FAIA Extends MATS Seminar Online Registration Date

The deadline to register online has been extended to Sept. 30 for the Florida Independent Insurance Agents Management and Automation Training Seminar and Exhibit. The seminar and exhibit will be held by FAIA Oct. 16 to 18 at the Caribe Royale Resort in Orlando, Fla.

According to an FAIA spokesperson, the deadline for early registration has been extended to Sept. 30 due to registrant’s involvement with the recent hurricane catastrophes.

Below are detailed descriptions of the seminars:

Finding the Perfect Employee (or, Fishing in an Empty Pond!) with Lisa H. Harrington. Having trouble filling all the chairs in your office? Is turnover an issue? Do you feel like you’re fishing for employees in an empty pond? If so, come for this two-hour session to learn all the strategies to Find, Interview, Select, and Hire the right person for the right job. This session has been approved by the DFS for two hours of continuing education credits (intermediate) Generic LHV/GL/Title CE# 38752.

Document Management Technology: Considerations and Impact on Consumers with Bob Larrivee, Docubase Systems Inc. Making the right decision about this level of technology and file management can directly impact the experience a customer has when working with the agency. Larrivee will present an overview of document imaging and document management technology, considerations an agent should make when evaluating the technology; and the improved service and risk management that will be provided to the consumer by its use. Participants in this class will learn the impact technology will have on agency service levels and customer satisfaction. Larrivee is an internationally recognized lecturer with more than 20 years experience in the application of advanced technologies. He currently holds a seat with the AIIM EmTAG Committee, and was the AIIM 2003 Conference Chair after serving three years on the Conference Committee. Larrivee is director of sales and marketing for the Americas with Docubase Systems, an international provider of ECM solutions. Larrivee leads a skilled team to work with new and existing customers in identifying and developing expanded use of ECM technologies within their business practices. He recruits and trains new channel partners, and forms alliances with key industry leaders to enhance the overall EDMS solutions and functionality. This session has been approved by the DFS for two hours (intermediate) Generic Life and General Lines CE# 51647.

So You Want to Go Paperless…In today’s insurance agency efficiency is more important than ever. In an effort to maximize the level of efficiency many agencies are considering going “paperless.” But what does that mean…and how do you get there? Those are just two of the many questions agencies have as they move in the direction of the 21st century agency environment. If this is your dilemma then fret no longer, Jay Williams, managing director of FAIA Member Services Inc., will spend two hours discussing the ins and outs of planning for, and ultimately going, paperless. This session has been approved by the DFS for two hours of continuing education credits (intermediate) Generic, Life, General Lines and Title CE #54494.

Does Your Disaster Plan Include Business Continuity? with Richard Roy, AFNI Insurance Services. If it doesn’t, you may just find yourself in the midst of a disaster and unable to service your customers. Most disaster plans help recover from the disaster, but do they keep you in business, answer your calls, and service your customers throughout the disaster? What if your office is hit? Imagine no phone lines, no electricity, and possibly no computers to access data. What would you do? What would your policyholders do? This is when your customers need you most, where would they go for help? You need to consider Business Continuity Management. During this powerful discussion Mon. Oct. 17 at 1 p.m. Afni Insurance Services will describe what is needed to stay in business throughout a disaster and what is needed to create a business continuity plan. This session has been approved by the DFS for two hours (intermediate) Generic Life and General Lines CE #53020.

Key Considerations in Disaster Planning & Management For Insurance Agencies with Paul Peeples, FAIA’s vice president of Information & Technology. This class should be considered as necessary training tool for agencies to be prepared for any type of disaster. Insurance agents and their agencies are one of the first businesses dealing with the consumer directly after a disaster. The average consumer will look to the agency for policy and claims information and assistance, and this class is designed to aid the agent in providing top-notch quality service in the wake of a natural or man-made disasters. This session has been approved by the DFS for two hours (intermediate) General Lines (Property & Casualty) CE# 52656.
On Tuesday morning, agency management software vendors will show their latest products, their top people will show how to utilize systems better, and they will show all of the newest features their systems have to help participants become more efficient at what they do.

This is a great place to lurk in the background at these sessions and see all of their capabilities before making a purchasing decision.

Topics Florida Agencies Tech Training Development