Wednesday, March 20
Agency Coverage Standards - filed for 3 hours P&C
Every agency needs a formal method for exposure identification. Every agency needs formal coverage standards by line of business, including restrictive endorsements to avoid. Every agency needs formal procedures that are consistently followed. This program is designed to enable participants to do both as respects commercial general liability, business auto, workers compensation, commercial umbrella/excess liability and commercial property as well as business income.
 PRESENTED BY: Allen Messer, CIC, CPCU, Insurance Concepts & ServicesAllen Messer, CIC, CPCU began his insurance career in 1971. He has worked for insurance companies in a variety of positions and has worked as a producer and agency owner. VIEW HANDOUTS
Determining the Right Path for Perpetuation- filed for 2 hrs. P&C of L&H
For agencies who are looking to carve their own path – there are more options than just buying or selling your firm. During this session, MarshBerry leads an exploration of the paths available to agencies and brokers in today’s marketplace and provide guidance on how you can stay competitive.
 PRESENTED BY: James Graham, MarshBerryJames Graham joined MarshBerry in 2015 and is a member of MarshBerry’s Financial Advisory team in its Dana Point, California office. James’ expertise includes merger and acquisition advisory, capital raising, business valuation, perpetuation & succession planning, and strategic planning. Prior to joining MarshBerry, James was a Senior Consultant with Deloitte Consulting LLP. James currently maintains the FINRA Securities Industry Essentials (SIE®) Exam in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered broker-dealer of Marsh, Berry & Co., LLC. He is also a Certified Valuation Analyist (CVA).
VIEW PRESENTATION
Industry Trends & Legislative Update approved for 1 hr. P&C of L&H
Frank Sheppard and Director Wise will update participants on upcoming/pending issues in both our industry and the SC Legislature, including an update on Tort Reform/Liquor Liability. VIEW PRESENTATION PRESENTED BY: SC Insurance Director Michael Wise, IIABSC President Frank Sheppard & IIABSC Executive VP Russ Dubisky
Thursday, March 21
Closing Session Key Business Income Concepts filed for 3 hrs. P&C
This session will discuss the five most important business income concepts. Some estimate that 25 percent of businesses that suffer a business-closing loss never reopen, and 50 percent of those that do re-open close down after a short period of time. Properly insuring the business income exposure is critical for your insureds and to protect your agency from an E&O claim. Business Income discussions include: - Defining Business Income
- Understanding the Period of Restoration
- Discussion of the Extended Business Income / Extended Period of Indemnity
- Recognizing Dependent Properties
- Completing the CP 15 15 Business Income Report and Worksheet
VIEW PRESENTATION  PRESENTED BY: Chris Boggs, CPCU, ARM, ALCM, LPCS, AAI, CWCA, CRIS, AINS, Verisk (Insurance Services Office)
Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS, currently serves as a Senior Product Manager with Verisk (ISO). He and his team manage and develop policy language for Verisk’s ISO Commercial Property line of business. Prior to his current role, Boggs was vice president of agent development with the Independent Insurance Agents and Brokers of America (IIABA or the Big "I"). During his greater-than-three-decade insurance career, Boggs has authored over 2,000 insurance and risk management-related articles on a wide range of topics. Additionally, Boggs has written 15 insurance and risk management books.
Boggs has been a regular speaker at industry events, including the National Association of Mutual Insurance Companies (NAMIC), the National Society of Insurance Premium Auditors (NSIPA), the American Association of Managing General Agents (AAMGA), the Institute of Work Comp Professionals (IWCP), the Chartered Property Casualty Underwriter (CPCU) Society and many state association conferences. He has also earned numerous professional accolades including the 2017 Institute and Faculty of Actuaries (IFoA) Brian Hey Prize and the 2019 Casualty Actuarial Society (CAS) Charles A. Hachemeister Prize as part of a of professional collaboration with a diverse group of professionals.
His professional background includes work as an insurance educator, risk management consultant, loss control representative, insurance producer, property claims manager, journalist and columnist, and underwriting quality assurance manager.
Boggs earned a Bachelor of Science degree in journalism at Liberty University in Lynchburg, Virginia, and holds nine professional designations. | |