Calendar

Transcription

Calendar

Syllabus
& Course
Calendar
www.ibao.org
IBAOeducation 2016 Syllabus & Course Calendar
table of
message
from ibao
contents
Message from IBAO
2016 course calendar snapshot
continuing education - seminars
continuing education - webinars
self-guided e-learning
licensing - RIBO level I
licensing - RIBO level II
National Programs - CAIB
National Programs - CSIP
National Programs - CPIB
National Programs - CCIB
contact us
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04
06
07
17
17
18
19
21
21
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For 2016, you will see the IBAO invest in technology that
will promote educational learning - “Anywhere - Anytime”.
Our focus will be to team up with and build quality content
with our partners (insurers, affinity groups, industry experts,
etc.) throughout the year. This extensive library of accredited
e-learning programs we are building will be accessible
“on-demand” for our members.
Today, learning is happening anywhere and at anytime. Learning is occurring not just in the classroom anymore, but in
the home, workplace, library and our daily interactions with others. Learning happens through active engagement and
significantly, it is no longer identified with reading text or listening to lectures, but rather occurs through on-line group
chats and communities, in real time.
At IBAO, we are expanding our continuing education offerings to include more webinars and self-paced e-learning
modules in 2016. We understand that high quality content produces well trained, highly effective people. Look for
new IBAO content to support your professional development. Just as important to quality content is the professional
facilitators who deliver it! We are looking to grow our great facilitator base with new, innovative facilitators who have
a passion for development and the ability to strengthen the broker channel. Connect with us if you are interested in
becoming a facilitator.
At IBAO, we continue to offer our designation and certificate programs on-line, in the classroom and self-directed.
IBAO President, Doug Heaman, has a powerful message for 2016 - “Create Your Future”. Ownership of your
development path includes an intentional commitment towards insurance designations such as CAIB. We encourage
you to make one important step… enroll and begin your designation journey with IBAO.
Finally, IBAO is committed to bringing educational offerings to every corner of the Province. Currently, Basic Broker
licensing is offered on-line and in our IBAO classroom. To meet your needs, we have also expanded Basic Broker
licensing to Mississauga, Thunder Bay and Brampton in 2016. We have more CAIB facilitators offering immersion
classes and on-line group sessions to support rural interest. With your help, together, we can build the right program
offered exclusively to you and your staff.
Your success, is our success. All the more reason to join our programs.
“Create Your Future”
with IBAOeducation
in 2016
Doug Heaman, CCIB
President, IBAO
As competition continues to increase in the
insurance Industry, education and knowledge
will continue to be one of the key ways we will
be able to differentiate ourselves. Advocacy and
“advice-based” service are embedded in our
ability to skillfully discern the needs of our clients,
overcome objections with relevant information
and make recommendations that meet their
individual needs. Our ability to do this is rooted
and grounded in education. As one of the three
pillars for success, IBAO will be focusing on and
expanding its educational offerings for 2016.
Thanks to the abundance of information available
on the internet, our ability to adapt to the needs
of our evolving, more educated client, highlights
the desire to be a “lifelong learner”.
The Insurance Industry offers a rewarding career
opportunity and like most things in life, you get
out of it what you put into it.
2
www.ibao.org
Gone are the days where the only place you could
purchase insurance was from your local broker.
Today’s insurance customer has choices like never
before. That doesn’t mean that “advice-based”
service is no longer valued. What it does mean is
“how” we deliver our services must adapt to these
changes.
My theme for 2016 is “Create Your Future”,
inspired by Abraham Lincoln’s quote “The
best way to predict your future is to create it”.
Education has and will continue to play a role in
helping us create the future we desire. The future
belongs to those who are willing to prepare for it.
I encourage you to take advantage of some of the
educational opportunities being offered this year
and elevate your professionalism. We all have 24
hours in a day, how will you use those hours?
As Insurance professionals we are continually
faced with the challenge of offering more to
our customers than price. We have the answer
at our fingertips. Creating engaging sales and
service experiences that transcend the world
of convenience is still trending. I hope you see
opportunities that are “ripe for the picking” and
choose today to make 2016 the year you dedicate
your time to “Create Your Future”.
insurance brokers association of ontario
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2016 Course Calendar Snapshot
CL = Commerical Lines
T = Technical Hour(s)
JULY
JANUARY
S
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
11-22
14 18
20
21
25
28-1
Two-Week Prep Course for RIBO Level I - Page 17
Cyber and Privacy Breaches and the Intact Insurance Solution Webinar (AL - 2T) - Page 9
Ontario Auto 101 Webinar Recording (AL - 1T) - Page 13
Solid Fuel Heating Appliances – An Insurance Perspective Webinar (AL - 2T) - Page 15
C.O.P.E.-ing with Commercial Property Risk Assessment Webinar (CL - 2T) - Page 8
Start of CAIB/CPIB Winter Semester - Page 20
CAIB 2 Immersion (including exam) - Page 20
FEBRUARY
S
M
1
2
3
4
5
6
7
8
9
10
11
12
13
T
W
T
F
S
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
MARCH
M
6
7
T
W
T
F
S
1
2
3
4
5
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
APRIL
S
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
MAY
S
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
4
4
9
10
10-11
16-29
23
25
2
3-7
7-18
8
10
14-28
22
24
Customer Service Tune-Up Webinar (PL - 2P) - Page 9
Understanding Residential Plumbing and Electrical Systems Webinar (PL - 2T) - Page 16
CAIB/CPIB Spring Resit Exam - Page 20
Two-Day Review for RIBO Level I - Page 18
Insurance Needs for Home Based Business Owners Webinar (PL - 2T) - Page 11
Personal Umbrella Liability Webinar (PL - 2T) - Page 14
Ontario Auto – Reality Check Webcast (AL-2T) - Page 13
Commercial Umbrella Overview Webinar (CL - 2T) - Page 7
Introduction to Specialty Lines Webinar (CL - 2T) - Page 12
Two-Week Prep Course for RIBO Level I (Mississauga)- Page 17
The Sharing Economy and The Internet of Things Webinar (AL - 2T) - Page 15
Understanding the Claims Process – The Legal Dimension Webinar (AL - 2T) - Page 16
4-15
6
13
27
7
9-10
16-17
18-22
19
21
23-24
27 28
Getting Started in Commercial Lines Webinar Series - 1/4 (CL - 8T) - Page 10
Introduction to Residential Building Construction – Insurance Perspective Webinar (PL - 2T) - Page 11
Weekend Warrior Prep Course for RIBO Level I (Spring session 1/3) - Page 18
RIBO Level II – Management Examination Course - Page 18
Cyber Liability – Security and Privacy Exposures Webinar (AL - 2T) - Page 9
Ratemaking for the Rest of Us Webinar (AL - 2T) - Page 15
Errors & Omissions Loss Control Seminar, Sudbury (AL - 3M) - Page 7
Promoting Insurance to Value - Commercial Accounts Webinar (CL - 2T) - Page 14
3
4
4
4
5
9
9-20
10-12
11 17 18 19 31
Leading Insurance Coverage and Liability Issues Webinar (AL - 2T) - Page 13
CAIB/CPIB Winter Semester Exam - Page 20
Errors & Omissions Loss Control Seminar, Kingston (AL - 3M) - Page 7
Personal Lines Property Insurance Webinar (PL - 2T) - Page 14
Start of CAIB/CPIB Summer Semester - Page 20
Beyond Best in Class, Days 1-3 (MR - 20M) - Page 6
Errors & Omissions Loss Control Seminar, Barrie (AL - 3M) - Page 7
Duties and Responsibilities of Directors and Officers Webinar (CL - 2T) - Page 10
Errors & Omissions Loss Control Seminar, Waterloo (AL - 3M) - Page 7
Crime Insurance Webinar (CL - 2T) - Page 8
Insurance Solutions for Residential Condominium Unit Owners Webinar (PL - 2T) - Page 11
2
2-6
13-24
14
15 16
28
C.O.P.E.-ing with Commercial Property Risk Assessment Webinar (CL - 2T) - Page 8
Introduction to Commercial Risk Assessment Modules I Webinar Series (CL - 4T) - Page 12
Errors & Omissions Loss Control Seminar, Hamilton (AL - 3M) - Page 7
Introduction to Commercial Risk Assessment Modules II Webinar Series (CL - 4T) - Page 12
The Sharing Economy and The Internet of Things Webinar (AL - 2T) - Page 15
JUNE
S
S
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
31
S
PL = Personal Lines
M = Management Hour(s)
AUGUST
S
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
S
M
4
5
T
W
6
7
T
F
1
2
S
3
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
S
M
T
W
RIBO Level II – Management Examination Course (Kitchener) - Page 18
CAIB/CPIB Summer Semester Exam - Page 20
Two-Week Prep Course for RIBO Level I (Thunder Bay) - Page 17
Cyber Liability – Security and Privacy Exposures Webinar (AL - 2T) - Page 9
Leading Insurance Coverage and Liability Issues Webinar (AL - 2T) - Page 13
Commercial Umbrella Overview Webinar (CL - 2T) - Page 7
Ratemaking for the Rest of Us Webinar (AL - 2T) - Page 15
9
11
13-14
15-26
17-18
20-21
25
27-28
Duties and Responsibilities of Directors and Officers Webinar (CL - 2T) - Page 10
Personal Lines Property Insurance Webinar (PL - 2T) - Page 14
Weekend Warrior Prep Course for RIBO Level I (Summer session 1/3) - Page 18
Two-Week Prep Course for RIBO Level I (Brampton) - Page 17
Two-Day Review for RIBO Level I - Page 18
The Slippery Slope Webinar - Introduction to Residential Roofing (PL - 2T) - Page 16
7
7
8
12
12-23
15-19
20
22
27-28
Effective Commercial Lines Account Renewal Processes Webinar (CL - 2T) - Page 10
CAIB/CPIB Fall Resit Exam - Page 20
Customer Service Tune-Up Webinar (PL - 2P) - Page 9
Start of CAIB/CPIB Fall Semester - Page 20
Personal Umbrella Liability Webinar (PL - 2T) - Page 14
Solid Fuel Heating Appliances – An Insurance Perspective Webinar (AL - 2T) - Page 15
Beyond Best in Class, Days 4-5 (MR - 20M) - Page 6
1-2
8-9
15-16
18 27-31
Weekend Warrior Prep Course for RIBO Level I (Fall session 1/3) - Page 18
Errors & Omissions Loss Control Seminar, Toronto (AL - 3M) - Page 7
7-18
8
10
15
17
21-25
RIBO Level II – Management Examination Course - Page 18
1-5
5-16
7
CAIB/CPIB Fall Semester Exam - Page 20
OCTOBER
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
MR = Management Related
4-8
6
7-11
11-22
12
14
18-29
26
28
SEPTEMBER
AL = All Lines
P = Personal Hour(s)
NOVEMBER
S
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
24
25
26
T
F
S
1
2
3
10
20
21
22
23
27
28
29
30
DECEMBER
S
M
T
W
4
5
6
7
8
9
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
www.ibao.org
5
PL = Personal Lines
AL = All Lines
WEBINARS
Errors & Omissions Loss Control
(AL - 3M)
During this 3 hour seminar, you will examine what clients expect
of you, what courts expect of you, and what others expect of
you. It is during the discussions that you will be able to answer
the questions you need in order to establish the procedures that
best suit your brokerage.
If you’re looking for something specific or at an
offering that has been available previously, we can
tailor webinars according to your brokerage needs.
Let us know what you’re looking for.
Members who are part of the E&O Plan administered by CG&B
receive this complimentary voucher to attend a 2016 E&O
session.
As part of the E & O Plan, a Loss Control seminar will be
conducted by The CG&B Group.
continuing
education
SEMINARS
We continually develop new in-class seminars
that touch on everything from specific industry
issues to general business topics. We have a great
vantage point of the industry as a whole – our job is
to keep you informed and at the top of your game
by providing quality seminars at every level.
Our facilitators are some of the best in the business.
They range from active brokers chosen for their
expertise on a specific topic to insurance company
personnel and independent consultants. All of
our facilitators are dedicated to providing quality
education. Let us know if facilitating is something
you’ve always wanted to do.
Beyond Best in Class (BBiC) is more than an education program –
it’s a roadmap to success and a black belt in industry leadership.
It is where you clear your mental clutter of the past and move
towards the best version of yourself.
During this five-day program, you will acquire the knowledge and
insights needed to foster meaningful change in your business.
BBiC provides you with the tools to materially transform the
way you think about and manage your brokerage. BBiC will
challenge you to self-evaluate your role as a business owner
or manager while at the same time, evaluate your business
operations against rapidly-changing market conditions and
consumer expectations.
Objectives
• Develop a blueprint for transformational change and turn
your brokerage into tomorrow’s success story
• Identify leadership opportunities and operational
inefficiencies and create short and long-term goals and
measures
• Understand who your clients are and how to engage them
with meaningful interaction at every touch point
• Recognize what technology can do for business efficiency
and integrate the components you need
• Determine what motivates your team – then fashion a high
performing organization
Recommended for
Principals/owners and members of the senior management
team to help execute.
2016 Cambridge Session Dates
Days 1, 2, 3: May 10, 11, 12
Days 4 & 5: September 27, 28
Time
9:00 AM – 5:00 PM
Cost
$5,500 *Note: Full registration includes two mandatory
participants per brokerage.
Facilitator
Bill Morris, BA & Alex Gallacher, MBA, CHRP, SHRP, ICD.D
Accreditation
20 Management Hours
6
If other conditions of the Plan are met, attendance at this
seminar will qualify you for a 10% Loss Control discount on your
Westport E&O policy purchased through the IBAO Members’
E&O Plan Administrator.
If you have lost your seminar credit as a result of a claim, then
you may regain the credit after one year by re attending an E&O
Loss Control seminar. Minimum required attendance by your
firm must be in accordance with the schedule that can be found
on the IBAO website.
Objectives
This seminar will examine those expectations along with some
methods to address your exposures.
You will:
• Review the duty or care required by professionals
• Examine sources of claims and claim trends as a learning
tool
• Gain understanding of the need for consistency in
procedures
• Learn of some tools and actions to assist in controlling your
exposures
Recommended for
All brokerage sales staff
2016 Dates & Locations
April 27 (Sudbury)
May 4 (Kingston)
May 11 (Barrie)
May 18 (Waterloo)
June 15 (Hamilton)
October 18 (Toronto)
Commercial Umbrella Overview Webinar
(CL - 2T)
This webinar will assist anyone looking to attain information
on the use, needs and coverage available for umbrella and
excess coverage. This is designed to provide understandable
descriptions of the standard coverages and the options
available. We will discuss scenarios for when these options are
recommended and the reasons for recommending this cover as
well as any limitations involved.
We will examine reasons for choosing either the umbrella or the
excess insurance and how this affects the broker’s discussion
with the client.
Objectives
• Review of the concerns and shortfalls of the CGL for
business
• Understanding the difference between umbrella and excess
coverage
• A discussion of specific coverage and clauses in a
Commercial Umbrella Policy (CUP)
• Description of drop down and aggregate coverage in a CUP
Recommended for
Any broker that deals with commercial clients
2016 Dates
March 8 & July 26
Time
9:30 AM – 11:45 AM
Time
Facilitator
8:30 AM – 11:45 AM or 1:15 PM – 4:30 PM
Monica Cain, CIP, Insured Success
Facilitator
Fee
Hugh Fardy, The CG&B Group
Paul Green, BA, FCIP, The CG&B Group
$125 single registrant, $50 each additional registrant
Cost
• Members who are part of the association’s E&O Plan
delivered through CG&B will receive complimentary
vouchers at the beginning of each year to attend the E&O
sessions. Vouchers will be distributed based on specific
brokerage requirements.
• Includes materials
www.ibao.org
7
continuing education
We continually develop new webinars that touch
on relevant and timely topics industry-wide. Learn
from the comfort of your own office environment.
Whether you’re beginning to build your business or
striving for ever-higher levels of professionalism, we
deliver a complete range of courses to complement
your professional insurance career.
Understanding your exposures to Errors & Omissions claims as a
Broker is key to developing your operations strategy.
Beyond Best in Class (MR - 20M)
C.O.P.E.-ing with Commercial Property Risk
Assessment Webinar (CL - 2T)
Commercial property underwriters establish a risk’s eligibility
and rate in part by considering the building’s Construction,
Occupancy, Protection and Exposures or C.O.P.E. Commercial
brokers must understand these factors and assess commercial
risks against them. Those brokers who routinely gather a
risk’s C.O.P.E. information and submit it to the underwriter can
expedite the quote turnaround time and obtain the best policy
coverages, terms and rates for their clients.
Objectives
Highlights include:
Basic Construction Classifications:
• Fire-Resistive
• Non-Combustible
• Joisted Masonry
• Frame or Brick Veneer
Roof Systems:
• Supporting Structure
• Roof Coverings
Property Protection Systems:
• Fire
• Intrusion
Exposures:
• Presented by adjacent property(s)
Recommended for
Commercial Lines Sales and Service Brokers and Marketers who
are new to commercial lines.
Look at the types of crimes that can cause financial loss
How to help the client reduce and prevent crime
A review of crime policies and coverage available
Provide an understanding of the limitations and exclusions
to various crime policies including: Damage to Building,
Robbery, Office and Store Burglary & Robbery, Stock
Burglary
• Provide information on some endorsements attached to
crime policies
• Specifically discuss and review the 3D policy and its
endorsements
• A discussion of the underwriting of crime coverages
Recommended for
Any broker who deals with commercial clients
2016 Dates
May 19
Time
9:30 AM – 11:45 AM
Facilitator
Fee
$125 per person, $50 each additional person
Looking for personal Lines
Opportunities?
Time
• Introduction to Residential Building Construction –
Facilitator
• Insurance Solutions for Residential Condominium Unit
Jo Anne Mitchell, CIP – Effective Training and Communications
Plus
Webinar (PL - 2T) - Page 11
Insurance Perspective Webinar (PL - 2T) - Page 11
Owners Webinar (PL - 2T) - Page 11
• Personal Lines Property Insurance Webinar (PL - 2T) Page 14
Fee
Crime Insurance Webinar (CL - 2T)
This webinar will assist anyone looking to attain information
on the use, needs and coverage available for commercial
crime insurance. This is designed to provide understandable
descriptions of the standard coverages and the options
available. We will discuss scenarios for when these options are
recommended and the reasons for recommending this coverage
as well as any limitations involved.
Participants in this webinar will learn:
• The critical role played by a customer service broker in the
insurance transaction
• The impact of customer defection on the brokerage and on
the individual broker
• The top ten customer service skills
• How to provide good customer service via e mail
• Identifying and minimizing the distractions that prevent you
from providing superior customer service
Recommended for
Sales and Service Brokers
2016 Dates
Time
9:30 AM – 11:45 AM
2016 Dates
9:30 AM – 11:45 AM
Objectives
February 4 & September 8
• Customer Service Tune-Up Webinar (PL - 2P) - Page 9
• Insurance Needs for Home Based Business Owners
January 21 & June 2
Customer service is one of the most important ingredients of the
marketing mix for insurance products and services. Customers
today are not only interested in the insurance policies offered,
but also all the additional elements of service such as the greeting
they receive when contacting your office, the timeliness in which
phone calls and e mails are returned, and the assistance offered
when they have a concern or need to make a claim.
• Personal Umbrella Liability Webinar (PL - 2T) - Page 14
• The Slippery Slope Webinar - Introduction to Residential
Roofing (PL - 2T) - Page 16
• Understanding Residential Plumbing and Electrical
Systems Webinar (PL - 2T) - Page 16
Facilitator
Jo Anne Mitchell, CIP, Effective Training Communications Plus
Fee
Cyber and Privacy Breaches and the Intact
Insurance Solution Webinar (AL - 2T)
There’s no doubt that cyber security is becoming more of a
concern for businesses of all sizes. What many don’t realize is
that small and medium-sized businesses can be even more at
risk than larger companies because of their lack of resources and
experience in this area. It’s up to brokers to let their customers
know their risks are real—and growing.
This two-hour webinar will go over the types of privacy breaches
that businesses face and dispel the myth that a data breach is
always the result of hackers. New federal legislation is about to
come into play, and we will provide an update on what the new
obligations that businesses will have with respect to privacy
breaches.
We will also discuss Intact Insurance’s cyber endorsement and
go over its three main components: privacy breach coverage,
services provided by IDT911 (Intact Insurance’s third party
privacy breach experts), and business interruption coverage—a
component that differentiates the Intact Insurance solution in
the small to medium sized business space.
We will examine reasons for choosing from the various types
of crime insurance and how this affects the broker’s discussion
with their client.
8
AL = All Lines
Objectives
• Understand how privacy breaches happen
• Learn the questions that should be asked to identify the
privacy breach exposures that various industry segments
may have
• Recognize the major cost generators that a business will
face if they suffer a privacy breach
• Learn about Intact Insurance’s solution
Recommended for
Brokerage Owners/Managers
2016 Dates
January 14
Time
9:30 AM – 11:45 AM
Panelists
Gord Payne, Director, Commercial Lines P & C, Intact Insurance;
Nate Spurrier, Senior Director Business Development, IDT911; 2
IBAO Member Brokers
Cyber Liability – Security and Privacy Exposures
Webinar (AL - 2T)
This program will provide guidance to ensure brokers are properly
identifying foreseeable insurable cyber liability risks in both
personal lines and commercial lines. In light of recent changes
to Canadian private sector privacy law, including mandatory
privacy breach notification requirements, it is imperative that
brokers understand the various coverage options.
Brokers will develop an understanding of the organizational
risks and compliance obligations of the digital age from a first
party and third party perspective.
Participants will
• Learn how to conduct a cyber-liability risk assessment.
• Identify cyber liability risk exposures in personal lines
and commercial lines from a first party and third party
perspective.
• Understand the current scope and limitations of commercial
liability and cyber liability coverage.
• Undertake a comparative review of coverage options
to address the emerging, mandatory privacy breach
notification requirements.
Recommended for
Producers / Customer Sales-Service Representatives /
Brokerage Owners / Managers
2016 Dates
April 19 & July 12
Time
9:30 AM – 11:45 AM
Facilitator
Mario Fiorino, B.A, LL.B, M.ED
Fee
www.ibao.org
9
Did you know that you need to “sell” the underwriter on the
merits of a new piece of business before you can sell the policy
to a prospective client?
Customer Service Tune-Up Webinar (PL - 2P)
Objectives
•
•
•
•
PL = Personal Lines
Duties and Responsibilities of Directors and
Officers Webinar (CL - 2T)
Highlights
Recent Legal Developments in Directors’ and Officers’ Liability
and Corporate Governance
• The statutory and common-law duties and responsibilities
of Directors
• The rights of shareholders
• The rights of other third parties
• Recent judicial and legislative developments
Recommended for
Sales and Service Brokers Handling Commercial Lines Accounts
2016 Dates
September 7
Time
9:30 AM – 11:45 AM
Facilitator
Fee
Understanding Liability Risk Assessment Factors for Public,
Private and Not for Profit Companies
• Identifying the risk factors
• Managing the risk factors
The Solution - Directors and Liability Insurance Coverage
• Coverage provided
• Who is insured
• What claims are covered
• Exclusions
• Obligations of the insured
• Obligations of the insurer
Recommended for
Brokerage Producers and Managers as well as CSR’s interested
in commercial insurance
2016 Dates
May 17 & August 9
Time
9:30 AM – 11:45 AM
Facilitator
Mario Fiorino, B.A., LL.B, M. ED, Insurance Bureau of Canada
Fee
Effective Commercial Lines Account Renewal
Processes Webinar (CL - 2T)
If your commercial renewal processes are created around the
underwriter’s need to re-visit the eligibility and rating, rather
than around your clients’ needs for risk management advice, it’s
time to shake things up!
Policy renewal should be viewed as the perfect opportunity
to cement your client relationships. Webinar participants will
acquire tips and techniques for performing effective technical
renewal reviews.
Objectives
• Renewal expectations of the insured, the insurer
• Criteria for successful renewals
• Information required to effectively renew a policy
10
Getting Started in Commercial Lines
Webinar Series (CL - 8T)
Are you new to the commercial lines side of the business? Have
you wondered where you can go to get the information you need
to make the transition to commercial as quickly and smoothly as
possible? If so, you will want to attend this new webinar series.
Upon completion of this four part series, you will have learned
the basic foundation of commercial risk assessment as well as a
good grounding in commercial property and liability coverage
– and, you will be able to apply the theory learned right away!
Objectives
• Receive an introduction to the commercial lines side of the
business.
• Explore risk management concepts and the various
methods that can be used to asses a risk.
• Learn how to complete key sections of the CSIO
Commercial Application form.
• Discover the liability exposures presented by a commercial
risk.
• Gain knowledge of commonly used commercial property
and liability coverages.
Module 1 – Introduction to Commercial Risk Assessment
including the CSIO Commercial Application
Module 2 – Introduction to Commercial Property Wordings
Module 3 – Introduction to Commercial Liability, Key Concepts
and Exposures to Loss
Module 4 – Introduction to The CGL Policy
Recommended for
• Account Executives and Customer Service Brokers who are
transitioning into a commercial lines role
• Also appropriate for a newly licensed broker moving
directly into a commercial lines position
2016 Dates
Module
Module
Module
Module
1:
2:
3:
4:
April 6, November 8
April 13, November 10
April 27, November 15
May 4, November 17
AL = All Lines
Facilitator
Time
Fees
Facilitator
Jo Anne Mitchell, CIP, Effective Training & Communications Plus
$399 per person Full Series, $125 per person Per Module
Insurance Needs for Home Based Business Owners
Webinar (PL - 2T)
The types of businesses operated from the home are as diverse
as the reasons the owners have for starting them. This means
the insurance needs of home based businesses also vary. Some
home based businesses require only minor amendments to the
personal lines residential policy. For others, full-scale commercial
lines policies are necessary.
Objectives
Participants in this webinar will learn about the growing home
based business trend and the insurance implications and needs
including:
• Identifying the exposures to property and liability losses
that are presented by the operation of a business in the
residence to the insured and to the insurance company.
• Analyzing the basic coverage for business property and
third party liability provided by the residential package
policy.
• Discussing the use of a survey to assess the risks associated
with and the coverage needed for Home Based Business.
• Examining the methods of insuring Home Based Businesses.
Recommended for
Personal Lines Sales and Service Brokers, In-House
Underwriters, Personal lines managers and team leaders
2016 Dates
February 23
9:30 AM -11:45 AM
Fee
Insurance Solutions for Residential Condominium
Unit Owners Webinar (PL - 2T)
As builders seek to offer buyers greater choice, residential
condominium developments have become increasingly diverse.
Consequently, condo corporations in Ontario include the
traditional high and low rise apartment building and townhouse
complexes as well as the so called “vacant land” developments
consisting of detached or semi-detached dwellings or mobile
homes.
Regardless of the type of condo, each development is governed
by a condominium corporation and a set of by-laws that, in
many cases, can download significant insurance coverage
requirements onto your clients, the individual unit owners.
Objectives
• Discover the various types of condo developments
permitted under the Ontario Condominium Act.
• Discuss appropriate insurance solutions for the owners/
occupiers of these units
• Equip you to provide accurate insurance advice to these
owners/occupiers.
Recommended for
Personal Lines Insurance Brokers, In-House Underwriters,
Brokerage personal lines managers and team leaders.
2016 Dates
May 31
we continually develop new
offerings as trends emerge and
demands change
Time
9:30 AM – 11:45 AM
Facilitator
Fee
ask us how we can customize a
course
that’s right
for you
and your
brokerage
Introduction to Residential Building Construction
– Insurance Perspective Webinar (PL - 2T)
Seminar participants will gain the knowledge and skills needed
to perform front line underwriting duties and to help brokerage
clients understand the importance of insuring dwelling buildings
to full reconstruction cost.
According to Canada Mortgage and Housing, a house is much
more than just four walls and a roof: it’s an interactive system
made up of many components including the foundation, load
bearing structure, and exterior finishing.
Time
9:30 AM – 12:00 PM
www.ibao.org
11
Where does responsible oversight of corporations begin? What
are the recent developments in Directors’ Liability? This seminar
will address the critical issues facing Officers and Directors today
and provide participants with the tools necessary to provide
steady, prudent insurance counsel and advice in a difficult and
demanding legal environment.
• Re-marketing of renewals including associated errors and
omissions concerns
• Who should be involved in the renewal process?
• When to perform the renewal review
PL = Personal Lines
Objectives
Learn About Residential Construction:
• Building styles
• Construction types
• Roofing
• Promoting Insurance to value
Personal Lines Sales and Service Brokers who are new to
handling personal property accounts and/or any broker
requiring a refresher on this topic.
2016 Dates
April 7
Time
9:30 AM – 11:45 AM
Facilitator
Fee
Introduction to Commercial Risk Assessment
Modules I & II Webinar Series (CL - 4T)
Did you know that a broker must sell a commercial risk twice?
It’s true! You must first sell the underwriter on the merits of the
risk before you can sell the insurance to a prospective client!
The ability to identify exposures to financial loss faced by
business owners is critical for all brokers involved in the
commercial lines side of the business. This skill enables
the broker to successfully market the risk and at the same
time, make appropriate loss control and insurance coverage
recommendations to business clients.
Participants who complete this two-part webinar will gain a
working knowledge of how to assess and analyze commercial
risks, request quotations from insurers and complete the CSIO
commercial lines application form.
Objectives
Topics covered during this two part webinar series include:
• Introduction to Risk Management
• Assessing Commercial Property Exposures
• Methods of Risk Assessment and Analysis
• Using the CSIO Commercial Application Form
• Assessing Commercial Liability Exposures
• Risk Assessment Case Studies
Recommended for
Sales and Service Brokers new to Commercial Lines property. It
is also an excellent refresher for more experienced brokers.
2016 Dates
Module 1: June 14
Module 2: June 16
NOTE: attendance in both parts of this webinar is mandatory for
full RIBO accreditation
Time
9:30 AM -12:00 PM
12
Fee
$199 single registrant
Introduction to Specialty Lines Webinar (CL - 2T)
Recommended for
Any broker that deals with commercial clients
2016 Dates
March 10
Time
9:30 AM – 11:45 AM
Introduction to Specialty Lines will assist anyone looking to
attain an appreciation for concepts of the varied forms of
insurance outside of the commercial lines norms.
Facilitator
This webinar is designed to provide an introduction and
appreciation for the need of coverage that is concerned with
unique segments of the business world. We will deal with
coverage and the underwriting of these types of coverages. The
various forms will be discussed and the unique clauses required
will be reviewed.
Objectives
Understanding what makes a risk a “specialty”. Some coverage
detail and issues with various kinds of policy types.
A review of some of the coverage types such as:
• Equipment Breakdown
• Aviation
• Event, Weather
• Difference in Conditions
• Legal Expense
• Prize
• Research and pricing of Specialty Lines
a closer look at commercial lines
opportunities
Fee
Leading Insurance Coverage and Liability Issues
Webinar (AL - 2T)
In order for brokers to advise clients with respect to all the
foreseeable insurable risks that may impact their home,
automobile and business exposures brokers need to understand
current liability and coverage issues.
Objectives
• Review coverage Interpretation issues in personal and
commercial lines
• Identify and review leading third party liability decisions
• Understand developments in bad faith litigation and
punitive damages
• Review new developments in privacy obligations
• Understand social and commercial host liability trends
• Understand developments in the duty to defend
Recommended for
Brokerage Owners/Managers, Customer Sales-Service
Representatives
• C.O.P.E.-ing with Commercial Property Risk Assessment
2016 Dates
• Crime Insurance Webinar (CL - 2T) - Page 8
• Duties and Responsibilities of Directors and Officers
Webinar (CL - 2T) - Page 10
• Effective Commercial Lines Account Renewal Processes
• Getting Started in Commercial Lines Webinar Series
May 3 & August 9
Time
9:30 AM – 11:45 AM
Facilitator
Mario Fiorino, B.A., LL.B, M. ED, Insurance Bureau of Canada
Fee
(CL - 8T) - Page 10
• Introduction to Commercial Risk
Assessment Modules I & II Webinar
Series (CL - 4T) - Page 12
• Introduction to Specialty Lines
Webinar (CL - 2T) Page 12
Objectives
• Overview of the product changes being made
• Understand the transition process from old benefits to new
benefits
• Learn about the communication and tools provided to
brokers leading up to the June 1st changes
Recommended for
All Brokerage Sales Staff, Management
2016 Recording Date
January 18
Time
10:30 AM – 11:30 AM
Panelists
Doug Heaman, Johanna Allen, David Elliott
Fee
Available at no cost to IBAO Members
*Note: Webinar is being recorded and will be added to IBAO’s
E-Learning Library.
Participants in this program will review the leading coverage and
liability issues of 2015-2016.
• Commercial Umbrella Overview Webinar (CL - 2T) - Page 7
AL = All Lines
Recommended for
Facilitator
PL = Personal Lines
Ontario Auto 101 Webinar (AL - 1T)
As communicated by the Ontario Provincial Government, FSCO,
and IBAO, the Province has announced upcoming amendments
to the automobile product in Ontario. With a goal of making
auto insurance more affordable for consumers, brokers need to
be informed about how these changes impact the product sold
to customers everyday.
In order for the broker channel to maintain the position as THE
trusted advisor and the best insurance distribution choice for
consumers, the deeper the understanding of this product, the
better for the brokerage.
www.ibao.org
Ontario Auto – Reality Check Webcast (AL-2T)
This live webcast panel discussion takes after the IBAO
Convention “CEO Panel”, that explains auto insurance reform
using lifestyle scenarios. The webcast will feature a panel
discussion of industry experts covering legal, E&O, insurer and
broker viewpoints, with an opportunity for live Q&A.
Objectives
• This panel discussion will be a live webcast with no inperson audience
• Webcast will be recorded as a high-quality production
utilizing StraightStreet – the same company used for the
CEO Panel. Note: the recording will become available
content on our E Learning platform
• Using life style scenarios, each panelist will discuss claims
issues from their point of view
• Questions will be accepted during the webcast from the
online audience. These questions will be vetted by on-site
IBAO staff and passed along to the appropriate panelist to
answer
Recommended for
All Brokerage Sales Staff & Management
2016 Dates
March 2
Time
9:30 AM – 11:30 AM
Panelists
Mari Maiments, Thomas Gold Pettingill LLP
Hugh Fardy, CG&B
Rene Clarke, Travelers Canada
Gillian Van Kempen, Best Buy Insurance
Panel Moderator – Bryan Yetman, First Durham Insurance
13
Fee
Objectives
Available at no cost to IBAO Members, $195 for non-members
*Note: Webinar is being recorded and will be added to IBAO’s
E-Learning Library.
Participants who complete this webinar will gain a clear
understanding of personal lines property insurance, its history,
and the underlying and enduring concepts of property insurance.
This webinar will provide the participants with information
on the creation and evolution of property insurance including
current and future concerns
We will specifically detail coverage on the various Personal
Lines policies and available riders designed for specific types of
property and issues. Additionally, we will look into new concerns
and what the future looks like in personal property insurance
Objectives
•
•
•
•
Learn the history and evolution of property insurance
Understand the main forms in personal lines property
Gain awareness for pricing and rating
Understand the creation and need for the various riders and
floaters
Recommended for
Sales and Service Brokers who are looking for a broader
understanding of personal lines property.
2016 Dates
May 5 & August 11
Time
9:30 AM – 11:45 AM
Facilitator
Fee
Personal Umbrella Liability Webinar (PL - 2T)
Participants in this webinar will learn how a Personal Umbrella
policy can enhance your client’s third party liability protection in
a comprehensive, cost effective manner.
Understand umbrella insurance and how it works
Excess Liability vs. Umbrella Liability
Coverage Features
Retained Limit
Maintenance of Primary Coverage Limits
Territorial Limits (Auto and Property)
Target Market for Personal Umbrella
Although pricing seems to be the unique domain of actuaries,
brokers and underwriters need to have a basic understanding of
this science to best counsel clients.
2016 Dates
Objectives
February 25 & September 20
Time
9:30 AM – 11:45 AM
Facilitator
Jo Anne Mitchell, CIP, Effective Training and Communications
Plus
Fee
Promoting Insurance to Value - Commercial
Accounts Webinar (CL - 2T)
According to experts at Risk Management Services, an estimated
70% of commercial buildings in Canada are under-insured by up
to 40% of the replacement cost value.
Following a property loss, perhaps the most devastating news
for policyholders is learning that they do not have enough
insurance coverage. Will the business be able to re-open? What
is the broker’s liability in a case of underinsurance?
Objectives
Participants in this webinar will learn about:
• Underinsurance zones in a typical commercial account
• Actual Cash Value, Replacement Cost, Functional
Replacement Cost
• Co-insurance including Stated Amount Co-insurance
• Re-construction versus new build
• When the tenant must insure the building
• Impact of by-laws and building codes
• Selling Insurance to Value
• E & O Concerns when promoting insurance to value
Recommended for
Many brokerage clients own recreational properties and
motorized recreational vehicles, travel regularly outside of
Canada to shop, or vacation and serve as volunteers, officers or
directors with non-profit organizations. At the same time, the
frequency and size of third party liability awards has increased
dramatically in Canada over the past ten years
2016 Dates
If you are not already doing so, it’s time to offer your existing
and new clients Personal Umbrella Liability insurance.
April 28
Time
•
•
•
•
•
Review the Pricing Insurance Overview
Learn the Elements of Pricing
Hear about the Actuarial Science
Understand the Government Impact
Understand the role of the Broker and Underwriter
Recommended for
Sales and Service Brokers who are looking for a broader
understanding of pricing and product
2016 Dates
April 21 & July 28
Time
9:30 AM – 11:45 AM
Facilitator
Facilitator
Solid Fuel Heating Appliances – An Insurance
Perspective Webinar (AL - 2T)
Whether for ambiance or for heating, solid fuel burning
appliances are a common addition to Ontario homes. If not
properly installed and maintained, they can be a major cause
of residential fires. Solid fuel-burning appliances in all their
variations require extra care and handling by insurance brokers
and their clients.
Objectives
• Develop an understanding of solid fuel heating appliances
• Assist participants to effectively perform front-line
underwriting duties
• Equip participants to explain company underwriting
concerns and issues to policyholders
Recommended for
2016 Dates
January 20 & September 22
Time
9:30 AM – 11:45 AM
Facilitator
Fee
Fee
As part of our commitment to
provide excellent education,
we invite any industry subject
matter experts to partner with
us. Whether commercial, personal,
or customer service focused, we
want your
expertise.
9:30 AM – 11:45 AM
Fee
14
Ratemaking for the Rest of Us Webinar (AL - 2T)
Participants who complete this webinar will gain an excellent
understanding of how insurance is priced and will be able to
assist clients to best place themselves in the best pricing section.
Clients will be able to adjust lifestyle or physical elements to
take advantage of the best pricing available to them.
Recommended for
AL = All Lines
contact us
for more
details.
www.ibao.org
The Sharing Economy and The Internet
of Things Webinar (AL - 2T)
This program will review the rapid escalation of the sharing
economy and the internet of things and focus on the emerging
liability and coverage implications arising from these
developments from a broker’s perspective.
The sharing economy is redefining traditional business
relationships and reshaping consumer behavior. Innovative
uses of the traditional personal automobile, commercial use of
residential premises, the evolution of the internet of things and
autonomous automobiles will dramatically alter the nature of
traditional risk exposures and corresponding insurance solutions.
Brokers will develop an understanding of the opportunities, risks
and challenges associated with the sharing economy from a first
party and third party perspective.
Objectives
• Review emerging developments of the sharing economy.
• Identify the liability gaps created by the sharing economy
and the internet of things.
• Understand the role of the broker as trusted advisor in the
sharing economy- leveraging current and emerging risk
management and insurance solutions
Recommended for
Producers / Customer Sales-Service Representatives /
Brokerage Owners / Managers
2016 Dates
March 22 & June 28
15
Personal Lines Property Insurance Webinar
(PL - 2T)
•
•
•
•
•
•
•
PL = Personal Lines
Time
9:30 AM – 11:45 AM
SELF-GUIDED E-LEARNING
As a home ages, so does the plumbing and electrical. Many
insurers will not provide or renew coverage on such properties
unless these components are updated.
Facilitator
Mario Fiorino, B.A., LL.B, M. ED. Insurance Bureau of Canada
Fee
This 2 hour webinar will equip participants with the knowledge
needed to perform underwriting duties and to confidently
explain insurance concerns to clients when it comes to roof
covering.
The chief purpose of a roof system is to provide a barrier to
the intrusion of water into the home. The roof covering must
resist nature’s worst elements: hail, fire, wind, sunlight, snow,
ice and temperature extremes. It must also battle damage from
the formation of ice dams during the freeze/thaw cycles so
prevalent in the winter months for certain areas of the province.
Having a “roof over your head” is a basic human need. It is also
the most crucial building element protecting the homeowner’s
most important treasures: home and family.
• Provide the working knowledge to perform front line
underwriting duties
• Learn the necessary skills necessary to help clients
understand the risks associated with older wiring and
plumbing systems
• Provide a refresher for those with more experience
Recommended for
Recommended For
2016 Dates
August 25
Broker related topics range from insurance to general business including:
Personal Lines Account Executives and Customer Service
Brokers
Ontario Auto Reform 2016
Broker Licensing
Business Courses
Compliance
Computer Skills
Customer Service
Finance
Health & Safety
Human Resources
Insurance Specific Courses
Personal Development
2016 Dates
February 9
Time
9:30 AM – 11:45 AM
Facilitator
Fee
Objectives
Webinar participants will learn about:
• Residential roof styles
• Roof coverings
• Ice Dams – what are they and how to prevent them.
We are committed to providing learning options that better meet your professional development
needs and learning style. E-Learning courses offer the chance to work towards licensing or professional
development from the convenience of your office or the comfort of your home, whenever you like.
Programs are available 90 days from the date you register (unless otherwise noted). Visit our website
to view course availability.
LICENSING
The Slippery Slope Webinar
Introduction to Residential Roofing (PL - 2T)
Objectives
Understanding the Claims Process – The Legal
Dimension Webinar (AL - 2T)
This webinar will review the legal and relationship role and
limitations of the broker in the claims process. Participants will
be lead through the various legal duties and obligations of the
various parties to the claims process.
Participants will examine:
• The legal role and limitations of the broker in first party claims
• The legal role and limitations of the broker in third party claims
• Understanding the roles of the various parties to a claim
• The duties and obligations of the insurer in the claims process
• The duties and obligations of the insured in the claims process
• The role of the independent and company adjuster
• The duty to defend
• The doctrine of good faith in the claims process of an
insurer and insured perspective.
LICENSING
Two-Week Prep Course for RIBO Level I
RIBO Level i Basic Broker Prep Course
*** NEW format for 2016 ***
Over 10 business days, you will be required to complete an
online, self-directed orientation course and the Two-Week Prep
Course, which is the most efficient study method in preparing
you for the RIBO Level I exam.
March 24
If you want to become an insurance broker, this is your
course. It covers everything you need to know to write
the RIBO Level l exam. Once you pass, the license
you’ll receive allows you to sell habitational (personal
& commercial), auto and travel insurance, and liability
coverage under the supervision of a Level ll licensed or
principal broker.
This course is for individuals who would like to become
an insurance broker, but have limited industry experience.
You will be guided through the required RIB Act, insurance
fundamentals such as: the principles of indemnity, insurable
interest, personal property and personal automobile insurance
principles, OAP 1 wordings, and the RIBO Homeowner’s,
Tenant’s and Condominium Unit Owner’s form. This format
includes the exam written on the final day of the course, but
does not include the exam fee of $180 payable to RIBO.
Webinar participants will learn about residential plumbing
and electrical systems including the concerns with galvanized
plumbing; aluminum and knob and tube wiring; and 60 amp
electrical panels. Participants will gain the knowledge and skills
needed to perform front line underwriting duties and to help
brokerage clients understand the personal safety benefits of
updating these critical residential building components.
Time
We offer this course in two formats:
According to Canada Mortgage and Housing, a house is much
more than just four walls and a roof: it’s an interactive system
made up of many components including the plumbing and
electrical distribution system.
Time
9:30 AM – 11:45 AM
Facilitator
Fee
Understanding Residential Plumbing and
Electrical Systems Webinar (PL - 2T)
16
Recommended for
2016 Dates
9:30 AM – 11:45 AM
Facilitator
Mario Fiorino, B.A., LL.B, M. ED – Insurance Bureau of Canada
Fee
Facilitated Study:
•
•
•
•
Two-Week Prep Course for RIBO level I, Toronto
Weekend Warrior Prep Course for RIBO level I, Toronto
Community College Prep Course (various locations)
Two Day Review for RIBO level I
Self-directed study:
• Online Basic Broker Course for RIBO level I
• RIBO Level I Preparation Kit (textbook only option)
www.ibao.org
2016 Toronto Dates
January 11 - 22
February 16 - 29
March 7 - 18
March 14 - 28 (Mississauga)
April 4 - 15
May 9 - 20
June 13 - 24
July 11 - 22 (Thunder Bay)
July 18 - 29
August 15 - 26 (Brampton)
17
September 12 - 23
November 7 - 18
December 5 - 16
Time
8:30 AM – 4:00 PM
Cost
Time
8:30 AM – 4:00 PM
$299 + $25 administration fee for non-members
Cost
Facilitators
Lyall Bell, CAIB, CIP or Mike Carberry, BA, CAIB
Online Basic Broker Course
Weekend Warrior Prep Course for RIBO Level I
This format provides 100-day access to an e-Learning workflow
with audio guidance, prep tips and practice exams. The exam is
not included – students are required to book their exam directly
through RIBO.
Time
Self-directed
Cost
Time
8:30 AM – 4:30 PM
Cost
$399
RIBO Level I Preparation Kit
Facilitators
We offer RIBO Prep Kits that include the Fundamentals of
Insurance textbook, the Registered Insurance Brokers Act,
an application to write the RIBO exam and key policies
(Homeowner, Tenant & Condominium Unit Owner and
Ontario Auto).
Lyall Bell, CAIB, CIP
2016 Toronto Dates
• Spring session: April 9 - 10, 16 - 17, 23 - 24
• Summer session: August 13 - 14, 20 - 21, 27 - 28
• Fall session: October 1 - 2, 8 - 9, 15 - 16
Community Colleges
The RIBO Level I course is also offered at community colleges
throughout Ontario. Courses typically run two nights a week or
on Saturdays.
The 12-week program offers an alternative to the IBAO courses.
For further information about the dates, times, and fees, please
contact the following colleges:
•
•
•
•
•
•
Durham College (Oshawa): 905.721.2000 x3063
Fanshawe College (London): 519.452.4443 x4698
George Brown College (Toronto): 416.415.5000 x2164
Niagara College (Welland): 905.735.2211 x7516
Seneca College (Toronto): 416.491.5050 x33036
Sheridan College (Brampton): 905.459.7533 x2160
Two-Day Review for RIBO Level I
This program provides an excellent opportunity for those
who have had recent difficulty in passing the RIBO Level I
licensing examination or studied on their own and need
additional tutoring. Students must have a current version of the
Fundamentals of Insurance textbook.
2016 Toronto Dates
February 10 - 11
August 17 - 18
18
PROGRAMS
Time
9:00 AM – 4:00 PM Monday to Friday
Cost
$600 members, $905 non-members
Lyall Bell, CAIB, CIP or Mike Carberry, BA, CAIB
This format allows you to prepare for the RIBO Level I exam
over three consecutive weekends. The exam is not included
and students are required to book their exam directly through
RIBO.
April 18 - 22
July 4 - 8 (Kitchener)
November 21 - 25
Cost
$195 (members)
$250 (non-members)
To order, fill out the RIBO Prep Kit Resource Order form
found on our website.
Facilitator
Various
Benefits in attaining your CAIB
designation:
• Provides you with formal, fundamental
insurance knowledge
• Earn confidence from clients
• Encourages you to develop specialized skills
• Offers career advancement and professional
development opportunities
Individuals who hold a CAIB
designation also qualify for an
exemption from the Unrestricted
Technical exam
RIBO Level II – Management Examination Course
Aspiring to be a Principal Broker or owning your own brokerage
one day? This one-week course is intended to prepare you for
the RIBO Level II (unrestricted) Licensing examination. This
course has also proven to be an excellent skills refresher for
those already holding a Principal Broker Status or those wishing
to upgrade their management skills. The RIBO Level ll Advanced
Broker License is required to practice without restriction.
Objectives
Successful completion of both the “Unrestricted
- Management” examination and the “Unrestricted Technical Only” examination qualifies an individual to
the “Unrestricted” registration and is therefore eligible
to act as the Principal Broker of a broker business.
To apply for an exemption, individuals must forward
the request to the RIBO Qualification & Registration
Department.
You will gain knowledge of:
• Management & administration
• RIB Act
• Errors & omissions • Financial management
• Company relations
• Technology
CAIB – Canadian Accredited Insurance
Broker
Increase your business competence, confidence
and credibility as an insurance professional
with the Canadian Accredited Insurance Broker
(CAIB) program. To establish yourself as a trusted
insurance advisor, you need to have in-depth
knowledge and understanding of all aspects of
property and casualty insurance. The CAIB program
covers the study of Personal Lines, Commercial
Lines and Brokerage Management. Each course in
this four-course program culminates in a national
examination. Upon successful completion, eligible
candidates are awarded the nationally-recognized
professional designation, CAIB.
Graduates’ use of the CAIB designation, as with all
IBAC designations, will be restricted to licensed
property and casualty insurance brokers who are
members or associate members of their provincial
or regional brokers’ association. Non-members
are welcome to take the CAIB program, where
a Certificate of Completion will be issued upon
graduation and an association member fee will be
required to carry the designation.
Program Outline
The topics covered in the four CAIB courses include:
CAIB 1: General Insurance (PL - 16T + 5M)
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Introduction to General Insurance
Habitational Insurance
Personal Liability Insurance
Farm Insurance
Basic Personal Auto Insurance
Building Professionalism – Emphasis on Service
Travel Insurance
CAIB 2: Commercial Insurance (CL - 16T)
• Introduction to Commercial Property
• Commercial Property Insurance – Policy Forms
• Commercial Property Insurance – Additional Coverage
Forms
• Commercial Property Insurance – Miscellaneous Property
Forms
• Crime Insurance
• Business Interruption Insurance
Examination Process
Examinations are not offered at IBAO. Only exam applications
are provided on the first day of the course.
Note: Applicants for examination must have held a Level 1
(under supervision) license for a minimum of two years.
www.ibao.org
19
national programs
Facilitators
NATIONAL
2016 Toronto Dates
CAIB 3: Commercial Insurance Liability (CL - 16T)
Commercial General Liability – A Legal Perspective
Commercial General Liability
Insurance Policy
Commercial Automobile Exposure
Ocean Marine and Aviation Insurance
Surety Bonds
Risk Management
CAIB 4: Brokerage Management (MR - 20M)
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Strategic Planning
Organizational Behaviour
Human Resources Management
Leadership Management
Broker/Insurance Company Relations
Marketing and Communications
Building Long-Term Relationships
Technology
Financial Management
Monitoring
The CAIB program has been designed to address the varied
insurance knowledge required for brokers whether they come
from a personal lines, commercial lines or a management
background.
The CAIB designation is offered in four study formats:
• Self-Study
• Online Group Discussion
• In-House Group Discussion (Upon approval)
• Five-Day Immersion
2016 Semester Schedule (applies to self-study & online group
discussion)
Winter Semester: Jan. 25 – April 15
Summer Semester: May 9 – July 1
Fall Semester: September 12 – December 2
2016 Exam Schedule
Exam transfers, changes, or cancellations will only be accepted
one month prior to each exam date. See website for full CAIB
policies and procedures.
Spring resit exam: Wed, Feb 10, 9:00 AM – 12:30 PM
Winter semester exam: Wed, May 4, 9:00 AM – 12:30 PM
Summer semester exam: Wed, July 6, 9:00 AM – 12:30 PM
Fall resit exam: Wed, Sept. 7, 9:00 AM – 12:30 PM
Fall semester exam: Wed, Dec. 7, 9:00 AM – 12:30 PM
CAIB Self-Study
This platform is designed for those of you who prefer to set
your own pace and organize your own study schedules. You
also get access to additional online resources as well as a SelfStudy advisor. The Self-Study advisor is available should you
have any questions regarding the course content.
2016 Dates
Winter Semester, Summer Semester, Fall Semester
Cost $539 members,$719 non-members
20
CAIB Online Group Discussion
This format emphasizes active participation within a
virtual classroom and is a forum for you to share ideas. An
experienced broker guides the group through 1 – 2 hour
discussions held once a week via webinar (Minimum six
registrants).
2016 Dates
Winter Semester, Summer Semester, Fall Semester
Time
1 – 2 hour weekly discussions
Cost
Facilitator
CSIP – The Customer Service for the
Insurance Professional Four-Part Program
As a customer service representative, your ability
to deliver excellent service to your clients is
critical to your brokerage’s success. In this fourpart program, you will explore every aspect of
brokerage operations from a customer service
perspective. You will develop the skills required to
ensure that your office maintains a consistent, high
quality, customer service approach in all market
conditions. The Customer Service for the Insurance
Professional (CSIP) program is an excellent
resource, whether you are new to the insurance
brokerage field or a seasoned professional.
Various
Program Overview
CAIB In-House Group Discussion
If you want to arrange for an in-house group discussion within
your brokerage, or for a specific facilitator to lead a discussion
on-site, let us know. This format is recommended for individuals
who excel in group environments and benefit from group
discussion (Minimum six registrants).
CAIB 5-Day Immersion
This is a 5-day instructor-led course where you can participate
in an intensive week of discussions, hands on exercises and
practice exams. The exam will be written on the final day of the
course. This platform is best suited if you need to focus on the
subject matter at hand without work or personal distractions.
Format dates have been designed based on your feedback.
2016 Toronto Dates
CAIB 1 July 7 - 10 (exam July 11)
CAIB 2
January 28 - January 31 (exam February 1) & September 15 - 18
(exam September 19)
CAIB 3
March 3 - 6 (exam March 7) & October 27-30 (exam October 31)
CAIB 4
June 2 - 5 (exam June 6) & December 1 - 4 (exam December 5)
Time
9:00 AM – 4:00 PM
Cost
Facilitator
Chris Coniglio, BA, CAIB, CIP
The Customer Service for the Insurance Professional program
(CSIP) consists of four modules, work at your own pace with
the assistance of a mentor (e.g. manager, owner) within your
brokerage office. There is no exam for this program. Your
mentor will provide you with guidance in areas where you
require assistance and reviews your answers to exercises in
each module. You will receive a certificate of completion once
verification is received from your mentor.
You will explore the following topics:
• The Role of the Insurance Broker
• Understanding the Broker’s Role
• Quality Service and its Benefits
• Client Expectations
• Effective Communications
• Adding Value to your Brokerage
• Selling Skills
• Client Negotiation
• Public Relations
• Time Management
• Brokerage Operations
Office procedures and brokerage workflows and their impact on:
• Client Service
• Errors and Omissions Liability Exposure
• Office Efficiency
• Industry Issues
The Broker and the Law
• Inadequate Coverage
• Industry Organization
• Career Development
We offer this course by correspondence.
CSIP Correspondence
This format allows you to work at your own pace with the
assistance of a mentor (i.e. manager or owner) from your
brokerage. At the end of each module, there’s a summary
and review of the text including multiple choice and short
answer questions. Registration for this format is ongoing. Your
mentor will send a letter stating that you have satisfied the
requirements for each of the modules before a certificate can
be issued. Recommended for individuals who prefer guiding
their own studies. Registration for this format is ongoing.
www.ibao.org
2016 Dates
On-going
Cost
$620 total or $165 per module
Accreditation
8 Personal Hours for Modules 1 & 3
8 Management Hours for Modules 2 & 4
CPIB – Canadian Professional Insurance
Broker
The property and casualty insurance industry
is constantly changing with new demands and
challenges arising on an ongoing basis. You need
to meet these demands and challenges with
confidence that can only be gained from experience
and knowledge. You already have both, so why
not take the next logical step in your insurance
career with the Canadian Professional Insurance
Broker (CPIB) program. All you need to qualify for
admission is the CAIB or CIP designation.
CPIB is unique in that it allows you to focus your
studies and interests in one of three professional
streams: Personal Lines, Commercial Lines and
Brokerage Management.
Program Overview
Earning the CPIB designation requires completion of six
courses in your chosen stream - specifically, three courses that
are mandatory and insurance specific and an additional three of
a broader nature, that are offered by recognized universities or
colleges. You may also take the program’s courses individually
for general interest or Continuing Education (CE) credits.
Use of the CPIB designation, as with all IBAC designations,
will be restricted to licensed property and casualty insurance
brokers who are members or associate members of their
provincial or regional brokers association. Non-members are
welcome to take the CPIB program, where a Certificate of
Completion will be issued upon graduation and an association
member fee will be required to carry the designation.
The Qualifications
At the time of registering for the examinations, you must be
employed by a property and casualty insurance brokerage that
is a member in good standing of a member association that is
and continues to be a member of IBAC. The right to use and
maintain the CPIB designation shall only continue if membership
status is maintained.
Program Outline
Self-Study
If you prefer a more flexible schedule or are in a remote location,
then the self-study format is ideal for you. For each course, you
will receive a textbook and a self-study guide.
Program Courses
You must complete 6 courses (3 mandatory and 3 electives) in
your stream of specialization in order to obtain the designation.
21
NATIONAL PROGRAMS
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Approval requests for elective courses can be sent to the IBAO
Education Department. You must submit the desired course
outline prior to starting a course and submit a copy of the
official transcript once completed. Refer to semester schedule
for important dates, deadlines, and fees.
2016 Dates
Winter Semester: Jan. 25 – April 15
Summer Semester: May 9 – July 1
Fall Semester: September 12 – December 2
2016 Exam Schedule
Exam transfers, changes, or cancellations will only be accepted
one month prior to each date. See website for full CPIB policies
and procedures.
Spring resit exam: Wed, Feb 10, 9:00 AM – 12:30 PM
Winter semester exam: Wed, May 4, 9:00 AM – 12:30 PM
Summer semester exam: Wed, July 6, 9:00 AM – 12:30 PM
Fall resit exam: Wed, Sept. 7, 9:00 AM – 12:30 PM
Fall semester exam: Wed, Dec. 7, 9:00 AM – 12:30 PM
Cost
Members $514.00, Non-Members $694.00
Accreditation
Advanced Commercial Lines: 16 Technical Hours
Advanced Personal Lines: 16 Technical Hours
Business Strategies: 20 Management Hours
Claims Management and Administration: 16 Technical Hours
Law and Ethics: 20 Management Hours
CCIB – Canadian Certified Insurance Broker
You have come very far in your insurance career
and have achieved a high level of success. Why not
challenge yourself further by earning the ultimate
symbol of professional achievement - the Canadian
Certified Insurance Broker (CCIB) designation. The
CCIB designation – recognized by the insurance
industry and general public, denotes a standard of
excellence all commercial insurance brokers should
aspire to. The CCIB sets a standard of quality
and skills to merit public recognition throughout
Canada, and to ensure that the broker profession
will continue to flourish.
provincial or regional brokers’ association. Non-members are
welcome to take the CCIB program and will receive a Certificate
of Completion upon graduation.
The Examinations
The designation is awarded upon successful completion of three
examinations on your practical knowledge of Property and
Casualty insurance coverage available in the marketplace. You will
be expected to demonstrate a comprehensive understanding of
the Statutory Conditions, Insuring Agreements, Policy Conditions
and Legal Concepts. The examinations are as follows:
Contact US
Essay Style Questionnaire
location
The three hour examination contains ten essay style questions
concerning all aspects of Property and Casualty insurance. The
examination will test practical application of your technical
knowledge in case study situations. You will also be tested on
your risk management analysis skills.
Insurance Brokers Association of Ontario
1 Eglinton Avenue East, Suite 700
Toronto, Ontario M4P 3A1
Short Answer Questionnaire
This two hour examination contains short answer questions
covering all areas of Property and Casualty insurance. The
examination will test your technical knowledge.
Phone
Fax
Email
Final Examination
Option 1 - Oral Examination:
This ninety minute examination is the closest “true to life”
test to which you, as a Canadian professional Property and
Casualty insurance broker can be challenged. You will prepare
an insurance proposal based on client information provided.
You will be orally tested by a panel on the proposal you
have presented, and will be examined from both a client and
underwriting perspective.
Option 2 - Survey Examination:
This five hour open book examination assesses your ability to
prepare a written survey based on an insurance proposal from a
client’s perspective.
416.488.7422 | 1.800.268.8845
416.488.7526
contact@ibao.on.ca
Hours of Operation
Regular Hours
Monday to Thursday 8:00 a.m. to 4:30 p.m.
Friday 8:00 a.m. to 4:00 p.m.
Summer Hours (June, July & August)
Monday to Thursday 8:00 a.m. to 4:30 p.m.
Friday 8:00 a.m. to 1:00 p.m.
Time
2 – 3 months preparation
2016 Dates
Ongoing
Cost
IBAOeducation contacts
Accreditation
Continuing Education:
Tracey Blouin, Education Administrator for Courses and Seminars
$290 per exam (short answers & essays) $350 per survey exam
(written or oral)
16 Technical Hours
Licensing:
Claudette Hutchinson, Education & Licensing Coordinator
Program Overview
There is no formal course of study for the three CCIB
examinations. The examinations test your knowledge of all
aspects of property and casualty commercial insurance,
including your ability to do risk management analysis.
The designation is intended to demonstrate your practical
competency gained through work experience. A minimum of
five consecutive years of experience in the insurance industry
is required for admittance.
National Programs:
Rebecca Nguyen, Education Administrator for National Programs
The Qualifications
Use of the CCIB designation, as with all IBAC designations,
will be restricted to licensed Property and Casualty insurance
brokers who are members or associate members of their
22
www.ibao.org
23
www.facebook.com/IBAO1
@IBAOntario
24
Insurance Brokers Association of Ontario

Calendar

Transcription

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