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Tricks & Traps of the Dream Team!


Total Credits: 3 including 3 CE Credit

Average Rating:
   4.7
Category:
Commercial Lines |  Personal Lines |  Professional Development |  Professional Development - Operations and Human Resources
Faculty:
David A. Thompson |  Jay Williams
Duration:
3 Hours
License:
Access for 30 day(s) after program date.



Description

Course Description:

Presenter(s): Jay Williams, CIC, CRM, AAI, AIP, ACSR, and David Thompson, CPCU, AAI, API
The self-proclaimed “FAIA Dream Team” is back by popular request. Join Jay and David as they navigate the world of insurance coverages, from personal lines to commercial lines, flood to PIP, and more. The class focuses on hidden traps in insurance policies that could lead to a claim denial, and reveals hidden tricks that can be used to find coverage where none seems to exist.
 

 

Course Materials

Faculty

David A. Thompson Related seminars and products: 10

CPCU, AAI, API, FAIA Instructor


David A. Thompson, CPCU, AAI, API, FAIA Instructor

 

David graduated from Mercer University in Macon, Georgia and then served seven years as a commissioned officer in the U.S. Army and U.S. Coast Guard. David began his insurance career in an independent agency in Vero Beach, Florida, where he was a licensed agent selling all types of insurance for over ten years.

He taught insurance pre-licensing and continuing education classes at a local community college before joining FAIA in 1996. David is a well-rounded instructor with a specialty in personal lines. His classes are upbeat and hands-on, so you can apply the information in real life situations with customers. Being a runner and bar-b-que connoisseur he always finds a way to work those topics into his seminars


Jay Williams Related seminars and products: 3

CIC, CRM, AAI, AIP, ACSR, FAIA Instructor


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

Wed, Jan 08, 2020 - 09:00a to 12:00p EST
Wed, Feb 05, 2020 - 09:00a to 12:00p EST
Wed, Mar 04, 2020 - 09:00a to 12:00p EST
Wed, Apr 01, 2020 - 09:00a to 12:00p EDT
Wed, May 06, 2020 - 09:00a to 12:00p EDT
Wed, Jun 03, 2020 - 09:00a to 12:00p EDT
Wed, Jul 01, 2020 - 09:00a to 12:00p EDT
Wed, Aug 05, 2020 - 09:00a to 12:00p EDT
Wed, Sep 02, 2020 - 09:00a to 12:00p EDT
Wed, Oct 07, 2020 - 09:00a to 12:00p EDT
Wed, Nov 04, 2020 - 09:00a to 12:00p EST
Wed, Dec 02, 2020 - 09:00a to 12:00p EST

State Specific Details

State Approval Information Details

FL  - This session has been approved by the DFS for three (3) hours of continuing education credits (intermediate), Agents: CE #90248, CE0220- General Lines Combo   

 


Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 106

Comments

Judy C

"Enjoyed this class great information provided."

Vivian B - Wildwood, Florida

"I Love Dave & Jay! They are the BOMB! :) "

Mary L - Spring Hill, Florida

"It was an informative course"

Melissa S - Miami Lakes, Florida

"The gave examples and that helped me a lot."

Robert M - Miami, Florida

"David and Jay are great!"

Marion D - Inverness, Florida

"Very informative, like the different subjects "

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