Tricks & Traps of the Dream Team!
Total Credits: 3 including 3 CE Credit
- Average Rating:
- 118
- Categories:
- Commercial Lines | Personal Lines | Professional Development | Professional Development - Operations and Human Resources
- Speakers:
- David A. Thompson, CPCU, AAI, API, CRIS | Jay Williams, CIC, CRM, AAI, AIP, ACSR
- Duration:
- 3 Hours 08 Minutes
- License:
Audience: Agent and Customer Service Training
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
| Dream Team Tricks and Traps | Available after Purchase | ||
| Course Outline | Available after Purchase | ||
| PLEASE READ - INSTRUCTIONS AND STATE REQUIRED FORMS! (1.28 MB) | Available after Purchase | ||
Speaker
David A. Thompson, CPCU, AAI, API, CRIS Related Seminars and Products
Education Consultant
David is an insurance nerd, presenting continuing education seminars on a variety of subjects and writing technical articles and blogs on topics of interest to agents. David graduated from Mercer University and served seven years as a commissioned officer in the U.S. Army and U.S. Coast Guard. He started his insurance career in a family-owned independent agency in Vero Beach, where he sold all types of insurance. He retired from FAIA in 2020 and continues to consult with the association.
Jay Williams, CIC, CRM, AAI, AIP, ACSR Related Seminars and Products
Jay Williams is a veteran of the insurance industry, and his agency history includes producer; establishing and managing an agency marketing department; commercial lines manager; VP/agency operations manager; and agency owner. He worked with FAIA as the Managing Director of FMS, including writing and editing study manuals for the Florida Agent and Florida Adjuster licensing exams, and also serving on the Exam Review Committee.
Jay became president of both Bankers Underwriters and Bankers Employer Services before becoming the vice president of sales and agency relations for UPC, taking the company from a single-state model to a multi-state organization.
Currently, Jay is serving as the interim executive director for Applied Client Network, the association of member users of Applied System agency management software. He is a consultant and expert witness, and a respected authority on agency E&O loss control. Jay’s career experience gives him a uniquely rounded perspective on the insurance industry.
State Specific Details
State Approval Information DetailsFL - This session has been approved by the DFS for three (3) hours of continuing education credits (intermediate), Agents: CE #90248, CE0220- General Lines Combo
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