Wave Bar & Ballroom. 2350 N Casaloma Dr., Appleton, WI 54913


• Ethics - Case Studies # 59628 - 8:00 am - 12:00 am (4 credits)
  This continuing education program will present Ethics for insurance professionals in a unique format that will use the foundations of ethical behavior for both insurance agency personnel and insurance company representatives combined with 20-25 actual day-to-day ethical dilemmas faced by insurance practitioners in today's complex insurance environment.
  
  
• E & O - Case Study # 59627 - 1:00 pm - 5:00 pm (4 credits)
  This 4-hour continuing education program will use a unique classroom approach to presenting well-established and recognized agency Errors and Omissions loss prevention techniques and principles. The presentation will consist of fundamental agency practices and illustrated through the use of actual courtroom testimony of a case involving a lawsuit alleging agency negligence.

Sept 10, 2008 - Madison:

BTCI Auditorium. 5445 E Cheryl Pkwy, Fitchburg, WI 53711


• E&O LOSS PREVENTION - SOLUTIONS AND TECHNIQUES #43833 - 7:30 am - 11:30 am (4 Credits)
  This popular program presents information to agency personnel on the most common errors made by insurance agencies resulting in legal action. Results from a nationwide "Best Practices" study illustrate proven solutions to a growing problem for agencies AND presents specific techniques, including actual forms and questionaires agencies should incorporate in procedures to not only prevent E & O claims, but increase profits.
  
  
• In-Home Business Ins, Umbrellas, Homeowners Endorsements #44240 - 12:30 pm - 4:30 pm (4 Credits)
  Designed to provide up-to-date information for producers and CSR's, this seminar looks at the present importance to uncover client's needs for In-Home Business policies. Wifh 48 million Americans operating businesses from their homes, agencies will find it valuable to discover the gaps of the Homeowners policy forms and how to effectively fill those gaps for their clients.
  
  With increased settlements in lawsuits across the country, this seminar will take a closer look into the marketing and selling of Personal Umbrella policies. Analysis of policy forms and methods for selecting the proper Umbrella policy along with exploring the Homeowners 2000 form helping agency personal lines staff up-to -speed on how to better protect policyholders while increasing Howmeowners premium revenue to the agency.

Sept 11, 2008 - Milwaukee: Print the Milwaukee Registration Form and Send in

Knights of Columbus. 3200 S 103rd St, Milwaukee, WI 53227

Contact Loren for detailed information on these classes.


• Certificates of Insurance and Additional Insureds #57746 - 8:00 am - 12:00 pm (4 Credits)
  This program focuses on the troubling issue of Certificates of Insurance. Agents face the daily problems associated with confusing instructions from insurance companies and the legal community. This timely seminar will provide information for agents and customer service representatives to more clearly establish agency procedures for handling Certificates more effectively and accurately. As part of the material presented, Additional Insureds and their integration into property and liability policies will be covered.
  
  
• Forgotten Coverages #58914 - 12:45 pm - 4:45 pm (4 Credits)
  Agencies want ways to improve premium volumes and reduce exposure to Errors and Commissions claims. This course is a "hands-on" program designed to familiarize agency personnel with both Personal Lines and Commercial Lines coverage all too often overlooked. The course provides a case studies and sale techniques for presenting and selling additional coverage enhancements. Sample forms will be provided to participants in this valuable coverage program.

Instructor for Classes: Todd R. Davis

Todd is the owner and operator of the Davis Insurance Agency in Peoria , Illinois . Todd was licensed and started his insurance career at age fifteen by working for the family agency in the office. The agency was stared in 1924 by Todd's grandfather. After attending Bradley University , with a major in Mechanical Engineering (later returning for a degree in Marketing and Public Relations), Todd re-entered the family agency with his father. In 1985, Todd became a partner and then purchased the agency in 1992. The Davis Agency is a multi-line independent agency.

Mr. Davis earned the Certified Insurance Counselor (CIC) designation in 1995. He is presently working toward the Charter Property Casualty Underwriter (CPCU) designation, and previously completed the curriculum for Life Underwriters Training Counsel (LUTC). Todd has taught the Errors and Omissions Loss Prevention Seminars, as well as a wide range of Personal Lines and Commercial Lines courses for the Professional Independent Insurance Agents of Illinois (PIIA), and for the past six years has been involved in teaching insurance classes in various high schools in Peoria .