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Seminars
Introduction to Underwriting
Whether you are new to insurance and underwriting or an experienced insurance person who works with underwriters but who has never understood exactly what underwriters do and why, this course will help you. You will learn the process that underwriters follow as they review applications and other requests for coverage. Numerous case studies are used to show how the process is applied. Underwriters, underwriting assistants and anyone who interacts with underwriters are candidates for this course.
$400 members, $430 non-members (15 CEUs) – textbooks $77 (subject to change).
Option 1. Instructor, Joseph Sciacca. Meets Tuesday & Wednesday, August 24 & 25, 2010, from 9:00 AM to 3:00 PM at The Insurance Library.
Option 2. Instructor, Joseph Sciacca. Meets Wednesday & Thursday, October 20 & 21, 2010, from 9:00 AM to 3:00 PM at The Insurance Library.
Massachusetts Commercial Automobile Insurance
Lily has designed this course to provide a solid foundation in coverages and rating for this line of insurance. Topics covered will include: hired and non-owned automobiles; drive other car coverage; garage liability; garagekeepers coverage; rating.
$380 members, $410 non-members (10 CEUs)
Instructor, Lily Zatony. Meets August 24, 26 & 31, 2010 from 1:00 to 4:00 PM at The Insurance Library.
Creating Sales Using Technical Insurance Knowledge
$295 members, $325 non-members (5 CEUs)
Instructor, Herb Fuchs. Meets Wednesday, September 15, 2010, from 9:00 AM to 3:30 PM at The Insurance Library.
Insurance for the Non-Insurance Professional
Are you a professional whose work responsibilities require knowledge of the property and liability insurance mechanism? If so, this course is for you! It has been designed for attorneys, accountants, bankers, data processing professionals – anyone who has a need for insurance instruction at a high level. We shall address marketing, underwriting, claims, the effects of automation, financial statements, hard and soft markets and their causes, purposes and use of reinsurance and much more.
$350 members, $380 non-members (5 CEUs)
Instructor, Joseph Sciacca. Meets Wednesday, September 15, 2010, from 9:00 AM to 3:00 PM at The Insurance Library.
Introduction to Property & Liability Insurance
Introduction to Property and Liability Insurance explains how various jobs in the industry inter-relate and the text gives concrete examples, anecdotes and illustrations to make the insurance business more understandable. Principles which underlie insurance are explored and some coverages are introduced. This is the perfect course to lead into the “Program in General Insurance” and is recommended for a wide range of managerial, technical and clerical personnel. Employees of insurance companies, agencies, adjusting firms, brokers, or any insurance related business are appropriate candidates.
$400 members, $430 non-members (15 CEUs) – textbooks $82 (subject to change)
Instructor, Joseph Sciacca. Meets Wednesday & Thursday, September 22 & 23, 2010, 9:00AM to 3:00PM at The Insurance Library.
Owner-Controlled Insurance Program Seminar
$120 members, $150 non-members (3 CEUs)
Instructor, Robert Titus, AIC . Meets Thursday, September 23, 2010 from 1:00 to 4:00 PM at The Insurance Library.
Introduction to Risk Management
Everyone associated with the insurance discipline has some interest in risk management. Perhaps you know or work with someone who has the title “Risk Manager,” or maybe you noticed the section entitled “Risk Manager of the Year” as you perused a copy of “Business Insurance.” You may have marveled at the complexity of the tasks performed by risk managers and may even have wondered exactly what risk managers do and how they do it. If so, this course if for you.
$400 members, $430 non-members (15 CEUs) – textbook $51 (subject to change).
Option 1. Instructor, Joseph Sciacca. Meets Wednesday & Thursday, September 29 & 30, 2010, from 9:00 AM to 2:30 PM at Hingham Mutual Insurance, 230 Beal Street, Hingham, MA.
Option 2. Instructor, Joseph Sciacca. Meets Wednesday & Thursday, November 17 & 18, 2010, from 9:00 AM to 2:30 PM at The Insurance Library.
Producer Fraud Seminar
$120 members, $150 non-members (3 CEUs)
Instructor, Robert Titus, AIC . Meets Thursday, October 7, 2010 from 1:00 to 4:00 PM at The Insurance Library.
Essentials of Commercial Property Insurance
Commercial Property Coverages and Forms will be scrutinized with particular attention paid to such options as Agreed Value, Inflation Guard and Replacement Cost. Joe will discuss how to choose a proper amount of insurance, the advantages of blanket insurance and reporting forms. This course is appropriate for experienced agency and company personnel as well as for people with little experience who are motivated and eager to learn this subject.
$380 members, $410 non-members (10 CEUs in MA and NH)
Instructor, Joseph Sciacca. Meets Tuesday & Wednesday, October 12 & 13, 2010, 9:00AM to 3:00PM at The Insurance Library.
Homeowners Insurance
Homeowners Insurance will be explained and analyzed. Joe will review coverages and frequently used options with an eye towards explaining why they are used. Underwriters, marketing representatives, customer service representatives, claims adjusters and anyone who needs to be conversant with homeowners insurance are candidates for this course.
$380 members, $410 non-members (10 CEUs in MA and NH)
Instructor, Joseph Sciacca. Meets Tuesday & Wednesday, October 26 & 27, 2010, 9:00AM to 3:00PM at Hingham Mutual Insurance, 230 Beal Street, Hingham, MA.
Introduction to Claims
Insurance claims offer professionals fascinating career opportunities in a fast paced, ever-changing, legally responsive work environment. This course gives students not only a view of that environment but also the skills to succeed in claim work. It covers terms related to the handling of property and liability insurance claims, how claims are processed and the relationships between claims and other insurance functions. Candidates include clerical, technical and supervisory employees with little or no claims experience and even those with experience who wish to review the basics of the claim function.
$400 members, $430 non-members (15 CEUs) – textbooks $82 (subject to change)
Option 1. Instructor, Joseph Sciacca. Meets Thursday & Friday, October 28 & 29, 2010, 9:00AM to 3:00PM at Hingham Mutual Insurance, 230 Beal Street, Hingham, MA.
Option 2. Instructor, Joseph Sciacca. Meets Wednesday & Thursday, December 15 & 16, 2010, 9:00AM to 3:00PM at The Insurance Library.
Improving Customer Service
In our never-ending desire to incorporate automated systems into everything we do, the customer is oftentimes overlooked and personal service takes a big hit. The marketplace is very competitive and a bad customer service experience can cost your organization time and money. This course will teach you how to improve the quality of customer relationships by understanding who your internal and external customers are and knowing what they expect. Customer focused organizations concentrate their efforts delivering quality service to their customers. This course will concentrate its efforts on providing you the skills and techniques to do just that! Support staff, technicians, supervisors, managers, anyone working with risk management, the insurance and financial services industries is a candidate for this course.
$310 members, $340 non-members (This course cannot be offered for CE credit)
Instructor, Joseph Sciacca. Meets Tuesday, November 9, 2010, 9:00am to 2:30pm at The Insurance Library.Business Income Insurance
Joe will teach this comprehensive course which has been designed for the agent, underwriter, claims adjuster, marketing representative or anyone who may provide a service or advise in this greatly misunderstood area. The Business Income Coverage form, CP 00 30, will be analyzed in depth and optional coverages, such as Maximum Period of Indemnity, Monthly Limit of Indemnity, Agreed Value and Extended Period of Indemnity will be addressed. Learn how to choose an amount of insurance, how to apply the coinsurance provision, how to tailor coverage to address the prospect’s particular needs, and much more. Case studies will be used to allow you to apply what you have learned. We shall also investigate the use of Extra Expense Coverage form, CP 00 50, and determine its value and applicability.
$380 members, $410 non-members (10 CEUs)
Instructor, Joe Sciacca. Meets Wednesday & Thursday, December 8 & 9, 2010, from 9:00 AM to 3:00 PM at The Insurance Library.
Negotiation Skills Workshop
Negotiations include not only the exchange of figures but also the presentation of ideas, positions and concepts that support the figures being exchanged. Students will perform a self-assessment to learn what negotiation style they currently use and if it is best suited for their purposes. The techniques, strategies and behaviors of people identified as superior negotiators will be analyzed with an eye to adapting their best characteristics. Candidates include claims adjusters, attorneys, underwriters, producers, risk managers, customer service representatives, physical damage appraisers and others.
$310 members, $340 non-members (This course cannot be offered for CE credit)
Instructor, Joseph Sciacca. Meets Tuesday, December 14, 2010, 9:00AM to 2:30PM at The Insurance Library.
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Licensing Courses
Licensing Course for Producers: Property & Casualty
$250 members, $280 non-members
Instructor, Lily Zatony. Meets from 5:00 to 7:00 PM on September 13, 16, 22, 27 & 30, 2010 at The Insurance Library.
The P&C licensing study materials cost $80 (subject to change).
Licensing Course for Producers: Life Accident & Health
$250 members, $280 non-members
Instructor, Lily Zatony. Meets from 4:00 to 7:00 PM on September 20, 23 & 28, 2010 at The Insurance Library.
The LAH licensing study materials cost $80 (subject to change).
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Chartered Property Casualty Underwriter Program
Co-sponsored and endorsed by the Boston Chapter, Society of CPCU.
These courses have been approved for 23 continuing education credits. If you take and pass the national exam, you will receive 30 credits. Please note that you cannot receive credit for both the class and the exam. CPCU-520, 530 & 540 are now multiple-choice format exams. CPCU-560 has been designated an elective course, and several other AICPCU courses can be completed to meet this elective requirement. Tuition for each CPCU course is $455 for members and $485 for non-members.
CPCU-510, Foundations of Risk Management, Insurance and Professionalism
Option 1. Instructor, Mark Plesha, CPCU. Meets 15 weeks on Mondays beginning September 7, 2010 from 6:00 to 8:00 PM at The Insurance Library.
THE FIRST CLASS MEETING WILL BE HELD ON A TUESDAY DUE TO THE LABOR DAY HOLIDAY.
Option 2. Instructor, Nancy Adams, CPCU. Meets 15 weeks on Tuesdays beginning September 7, 2010 from 11:30AM to 1:30PM at Mintz Levin, 1 Financial Center, Boston, MA.
The textbooks for CPCU-510 cost $188.
CPCU-520, Insurance Operations, Regulation, and Statutory Accounting
Instructor, Raymond Roach, CPCU. Meets 15 weeks on Tuesdays beginning September 14, 2010 from 11:30 AM to 1:30 PM at The Insurance Library.
The textbooks for CPCU-520 cost $162.
CPCU-551, Commercial Property Risk Management & Insurance
Instructor, Terese Cefaioli, CPCU. Meets 15 weeks on Tuesdays beginning September 14, 2010 from 5:00 to 7:00 PM at The Insurance Library.
The textbooks for CPCU-551 cost $192.
CPCU-552, Commercial Liability Risk Management & Insurance
Instructor, Marc Cleary, CPCU, ARM. Meets 15 weeks on Thursdays beginning September 9, 2010 from 5:00 to 7:00 PM at Liberty Mutual Insurance, 175 Berkeley Street, Boston, MA.
The textbooks for CPCU-552 cost $192.
CPCU-560, Financial Services Institutions
Instructor, Ana Paula Menezes, CPCU. Meets 15 weeks on Wednesdays beginning September 15, 2010 from 5:00 to 7:00 PM at The Insurance Library.
The textbooks for CPCU-560 cost $162.
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Associate In Claims Program
These courses have been approved for 19 continuing education credits. If you take and pass the national exam, you will receive 25 credits. Please note that you cannot receive credit for both the class and the exam. Tuition for each AIC course is $410 for members and $440 for non-members. INS-22, CPCU-551, 552, 553 AND 555 CAN ALL BE TAKEN IN PLACE OF ONE AIC COURSE TO COMPLETE THE AIC DESIGNATION. VISIT WWW.AICPCU.ORG/FLYERS/AIC.HTM FOR MORE DETAILS.
AIC-33, The Claims Environment
Instructor, Michael Kelley, AIC. Meets 10 Tuesdays, beginning September 14, 2010, from 4:30 to 6:30 PM at AIM Mutual Insurance, 54 Third Avenue, Burlington, MA.
The textbooks for AIC-33 cost $132 (subject to change).
AIC-35, Property Loss Adjusting
Instructor, Paul Amoruso, CPCU. Meets 10 Thursdays, beginning October 7, 2010, from 5:00 to 7:00 PM at The Insurance Library.
The textbooks for AIC-35 cost $157 (subject to change).
AIC-36, Liability Claims Practices
Instructor, Robert Titus, AIC. Meets 6 Thursdays, beginning September 9, 2010, from 5:00 to 7:00 PM at The Insurance Library.
PLEASE NOTE THAT THE START DATE FOR THIS CLASS HAS BEEN DELAYED BY ONE WEEK.
The textbooks for AIC-36 cost $157 (subject to change).
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Associate in General Insurance (AINS)
These courses have been approved for 19 continuing education credits. If you take and pass the national exam, you will receive 25 credits. Please note that you cannot receive credit for both the class and the exam. INS-22 has been approved for 19 CE credits in New Hampshire. Tuition for each INS course is $410 for members and $440 for non-members.
INS-21, Property and Liability Insurance Principles
Option 1. Instructor, Joseph Sciacca. Meets 3 Tuesdays, September 21, October 19 & November 16, 2010 from 9:00am to 3:00pm at The Insurance Library.
Option 2. Instructor, Herb Fuchs. Meets 10 Wednesdays, beginning September 15, 2010, from 5:00pm to 6:30pm at The Insurance Library.
The textbooks for INS-21 cost $92 (subject to change).
INS-22, Personal Insurance
Instructor, Joseph Sciacca. Meets for 10 Mondays beginning September 13, 2010 from 11:00 AM to 1:00 PM at William Gallagher Associates, 470 Atlantic Avenue, Boston, MA.
The textbooks for INS-22 cost $92 (subject to change).
INS-23, Commercial Insurance
Instructor, Ana Paula Menezes, CPCU. Meets for 10 Wednesdays beginning September 15, 2010 from 1:00 to 2:00 PM at The Insurance Library.
The textbooks for INS-23 cost $92 (subject to change).
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Associate in Reinsurance
Associate in Reinsurance courses are approved for 19 Massachusetts CE credits. ARe exams are not currently approved for MA CE credits. For more information on the program, visit: http://www.aicpcu.org/flyers/are.htm. Tuition for each ARe class is $410 for members and $440 for non-members.
ARe-144, Reinsurance Principles and Practices
Instructor, Jonathan Gordon, CPCU, ARe, AIC. Meets 12 Tuesdays beginning September 7, 2010, from 5:30 to 7:30 PM at The Insurance Library.
The textbooks for ARe-144 cost $167 (subject to change).
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Associate In Risk Management Program
Classroom courses have been approved for 19 CEUs. If you take and pass the national exam, you will receive 25 credits. Please note that you cannot receive credit for both the class and the exam. Tuition for each ARM course is $410 for members and $440 for non-members.
ARM-55, Risk Control
Instructor, Edward Katersky, CPCU, ARM. Meets 4 Saturdays, September 25, October 23, November 20 & December 11, 2010 from 9:00 AM to 4:00 PM at The Insurance Library.
The textbooks for ARM-55 cost $162 (subject to change).
ARM-56, Risk Financing
Option 1. Instructor, Marc Cleary, CPCU, ARM. Meets 14 Tuesdays, beginning September 14, 2010 from 5:00 to 7:00 PM at The Insurance Library.
Option 2. Instructor, Marc Cleary, CPCU, ARM. Meets 14 Wednesdays, beginning September 15, 2010 from 5:00 to 7:00 PM at Liberty Mutual Insurance, 20 Riverside Road, Weston, MA.
The textbooks for ARM-56 cost $162 (subject to change).
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Registered Professional Liability Underwriter Program
Courses are pending MA and NH continuing education approval. For more information on this program, visit: https://plusweb.org/index.cfm/p/Edu.RPLU.
Fundamentals of Liability Ins./CGL Ins. Overview (C-01-LI/C-02-CGL)
Instructor, Jennifer Burke, CPCU. Meets Tuesdays and Thursdays, October 5, 2010 to October 21, 2010 from 12:00 PM to 1:30 PM at Promutual Group, 101 Arch Street, Boston, MA 02110.
STUDENTS SHOULD ORDER THEIR RPLU TEXTS FROM THE PUBLISHER. TEXTS CAN BE ORDERED HERE: https://plusweb.org/index.cfm/p/Edu.CurriculumOrder.
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