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Independent Insurance Agents & Brokers<br/>of Oregon
Independent Insurance Agents & Brokers
of Oregon
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Monday, 10/20/2014email print

The Independent Insurance Agents & Brokers of Oregon

2013 MidWinter Education Symposium
March 7 & 8, 2013, Inn at Spanish Head, Lincoln City, OR



THANK YOU TO OUR SPONSORS: IES (Indemnity Excess & Surplus), Imperial PFS, NW Preferred Federal Credit Union, Capital Premium Financing, Oregon Mutual Ins Company, Mutual of Enumclaw

THANK YOU TO OUR EXHIBITORS: Blackthorn Insurance Underwriters, NW Preferred Federal Credit Union, Capital Premium Financing, Lorentz Bruun Construction and Restoration, Hagerty Insurance,
Service Master Cleaning Specialists, Applied Systems, Guardian Life Insurance


This year our instructor will be Bill Wilson, CPCU, ARM, AIM, AAM. He is the director of the Virtual University for the Independent Insurance Agents & Brokers of America (IIABA). Bill was the Director of Education & Technical Affairs for the Insurers of Tennessee from 1988-1999. Prior to 1988, he was employed by Insurance Services Office, Inc. as the manager of their field operations in Tennessee and Kentucky. Bill has been cited as an expert resource/interviewee for local television and radio media, and has served as an expert witness in litigation.

Thursday, March 7
8am - 12 noon - “How to Win Friends & Influence Adjusters” - Too often, formal insurance training programs focus on “here's what's covered” and “here's what's not covered.” Insurance practitioners in the real world quickly learn that often there are no clear-cut answers to coverage questions. Although most insurance claims are straightforward, from the standpoint of coverage, there are many claims where coverage exists (or does not exist) only as a matter of perspective or expectations. The primary purpose of this seminar is to present a structured approach to policy interpretation and claims negotiation. The program focuses on both personal and commercial lines policy provisions that are often in dispute. 4 HRS Approved CE OR/WA

12noon - 1pm - Lunch Buffet

1pm - 3pm - “The Adventures of Ace Insura, Claims Detective” - This is a fun, fast moving class that allows students to play the role of “Ace Insura”, coverage and claims detective. Ace has been solving cases for over 25 years in issues of the Independent Agent (IA) Magazine. Participants will use the tools and materials provided by Ace to solve one insurance mystery after another, then match wits with Ace to see if their insurance policy sleuthing skills measure up to his. Time will fly as you solve these “mysteries”. 2 HRS Approved CE OR/WA
3pm - 5pm - “Cyber Exposures & Insurance” - This two hour class identifies existing and evolving cyber risk exposures, details why traditional insurance products are inadequate to manage these exposures, and outlines potential solutions from ISO standard products and various specialty programs available in the insurance marketplace. KNOWLEDGE OF CYBER LIABILITY EXPOSURES AND COVERAGE IS INCREASINGLY CRITICAL AS COMMERCE MOVES TO A “VIRTUAL” ENVIONMENT! THIS CLASS WILL HELP YOU GET UP TO SPEED ON THIS NEWLY EMERGING ASPECT TO OUR BUSINESS. 2 HRS Approved CE OR/WA

5pm - Hosted Reception
Friday, March 8

8am - 12noon - “Hot Topics For Oregon Agents - Emerging Issues & Catastrophic Coverage Gaps to Avoid” - This program examines commercial and personal lines coverage issues, from little known or unknown policy coverage gaps to important and/or emerging topics and judicial decisions that every agent needs to know. Change comes fast and this class will get students up to speed on current issues. 4 HRS Approved CE OR/WA

12noon - Lunch

Spouses can opt to attend a FREE glass float blowing demonstration, Thursday, March 7 which includes wine and lunch at the Jennifer Sears Glass Art Studio. The first 12 spouses who register can create and blow their own personalized float for FREE to take home. Transportation will be provided.

For hotel reservations at the Inn at Spanish Head call 800.452.8127.
There are also rooms nearby priced as low as $49
America’s Best Inn (800-237-8466)
Best Western Landmark Inn (800-780-7234)



Independent Insurance Agents and Brokers of Oregon
5550 SW Macadam Avenue, Suite 305
Portland Oregon 97239
Phone: 503 274-4000 or 1-866-77-IIABO   Fax: 503 274-0062

e-mail: IIABO@insureoregon.org

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