Pre Conference Seminars Help Attendees Earn CE Credits

In partnership with the National Alliance for Insurance Education and Research, The AMS Users Group is pleased to offer continuing education courses in conjunction with our National Conference program.

Agency Operations – 8 Hours CE Credits
Additional Fee - $159 (two part course)

Wednesday, March 24  1:00 p.m. – 5:00 p.m.
and
Thursday, March 25   8:00 a.m. - Noon
Instructor:  Frank Millsaps, CIC, CISR, Millsaps & Associates, Mobile, AL

If your goal is to become an indispensable team player for any insurance agency, this is the course for YOU.  As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations.  Also, understanding how agencies operate is essential training for both insurance agency and company personnel.

Topics covered during the course of the class include:

• The Insurance Agency
• The Insurance Marketplace
• Communication Skills
• Basics of Risk Management
• Basics of Financial Statement Analysis
• Personal and Commercial Lines: Due Diligence and Account Management
• Other Account Servicing
• Claims Processing
• Professional Responsibilities: Ethical and Legal Behavior

Participants registering for the Agency Operations course can earn eight (8) hours of CE credit by attending both four (4) hour sessions.  Please note that if any CISR or CSRM attend, this will serve as an update option for their annual update.  The National Alliance for Insurance and Education Research will handle filing for all CE credits.  (Participants will be expected to cover any state filing fees.)

E&O Loss Prevention and Agency Management Practices   - 4 Hours CE Credits
Additional Fee - $99.00

Thursday, March 25   8:00 a.m. - Noon
Instructor:  Ted Kinney, Alabama Independent Insurance Agents, Birmingham, AL

E&O Loss Prevention provides agencies with an in-depth look at the methods of controlling the liability exposure of an independent agency from the point of view of errors and omissions.  E&O and Ethics material are interconnected.  To understand one, you need to understand the other.  Just because something is legal does not mean it is ethical, and the reverse is also true.  Just because an action is ethical does not mean it’s legal.  Proper insurance business practice requires that professionals maintain their integrity in dealing with clients.  This means they must understand the E&O ramifications of their actions and how this matches their ethical conduct.  Specific areas of focus in this session include:

• Current litigation environment
• The importance of taking a risk management approach to E&O loss prevention
• Legal and ethical dilemmas explored in a series of case studies designed to identify potential problems