E&O - Roadmap to Policy Analysis - Part 1 - Florida Agents
Live Webcast

E&O - Roadmap to Policy Analysis - Part 1 - Florida Agents


Total Credits: 2 including 2 CE Credits

Average Rating:
  4.8   (16 comments)
Categories:
Errors and Omissions |  10% premium discount qualified
Faculty :
Jay Williams, CIC, CRM, AAI, AIP, ACSR
Duration:
2 Hours
License:
Access for 15 day(s) after program date.



Description

This is Part 1 of 2 and you must successfully complete both parts to be eligible for the 10% premium discount!

 

E&O and loss control is the foundation of your agency. This course will highlight contract features of an insurance policy, their purpose and how they can be modified. This class will help insurance professionals with policy analysis and comparison and these concepts will assist in avoiding errors and omissions claims.

 

Course Materials

Faculty

Jay Williams, CIC, CRM, AAI, AIP, ACSR Related seminars and products: 2


Jay Williams is a veteran of the insurance industry, starting his career in 1979.  His agency history includes being a producer, setting up and managing an agency marketing department, commercial lines manager, VP/agency operations manager, and an agency owner.

 

Jay worked with the Florida Association of Insurance Agents (FAIA) starting in 2000 as a sub-contractor and subsequently became a staff member in May of 2001.  He was the Managing Director of FAIA Member Services, Inc., the Association’s for-profit subsidiary.  In that capacity, Jay wrote and edited the study manuals for both the FL Agent and FL Adjuster licensing exams while also serving on the Exam Review Committee.

 

In 2009 Jay was recruited by Bankers Insurance Group to be the President of Bankers Underwriters, Inc., their sales and marketing subsidiary.  At the same time, he was also made President of Bankers Employer Services, Inc., their Professional Employer Organization set up for the purposes of distributing Workers’ Compensation through their Independent Agent network.

 

In 2012 Jay became the VP of Sales and Agency Relations for UPC Insurance Company based in St. Petersburg, FL.  Prior to stepping down from that position, he was instrumental in taking the company from single-state model to a multi-state organization currently writing in nine states and licensed in 18.

 

Currently, Jay is serving as the Interim Executive Director for Applied Client Network, the association of member users of Applied System agency management software.  In addition, he does industry consulting and expert witness work.

 

Jay has been teaching formal insurance classes since January, 2000.  He began teaching the Florida 200-hour pre-licensing class.  While with FAIA/FMS, he taught numerous technical insurance classes.  In addition, Jay is a highly respected authority on agency E&O loss control.  During his term at FAIA/FMS he served on IIABA’s Loss Control Working Group for a number of years and was a member of the Professional Liability Committee for IIABA that oversees the national Big I E&O programs when he left FAIA in 2009.  His experience on the agency, association, and company sides gives him a uniquely rounded perspective on the insurance industry.

 

 


Dates

Fri, Apr 07, 2017 - 11:00a to 01:00p EDT
Tue, Apr 18, 2017 - 11:00a to 01:00p EDT
Fri, May 05, 2017 - 11:00a to 01:00p EDT
Tue, May 16, 2017 - 11:00a to 01:00p EDT
Fri, Jun 02, 2017 - 11:00a to 01:00p EDT
Tue, Jun 20, 2017 - 11:00a to 01:00p EDT
Fri, Jul 07, 2017 - 11:00a to 01:00p EDT
Tue, Jul 18, 2017 - 11:00a to 01:00p EDT
Fri, Aug 04, 2017 - 11:00a to 01:00p EDT
Tue, Aug 15, 2017 - 11:00a to 01:00p EDT
Fri, Sep 08, 2017 - 11:00a to 01:00p EDT
Tue, Sep 19, 2017 - 11:00a to 01:00p EDT
Fri, Oct 06, 2017 - 11:00a to 01:00p EDT
Tue, Oct 17, 2017 - 11:00a to 01:00p EDT
Fri, Nov 03, 2017 - 11:00a to 01:00p EDT
Tue, Nov 21, 2017 - 11:00a to 01:00p EST
Fri, Dec 01, 2017 - 11:00a to 01:00p EST
Tue, Dec 19, 2017 - 11:00a to 01:00p EST

State Specific Details

State Approval Information Details

FL  - This session has been approved by the DFS for two (2) hours of continuing education credits (intermediate), Agents: CE #98697 - CE0220- General Lines Other   

Emily Hirst

Education Coordinator

Florida Association of Insurance Agents

T. 850-893-4155 x.347  F. 850-668-2852

http://www.faia.com/


Reviews

5
4
3
2
1

Overall:     4.8

Total Reviews: 231

Comments

Amber R - Beverly Hills, Florida

"a lot of knowledge"

Marc L - Tampa, Florida

"Smart guy"

Pammie B - Palm Harbor, Florida

"very informative"

Denise V - Haines City, Florida

"Educational"

LARRY S - Miami, Florida

"Good Class"

JAMES S - BRADENTON, Florida

"very good insturctor"

Siobhan H - Winter Haven, Florida

"very knowledgable instructer"

Brian B - Miramar Beach, Florida

"Great job great presenter"

Drew H - Cantonment, Florida

"Great Job, best webinar training I have done, Jay kept it active and engaged, which can be difficult for a webinar"

Denise V - St. Petersburg, Florida

"very informative"

Please wait ...

Back to Top