Examine insurance statutes and regulations that apply to an agent’s legal and ethical responsibility to an insured, claimant, insurer, and other agents. Analyze the potential conflict of interest that exists in the agent-consumer transaction. This conflict is complicated by a system in which agents are encouraged to provide needs analysis and risk management services to clients; however, his or her compensation or reward system is sales, not service. Identify ways in which an agent’s or insurance company’s potential legal liability is changed by insurance laws, society’s perspective of responsibility during the insurance transaction, and court interpretations. Learn the key steps to analyzing agent responsibility and implementing a systematic process to identify and satisfy client needs.
As President of Professional Training Associates, Inc., Keith Wilts conducts over 120 training classes throughout the country annually. He also makes numerous presentations for insurance and professional organizations throughout the year. Keith has over 35 years of experience involving production and consulting activities on both commercial and personal accounts. Certifications include: CPCU, CIC
This webinar course is approved for 3 hours of Wisconsin continuing education credit. Attendees must be present during the webinar to receive CE credits.
Course fee is $39.00 for IIAW members, $57.00 for non-members. The IIAW will email a Webinar Invitation to you for the scheduled class approximately 24 hours before the webinar begins, along with any other required forms.
Adobe Flash Player is required to view the webinar. A link for a free download will be included in the Webinar Invitation.
A written request for a one-time transfer of the full registration fee to another scheduled IIAW webinar or a refund less a $5 cancellation fee may be made up to 24 hours before the beginning of the webinar for which the individual is registered. Substitutions are welcome — please email notification of name, license number, and email address for receiving login information