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Introduction to Umbrella Insurance
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Introduction to Umbrella Insurance

Don't let lawsuits and coverage gaps wipe out your client's assets. Participate in this interactive webinar to learn the ins, outs, and essentials of umbrella insurance for personal and commercial lines. This coverage may be a cost-effective way to bring peace of mind. Members $110 / Non-Members $180

 Export to Your Calendar 2019-02-19
When: Tuesday, February 19, 2019
9:30 - 11:45 a.m.
Where: Online via webinar
Canada
Presenter: Melanie Needham
Contact: Rochelle Mighty
1-800-318-0197


Online registration is available until: 2019-02-19
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Objectives

Learn who needs the coverage, what is included in the coverage, how to spot the common red flags, and how to understand and underwrite an application. Share sales strategies to improve your closing rates.


2.0 CE credits for General, Adjuster, Accident & Sickness, and Life licences


Topics

  • What types of clients require this coverage
  • The most common insurance coverage included in a policy and how it applies to losses
  • The difference between umbrella and excess coverage
  • How to review an application, including questions to ask and red flags to look for
  • The importance of doing a coverage comparison and recognizing differences in wording
  • Common target markets for umbrella insurance
  • Sharing sales strategies

Who should attend

All insurance industry professionals


Price

Member $110
Non-Member $180

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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