Total Credits: 2 including 2 CE Credit
Audience: Agent and Customer Service Training
Is it an umbrella or something else? What does it really cover? How do I compare one form with another? If agents are not already asking themselves these questions, they should be. This class will discuss the differences between a "true" umbrella and other excess liability policies.
PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase | ||
Course Slides (2.01 MB) | Available after Purchase | ||
Course Outline (0.03 MB) | Available after Purchase |
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.
Tue, Apr 27, 2021 - 09:00am to 11:02am EDT
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Tue, May 25, 2021 - 09:00am to 11:02am EDT
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Tue, Jun 22, 2021 - 09:00am to 11:02am EDT
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Tue, Jul 27, 2021 - 09:00am to 11:02am EDT
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Tue, Aug 24, 2021 - 09:00am to 11:02am EDT
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Tue, Sep 28, 2021 - 09:00am to 11:02am EDT
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Tue, Oct 26, 2021 - 09:00am to 11:02am EDT
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Tue, Nov 23, 2021 - 09:00am to 11:02am EST
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Tue, Dec 28, 2021 - 09:00am to 11:02am EST
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FL -This course has Been approved by the Department of Financial Services for insurance continuing education credit. 2 hours Course ID# 98171; Course Authority: CE 2-20 - General Lines Property & Casualty
KS - This course is approved for 2 hrs CE - Course# 6000027057
NJ - This course is approved for 2 hrs CE - Course#88900243
WA - This course is approved for 2 hrs CE - Course#626184
MD - This course is approved for 2 hrs CE - Course#104683
NE - This course is approved for 2 hrs CE - Course# 6000080485
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