Continuing Education Programs for Insurance Professionals

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Tired of Going Out of the Office to get your CE’s?
Or sitting through a boring CE computer session?
Or watching a DVD for CE credit?

Well, THE GREENSPAN COMPANY/ADJUSTERS INTERNATIONAL has a cure!

Courses Offered—Listings and Descriptions

The Greenspan Co./Adjusters International in southern California and Nevada is offering courses presented in-house at your agency which are geared to producers, claims managers and account executives. We offer these CE accredited courses at no cost to you.

As public adjusters we see all the problems encountered by clients during claims, some of which are caused due to poorly written insurance policies, lack of proper valuation and/or incorrect forms. We address real-life problems and address how the broker/agent can avoid these troubling issues.

Learn some lessons from our many years of experience in handling claims. We also offer these courses to trade associations to pinpoint the need of industry.

The classes are informative as well as fun as Robb Greenspan uses his skills as a magician to teach the classes. There is plenty of time to ask questions and discuss claims and underwriting issues that you may have.

For further information on our continuing education courses, please contact Sandra Jackson, CE Coordinator, at Sandra@greenspan.com or (818) 386-1313 x112.

 

Just wanted to drop you a note and say what a treat it was to be in your class. I must say it takes talent to make it fun and entertaining to teach insurance – Business Income and Extra Expense.

Michelle Larwood
James P. Bennett & Company

 

Continuing Education Course Offerings

228607 – How to Write a Better Policy: A Look at Forms & Endorsements to Customize Client Coverage

3 Hours — 3 Continuing Education Credits

  • Can one size truly fit all? Not really. Nothing fits all and this is especially true when it comes to an insurance policy.
  • What will a client need in order to fill in the gaps of coverage left open by the standard commercial fire policy?
  • What is needed to protect a client’s name and reputation when their manufacturing plant has burned?
  • Is there a way to cover the insured’s goods overseas or in transit?
  • Is the client covered in a power outage?

Find out the answer to these and many other questions in this informative class which addresses the forty-four forms and endorsements that can be added to a policy to fill in coverage gaps. In this three-hour continuing education presentation, brokers and account executives will learn about the various forms that can be applied to policies for real property, buildings and business income. We will take an in-depth look at each of these forms and discuss when they are needed, how to write them, what they cover, and why you should recommend them to your client. You will write a better policy and understand why the various endorsements are needed.

 
 

Thank you for the terrific session you led on “Protecting Your Business & Maximizing Your Recovery.” Your experienced view of actual claim scenarios helped my producers appreciate the process they must go through after a loss. From claims reporting to claims handling to restoration and the documentation required, they now understand the process. Further, they have the tools to mitigate a business interruption loss.

Darrow Milgrim, Director, CIC, AAI
Speare & Company

10476 – How to Value Coverage to Enhance the Claims Process

2 Hours — 2 Continuing Education Credits

  • Where did I go wrong on these values?
  • Can I trust the insured to know what the value is on their building?
  • How do I know if the client is providing accurate values?
  • It is possible that a new building may be out of code? How much code and ordinance coverage should I write?
  • What are the resources available to determine the right coverages?
  • What is going on with Blanket Insurance coverage?

All of these questions and more are discussed in this class. The producer that attends this class will gain a better understanding of Building & Personal Property values, how they are derived and the issues that arise with co-insurance. Who can you trust to give you the proper insurable values? Also learn the about the resources that are available to you in determining the valuation.

 
 

I know everyone gave the seminar high marks…

Kathy Quintana, Executive Vice President
HUB International of Ca.

148378 – Elements of Business Interruption

1 Hour — 1 Continuing Education Credit

In this presentation we will discuss the theories behind business interruption. We will look at some of the issues that can create confusion, such as filling out the business income worksheet, coinsurance, monthly limitations, etc. We will discuss ways to go above and beyond the worksheet to ensure that the proper coverages are in place before the loss occurs.

  • What questions should you ask of the client to determine the proper coverage and amounts needed?
  • How does extra expense or expediting expense affect the income coverage? What is the difference and how is it written?
  • How do we cover the income from dependent properties?

These and other issues will be addressed in this one-hour CE approved class.

 
 

The response from everyone at HBC was extremely positive, we all learned a lot in a short period of time.

Steven M. Brown
Hoffman Brown Company

133138 – Fair Claims Practices Act & Its Effect on the Broker

1 Hour — 1 Continuing Education Credit

  • My client called and said she had a loss but not to report it to the carrier. What do I do?
  • The carrier has not paid the claim even though my client filed a proof of loss. What can I tell them?
  • What are my responsibilities to my client per the fair claims act?
  • What can I use to pressure the carrier to settle claims?

This continuing education class will review the most recent version of the Fair Claims Practices Act, and the areas the broker should be familiar with to ensure that they are in compliance with these regulations. We will look at the above examples and other situations covered by the Act. We will examine the useful areas within these regulations that can be called upon to help a client when a claim becomes problematic. We will discuss the insurance company’s obligations as they relate to the policyholder, and time periods such as response to letters and claims, as spelled out in these regulations. There will be time for Q&A in this one-hour CE class.

 
 

We found the continuing education class very useful. It contained information that we will use on a daily basis. Please express our gratitude for assisting us in understanding this complicated principle of insurance.

Stanley E. Bryant, JR., C.I.C.
Northridge Insurance Agency, Inc.

164338 – Tips on Avoiding Under-Valuation

1 Hour — 1 Continuing Education Credit

This course is a general discussion on the issues of valuation and how problems arise in claims when the values are wrong. There are ways to avoid valuation issues during claims by taking proactive steps when writing an insurance policy. In this course you will learn how to question your client in more detail to derive true values; learn what additional forms and endorsements are needed to fill in coverage gaps that the standard fire policy leaves open; and learn some tricks of the trade that can help to minimize the effects of co-insurance.

 
 

Everyone is aware of how boring a continuing education class can be, but you made it very interesting and entertaining. After the class, I received many positive feedbacks from my brokers & staffs and usually nobody talks about the class afterwards.

Danny Kim, Vice President
Cal-Kor Insurance Services

241847 – Practical Applications of Property Casualty Forms & Endorsements

2 Hours — 2 Continuing Education Credits (Approved for Agents & Brokers Only)

This course covers the same topics as the three-hour version (see course #228607) but with less detail on the forms used. No Business Interruption is covered.

 
 

Delegates were asked to complete evaluation forms at the end of the conference. The response we received from them was very positive. Your own presentation was very highly rated. Delegates comments included ‘knowledgeable,’ ‘engaging,’ and ‘good presentation.’

Jennifer Barrows Lehner, Conference Director
American Conference Institute

6294 – How to Value Coverage to Enhance the Claims Process

3 Hours — 3 Continuing Education Credits

  • Where did I go wrong on these values?
  • Can I trust the insured to know what the value is on their building?
  • How do I know if the client is providing accurate values?
  • How much business income coverage does my client really need?
  • What are the resources available to determine the right coverages?
  • What is going on with Blanket Insurance coverage?

These are some of the questions that you should be asking yourself when writing a policy, as they are paramount to writing a proper policy. All of these questions and more are discussed in this class. The producer that attends this class will gain a better understanding of Building, Personal Property and Business Income values, how these values are derived and the issues that arise with co-insurance. Find out who you can trust to give you the proper insurable values. Also learn the resources that are available to you in determining the valuation.

 
 

I want to thank you for presenting your informative and entertaining continuing education seminar at our Big “I” Day trade show. We have received rave reviews from our members who attended your class. We all know that an insurance related seminar can sometimes be a bit dry, but the methods that you used to teach the concepts really keep the participants focused and involved.

Patrick D. Calley, AAI, CIC
Independent Insurance Agents & Brokers of Bakersfield

223182 – How You Can Write a Better Policy: A Look at Endorsements to Customize Coverage

2 Hours — 2 Continuing Education Credits

Can one size truly fit all? Not really. Nothing fits all and this is especially true when it comes to an insurance policy.

  • What will a client need in order to fill in the gaps of coverage left open by the commercial fire policy?
  • What is needed to protect a client’s name and reputation when their manufacturing plant has burned?
  • Is there a way to cover their goods overseas?
  • Is the client covered in a power outage?

This informative class addresses the forty-four forms and endorsements that can be added to a policy to fill in coverage gaps. In this two-hour continuing education presentation you will learn about the various forms that can be applied to policies for real property, buildings and business income. We will take an in-depth look at each of these forms and discuss when they are needed, how to write them, what they cover, and why you would recommend it to your client. You will write a better policy and understand why the various endorsements are needed.

 
 

Your knowledge and reputation in the community allowed us to attract a great audience, and to present an interesting and impressive program.

Bradley A. Luster, President
The Guardians

116518 – Top Ten Reasons Claims Go Bad

2 Hours — 2 Continuing Education Credits (Approved for Agents & Brokers Only)

We take a more in-depth look at claims and where the problems occur. This course starts with the writing of a policy, valuation of that property, forms and endorsements that are needed, and concludes with issues such as proving a claim, record keeping, emergency services and salvage of damage goods. Throughout this course, we look at what the broker/agent can do to mitigate losses that are over and above the amount of coverage in place. What are the time limits that the insurance company is beholden to for the benefit of your insured? This class is a two-hour presentation that provides two CE credits and provides information that will help you understand the claims process and what the insured, commercial or homeowner client faces when they suffer a loss.

 
 

Thank you for an excellent presentation. Your evaluation could not have been better. The ratings on the sheet were 1-10, with 10 being excellent. All of your ratings were 9-10, very unusual for our group, they normally are very conservative.

Walter L. Lumpp, President
National Institute of Restoration, Inc.

116498 – Top 5 Reasons Claims Go Bad

1 Hour — 1 Continuing Education Credit (Approved for Agents & Brokers Only)

In this one-hour class we review the five major reasons claims go bad looking from a claim perspective. Starting with the writing of a policy and through the handling of claims, we look at where problems can and do occur and how to prevent them.

 
 

Just wanted to say thanks again for a great presentation today. As a regular attendee of insurance presentations, it was good to see one as entertaining as yours!

Steve Eilers, LA Property Facultative Manager, Vice President
ARe