“Add me to the Policy or Else” – Additional Interests
Approval: Pennsylvania #105394  3 Credits
This course explores the issues of adding additional interests to insurance policies and what happens when their interest appear. The risk management process will be discussed in order to provide insurance and non-insurance alternatives to handling the issues of additional insureds. Discussion will include property and liability interests and how these clauses effect the outcome of claims settlement. Claims scenarios will be presented and discussed to demonstrate possible outcomes to all parties involved.

Condominiums, Co-ops & Townhouses - Case Study
Approval: Pennsylvania #105204  3 Credits
Advanced Commercial Lines Course that takes the producer/customer service representative beyond the basics of the condominium association account. The course is an overview of the similarities and differences of shared ownership exposures, governing documents and third parties responsible for the selection and management of these types of accounts. Participants will utilize risk management techniques to examine a large association account, identify exposures and present possible solutions to the unique issues of Shared Ownership Communities.

Liability Risk Transfer
Approval: Pennsylvania #11781  3 Credits
This course examines the primary tools used by organizations to transfer liability to others, the contract and the additional insured endorsement. We begin with an overview of the different types of contracts used and discuss how the CGL policy responds to liability assumed under contract. We will look at the use of additional insured endorsements and study, in detail, the most commonly used ones. We will discuss how to integrate the two approaches to risk transfer and look at the benefits drawbacks of each. Lastly, we will study the insurance certificate, focusing on some of the problems one encounters when relying on a certificate of insurance.

Who Says We Can’t Underwrite? - Underwriting Commercial Accounts
Approval: Pennsylvania #111137  3 Credits
Advanced course for the commercial lines account representative who wants to underwrite Coverage effectively and provide coverage for the client. By utilizing the Risk Management Techniques, participants will be able to identify the needs of a commercial business account and offer insurance solutions that meet both, the needs of the company and the insured. Discussion will include agent and company issues and concerns when writing commercial accounts and possibilities to some challenges that arise.