| Additional Insured Endorsements and Certificates of Insurance |
| This seminar provides in-depth, practical training on selection, issuance and management of additional insured endorsements and certificates of insurance pertaining to liability insurance.
This course is approved for 6 hours CE for independent adjusters.
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| Additional Insureds/Certificates of Insurance |
| What is an additional insured? What is the basis for this request? What is the scope of insurance coverage to be provided to the additional insureds? What is the role of the certificate of insurance in providing evidence of coverage for additonal insureds? How reliable is this method of documentation and what are the consequences for inaccuracies? These questions and more will addressed during this in-depth technical seminar.
This course is approved for 6 hours ce for California independent and public adjusters.
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| Applied Risk Management: Tools, Techniques and Case Studies |
What were the lessons from the Ford Pinto? What can 9-11 teach us about Enterprise Risk Management? How does one simplify, communicate and apply risk management concepts to improve every-day decision making, and what is the impact of the effort? Join a risk manager for a discussion of risk management concepts, techniques and case studies that will have you thinking about risk management in a different way and leave you with simple tools and techniques you can use to manage your risks. In this 6 hour seminar, participants will be asked to identify, assess and prioritize risks they face every day in managing their operations, providing services to their customers, and managing their personal lives. Participants will learn the risk management process and review case studies that illustrate its key steps.
Participants will leave with tools for effectively analyzing, controlling, and financing their risks, including coordinating their risk management efforts throughout the organization. They will be encouraged to establish a Risk Management Policy Statement, assign responsibility for risk management activities, and translate the policy statement into action.
Participants will then also be able to assist their clients in understanding and implementing risk management in their organizations, leading to better client service and consulting opportunities.
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| Commercial Auto and Garage Liability Coverages |
| Participants in this workshop will review the ISO Business Auto and Garage Liability forms. |
| Commercial Auto, Surety, CIPS & Miscellaneous Lines |
| A required course to obtain the CRIS designation. This course reviews the various types of insurance often needed by contractors that are not covered in the other core courses. This includes auto liability and physical damage, professional liability, pollution liability, employment practices liability, and directors and officers liability insurance. It also provides a basic review of claims-made and occurrence coverage triggers, wrap-up or controlled insurance programs (CIPs), and surety bonds. Includes pre-paid IRMI exam voucher valued at $59. |
| Commercial General Liability Insurance: An In-Depth Look at Problem Areas |
| This seminar provides in-depth study of general liability insurance and enables participants to recognize potential coverage problems and how to eliminate uncovered exposures in policies procured for the public.
This course is approved for 6 hours CE for independent adjusters.
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| Commercial Risk Analysis |
| Through the use of real world examples and exercises participants will be able to determine exposures and coverage needs for different types of businesses to better help serve their clients. |
| Construction Related Risks - Special Needs |
| This seminar provides an in-depth look at the specific general liability and property needs of small and medium sized contractors. Don't lose your shirt because you don't know what you're doing. Being knowledgeable means cost savings. |
| Contracts as a Tool in Managing Risk |
| This workshop provides understanding and practical examples of how to use Contracts to reduce, allocate, and transfer risk to others; clarity on recent court case law decisions involving current issues; resulting Insurance Company policy language and coverage changes; as well as practical information on how to effectively manage organizational risk using contracts. Includes examination and application of the critical new AB 758 Anti-Indemnity Contract Provisions and the ISO 07/04 Endorsements! |
| Contractual Risk Transfer in Construction |
| A required course to obtain the CRIS designation. This course reviews the ways in which risk is allocated in construction contracts. In addition to a technical review of the types of techniques available, this course examines strategies for maximizing the effectiveness of risk transfers in construction contracts. Topics include indemnification provisions, waivers of subrogation, limitations of liability, insurance requirements, and some of the key areas of risk allocation in standard construction contracts. Tips for writing and negotiating fair and effective insurance requirements are provided where appropriate, as well as for verifying compliance with these requirements. Includes pre-paid IRMI exam voucher valued at $59. |
| Demystifying Death Benefits |
| This seminar is designed to provide the knowledge and confidence necessary to systematically and fairly address the multiplicity of issues when a death claim is presented. The novice attendee will receive a broad overview of the benefits payable to or on behalf of someone who sustains a fatal compensable industrial injury while providing a seasoned professional a detailed roadmap to understand the underlying principles which govern how much and to whom death benefits will be paid. |
| Directors & Officers Liability: An Introductory Review of Executive & Corporate Financial Liability |
| What risks do Directors and Officers of corporations face, and what financial protections are in place for them? How does D&O liability insurance coverage protect D&Os? In this seminar, come learn about the various risks Directors and Officers of corporations face. We'll spend time reviewing insurance coverage that protects these individuals and provides corporate balance sheet protection. Students will be given an opportunity to underwrite a well-known public company, highlighting risk areas and coverage issues. This class will benefit students both experienced and new to D&O and management liability coverages. |
| E & O Claims: What You Can Do To Reduce Them |
| Participants will study the duties that agents and brokers owe to consumers, carriers, and third parties. They will also examine actions they can take to fulfill these obligations. This will result in fewer uncovered claims for the public and fewer E & O claims for the licensees. |
| Ethics for the Insurance Professional |
This four hour seminar includes a thorough discussion of ethics and the importance of ethical relationships between the consumers and producers. Topics include, but are not limited to, understanding and impact of high ethical standards, compensation, disclosure, conflict of interest issues, unfair trade and claims, practices, fraud awareness, senior issues, markets, and case studies.
This program satisfies California Department of Insurance ethics requirement for all insurance agents and brokers bi-annual license renewal. |
| General Liability Coverages |
| This workshop provides a review and analysis of the current Commercial General Liability form.
This course is approved for 6 hours ce for independent and public adjusters.
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| Insurance Fraud: Identifying And Investigating Suspect Claims |
| This program will cover general approaches to handling claims of a suspect nature, as well as specific strategies for identifying fraudulent claims/lawsuits. |
| Introduction To Risk Management |
| This two-day seminar provides an introduction and overview of the risk management process. Included are discussions of terminology, key concepts and application to business, non-profit and governmental organizations. The seminar is designed for those seeking a basic understanding of risk management, as well as those looking to add to their professional skill set. |
| Introduction to Specialty and Complex Claims |
| This seminar is intended to benefit and educate risk managers and insurance professionals, including agents, brokers, underwriters and claim managers by providing a general understanding of complex and specialty claims, as well as related coverage issues. |
| Introduction to Workers' Compensation Claims |
This 2-day seminar provides an overview of the basic principles of workers' compensation. It is recommended for individuals planning to enroll in IEA's Workers' Compensation Claims Administration (WCCA) Certificate program or for anyone wanting a general overview of the California workers' compensation system.
Pre-requiste for persons with less than 6 months claims handling experience prior to enrolling in the Workers' Compensation Claims Administration Certificate program or the CPDM Certified Professional in Disability Management designation program.
This program provides an overview of the basic principles and terminology of workers' compensation. This is a recommended pre-requisite for individuals planning to enroll in IEA's five course certificate in Workers' Compensation Claims Administration (WCCA).
University of Phoenix is a trade name and registered trademark of the Apollo Group, Inc. Its use herein by IEA, Inc. to identify the event location is not intended to imply affiliation with, sponsorship or endorsement of the event by University of Phoenix or Apollo Group, Inc. |
| Medicare Set-Aside Allocations |
| This workshop is designed to increase your knowledge about medicare set-aside allocations and the role it plays in the claims settlement process. You will learn the history behind MSAs, why they are required, which cases fit the criteria, and the details surrounding the allocation and CMS approval process. |
| MMSEA New Law - Huge Penalties: Liability and Workers' Compensation Claims |
| Why is it that few attorneys and claims professionals are aware of Section 111 of the Medicare, Medicaid and SCHIP Extension Act of 2007? This new law, effective 1/1/08, requires all liability and workers' compensation insurance companies, self-insureds and others to register with the government beginning 5/1/09. The registration period has a 60-day window and closes on 6/30/09. Thereafter, every open claim must be reviewed and a lengthy questionnaire filled out for every eligible file, with submissions beginning 10/1/09. The penalty for failure to timely comply is a staggering $1,000 per day, per claim! Are you prepared? Beware, time is running out and the penalties are too great to risk. This seminar is beneficial to all involved in liability and workers' compensation claims but is especially designed for self-insured companies, third party administrators and insurance companies who underwrite "high-valued retrospective" policies. |
| MPN’s & SB 899: Medical Control Issues |
| This workshop offers a better understanding of the latest reforms to California's workers compensation laws relative to medical control issues. |
| New Workers' Compensation Laws of 2010 |
| Are you ready for the new California workers' compensation laws of 2010? There are a host of new laws that directly impact claims handling. The IEA and Professor David Chetcuti present a dynamic 3-hour seminar about the new laws of 2010, along with a few surprises guaranteed to shock the claims industry. This is not your typical seminar that simply identifies new laws. Instead, the program explains each law in detail, analyzes its impact on claims handling, identifies loopholes that others will attempt to exploit and offers solutions. |
| Overview Of Workers' Compensation Underwriting |
| This seminar provides an overview of workers' compensation insurance including policy forms, manual, rating, and dividends. |
| Property Insurance for Contractors |
| A required course to obtain the CRIS designation. This course focuses on builders risk and contractors equipment insurance, including suggestions for maximizing the effectiveness of the coverages. It also includes a review of important concepts with respect to insuring the contractor's office or other permanent property. Topics include covered and excluded property, covered and excluded perils, covered parties, and alternative methods of reporting covered values. Various policy provisions that impact the scope of coverage – such as subrogation, occupancy, and cancellation – are also examined. Suggestions for modifying coverage to address potential coverage gaps and other problematic provisions are provided where appropriate. Includes pre-paid IRMI exam voucher valued at $59. |
| Reserving for Workers' Compensation: Concepts and Practical Applications |
| Participants in this seminar are introduced to claims terms and concepts. Exercises are included that will encourage participants to think about all factors that go into setting reserves. Participants will look at the challenges faced by today's claims professionals regarding reserving. Tips will be provided to help improve reserving skills. The seminar will also focus on time management techniques to assist with quicker reserving. Participants will leave with a better understanding of the role of reserving in the overall picture of workers' compensation claims and how critical it is in the financial well-being of an insurance company. |
| RTW in Workers' Comp vs. RTW in FEHA/ADA - Problems & Solutions |
| This workshop is designed to benefit claims adjusters, legal professionals, and other interested parties as to the nature and extent of return to work obligations for injuries post 2004. The workshop will provide specific actions necessary at each step from prior to injury, to maximum medical improvement, to return to work. Participants will be able to understand the employer’s obligations for return to work and the voucher system under California Workers’ Compensation law changes; how to avoid the new $2500 L.C. Sect 5814.6 penalties related to SJDB and return-to-work notices; have a working knowledge of the interaction between California workers’ comp return to work and other disability regulations (ADA, FEHA, FMLA, etc.); and be familiar with how the doctor’s final report relates to potential ongoing care and return to work options. |
| Symposium - Coming Into Compliance With Fraud |
| Join IEA and the hundreds of individuals who have worked diligently to earn the Workers' Compensation Claims Administration Certificate, Workers' Compensation Claims Professional designation, and Certified Professional in Disability Management this past year. This year's seminar will be taught by the award winning Dennis Knotts. Dennis has taught thousands of IEA students in his 20 plus years as a workers' compensation instructor. He will bring you the latest information on insurance regulations for special investigation units and your legal role in the battle against fraud. |
| Tackling Utilization Review: Implementing a Game Plan |
| With public attention focusing on the recent changes to the workers' compensation industry, how these changes affect a workers' entitlement to benefits; the Insurance Commissioner, DWC Administrative Director and DWC Medical Director have all announced audits of the Utilization Review process. There is still confusion over the proper application and use of the utilization review process. This seminar will take a detailed look at Labor Code 4610, which created the utilization review process, the various court decisions refining the process; and the regulations creating various procedures for those involved. Participants will gain an understanding of legal obligations so that they can better manage and implement the utilization review process in their own claims operations.
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| Thinking Differently as a Claims Professional - Part 2 |
| It's back with all new material!!! The IEA and Professor David Chetcuti proudly present Thinking Differently as a Claims Professional - Part 2. Although registration is open to all, those who attended part one of this informative seminar earlier in the year will definitely not want to miss Part 2, which is specifically designed to assist claims professionals in their every day claims handling activities.
Approved for 6 continuing education hours for CCMP, CPDM, WCCP, BRN and MCLE and Dept. of Insurance education requirements for claims adjusters. |
| Thinking Differently as a Claims Professional - Part 3 |
| The IEA and Professor David Chetcuti proudly present part 3 of its highly acclaimed series, "Thinking Differently as a Claims Professional. " Registration for this informative seminar is open to all, including those who were unable to attend parts one and two. Part three of this series is specifically designed to assist claims professionals and utilization review nurses in their every day claims handling activities. Insurance agents & broker consultants will also benefit greatly from this program. Emphasis will be spent on several important developments in utilization review concerning new rules, regulations and case law decisions, including a thorough description of medical treatment dispute resolution protocols that must be followed prior to WCAB intervention. In addition, a variety of valuable claims handling tactics will be discussed concerning other areas of workers' compensation, including recent amendments to the 15% Rule, a review of two new laws, investigation tips when handling illegal alien claims, an update on the ever-changing debate on when to use the old PD schedule vs. the new one, and much more. |
| Understanding and Utilizing Health Care Organizations (HCO's) in Today's Environment |
| This seminar will provide students with the basic knowledge of what an HCO is and how its role has changed since the implementation of Medical Care Networks (MPN's) in California. Participants will learn how an HCO can be utilized as a cost containment strategy in workers' compensation claims and how to choose the best HCO for themselves and or their client.
Approved for 4 CE hours for CA fire/casualty broker-agent and life agent and 4 CE hours for WCCP, CPDM, MCLE & BRN. |
| Understanding the Post SB899 Medical Evaluation Maze |
| Do you often ask "which evaluation is which, and which procedure applies?" This full day, information packed seminar presented by Dennis Knotts will benefit all claims adjusters, attorneys, self-insured employers, TPA's, and any insurance brokers who need to guide their clients through the many questions asked about which medical evaluation should be used in various situations and what procedures should be followed to resolve medical disputes. Labor Code and Administrative Regulations will be analyzed. |
| Workers Compensation for Contractors |
| A required course to obtain the CRIS designation. This course provides a general overview of standard workers compensation and employers liability insurance, with specific attention to provisions that most affect coverage or create problems for some or all contractors. In addition to the standard policy provisions, key statutes that impact contractors workers compensation exposure and costs, such as independent contractor liability, employee leasing, overtime pay, and various federal acts, are also addressed. Suggestions for modifying coverage to address potential coverage gaps and other problematic provisions are provided where appropriate. Includes pre-paid IRMI exam voucher valued at $59. |
| Workers' Compensation Forms & Notices |
| This workshop is designed to present the attendees a sample of the most up-to-date and commonly used forms and notices in the workers' compensation system. Participants will become familiar with the various forms used and will gain greater understanding of benefit notices required by the workers' compensation system. Most up-to-date regulations and forms from recent legislation will be covered.
Approved for 6 CE hours for WCCP, CPDM, MCLE & BRN. |
| Workers' Compensation Introduction to Disability and Rating |
| This seminar is designed for those individuals who have had little or no training in PD rating in preparation for taking the semester long courses in PD rating; CA 16A Permanent Disability Rating and the AMA Guides. Participants will learn the conceptual framework underlying disability and PD rating as well as an introduction to the mechanics of PD rating under the old and current PD schedules. You will learn how and what factors of disability a medical examiner is required to assess and how this information is used to calculate the extent of PD due the permanently injured worker. You will learn the individual components of the different rating formulas used in 1997 and 2005 PD rating schedules, and how these components interact to determine the extent of PD. Finally, you will be introduced to the concepts relevant to multiple injuries including apportionment, overlap, duplication, pyramiding, and the Multiple Disability Table. |
| Workers' Compensation Legal Loopholes: Getting Ripped Off Without Even Knowing It |
2009 Annual Symposium and Recognition Luncheon
Isn't it absolutely amazing how workers' compensation claimants, applicant attorneys, medical providers, vendors and others are masters at finding loopholes in the compensation laws to rip off the system? It seems that as soon as one loophole is closed another opens up. It's a never-ending cycle. Some loopholes are fairly well known while others are rather obscure. For example: very few claims professionals realize that an innocent phone call from a claimant advising that a disability check had been lost in the mail is often the first step of an ever-growing fraudulent scheme to rip off the system. Most claims professionals do not understand that they are about to be ripped off once a stop-pay is placed on the lost check and a new one reissued. This seminar is intended to identify a variety of obscure, legal loopholes and dirty tricks perpetrated by those who legally abuse the system. Solutions will be discussed.
Continental breakfast and luncheon included for the special industry event. To request vegetarian meal, call 800-655-4432 x169 |
| Workers' Compensation Reform SB899: The Present and the Future |
| This seminar will be a review of the current law, highlighting SB899. It will include a thorough discussion of the effective changes and prospective changes as well as covering the Administrative Director's guidelines for treatment utilization; repeal of the presumption; HCO's; access to medical care; the new fee schedule and surgical cases. 3 CE hours for CPDM and WCCP. |
| Wraps, Gaps, & Contract Traps |
Significant changes have been made to Wrap Up policies (OCIPs, CCIPs, etc.) effective January 1, 2009 for the risks and obligations of the participants, especially for residential construction. These changes are a result of California's new legislation contained in AB2738. As a result, there is a need for changes in Contractual Agreements, Indemnity, and Insurance coverages.
This workshop provides understanding of Wrap Insurance policies, their application and usage; as well as their advantages and disadvantages. It provides insight of dangerous gaps; how policy language affects coverage; Contractual and Indemnification liability issues; as well as practical information on how to effectively manage and reduce the risk.
It includes an examination and analysis of the critical changes under the new legislation in California law affecting Wrap Ups effective 1.1.2009 as a result of AB2738.
University of Phoenix is a trade name and registered trademark of the Apollo Group, Inc. Its use herein by IEA, Inc. to identify the event location is not intended to imply affiliation with, sponsorship or endorsement of the event by University of Phoenix or Apollo Group, Inc. |
