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Crime & Fidelity
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Crime & Fidelity

Crime exposures can vary significantly among clients, as can the sometimes-complex coverage required to address client needs appropriately. For example, what coverage is available for crime loss caused by a fiduciary who is not an employee? Members $95 / Non-Members $145

When: Thursday, May 3rd, 2018
1:30 PM - 3:45 PM
Where: Online via Webinar
Presenter: Melanie Needham
Contact: Tara Keohan

Online registration is closed.
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Many businesses purchase crime insurance that allows them to file claims for employee theft or other offenses with the potential to cause financial ruin. Crime exposures and coverage require knowledge to address properly. Learn about crime and fidelity exposures and coverage (from the basics to unique coverage), the terminology used in the industry today, and emerging trends.

2.0 CE credits for General and Adjuster licences


  • The most common insurance coverage in the industry and how it applies to losses
  • Coverage under the CBES (commercial building, equipment, and stock) form and where Crime/Fidelity covers the gap
  • The insuring agreements under the ISO Commercial Crime coverage:
    • Employee theft
    • Forgery or alteration
    • Theft of money or securities
    • Robbery or safe burglary of other property
    • Outside the premises
  • Fidelity bonds
  • Understanding standard exclusions
  • Common terms and how they relate to coverage
  • Underwriting considerations to be considered and reviewed
  • Trends in the marketplace

Who should attend

All levels of sales and service brokers and agents


Member $95
Non-Member $145

Melanie Needham, FCIP, CRM (facilitator)

With over 20 years’ experience in the insurance industry, Melanie has held various positions including management, underwriting, risk management, and business analyst. As a facilitator (licensing courses in Ontario, as well as CIP and CRM courses across Canada), Melanie was awarded the Insurance Institute’s Instructor of the Year award numerous times and the national Emerging Leader award (2011). She is the president of MRD Training and Consulting Inc. and is highly respected in the industry.

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