Webinars
July 26, 2023 | Class: 12:00PM - 1:00PM EST
Minimizing the Risks of an Agency Acquisition
Minimizing the Risks of an Agency Acquisition
By attending this webinar, Agents will learn how to minimize the risks of an agency acquisition. This includes learning about the due diligence process, identifying risks and assessing an agency acquisition. Agents will also understand how to review employment agreements, restrictive covenants, E&O and EPLI/HR risks. Finally, agency acquirers will understand how to mesh cultures, incentivize the merging producers and staff and maximize the success of an acquisition.
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Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE |
August 16, 2023 | Class: 12:00PM - 1:00PM EST
The Agent’s Perspective on Transitioning Your Agency
The Agent’s Perspective on Transitioning Your Agency
By attending this webinar, Agents will learn the ins and outs of transitioning their agencies from both buyer and seller perspectives. Agents will understand what the experience of transitioning their agency operations and ownership will be like and how to prepare.
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Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE |
September 14, 2023 | Class: 9:00AM - 12:00PM EST
E & Uh-Oh: Documentation, Checklists, and Operations
E & Uh-Oh: Documentation, Checklists, and Operations
This three-hour course is designed to review and educate the roadmap to personal auto insurance and the important of umbrella insurance. This course will include medical payments, exclusions, liability coverage, and how coverage and premium interact with providing insurance.
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Member - $75 | Non-member - $125
Approved for 3 hours of Indiana CE Approved for Utica and Allizance E&O Discount |
October 25, 2023 | Class: 12:00PM - 1:00PM EST
Is Now the Right Time?
Is Now the Right Time?
The purpose of this webinar is to educate agents the questions they need to ask in order to not only help determine the right time to transition their agency, but to make them aware of items to take into consideration in order to continue properly protecting their clients and preventing any E&O exposures.
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Member - Free | Non-member - $25
Approved for 1 hour of Indiana CE |
November 16, 2023 | Class: 9:00AM - 12:00PM EST
E & Uh-Oh: Documentation, Checklists, and Operations
E & Uh-Oh: Documentation, Checklists, and Operations
Documentation. Checklists. Operations. Oh My! This three hour webinar is going to review the best practices in documentation and operations to help lower the risk of an E&O claim in your agency.
Member - $75 | Non-member - $125
Approved for 3 hours of Indiana CE
Approved for Utica and Allizance E&O Discount
Approved for 3 hours of Indiana CE
Approved for Utica and Allizance E&O Discount
To register over the phone or questions, contact Libby at (317) 899-9200 or Libby@PIAIndiana.com
