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Ethical Considerations for Brokers
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Ethical Considerations for Brokers

Brokers are often faced with situations that present ethical dilemmas. Whether they be in the collection of information in regard to new sales or renewals, adding or deleting endorsements or reviewing coverage provided by a competitor, these dilemmas must be resolved with the ethical considerations properly addressed to leave the broker’s integrity intact and unquestioned. Members $110 / Non-Members $180

 Export to Your Calendar 2020-05-27
When: Wednesday, May 27, 2020
9:30 - 11:30 a.m.
Where: Online via webinar
Canada
Presenter: Derek Sarluis
Contact: Rochelle Mighty
1-800-318-0197


Online registration is available until: 2020-05-27
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Objectives

Renew the fundamental skills in ethics and integrity brokers have and apply new techniques in common situations that brokers face between their clients and markets.


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


Topics

  • Define ethics & integrity skills for brokers
  • Identify ethical dilemmas in a new policy (sales)
  • Identify ethical dilemmas in a renewal
  • Techniques to address ethical dilemmas in new sales & renewals
  • Apply techniques in a case study situation

Who should attend

Brokers with existing clients or who are looking into new sales.


Price

Member $110
Non-Member $180

Derek Sarluis, CIP, Q.Med, CSIA (facilitator)

A 37-year veteran of the insurance industry, Derek combines his experience in claims (adjuster, manager, and VP) with his experience as an accredited Qualified Mediator to help clients at the York Street Dispute Resolution Group resolve losses involving insurance liability, municipal liability, E&O, medical malpractice, product liability, and first-party insurance claims. This experience with complex liability and first-party claims, coupled with his experience and training in dispute resolution, has lead him to be an excellent mediation specialist. Along with membership in adjuster associations, Derek is a past director of the Insurance Institute of Ontario (Southwestern Chapter) and a former vice-chair of the IBC Claims Committee.

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