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The Insured - Who Are We Protecting?

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District 22 Office

8625 SW Cascade Ave., Suite 310

Beaverton, OR 97008

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The Insured – Who are We Protecting?

The first question after a loss is, “Who is the insured?” Only insureds receive protection, and how you write the policy determines if someone is an insured.

After this clinic, you will be able to answer this question with confidence and construct better coverage programs for your clients.

This clinic has real life skill you can use the next day to protect your insureds and punch holes in the competition. These are the skills that will help you sell and retain Commercial Insurance.

Upon completion of the participants will be able to:

• Identify who is an insured in the auto, liability and property portions of a commercial policy
• Determine if it is appropriate to list a DBA or ABN on the policy
• Recommend four endorsements that expand who is covered by the Business Auto Policy
• Ask the insured the proper questions that determine if changes are needed to make sure someone is an insured
• Provide risk management services regarding identifying who is insured.

Who: District 22 Agents, Staff and Management
What: Sales clinic: The Insured – Who are We Protecting?
Why: To help you close more accounts and keep the competition out of your existing accounts
Where: District 22 Office, 8625 SW Cascade Ave Ste 310, Beaverton, OR 97008
When: Wednesday, January 30, 2019, 12:30 PM – 3:00PM

Two Continuing Education Credit Hours

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District 22 Office

8625 SW Cascade Ave., Suite 310

Beaverton, OR 97008

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