Prof Training Schedule June-Dec 2013 by Insurance Agents & Brokers Service Group Inc

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JUNE–DECEMBER SCHEDULE

2013 PROFESSIONAL

T R A I N I N G S C H E D U L E ______________

ADVISE

your clients with competence and confidence.

INCREASE

your job security and earning potential.

CISR

SEE PAGE

New CISR format offers more choice and flexibility

DISTINGUISH

yourself with an esteemed professional designation.

PROTECT

your agency from E&O exposures. WHATEVER YOUR REASONS FOR PURSUING PROFESSIONAL DEVELOPMENT, QUALITY CLASSROOM AND ONLINE EDUCATION FROM IA&B WILL HELP YOU ACHIEVE YOUR GOALS.

A supplement to Primary Agent magazine.

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MAXIMIZE PRODUCTIVITY WITH EFFICIENT AND EFFECTIVE TRAINING FOR YOUR WHOLE STAFF RIGHT IN YOUR AGENCY. Reinforce your agency's insurance knowledge consistently across your staff by bringing any IA&B course or seminar directly to your office. IA&B makes it easy for you to meet your staff training goals by delivering quality classroom education from one of our nationally recognized training experts directly to you. Host an IA&B training program and discover these benefits: •

Elimination of mileage and travel expenses

•

Less time out of the office

•

Customized training to meet your specific agency needs

•

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Certified Professional Insurance Agent (CPIA) Designation Program Insurance Success Seminars Licensing Self-Study Packages Life & Health Property & Casualty

THIS FORM MAY BE DUPLICATED.

Licensing Exam Preparation Class Life & Health Property & Casualty

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An expert instructor who will deliver reliable and accurate knowledge to your staff

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Location (City, State)

Licensing Self-Study Packages: Choose the line of

On-Demand Registration: I understand that

authority and state in which you need to get licensed:

I have 30 days to access the course. ________ initials

First Name

M.I.

iabgroup.com | (800) 998-9644

(717) 795-8347

Mail:

5050 Ritter Road Mechanicsburg, PA 17055-4879

Secure for credit/debit card payment.

Designations Earned

Nickname for Badge

Agency/Company Name

■ Agency

Agency/Company Address* ■ Main Office *Physical shipping address required for licensing courses.

Registration Information

Last Name

■ Insurance Company

■ Other

■ Branch Office

■ Home/Other

City

State

Telephone Number

Fax Number

Zip + Four

Full registration fee must accompany registration form. All fees include instruction, materials, coffee breaks, lunch (except CIC and JKR seminars) and Pennsylvania, Maryland and Delaware continuing education filing fees. The difference in member and non-member fees may be applied toward new membership if eligible. Registration fees are deductible as ordinary business expenses but, may not be deducted as charitable contributions. Fees, dates and locations are subject to change.

Registration Change Policy Registration changes received more than 10 days before the course are fully refundable or transferrable. After that, registration changes are subject to a 25% penalty. Substitutions are honored any time. No shows result in registration fee forfeiture. Please contact the IA&B Member Service Center regarding penalties for licensing changes.

Continuing Education Full attendance is required for continuing education credit; partial credit will not be granted. Credit approval is subject to re-evaluation by the state insurance department.

Program Confirmation

REQUIRED INFORMATION FOR CE FILING: Requesting CE credits? ■ Yes ■ No

Confirmation is e-mailed upon registration and includes course agenda along with hotel information.

Americans with Disabilities Act

Online Programs New Employee Training New Employee Orientation Delivering Quality Service Personal Lines Basics Commercial Lines Basics

Birth Date

In accordance with Title III of the Americans with Disabilities Act (ADA), program registrants with disabilities may request special accommodations. Please submit requests to IA&B in advance.

State of License Number

Fee must accompany registration form. All fees include DE, MD & PA CE filing fees.

Join IA&B and save! All employees of IA&B member agencies and company partners save up to 20% on every IA&B education program and have unlimited access to members-only tools and resources and information through a variety of services. For more information on IA&B membership, call (800) 998-9644 or (717) 795-9100, option 1.

■ Check enclosed payable to IA&B.

(Program discount excludes CISR and CIC programs.)

National Producer Number

METHOD OF PAYMENT Total Registration Fee $___________ Indicate registration fee from applicable course description page.

Returned checks may be assessed a $20 fee.

■ Charge my:

■ Personal OR ■ Corporate credit/debit card (complete information below) ■ Visa ■ MasterCard ■ American Express

Credit/Debit Card # Expiration Date Name of Cardholder (PRINT) Signature of Cardholder

Fax:

■ Life & Health ■ Property & Casualty ■ PA ■ MD ■ DE

E&O and Coverage Seminars E&O Risk Management: Meeting the Challenge of Change 10 Ways to Get Sued (Sources of E&O Claims)

Registration Form

iabgroup.com/education

Phone: (800) 998-9644 or (717) 795-9100

Date(s)

Program

State of Licensure

On-Demand Training Certificates of Insurance Insuring e-Commerce Pollution Exposures and Coverages Compliance Pitfalls and Ethical Responsibilities Ethical Behavior and E&O Understanding the National Flood Insurance Program

4 Easy Ways to Register Web:

REGISTRATION INFORMATION

/ Page 16

Improved teamwork through shared

For more details call (800) 998-9644, option 1 or e-mail iab@iabgroup.com.

Certified Insurance Service Representatives (CISR) Designation Program CISR Overview Commercial Casualty I Commercial Casualty II Insuring Commercial Property Insuring Personal Auto Exposures Insuring Personal Residential Property Personal Lines Miscellaneous Agency Operations Elements of Risk Management Dynamics of Service William T. Hold—Commercial Lines Coverages William T. Hold—Learning from Losses

2013 Registration Form

Email Address (REQUIRED)

learning experiences •

Certified Insurance Counselors (CIC) Designation Program Agency Management Commercial Casualty Commercial Property Life & Health Personal Lines James K. Ruble Graduate Seminars

Credit/Debit cards are processed upon arrival. Receipts mailed upon request.

IA&B Office Use Date: _____________ Check #:___________P or A Code: ___________ Source code: PDCAT13

Amount:___________ Entered:___________

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CERTIFIED INSURANCE COUNSELOR (CIC) DESIGNATION PROGRAM ED CONSULTANT: Don’t take your insurance knowledge for granted. Learn how coverages work in the real world from nationally recognized instructors who’ve been there. In today's competitive marketplace, you need to deliver value through exceptional product knowledge and trusted advice. Build your career and increase your earning potential by earning the CIC designation. As a CIC designee, you will differentiate yourself from the competition by knowing innovative ways to maximize coverage for your clients.

Jerry M. Milton, CIC Jerry brings more than 30 years of working industry knowledge to his role as education consultant for IA&B and instructor for the CIC Institute program. Dubbed an insurance coverages expert by the legal profession, he frequently presents testimony in court proceedings. * Not all courses taught by this instructor.

The CIC curriculum expands your personal and commercial lines knowledge beyond the basics, developing a keen awareness of special coverage types and the ability to detect hidden exposures.

ED CONSULTANT:

CIC Institutes

James T. Harrison Jr., CIC, CPCU, CLU, ChFC

■ ■ ■

Agency Management Commercial Casualty Commercial Property

■ ■

Life & Health Personal Lines

Earning the Designation To earn the CIC designation you must complete all institutes and pass each exam within five calendar years following the year you pass the first exam. Institutes may be taken in any order.

Jim lends his experience to IA&B as both CIC education consultant and instructor. He also presents continuing education seminars on topical insurance issues. Jim is also a national faculty member of the Society of CIC. * Not all courses taught by this instructor.

Retaining the Designation

ED CONSULTANT:

CIC designees must attend one of the following programs annually for update credit: ■ Any one CIC institute (no exam required) ■ James K. Ruble Graduate Seminars ■ Dynamics of Selling Program* ■ Any Certified Risk Managers (CRM) course*

Clem J. Wandrisco Jr., CPCU, ARM, AIC, AAI

2013 Institute Dates & Locations Agency Management* June 17-20 Life & Health June 17-20 Agency Management* July 22-25 Life & Health September 18-21 Commercial Casualty September 25-28 Commercial Casualty October 7-10 Commercial Property October 23-26 Commercial Casualty November 20-23

Erie, PA Lancaster, PA King of Prussia, PA Mars, PA Harrisburg, PA Erie, PA King of Prussia, PA Ellicott City, MD

Clem specializes in instruction for licensing study preparation courses for IA&B. He also serves as a CIC Institute program education consultant. * Not all courses taught by this instructor.

CE APPROVALS PA MD DE AM

17 PC/LH 3 ETH

21 GEN 4 ETH

20 PC

21 GEN 4 ETH

20 PC

21 GEN 4 ETH

* Approved for loss control credit for Utica policyholders.

GEN 18 PC/LH 19 GEN LH 182 LTC 2 LTC/LH 2 LTC/3 ETH

20 PC

21 GEN 4 ETH

Credit approval is subject to re-evaluation by state insurance departments.

Agenda DAY ONE REGISTRATION: 12:00 – 1:00 p.m. SEMINAR: 1:00 – 5:15 p.m. DAY TWO & THREE SEMINAR: 8:00 a.m. – 5:00 p.m. DAY FOUR (EXAM DAY) EXAM: 8:30 a.m. – 10:30 a.m.

Registration Fee $425 Course materials, instruction, coffee breaks and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

iabgroup.com/CIC | (800) 998-9644

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JAMES K. RUBLE GRADUATE SEMINARS CIC Designation Update Option Gain specialized product knowledge on the topics you want in choice destinations throughout the mid-Atlantic region.

Learning doesn’t stop after you earn the CIC or CRM designation. Take your coverage knowledge to new heights and watch your earning potential grow by attending our two-day James K. Ruble Graduate seminars. Ruble seminars go beyond the required curriculum provided in the CIC program. You can choose your own learning agenda based on topics that interest you. Concurrent sessions give you flexibility to focus your learning on more complex or specialized coverage types. There’s no pressure to pass an exam and you can use Ruble Graduate seminars to satisfy your annual CIC or CRM update requirement. Strengthen your client relationships and increase your business with the knowledge gained in just two days at a Ruble Graduate Seminar. * Must be a dues-paid member of the Society of CIC to be eligible for designation update. Must hold the CIC or CRM designations to be eligible for attendance.

2013 Locations & Dates Annapolis, MD Allentown, PA Hershey, PA Hunt Valley, MD Ocean City, MD Lancaster, PA

June 3-4 July 11-12 August 12-13 August 19-20 September 30-October 1 December 3-4

CE APPROVALS State continuing education credit varies by program agenda. Visit iabgroup.com for details. Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:00 a.m. SEMINAR: 8:00 a.m. – 5:15 p.m.

Registration Fee $420 Course materials, instruction, coffee breaks and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

ADDITIONAL CIC UPDATE PROGRAMS (NOT CONDUCTED BY IA&B) Update your CIC designation using other programs through the National Alliance. For more information or to register for the seminars below, visit www.thenationalalliance.com or call (800) 633-2165.

Certified Risk Manager

Control of Risk October 23-26 – Baltimore, MD

Financing of Risk August 5-8 — Erie, PA

Certified Risk Manager Principles of Risk Management November 20-23 — York, PA

iabgroup.com/Ruble | (800) 998-9644

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CERTIFIED INSURANCE SERVICE REPRESENTATIVE (CISR) DESIGNATION PROGRAM

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New program structure provides flexibility with more focused training options.

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The CISR program builds knowledge of essential coverages and improves cross-selling ability. Eight topics are offered through IA&B classroom seminars in convenient locations across Pa., Md. and Del. A Life & Health Essentials course is also offered online. Participants learn how to analyze risks and exposures while guiding customers through various coverage scenarios. The education gained is key to advancement within an agency and a more fulfilling insurance career.

AVA

Choice and flexibility is what CISR insurance courses are all about. CISR courses are designed to focus on your type of business. It still takes only five courses to earn the CISR designation, but now participants have the flexibility of nine course options. This allows CSRs and other front-line staff to focus on what’s important to them and the type of work they handle.

CISR Course Options (five required to earn designation) ■ ■ ■ ■ ■

Life & Health Essentials (available online only) Commercial Casualty I* Commercial Casualty II* Insuring Commercial Property Insuring Personal Auto Exposures

■ ■ ■ ■

Insuring Personal Residential Property Personal Lines Miscellaneous Agency Operations Elements of Risk Management

* Commercial Casualty I is not required before taking Commercial Casualty II.

Earning the Designation To earn the CISR designation, you must complete five course options and pass the exam for each within three calendar years of passing the first exam. Courses may be taken in any order.

Retaining the Designation To retain the designation, you must attend one of the following programs annually (by end of birth month) for update credit: ■ ■ ■

Any one CISR course (classroom or online) Dynamics of Service Seminar CIC institute for eight consecutive hours*

■ ■

Entire CIC institute or CRM course (fulfills two years of update credit) William T. Hold Seminar

*CE credit would not be available if attending only 8 hours.

iabgroup.com/CISR | (800) 998-9644

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CERTIFIED INSURANCE SERVICE REPRESENTATIVE (CISR) DESIGNATION PROGRAM CE APPROVALS Commercial Casualty I

8 PC

8 GEN

Commercial Casualty II

8 PC

8 GEN

Credit approval is subject to re-evaluation by state insurance departments 8

Agenda REGISTRATION: 7:30 a.m. SEMINAR: 8:00 a.m. – 3:45 p.m. Q&A & REVIEW: 3:45 – 4:15 p.m. EXAM: 4:15 – 5:15 p.m.

Commercial Casualty I Improve your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability Coverage Form. It also addresses additional insured exposures and the coverage available to meet these needs.

Topics: ■ ■ ■

Essentials of Legal Liability ■ CGL Introduction ■ Commercial General Liability Coverage Parts

2013 Locations & Dates York, PA Hagerstown, MD Philadelphia, PA Pittsburgh, PA

CGL Other Provisions Additional Insureds

August 14 August 21 August 27 September 17

Mandatory if earning a designation.

Registration Fee $189 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

Commercial Casualty II This course further strengthens your ability to have productive, assured interactions with your commercial customers in the area of commercial casualty exposures and coverages. The focus is on the Business Auto Policy, the Workers’ Compensation Policy and Excess Liability Policies.

Topics: ■ ■ ■

Business Auto Exposures and Coverages Workers Compensation and Employers Liability Insurance Policy Commercial Umbrella and Excess Liability Policies

2013 Locations & Dates Lehigh Valley, PA Mechanicsburg, PA Pittsburgh, PA Reading, PA Philadelphia, PA

iabgroup.com/CISR | (800) 998-9644

August 13 September 24 October 30 November 21 December 18

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Insuring Commercial Property

FACULTY:

Improve your cross-selling abilities with up-to-date knowledge of commercial property coverage while reducing your agency’s E&O exposures. This course gives you the skills to address these issues with greater ease and confidence.

Topics: ■ ■ ■

Fundamentals of Commercial Property Building and Personal Property Coverage Form Causes of Loss Forms

2013 Locations & Dates Lancaster, PA Erie, PA Wilkes-Barre, PA Pittsburgh, PA Mechanicsburg, PA

■ ■

Basics of Time Element Basics of Commercial Inland Marine

June 26 July 24 November 20 December 5 December 17

Insuring Commercial Property

Assist your clients in identifying their exposures and more effectively advise them in the processes of analyzing, obtaining, and modifying their personal automobile policies.

Topics: Introduction to the Personal Auto Policy Liability Coverages Medical Payments Coverage

2013 Locations & Dates State College, PA Allentown, PA

Linda has over 25 years experience working in the insurance industry. She is the president of Bay Shore Insurance Inc., located in Salisbury, MD. Linda teaches numerous continuing education programs for Insurance Agents & Brokers and currently serves on the Maryland Legislative Committee for Insurance Agents and Brokers of Maryland and the IA&B Board of Directors. * Not all courses taught by this instructor.

Insuring Personal Auto Exposures

■ ■ ■

Linda A. McCann, CPCU, AAI, CPIW

■ ■ ■

Uninsured/Underinsured Motorists Coverage Coverage for Damage to Your Auto Provisions

September 25 October 30

* Personal Auto course and examination are state specific. Participants are encouraged to attend in the state in which they write most of their business.

8 PC

8 GEN

Insuring Personal Auto Exposures

8 PC

8 GEN

Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:30 a.m. SEMINAR: 8:00 a.m. – 3:45 p.m. Q&A & REVIEW: 3:45 – 4:15 p.m. EXAM: 4:15 – 5:15 p.m.* * Mandatory if earning a designation.

Registration Fee $189 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

iabgroup.com/CISR | (800) 998-9644

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CERTIFIED INSURANCE SERVICE REPRESENTATIVE (CISR) DESIGNATION PROGRAM CE APPROVALS Insuring Personal Residential Property

8 PC

8 GEN

Personal Lines Miscellaneous

PA 8

Submitted for 8

Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:30 a.m. SEMINAR: 8:00 a.m. – 3:45 p.m. Q&A & REVIEW: 3:45 – 4:15 p.m. EXAM: 4:15 – 5:15 p.m.* * Mandatory if earning a designation.

Registration Fee $189 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

Insuring Personal Residential Property Gain the expertise you need to guide your customers through the often complex and confusing process of purchasing homeowners insurance. Learn how to help them make decisions that insure their most valuable assets.

Topics: ■ ■

Introduction to the Homeowners Policy Homeowners Policy Section I

2013 Locations & Dates Wilkes-Barre, PA Philadelphia, PA Pittsburgh, PA Reading, PA Baltimore, MD Mechanicsburg, PA

June 18 June 19 July 9 August 20 October 8 November 12

Because the ISO Homeowners and ISO Personal Auto Programs provide only very limited coverage for watercraft, RVs, and business activities, you will learn how to design and cross-sell the appropriate coverage for these exposures. The course also provides analysis of personal umbrella and excess liability policies.

Topics: Watercraft Exposures & Coverages Recreational Vehicles

2013 Locations & Dates Mechanicsburg, PA Newark, DE Salisbury, MD

iabgroup.com/CISR | (800) 998-9644

Homeowners Policy Section II Tenants, Unit-Owners, and the Dwelling Policy

Personal Lines Miscellaneous

■ ■

August 29 October 9 October 10

■ ■

Business Activities of Personal Lines Clients Personal Umbrella/Excess Liability

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FACULTY:

Agency Operations

Kitty Ambers, CIC, CISR, CPIA, CPIW, CRMCS

NOTE: Approved for loss-control credit for Utica policyholders Gain 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: ■ ■ ■ ■

Legal & Ethical Requirements The Insurance Agency The Insurance Industry and Marketplace Communication

2013 Locations & Dates Mechanicsburg, PA Pittsburgh, PA Lancaster, PA Wilkes-Barre, PA Frederick, MD Philadelphia, PA

■ ■ ■

Agency Workflow Account Management Errors & Omissions

* Not all courses taught by this instructor.

July 10 August 14 October 1 October 2 October 2 October 3

CE APPROVALS Agency Operations

Insurance is an integral part of any organization’s overall risk management program. Services provided by carriers, agencies and brokerages are often significant items associated with the cost of risk. This course covers the steps involved in protecting an organization's assets, mission and its brand.

Topics: The Risk Management Process & Risk Terms Risk Identification Risk Analysis

2013 Locations & Dates Pittsburgh, PA Baltimore, MD Altoona, PA Philadelphia, PA

June 4 June 20 July 10 November 13

7 PC/LH 1 ETH

7 GEN 1 ETH

Elements of Risk Management

■ ■ ■

Kitty is the presenter for IA&B’s Insurance Success Seminars, the program\series that makes up the Certified Professional Insurance Agent (CPIA) designation. She also provides training and consulting for agencies and serves as the Executive Director for the American Insurance Marketing and Sales Society.

■ ■ ■

Risk Control Risk Finance Risk Administration

8 PC

8 GEN

Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:30 a.m. SEMINAR: 8:00 a.m. – 3:45 p.m. Q&A & REVIEW: 3:45 – 4:15 p.m. EXAM: 4:15 – 5:15 p.m.* * Mandatory if earning a designation.

Registration Fee $189 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

iabgroup.com/CISR | (800) 998-9644

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CERTIFIED INSURANCE SERVICE REPRESENTATIVE (CISR) DESIGNATION UPDATE OPTIONS CE APPROVALS Dynamics of Service

PA 8

8 PC

6 GEN 1 ETH

Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:30 a.m. SEMINAR: 8:00 a.m. â&#x20AC;&#x201C; 5:00 p.m.

Registration Fee $189 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

CISR Designation Update Options Dynamics of Service Boost your client retention with extraordinary customer service. The hallmark of customer service is knowing how to skillfully handle people. This seminar highlights common behavioral styles and effective ways to communicate so CSRs can deliver service that satisfies clients and builds customer loyalty. This course offers valuable tips and tactics to meet clients' needs. Attendees discover powerful people skills and gain the ability to turn unpleasant customer situations into positive experiences with improved communication skills.

2013 Locations & Dates Allentown, PA Philadelphia, PA Pittsburgh, PA Mechanicsburg, PA

June 25 July 9 August 15 October 23

Due to continuing education approvals, please attend a course date and location in the state where you hold your resident license.

IA&B Power Hour The IA&B Power Hour is a free member-only, hour-long webinar held every other month on topics of immediate concern to many member agents. These live webinars are led by industry topic experts who can speak to member concerns and offer valuable solutions. For details of upcoming Power Hours, visit iabgroup.com/PowerHour.

For details on upcoming Power Hours, visit iabgroup.com/PowerHour.

iabgroup.com/CISR | (800) 998-9644

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FACULTY:

William T. Hold Seminars William T. Hold Seminars dig deeper into topics that were briefly covered or not covered at all in the CISR course curriculum to build your knowledge of insurance coverage. This yearâ&#x20AC;&#x2122;s two program options are described below. Use William T. Hold seminars to fulfill the CISR annual update requirement.

Commercial Lines Collection of Coverages This program is broken into the following four parts: Directors & Officers An overview of the various forms of business entities, their background, and the legal duties and standards of care required to address various exposures. Gain knowledge of indemnification provisions, non-profit immunity, policies which provide D&O coverage, types of insuring agreements, coverage triggers, exclusions, limits of liability, loss prevention, and underwriting and premium considerations. Employment Related Practices, Exposures & Coverages An examination of issues related to Employment Practices Liability. Agents will learn the basic exposures clients face and analyze the coverages found in many Employment Related Practices Policies. Environmental Impairment Coverages A review of the scope of the pollution problem and important environmental statutes. Agents will examine the pollution exclusions in various liability policies and discuss how to provide coverage in the environmental insurance marketplace. Professional Liability Coverage and Solutions A discussion of the importance of protecting professionals from liability suits. Agents will examine the claims made versus occurrence issues commonly found and review some of the basic Professional Liability Form Provisions.

2013 Locations & Dates Mechanicsburg, PA Hagerstown, MD Salisbury, MD Lehigh Valley, PA Mechanicsburg, PA Frederick, MD Reading, PA

Bettye D. Buffington, CIC, CRM, CPCU, AAI, ARM, CPIA Bettye teaches Certified Insurance Counselors (CIC) institutes, Certified Insurance Service Representatives (CISR) courses, Dynamics of Service and topical seminars for IA&B. She currently serves on the Board of Governors for the Society of CIC and is a national faculty member of the Societies of CIC and CISR. * Not all courses taught by this instructor.

CE APPROVALS William T. Hold Seminars Commercial Lines Collection of Coverages

8 PC

Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:30 a.m. SEMINAR: 8:00 a.m. â&#x20AC;&#x201C; 5:00 p.m.

Registration Fee $189 June 4 June 5 July 25 September 10 September 11 September 12 September 25

Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

iabgroup.com/WTHold | (800) 998-9644

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CISR DESIGNATION UPDATE OPTIONS FACULTY: Mary R. “Rita” Hollada, CIC, CPCU, CPIA Rita presents programs for IA&B on topics of communication and customer service and develops and presents special interest programs such as flood insurance. She also serves as a national faculty member of the Societies of Certified Insurance Counselors (CIC) and Certified Insurance Service Representatives (CISR). * Not all courses taught by this instructor.

FACULTY: Larry A. Hollada, CPCU, CIC, CPIA Larry develops and instructs insurance and professional courses for various organizations including IA&B. He is also a national faculty member of the Societies of Certified Insurance Service Representatives (CISR), Certified Insurance Counselors (CIC) and faculty member of Certified Professional Insurance Agents (CPIA). * Not all courses taught by this instructor.

CE APPROVALS William T. Hold Seminars Learning from Losses – the Magic of “20-20 Hindsight”

8 PC

8 GEN

Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 7:30 a.m. SEMINAR: 8:00 a.m. – 5:00 p.m.

Registration Fee $189 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

iabgroup.com/WTHold | (800) 998-9644

William T. Hold Seminars (cont.) Learning from Losses — the Magic of “20-20 Hindsight” Far too often insurance agents are made aware of loss exposures when there’s a claim and it’s too late to secure coverage. Uncovered claims generally result in unhappy customers, lost clients, damaged reputations and litigation alleging errors and omissions by the agent. This course will look into past losses that others have suffered and develop solutions before there’s a crisis. It will explore various practices that agencies may consider to help clients identify important changes in their lives. But identifying and evaluating changes in exposures is only the beginning of the solution. This program will then review specific aspects of business and personal policies to see if and how situations are covered. Participants will also review endorsements and specialty coverage that help fill any gaps. Participants should be able to return to the office and consider implementing practices and procedures as well as coverage recommendations that will help avoid future unhappy customers.

2013 Locations & Dates Wilkes-Barre, PA Lancaster, PA Dover, DE Baltimore, MD Philadelphia, PA Erie, PA Altoona, PA Pittsburgh, PA

July 23 July 24 August 21 August 28 October 24 October 29 November 20 November 21

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CERTIFIED PROFESSIONAL INSURANCE AGENT (CPIA) DESIGNATION PROGRAM These seminars help producers, sales support staff and company personnel to improve their sales techniques. Attendees learn to generate qualified sales leads that will translate into more sales and more commissions. Unlike more general sales programs, Insurance Success Seminars are designed specifically for insurance agents.

Insurance Success Seminars NOTE: Approved for loss-control credit for Utica policyholders ■ ■ ■

Position for Success (Module 1): Learn to develop business plans that generate sales leads Implement for Success (Module 2): Implement sales plans using marketing and sales tools to qualify new leads Sustain Success (Module 3): Retain clients with service that goes the extra mile

FACULTY: Jim Back, CIC, CPIA Jim has taught Certified Insurance Service Representatives (CISR) and Certified Professional Insurance Agents (CPIA) courses for IA&B for nearly 10 years. He also serves as a faculty member of CPIA and the Society of CISR. * Not all courses taught by this instructor.

Earning the Designation To earn the CPIA designation, you must attend all seminars in any order.

Retaining the Designation To retain the designation, you must fulfill a biennial update by attending any of the following: ■ ■ ■ ■

Any one Insurance Success Seminar An Advanced Insurance Success Seminar AIMS Society's annual Pro-to-Pro Executive Retreat Maintain individual or agency membership in the American Insurance Marketing and Sales Society (AIMS)

2013 Locations & Dates September 10 September 11 September 12

Module 1 Module 2 Module 3

Philadelphia, PA Philadelphia, PA Philadelphia, PA

Module 1 Module 2 Module 3

Mechanicsburg, PA Mechanicsburg, PA Mechanicsburg, PA

CE APPROVALS PA MD DE Day 1

5 GEN 2 ETH

Day 2

5 GEN 2 ETH

Day 3

6 GEN 2 ETH

Credit approval is subject to re-evaluation by state insurance departments.

Agenda REGISTRATION: 8:00 a.m. SEMINAR: 8:30 a.m. – 4:30 p.m.

Registration Fee November 5 November 6 November 7

This program is not affiliated with the CIC or CISR designation programs.

Member: $199 Non-Member: $239

All Seminars Same attendee for all seminars

Member: $580 Non-Member: $700 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

iabgroup.com/CPIA | (800) 998-9644

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LICENSING SELF-STUDY PACKAGE Property & Casualty and Life & Health Self-Study Packages Member

A self-study option is available for those who feel comfortable setting their own study agenda and prefer independent preparation. Self-study packages contain the same study content as the classroom course, only participants have the flexibility of learning on their own time at their own pace. Packages are available for both property & casualty and life & health lines.

Self-Study Packages include:

NonMember

■ Study Guide

■ State Licensing Bulletin

■ Licensing Text

■ Exam Simulator Online Access

■ Chapter Quizzes

■ State-specific Law Information

PA Residents

$179.14

$200.34

All Other States

$169

$189

Registration Fee Prices are based on resident state and where you plan to take the exam. Use the grid below to identify the applicable fees for a particular self-study package:

Pre-Licensing Requirements and Approvals Delaware ■ No pre-licensing requirement

Maryland ■ Property & Casualty Pre-Licensing Requirements: 96 hours * The self-study package for MD meets this requirement. ■ Life and Health Pre-Licensing Requirements: 60 hours * The self-study package for MD meets this requirement. ■ The Maryland Insurance Administration does grant pre-licensing education waivers for specific designations earned as well as consistent employment background. Go to http://www.iabgroup.com/education/programs/producer_licensing/md/ple.asp and access the criteria and application for an Insurance Education waiver.

Pennsylvania ■ Property & Casualty Pre-Licensing Requirements: 24 hours ■ Life and Health Pre-Licensing Requirements: 24 hours ■ Both the Property & Casualty and Life & Health Licensing Study courses and self-study products are approved for 24 hours of pre-licensing education (PLE) credit in Pennsylvania. The PLE credits are valid for one year and you must pass the state licensing exam within that timeframe in order for the PLE credits to be applied. It is important, however, to remember that the Pennsylvania P&C self-study product is based on the Property & Casualty combined exam and the L&H self-study product is based on the Life, Accident & Health combined exam.

iabgroup.com/self-study | (800) 998-9644

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LICENSING EXAM PREPARATION IA&B takes the stress out of studying for the state licensing exam through two study preparation methods— traditional classroom instruction and self-study. Whether it's a property & casualty or life & health license needed, students will feel more confident with newfound knowledge to successfully pass the exam.

Licensing Study Course Classroom instruction breaks down study preparation in smaller, manageable components: pre-study assignments, class interaction and post-study mock exam testing. Students absorb what they learn in an organized, user-friendly format so they don't cram content at the last minute. Attendees use this blended study method to remain focused on exam content.

Guaranteed to pass! If registered at least four weeks prior to the course, IA&B guarantees students will pass the exam. If they fail, they may attend another study course within one year at no charge. Updated course material fees may apply.

Agenda DAYS ONE, TWO & THREE: REGISTRATION: 7:30 a.m. SEMINAR: 8:00 a.m. – 5:00 p.m.

Registration Fee Member: $395 Non-Member: $515 Course materials, instruction, coffee breaks, lunch and PA pre-licensing education fees are included. Dates, fees and locations are subject to change.

FACULTY: 2013 Life & Health June 11-13 August 6-8 December 10-12

Mechanicsburg, PA Pittsburgh, PA Mechanicsburg, PA

2013 Property & Casualty June 11-13 July 16-18 August 13-15 August 20-22 September 17-19 October 22-24 October 29-31 December 10-12 December 17-19

Lehigh Valley, PA Mechanicsburg, PA Philadelphia, PA Pittsburgh, PA Mechanicsburg, PA Lehigh Valley, PA Mechanicsburg, PA Philadelphia, PA Pittsburgh, PA

* Due to state-specific information, course participants must attend the Licensing Study Course offered in the state they intend to become licensed. ** State exam fee is not included

NOTE: Self-study packages for licensing exam preparation are also available. Learn more at iabgroup.com/self-study.

Daniel E. Lawyer, CIC, CPCU Dan teaches Certified Insurance Counselors (CIC) institutes, Certified Insurance Service Representatives (CISR) courses and topical seminars for IA&B. He is a national faculty member of the Societies of CIC and CISR and serves on the Board of Governors for the Society of CISR. * Not all courses taught by this instructor.

FACULTY: Betsy J. Tribendis, AAI, CIC, CPIW, GRI Betsy teaches various programs including pre-licensing education, E&O prevention and insurance coverage topics for IA&B. * Not all courses taught by this instructor.

State Pre-licensing Requirements ■ Pennsylvania: Both the property & casualty and life & health licensing study courses and self-study packages are approved for 24 hours of pre-licensing education (PLE) credit in Pennsylvania. ■ Maryland: Licensing study course does not meet the Maryland 96-hour pre-licensing requirement for P&C or the 60-hour pre-licensing requirement for L&H. ■ Delaware: No pre-licensing requirement.

iabgroup.com/ExamPrep | (800) 998-9644

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E&O AND COVERAGE SEMINARS CE APPROVALS E&O Risk Management: Meeting the Challenge of Change PA 6

6 PC

3 GEN 3 ETH

Approved for Utica (PA, MD & DE) and Westport & Fireman's Fund (PA & DE) loss control credit.

10 Ways to Get Sued (Sources of E&O Claims) PA

6 PC

6 Gen

E&O Risk Management: Meeting the Challenge of Change The ever-changing world of insurance includes new and evolving E&O exposures as well as emerging new ways to protect one’s agency. There are E&O exposures that exist today that were unimaginable 15 years ago, including those created by social media and data breaches. Following this six-hour seminar, you will walk away with greater knowledge of the following: ■ ■ ■ ■ ■

Approved for Utica (PA, MD & DE) loss control credit.

■ Filed for continuing education credit by IA&B only in the states of Pennsylvania, Maryland and Delaware. Credit approval is subject to re-evaluation by state insurance departments. Seminars are not affiliated with any designation program.

Agenda REGISTRATION: 7:30 – 8:00 a.m. SEMINAR: 8:00 a.m. – 3:00 p.m.

Registration Fee Member: $189 Non-Member: $229 Course materials, instruction, coffee breaks, lunch and DE, MD & PA continuing education fees are included. Dates, fees and locations are subject to change.

iabgroup.com/E&Oseminars | (800) 998-9644

The duties owed to clients Using claims statistics to focus risk management efforts Why customer file documentation is so important Procedural steps that can reduce E&O exposures What constitutes private personal information Direct and indirect costs of data breaches

This seminar is approved for loss control credit for Westport and Fireman’s Fund policyholders in PA and DE and pending approval for Utica policyholders in PA, MD and DE.

10 Ways to Get Sued (Sources of E&O Claims)

Attention Utica, Westport and Fireman’s Fund E&O Policyholders! Attendance at loss-control seminars can provide additional pricing considerations at renewal time. Each carrier has specific requirements for loss-control credit application. For more information, go to

iabgroup.com/LossControlCredit or e-mail iab@iabgroup.com.

2013 Locations & Dates Erie, PA Newark, DE Pittsburgh, PA Philadelphia, PA Mechanicsburg, PA Lehigh Valley, PA Dover, DE Pittsburgh, PA

June 5 July 9 July 23 July 31 October 2 October 3 November 6 November 12

2013 Locations & Dates Owings Mills, MD Bowie, MD

July 30 November 19

This one-day program focuses on major sources of E&O claims against agents that can easily be avoided by adhering to basic duties in the agent-client relationship. Claims from insurers often allege breach of contract by the agent – that she/he failed to explain the coverages, failed to recommend a specific coverage, or misrepresented what was covered. You will spend time learning common origins of E&O claims agents face. You will also discuss the duties you have in your relationship with your clients; how those duties can be breached and their potential outcome. If your agency role has an impact on E&O exposures, this seminar is a MUST for you to attend.

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ONLINE PROGRAMS New Employee Training

CE APPROVALS

Set the stage for your insurance career with New Employee Training.

New Employee Orientation

Whether you are new to the agency business or want to take your insurance career further, get to know the "nuts and bolts" of insurance through four online courses. You will learn the basics of E&O prevention and provisions of common personal and commercial lines policies to interact and serve clients better. Use these courses to position yourself to succeed in the insurance industry.

The courses ■ ■ ■ ■

15 GEN

Registration Fee Member: $245 Non-Member: $285

New Employee Orientation Delivering Quality Service Personal Lines Basics Commercial Lines Basics

Credit approval is subject to re-evaluation by state insurance departments.

CE APPROVALS

Getting Started

Delivering Quality Service

1. Register at iabgroup.com — Courses may be taken independently in any order. Supplemental course materials are included in the course registration fee and mailed prior to the scheduled program.

2. Online Navigation Instruction — You will receive instruction to acquaint yourself with network

15 GEN

navigation and the overall course structure. You will also have a personal mailbox for communication with the instructor and other participants and have the option to receive a weekly progress report faxed to your employer. (This comes at no additional charge).

Registration Fee Member: $245 Non-Member: $285 Credit approval is subject to re-evaluation by state insurance departments.

3. Seminar Instruction — Weekly reading assignments and activities will be posted on the website, which you work at your own pace to complete. You may e-mail questions to the instructor to be answered privately or shared with other participants.

CE APPROVALS

4. Final Exam — To receive a completion certificate at the end of the course and for continuing education

Personal Lines Basics

credit (for licensed individuals), you must complete all activities assigned and pass a final exam with a minimum grade of 70 percent.

New Employee Orientation

Personal Lines Basics

(NO EXPERIENCE NECESSARY)

(EXPERIENCE: THREE – NINE MONTHS)

July 8 - August 30 August 12 - October 4 September 9 - November 2 October 7 - November 29 November 11 - January 3, 2014

July 8 - August 23 September 9 - October 25 November 11 - December 27

(EXPERIENCE: TWO – SIX MONTHS)

June 10 - July 26 October 7 - November 22

15 GEN

Registration Fee Member: $265 Non-Member: $305 Credit approval is subject to re-evaluation by state insurance departments.

CE APPROVALS

Commercial Lines Basics (EXPERIENCE: SIX – TWELVE MONTHS)

Delivering Quality Service

June 10 - August 9 August 12 - October 11 October 7 - December 6

Commercial Lines Basics PA

15 GEN

Registration Fee Member: $265 Non-Member: $305 Credit approval is subject to re-evaluation by state insurance departments.

iabgroup.com/OnlineTraining | (800) 998-9644

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ON-DEMAND TRAINING Learn at your own pace in your own place IA&Bâ&#x20AC;&#x2122;s expanding selection of on-demand training courses offers more options to gain critical knowledge and earn CE credit. These Web-based seminars gives you the flexibility and convenience of taking courses when and where it suits you. No more travel time or expense. No waiting for a course to come to your area. You can start and stop the course anytime, anywhere thereâ&#x20AC;&#x2122;s a Web connection. Following registration, users have up to 30 days to complete an on-demand course. Each award CE credits upon successful completion. Some (*) are also approved for Utica loss-control credit.

New for 2013

CE APPROVALS PA

Flood

3 Gen/ Fld

3 PC/ FL

3 Gen/ Fld

Ethics

3 Gen

3 Eth

Compliance

3 Eth

Certificates

1 PC

e-Commerce

4 PC

4 GEN

Pollution

4 PC

Credit approval is subject to re-evaluation by state insurance departments. Filed for continuing education credit by IA&B only in the states of Pennsylvania, Maryland and Delaware. Credit approval is subject to re-evaluation by state insurance departments. Seminars are not affiliated with any designation program.

The following are presented by IA&B coverages expert Jerry Milton, CIC.

New! Certificates of Insurance Certificates have become a major source of litigation between certificate holders, insureds, insurers and insurance agents. This course reviews the most frequently disputed and litigated certificate of insurance issues and offers risk management suggestions that should reduce some of these conflicts.

New! Insuring e-Commerce E-commerce activities have created new exposures that are not adequately covered by traditional property and liability policies. Many insurers have developed policies to address acts of a hacker, theft of money or intellectual property, loss of income, extortion and third-party liability. This course reviews these exposures and the policies designed to provide coverage.

New! Pollution Exposures and Coverages Businesses have become subject to increased environmental liability and financial loss exposures. These include site assessment, testing, upgrading facilities, cleanup, third-party damages or injuries, and fines or penalties. A separate Pollution Liability policy is often needed to address these, and this course discusses the provisions of such policies.

Registration Fees Member

NonMember

Other programs available on demand:

Certificates

$25

$55

Compliance Pitfalls and Ethical Responsibilities*

Compliance

$75

Member Only

All Others

$75

$105

IA&B advocacy experts Jason Ernest, Esq. and Claire Pantaloni, CIC, CISR highlight the most violated insurance laws and regulations and show agents how to remain compliant. (Pa.- and Md.-specific editions available.)

Ethical Behavior and E&O* Jerry Milton also lends his unique folksy style to this serious discussion of ethical considerations and E&O implications.

Understanding the National Flood Insurance Program (NFIP) Flood insurance expert Rita Hollada, CIC, CPCU, CPIA leads this three-hour program which awards the CE credit agents need to sell NFIP policies. * Approved for loss-control credit for Utica policyholders

Visit iabgroup.com/on-demand to read more and register.

iabgroup.com/on-demand | (800) 998-9644

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Page 3 Pages 4-11 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12

Elimination of mileage and travel expenses

•

Less time out of the office

•

Customized training to meet your specific agency needs

•

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Certified Professional Insurance Agent (CPIA) Designation Program Insurance Success Seminars Licensing Self-Study Packages Life & Health Property & Casualty

THIS FORM MAY BE DUPLICATED.

Licensing Exam Preparation Class Life & Health Property & Casualty

Page 17

An expert instructor who will deliver reliable and accurate knowledge to your staff

Page 18

Location (City, State)

Licensing Self-Study Packages: Choose the line of

On-Demand Registration: I understand that

authority and state in which you need to get licensed:

I have 30 days to access the course. ________ initials

First Name

M.I.

iabgroup.com | (800) 998-9644

(717) 795-8347

Mail:

5050 Ritter Road Mechanicsburg, PA 17055-4879

Secure for credit/debit card payment.

Designations Earned

Nickname for Badge

Agency/Company Name

■ Agency

Agency/Company Address* ■ Main Office *Physical shipping address required for licensing courses.

Registration Information

Last Name

■ Insurance Company

■ Other

■ Branch Office

■ Home/Other

City

State

Telephone Number

Fax Number

Zip + Four

Continuing Education Full attendance is required for continuing education credit; partial credit will not be granted. Credit approval is subject to re-evaluation by the state insurance department.

Program Confirmation

REQUIRED INFORMATION FOR CE FILING: Requesting CE credits? ■ Yes ■ No

Confirmation is e-mailed upon registration and includes course agenda along with hotel information.

Americans with Disabilities Act

Online Programs New Employee Training New Employee Orientation Delivering Quality Service Personal Lines Basics Commercial Lines Basics

Birth Date

In accordance with Title III of the Americans with Disabilities Act (ADA), program registrants with disabilities may request special accommodations. Please submit requests to IA&B in advance.

State of License Number

Fee must accompany registration form. All fees include DE, MD & PA CE filing fees.

■ Check enclosed payable to IA&B.

(Program discount excludes CISR and CIC programs.)

National Producer Number

METHOD OF PAYMENT Total Registration Fee $___________ Indicate registration fee from applicable course description page.

Returned checks may be assessed a $20 fee.

■ Charge my:

■ Personal OR ■ Corporate credit/debit card (complete information below) ■ Visa ■ MasterCard ■ American Express

Credit/Debit Card # Expiration Date Name of Cardholder (PRINT) Signature of Cardholder

Fax:

■ Life & Health ■ Property & Casualty ■ PA ■ MD ■ DE

E&O and Coverage Seminars E&O Risk Management: Meeting the Challenge of Change 10 Ways to Get Sued (Sources of E&O Claims)

Registration Form

iabgroup.com/education

Phone: (800) 998-9644 or (717) 795-9100

Date(s)

Program

State of Licensure

4 Easy Ways to Register Web:

REGISTRATION INFORMATION

/ Page 16

Improved teamwork through shared

For more details call (800) 998-9644, option 1 or e-mail iab@iabgroup.com.

2013 Registration Form

Email Address (REQUIRED)

learning experiences •

Certified Insurance Counselors (CIC) Designation Program Agency Management Commercial Casualty Commercial Property Life & Health Personal Lines James K. Ruble Graduate Seminars

Credit/Debit cards are processed upon arrival. Receipts mailed upon request.

IA&B Office Use Date: _____________ Check #:___________P or A Code: ___________ Source code: PDCAT13

Amount:___________ Entered:___________

2013.Cover:Covers 5/13/13 2:05 PM Page 1

JUNEâ&#x20AC;&#x201C;DECEMBER SCHEDULE

2013

Listed below are those companies that strongly support the independent agency system and Insurance Agents & Brokers. Thank you for your continued sponsorship.

PROFESSIONAL

T R A I N I N G S C H E D U L E ______________

PLATINUM LEVEL

BRONZE LEVEL

ACUITY Berkley Mid-Atlantic Group Donegal Insurance Group Erie Insurance Group Harleysville Insurance HM Insurance Group Insurance Agents & Brokers Service Group Inc MMG Insurance Company Millers Mutual Group Millville Mutual Insurance Co Mutual Benefit Group Ohio Casualty Penn National Insurance Swiss Re The Main Street America Group Utica National Insurance Group

Aegis Security Insurance Co

GOLD LEVEL ISU Insurance Agency Network Progressive Westfield Insurance

Agency Insurance Company AmWINS Program Underwriters Inc Auto-Owners Insurance Company Briar Creek Mutual Insurance Company Chubb Group of Insurance Companies Conemaugh Valley Mutual Insurance Company Goodville Mutual Casualty Company

Access Insurance Company Allied Insurance American Mining Insurance Co Cumberland Insurance Group Frederick Mutual Insurance Co Juniata Mutual Insurance Co PSBA Insurance Trust Selective The Philadelphia Contributionship

your clients with competence and confidence.

Guard Insurance Group Hanover Fire & Casualty Insurance Company

INCREASE

Harford Mutual Insurance Co Insurance Alliance of Central PA Inc

your job security and earning potential.

Insurance Placement Facility of PA Keystone Insurers Group Inc Mercer Insurance Group Mercury Casualty Penn PRIME Municipal Insurance Reamstown Mutual Insurance Company Rockwood Casualty Insurance

CISR

SEE PAGE

State Auto Mutual Insurance Company TAPCO Underwriters Inc The Brethren Mutual Insurance Company

SILVER LEVEL

ADVISE

Encompass Insurance

The Motorists Insurance Group The Mutual Service Office Inc Zenith Insurance

New CISR format offers more choice and flexibility

DISTINGUISH

yourself with an esteemed professional designation.

PROTECT

your agency from E&O exposures. WHATEVER YOUR REASONS FOR PURSUING PROFESSIONAL DEVELOPMENT, QUALITY CLASSROOM AND ONLINE EDUCATION FROM IA&B WILL HELP YOU ACHIEVE YOUR GOALS.

A supplement to Primary Agent magazine.