julie Duncan, AFNI, Client Relations Director, National Flood Services; Sandy Emerson, Regional Field Relations Manager, National Flood Services

Class Time: Saturday, 10:15 AM–12:15 PM
Location: Wekiwa 1 (upper level)

This session, geared toward those who have a working knowledge of the National Flood Insurance Program and commercial/non-residential risks, provides agents the knowledge, skills, and understanding to insure commercial and non-residential risks.

Approved through the NFIP for two hours of continuing education credits (Intermediate), Commercial Risks and the NFIP 100700. It does not satisfy the flood certificate requirement.

Sponsored By Old Dominion Insurance Company
Add to Calendar 6/16/2018 10:15 AM 6/16/2018 12:15 PM America/New_York Commercial Risks and the NFIP: Know the Facts (Repeat) This session, geared toward those who have a working knowledge of the National Flood Insurance Program and commercial/non-residential risks, provides agents the knowledge, skills, and understanding to insure commercial and non-residential risks. Wekiwa 1 (upper level)

Lessons Learned from the 2017 Hurricane Season (Repeat)

Presenter(s): Keith Jones, CPCU, CLU, ChFC, CASL, AAI CPCU, CLU, ChFC, CASL, AAI, Commercial Account Executive, Earl Bacon Agency

Class Time: Saturday, 10:15 AM–12:15 PM
Location: Wekiwa 4 (upper level)

Actual storm claims—good and bad—from 2017 presented to help you prepare for the 2018 hurricane season. Topics include service interruption time deductibles; windstorm business interruption exclusions when no windstorm property exclusion exists; ordinary payroll limitations; and tried-and-true issues such as power transmission lines, change in temperature triggers, and on-premises vs. off-premises damage triggers.

Approved for two (2) hours of continuing education credits, #104268, General Lines (Property & Casualty).

Sponsored By Liberty Mutual
Add to Calendar 6/16/2018 10:15 AM 6/16/2018 12:15 PM America/New_York Lessons Learned from the 2017 Hurricane Season (Repeat) Actual storm claims—good and bad—from 2017 presented to help you prepare for the 2018 hurricane season. Topics include service interruption time deductibles; windstorm business interruption exclusions when no windstorm property exclusion exists; ordinary payroll limitations; and tried-and-true issues such as power transmission lines, change in temperature triggers, and on-premises vs. off-premises damage triggers. Wekiwa 4 (upper level)

Best Practices in Customer Service (Repeat)

Presenter(s): Jeff Odom, AAI, AIP, AIAM, CCSR, Insurance Analyst, Florida Association of Insurance Agents

Class Time: Saturday, 10:15 AM–12:15 PM
Location: Wekiwa 2 (upper level)

Being a customer-focused agency is vital in today’s fast-paced business environment. Whether you are new to the insurance profession or looking to enhance your customer service knowledge and skills, this is the class for you. Make your agency stand out from other agencies by mastering six simple skills.

Approved for two (2) hours of continuing education credits, #71353, Generic (Life, General Lines and Title).

Add to Calendar 6/16/2018 10:15 AM 6/14/2018 12:15 PM America/New_York Best Practices in Customer Service (Repeat) Being a customer-focused agency is vital in today’s fast-paced business environment. Whether you are new to the insurance profession or looking to enhance your customer service knowledge and skills, this is the class for you. Make your agency stand out from other agencies by mastering six simple skills. Wekiwa 2 (upper level)