Total Credits: 3 including 3 CE Credit
This course qualifies for the 3 hr Swiss Re premium discounts!
Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the rules of reading policies, understanding how to read exclusions and exceptions to exclusions, and interpreting keywords and phrases.
Learning Objectives
COVERAGE ESSENTIALS: Policy Analysis - Timed Outline (255.3 KB) | Available after Purchase |
IMPORTANT_CE Credit Instructions_for_Video_on_Demand_Webcasts_Updated (135.2 KB) | Available after Purchase |
COVERAGE ESSENTIALS: Policy Analysis Student-Guide (2.1 MB) | Available after Purchase |
COVERAGE ESSENTIALS: Policy Analysis Course Slides (2.1 MB) | Available after Purchase |
Nancy Germond is the Executive Director, Risk Management and Education, for the Independent Insurance Agents & Brokers of America, the “Big I.” She is located in Phoenix, Arizona. With almost four decades of risk management experience, her unique insights and abilities help businesses better understand and manage their risk. Nancy has authored scores of risk management-related articles, and white papers and has consulted and presented to public-sector and private-sector insurance organizations. She is a licensed P&C agent and adjuster.
A second-generation insurance professional, Nancy was the first risk manager of the City of Prescott, Arizona, and has worked in the private and public sectors as a claim and risk manager. Nancy holds a B.A. in Communication from Mills College and a Master’s degree in sociology from Lincoln University. She also holds the Associate in Risk Management, the Associate in Claims designation from the Insurance Institute of America, the Insurance Training Professional Designation from the Society of Insurance Trainers and is a Senior Professional in Human Resource Management.
Kim began her insurance career in 2000, purchased her father’s agency in 2005 and sold her agency to Assured Partners of Texas in 2018. She continued to work as Director of Commercial P &C Operations until December 2019. After a brief retirement, Kim began working for IIAT as an Agency Coach. Her focus was supporting agencies to maximize their potential with a focus on operation, employees and profitability. She drew on her experience of owning and operating Hutson Insurance Group for almost 20 years. She then expanded her focus to include Education Director where she managed the IIAT curriculum offerings to their members as well as teaching classes. Kim continues to share her experience to help educate and grow insurance professionals teaching and creating educational content for the industry.
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