NY Education Schedule

03 Nov
  • Nov. 3, 2026 | Class: 9 AM-12 PM EST

Instructor(s): Steven D Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS

Member rate: $75.00

Class Type: Webinar

Non Member Rate: $150.00

Curriculum: E&O

Credits: Submitted for CE approval.

Location: Webinar

Approval: TBA

^AZ - Approved for E&O loss prevention credit by Allianz. Call PIA E&O: 800-424-4244.

^UM - Approved for E&O loss prevention credit by Utica National. Call PIA E&O: 800-424-4244.

Being an insurance producer/underwriter involves playing a variety of different roles. From detective, to educator, to negotiator and then advocate the standard of care an insurance producer owes to its client in New Jersey is one of the highest in the nation. If you can meet the standard of care in NJ, you can meet it in just about any other state!  This unique course will focus on exposure identification and analysis, marketing, proposals, policy issuance, binders, certificates, ID cards, endorsements, payments, audits, claims handling, renewal reviews, account rounding, effective loss control, checklists and self audits, proper documentation, and recent court decision for and against agents and brokers. A must for all agency employees, producers and principals.