We know these waters®

Tired of Going Out of the Office to get your CE's?

Or sitting through a boring CE computer session?

Or watching a DVD for CE credit?


Well, THE GREENSPAN COMPANY/ADJUSTERS INTERNATIONAL has a cure!

The Greenspan Company in southern California and Nevada is offering courses presented in-house at your agency which are geared to producers, claims managers and account executives. We offer these CE accredited courses at no cost to you.

As public adjusters we see all the problems encountered by clients during claims, some of which are caused due to poorly written insurance policies, lack of proper valuation and/or incorrect forms. We address real-life problems and address how the broker/agent can avoid these troubling issues.

Learn some lessons from our many years of experience in handling claims. We also offer these courses to trade associations to pinpoint the need of industry.

The classes are informative as well as fun as Robb uses his skills as a magician to teach the classes. There is plenty of time to ask questions and discuss claims and underwriting issues that you may have.

For further information please contact Robb Greenspan, SPPA, or Sandra Jackson at info@greenspan.com, or you can call 1-800-228-3550.

Courses Offered — Course Listings and Descriptions

Testimonials — Candid responses from past attendees


Courses Offered


Continuing Education Classes—Course Information

How to Value Coverage to Enhance the Claims Process
Course number 6294 - 3 CE - Three hours

  • Where did I go wrong on these values?
  • Can I trust the insured to know what the value is on their building?
  • How do I know if the client is providing accurate values?
  • How much business income coverage does my client really need?
  • It is possible that a new building may be out of code? If so, how much code and ordinance coverage should I write?
  • What are the resources available to determine the right coverages?
  • What is going on with Blanket Insurance coverage?

These are some of the questions that you should be asking yourself, as they are paramount to writing a proper policy. All of these questions and more are discussed in this class. The producer, account executive or risk manager that attends this class will gain a better understanding of Building, Personal Property and Business Income values, how they are derived and the issues that arise with co-insurance. Who can you trust to give you the proper insurable values? Also learn about the resources that are available to you in determining the valuation.

How to Value Coverage to Enhance the Claims Process
Course number 10476 - 2 CE - Two hours

Covers the above without the Business Income element.

Fair Claims Practices Act & Its Effect On The Broker
Course number 133138 - 1 CE - 1 Hour

  • My client called and said she had a loss but not to report it to the carrier. What do I do?
  • The carrier has not paid the claim even though my client filed a proof of loss. What can I tell them?
  • What are my responsibilities to my client per the fair claims act?
  • What can I use to pressure the carrier to settle claims?

There are rules that offer direction to you concerning these matters. In this review of the most recent version of the Fair Claims Practices Act, we look at these and other situations covered by the Act. We review areas the broker should be familiar with to ensure that they are in compliance with these regulations. We look at useful areas within these regulations that can be called upon to help a client when a claim becomes problematic. We will discuss the insurance company's obligations as they relate to the policyholder, and time periods such as response to letters and claims, as spelled out in these regulations. There will be time for Q&A in this 1 hour CE class.

Elements of Business Interruption
Course number 148378 - 1 CE - 1 Hour

This class provides an informal overview of the very difficult and complicated subject of Business Interruption. In this presentation we will discuss the theories behind Business Interruption and look at some of the issues that can create confusion, such as filling out the Business Income worksheet, co-insurance, monthly limitations, etc. We discuss ways to go above and beyond the worksheet to ensure that the proper coverages are in place, before the loss occurs. What questions you should ask of the client to determine the proper coverage and amounts needed? How does extra expense or expediting expense affect the income coverage? What is the difference and how is it written? How do we cover the income from dependent properties? These and other issues will be addressed in this 1 hour CE-approved class.

Top 5 Reasons Claims go Bad
Course number 116498 - 1 CE - 1 Hour

In this 1 hour CE class we review the five major reasons claims go bad, looking at them from a claim perspective. We start with writing a policy and continue through the claim settlement. We will look at where problems can and do occur and how to prevent them. This class covers general information to help you understand the claims process and how attention to detail when you write the policy can make the difference in a successful resolution of claims.

Top 10 Reasons Claims Go Bad
Course number 116518 - 2 CE - 2 Hours

In this class we review in more detail the TEN major reasons claims go bad from a claim perspective. We take a more in-depth look at claims and where the problems occur. The class begins with the writing of a policy, valuation of that property, forms and endorsements that are needed, and concluding with issues such as proving a claim, record keeping, emergency services and salvage of damage goods. We look at what the broker/agent can do to mitigate losses that are over and above the amount of coverage in place. What are the time limits that the insurance company is beholden to for the benefit of your insured? This class is a two-hour presentation that provides 2 CE credits and provides information that will help you understand the claims process and what the insured, commercial or homeowner client faces when they suffer a loss.

Practical Applications of Property Casualty Forms & Endorsements
Course number 591 - 3 CE - 3 Hour

  • Can one size fit all? Not really. Nothing fits all and this is especially true when it comes to an insurance policy.
  • What will a client need to fill in the gaps of coverage left open by the commercial fire policy?
  • What do I need to protect my client's name and reputation when his manufacturing plant has burned?
  • Is there a way to cover his goods overseas?
  • Is the client covered in a power outage?

Find out the answer to these and many other questions in this informative class which deals with 44 forms and endorsements that can be added to a policy to fill in those gaps. In this three-hour continuing education presentation you will learn about the various forms that can be applied to policies for real property, buildings and business income. We will take an in-depth look at each of these forms and discuss when they are needed, how to write them, what they cover, and why you would recommend them to your client. The goal of this course is for attendees to be able to write a better policy and understand why the various endorsements are needed.

Tips on Avoiding Under-Valuation
Course number 164338 - 1 CE - 1 Hour

This is a great one-hour/one CE credit course that can be presented either in a group meeting or as a "Lunch and Learn." This is a general discussion on the issues of valuation and how problems arise in claims when the values are wrong. There are ways to avoid valuation issues during claims, by taking proactive steps when writing an insurance policy. Learn how to question your client in more detail to derive true values. Learn what additional forms and endorsements are needed to fill in coverage gaps that the standard fire policy leaves open and some tricks of the trade that can help to minimize the effects of coinsurance.

Protecting Your Agency—Should Disaster Strike
Course number 185678 - 3 CE - 3 Hour

Hurricanes Katrina and Ike are used as the background for this presentation on the issues that insurance agencies faced when their own businesses were destroyed. Learn how some businesses survived and continued to provide service to their clients—even without an office location. Learn how to prepare for a disaster to your agency and continue to service your clients when disaster strikes. Whether you suffer damage from an earthquake, flood, fire, or other peril, this informative presentation provides a wealth of information about the many problems that were encountered by agencies during the processing of property insurance and Business Income claims.

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What People are Saying about Greenspan's Continuing Education


Speare & Company

Thank you for the terrific session you led on "Protecting Your Business & Maximizing Your Recovery." Your experienced view of actual claim scenarios helped my producers appreciate the process they must go through after a loss. From claims reporting to claims handling to restoration and the documentation required, they now understand the process. Further, they have the tools to mitigate a business interruption loss.

Darrow Milgrim, Director, CIC, AAI, Speare & Company

HUB International of Ca.

I know everyone gave the seminar high marks...

Kathy Quintana, Executive Vice President, HUB International of Ca.

Hoffman Brown Company

The response from everyone at HBC was extremely positive, we all learned a lot in a short period of time.

Steven M. Brown, Hoffman Brown Company

Meiers Company Insurance

Many of us do not realize how devastating a disaster can be to society or how imperative proper insurance coverage is. As a claims adjuster you see first hand how important our industry is and how it goes to work. Thank you for sharing this with us, your presentation, pictures and experiences were insightful.

Herbert Rothman, CEO, C.M. Meiers Company Insurance

Northridge Insurance Agency, Inc.

We found the continuing education class very useful. It contained information that we will use on a daily basis. Please express our gratitude for assisting us in understanding this complicated principle of insurance.

Stanley E. Bryant, JR. C.I.C., Northridge Insurance Agency, Inc.

Cal-Kor Insurance Services

Everyone is aware of how boring a continuing education class can be, but you made it very interesting and entertaining. After the class, I received many positive feedbacks from my brokers & staffs and usually nobody talks about the class afterwards.

Danny Kim, Vice President, Cal-Kor Insurance Services

American Conference Institute

Delegates were asked to complete evaluation forms at the end of the conference. The response we received from them was very positive. Your own presentation was very highly rated. Delegates comments included 'knowledgeable,' 'engaging,' and 'good presentation.'

Jennifer Barrows Lehner, Conference Director, American Conference Institute

Independent Insurance Agents & Brokers of Bakersfield

I want to thank you for presenting your informative and entertaining continuing education seminar at our Big "I" Day trade show. We have received rave reviews from our members who attended your class. We all know that an insurance related seminar can sometimes be a bit dry, but the methods that you used to teach the concepts really keep the participants focused and involved.

Patrick D. Calley, AAI, CIC, Independent Insurance Agents & Brokers of Bakersfield

The Guardians

Your knowledge and reputation in the community allowed us to attract a great audience, and to present an interesting and impressive program.

Bradley A. Luster, President, The Guardians

National Institute of Restoration, Inc.

Thank you for an excellent presentation. Your evaluation could not have been better. The ratings on the sheet were 1-10, with10 being excellent. All of your ratings were 9-10, very unusual for our group, they normally are very conservative.

Walter L. Lumpp, President, National Institute of Restoration, Inc.

ARe

Just wanted to say thanks again for a great presentation today. As a regular attendee of insurance presentations, it was good to see one as entertaining as yours!

Steve Eilers, LA Property Facultative Manager, Vice President

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