PAAS Company-Sponsored Seminars

PAAS

Overview

Every organization has its own unique needs for employee training and education. That's why ISO's Premium Audit Advisory Service (PAAS®) offers seminars tailored to your company's specifications. With PAAS Company-Sponsored Seminars, you get training when you want it, where you want it, and how you want it.

With PAAS Company-Sponsored Seminars, you can choose:

Our standard seminars presented on your schedule — in your own facility or at a convenient location near you
Standard seminars customized to meet your particular needs
Brand-new seminars, specially developed to your specifications

You choose the topic. You choose the agenda. Perhaps you need training for employees at a particular level of experience or skill. Or maybe you want to bring together auditors, underwriters, and agents to discuss the various rulings and interpretations related to your chosen topic. If all your trainees work on policies from the same geographic area, you may want in-depth training on the rulings and interpretations in a single state or jurisdiction.

A cost-efficient training option

If you have 20 or more employees who need the same training, PAAS Company-Sponsored Seminars are a cost-efficient option. And remember, PAAS subscribers receive a 20 percent discount on the minimum fees for all company-sponsored seminars.

If you choose, you can open the seminar to trainees from other companies and organizations to participate in your seminar. PAAS will publicize the seminar, collect fees from outside attendees, and give you a rebate. So your training dollar goes even farther!

How to get started

Sponsoring a seminar is simple:

Select a topic
Choose from our list of available programs, or pick a topic of your own. PAAS can modify any program to meet your needs.
Select a date
For information on available dates or to schedule a seminar, please contact PAAS at premiuma@iso.com.

Available programs

Audit Reviewer Course

Audit Reviewer Course – General Liability

This two-day seminar helps audit reviewers and analysts, processing supervisors, underwriting examiners, and agent customer service representatives improve their classification techniques for general liability. By focusing on practical, on-the-job issues, this seminar gives your staff knowledge and skills they can put to work immediately to help upgrade your company's ability to compete profitably.

Audit Reviewer Course – Workers' Compensation

This two-day seminar gives your inside premium audit staff an opportunity to strengthen their knowledge of workers' compensation rules and learn how to review audits for quality and completeness. Originally developed with audit reviewers and analysts in mind, the course is also appropriate for underwriters and agents.

The sessions include lectures, workshops, and realistic case studies, based on actual physical audits and policyholder reports, to tie together the most commonly misunderstood concepts.

Back to Basics

Back to Basics – Commercial General Liability

This two-day seminar consists of the general liability portion of our five-day Basic Training Course and will key in on the basic concepts relating to division six of the commercial general liability manual. The seminar will cover the CLM division six general rules, classifications, basis of premium, and the business group rules for manufacturing, mercantile, contracting and servicing, buildings or premises, and miscellaneous risks.

Back to Basics – Workers' Compensation

This two-day seminar will teach the basics of classifications, basis of premium, officers and other employees, subcontractors, maritime, and rating factors and is intended for trainees or anyone else in need of a good foundation in the basic concepts of workers' compensation.

Basic Training Course

This popular five-day course teaches the basic coverages and auditing techniques for workers' compensation, general liability, and commercial automobile. Because of the comprehensive coverage of the material, the course benefits the new auditor and the experienced auditor, audit reviewer, and underwriter. We strongly suggest that attendees start by studying the PAAS Training Manuals before attending this course.

Commercial General Liability Refresher Course

The CGL Refresher Course is a two-day seminar that promotes an awareness of the special classification techniques of the major general liability business groups. Also, through the use of lectures, workshops, and case studies, the course explores the key concepts of the general liability policy, including:

Adequately insured subcontractors
Classifying by final product
Dealer vs. distributor
Uniform exposure base

Telephone Audits

Telephone Audits – General Liability

Premium audit functions have expanded to include not only field auditors but also inside telephone auditors. This two-day seminar helps the telephone auditor develop techniques to elicit information about the insured's operations. Learn what questions to ask and what the answers to those questions could mean to your company. The course also shows how to apply the information using the manual rules for general liability to determine the correct premium.

Telephone Audits – Workers' Compensation

Premium audit functions have expanded to include not only field auditors but also inside telephone auditors. This two-day seminar helps the telephone auditor develop techniques to elicit information about the insured's operations. Learn what questions to ask and what the answers to those questions could mean to your company. The course also shows how to apply the information using the manual rules for workers' compensation to determine the correct premium.

Workers' Compensation Refresher Course

This two-and-a-half-day seminar includes lectures and workshops on basic coverages and auditing techniques. Participants work through basic rules and classification techniques used in developing the premium for workers' compensation.

Workers' Compensation and General Liability Classification Workshops

This two-day seminar provides an in-depth review of classification rules and assignment using realistic case studies and short question/answer problems. The program is ideal for agents, marketing and sales representatives, audit reviewers, and premium auditors. The format allows trainees to attend either session of the course or both.

Workers' Compensation and General Liability

Comprehensive Q & A Seminar

PAAS will tailor this two-day seminar to topics requested by the sponsoring company. Attendees will be able to submit technical questions before the seminar. We'll address all submitted technical questions during each segment of the seminar.

The seminar consists of morning and afternoon segments for workers' compensation and morning and afternoon segments for general liability, presented as follows:

Completion of workshop questions and discussion of answers
Case study completion and analysis
Review of technical questions and answers submitted by attendees

As this seminar focuses on topics and technical questions submitted in advance, this is the perfect opportunity for attendees to get answers to classification or manual rules questions that need further clarification.