CIC Live Webinar: Personal Lines Institute

CE Credit:

Approved for 16 Property/Casualty CE Hrs NE

Approved for 16 General CE Hrs IA


Deadline to register is July 20th, 2025

In this CIC Personal Lines course, you will focus on the Property and Casualty insurance industry, covering topics related to Personal Residential, Personal Auto, and Personal Umbrella or Excess Policies. Through exploring the intricacies of policy coverages, limitations, and exclusions you will be able to identify risks and coverage gaps of personal lines clients, offer coverage solutions, and learn how to respond in the event of a loss.


Updated and revised 2-day course.

Personal Residential Coverages (8 Hours)

Learn how to address homeowners’ questions about what types of policies best suit their individual needs. This section provides information about eligibility requirements and different valuation methods for insured property under Homeowners and Dwelling policies. Understand the ISO Homeowners Policy Form and how to address Property and Liability coverages, limitations, exclusions, and other policy provisions.


Personal Automobile Coverages (6 Hours)

Gain in-depth knowledge of coverage afforded and not afforded by the Personal Auto Policy (PAP), including how to identify “who is an insured” and what is a “covered auto.” Develop your understanding of each coverage part of the PAP, including Liability, Medical Payments/PIP, Uninsured/Underinsured Motorists, and Damage to Your Auto. Examine important endorsements that can be used to provide additional coverage for your clients.


Personal Umbrella/Excess Coverages (2 Hours)

Help your clients understand the similarities and differences between Umbrella Insurance and Excess Liability Insurance, including general provisions and exclusions, and the relationship to primary insurance. Learn how to communicate the importance of Personal Umbrella/Excess Liability coverages to your client, as an integral piece of their personal financial and insurance programs.


Please make checks payable to PIA NE/IA.


Jul 22, 2025

8:00 am

-

Jul 23, 2025

5:00 pm

View agenda

Webinar

$445.00

PIA Members: $445.00

Register

Jul 22, 2025

8:00 am

-

Jul 23, 2025

5:00 pm

View agenda

Webinar

Instructors

Jerry Kennedy

CIC

Jerry owns and manages an agency in Grand Coulee, Washington. He has long been an advocate of professional continuing education and is a National Faculty member and Educational Consultant for The National Alliance. Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998. Jerry is an active volunteer in his community and in 1995 was named "Business Person of the Year" by the Grand Coulee Dam Chamber of Commerce.

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S. Cole Tucker Jr.

CIC, CRM, LuTCF

Cole Tucker is the President of Tucker-Franklin Insurance Group, Inc. in Mechanicsville, Virginia. He was an agent with Virginia Farm Bureau before opening Tucker-Franklin in 1998. He received his Life Underwriter Training Council Fellowship (LUTCF) designation in 1997, his CIC designation in 2002 and his CRM designation in 2009. He has a degree in English Literature from George Mason University and a degree in Chemistry from the University of Richmond. He has moderated courses for the Life Underwriting Training Council and for the Richmond Association of Life Underwriters. Cole is an instructor for the National Alliance and teaches CISR courses in personal lines, ethics, life and health insurance and risk management. He is also a National CIC Faculty member and was elected to the CIC Board of Governors in 2019. He is involved with the Professional Insurance Agents Association (PIA) of Virginia and DC in many capacities, currently as the chair of the Education Committee. He teaches pre-licensing courses for the PIA of VA/DC in P&C and L&H. He is a past president of the PIA of Virginia and DC and still serves on a number of committees. Cole was recognized in June of 2013 as the PIA Virginia Agent of the Year and in March of 2014 as the National PIA Agent of the Year. He was featured in the June 2014 issue of National Underwriter magazine.

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Scott Treen

CIC, CPIA

Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CIC and CPIA designations. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance. Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.

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Additional Information

Cancellation Policy:

Cancellations received between Jul 8th at 8:15 AM and Jul 17th at 8:14 AM will incur a $20.00 non-transferable fee.

Cancellations received after Jul 17th at 8:15 AM will incur a $50.00 non-transferable fee.

Please Note:

Recording devices, paging systems, cell phones, wristwatch alarms, laptops or other electronic devices may not be used during presentations. In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any request for accommodation to that disability. Please submit your request as far as possible in advance of the institute you wish to attend.

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