LULU: LeadUp LearnUp Virtual Conference: Tuesday , August 6, 2019
Tuesday, August 6th, 2019
9:00 to 9:45 a.m. PDT
SB 1343 and How To Reduce the Business Owner's and Agency's Risk Through Proper Training
Michael Aberle, Chief Executive Officer & Executive Producer, myCEcourse.com
Dean Rocco, Partner, Wilson Elser
Stuart Miller, Partner, Wilson Elser
Paul Marshal, Managing Director - Active Shooter/Workplace Violence Insurance Programs, McGowan Programs Administrators
This session will explore employment risks from Sexual Harassment to Active Shooter and how it directly relates to commercial insurance. Now that several states including California have passed strict employment training laws, leaving most businesses in violation of employment laws and more so increasing the liability and financial responsibility the company will face. In the end, we will explore how the modern-day insurance professional can mitigate some of the liability burdens by embracing the new employment requirements and technology.
9:50 to 10:25 a.m. PDT
California FAIR Plan Agents and Brokers Overview
Mindy L. Cruz, Operations Manager, California FAIR Plan Association
Justin Pierce, Underwriting & Operations Manager, California FAIR Plan Association
A review of the California FAIR Plan and submitting business as a broker, this session will cover how to register as a broker, and basic navigation of the FAIR Plan website. Information about the FAIR Plan, coverages, and exclusions will also be included.
10:30 to 11:00 a.m. PDT
Why InsurBanc For The Independent Agent?
Scott Freiday, VP and Comml Loan Officer, InsurBanc
Patricia Smith, VP and Client Svc Mgr/Bus Dev, InsurBanc
InsurBanc has established itself as the bank of choice for independent insurance agents, demonstrating a deep understanding of the agency business and delivering the financing and banking services required to help agencies expand and prosper. Learn how we have assisted agencies reach the next level.