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Management Liability Insurance Specialist (MLIS)

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Management Liability Insurance Specialist (MLIS)

The Management Liability Insurance Specialist (MLIS) program is a continuing education curriculum that provides an in-depth understanding of management liability exposures and insurance coverage. When you complete the program you will be entitled to display the MLIS certification to certify your expertise in the fundamentals of professional liability insurance and the more specific nuances of directors and officers (D&O) liability, employment practices liability (EPL), and fiduciary liability exposures and insurance.

Benefits:

  • Enhance the ability to efficiently create and distribute effective insurance programs.
  • Learn ways to increase sales
  • Broaden your organization's market reach
  • Learn to deliver customer derives that drives increased retention


Should I get my designation?
This program is recommended for intermediate or advanced agency staff including agents, brokers, agency principals, producers, account managers, and customer service representatives. 

Designation Requirements

To earn the CPIA designation, candidates are required to participate in a series of three, one-dayInsurance Success Seminars - Position for Success, Implement Success & Sustain Success.

Class Requirements

Cyber and Privacy Liability Exposures and How to Insure Them
This course provides an overview of situations of loss when a business engages in cyber and electronic activities.  Companies that use email, operate a website, collect customer data, participate in media activities, or engage the services of a cloud provide are exposed to significant liability claims.  This program will also take a look at the kinds of policy forms that have been designed to cover these exposures.  Additionally, some time will be spent on exploring the most common exclusions found within cyber and privacy policy forms.

EPL: Understanding the Exposures and Insurance Coverage
This course is designed to give a moderately experienced insurance person a detailed look at (1) the liability exposures that give rise to employment-related claims and (2) the insurance policies that have been developed to cover these exposures.  The first part of this course describes the most important common law exposures to employment litigation and the second part takes a look at specific coverage terms with EPLI forms.  Next, third-party liability coverage, claims management, defense cost and "special conditions' are also described.  Lastly, the exclusions and coverage triggers contained with the policies are analyzed.

Fiduciary Liability: What You Need to Know About Exposures and Insurance
This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

How to Insure D&O Liabilities
During this session, participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery of proven solutions. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

Understanding D&O Exposures
This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.

Maintaining the MLIS Designation

After completion of the three Insurance Success Seminars, you must attend an update every 12 months.  This update requirement can be satisfied through participation in any one of the three core Insurance Success seminars, participation in any one of the Advanced Insurance Success Seminars, or by maintaining individual or group membership in AIMS.

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 2024 MLIS dESIGNATION PROGRAM

Cyber and Privacy Liability Exposures and How to Insure Them
Tuesday, January 30, 2024

EPL - Understanding Exposures & Ins. Coverages
Monday, February 12 , 2024

Fiduciary Liability: What You Need to Know About Exposures
Wednesday, March 13, 2024

Understanding D&O Exposures
Monday, April 8, 2024

How to Insure D&O Liabilities
Friday, May 17, 2024

Cyber and Privacy Liability Exposures and How to Insure Them
Friday, June 21, 2024

EPL - Understanding Exposures & Ins. Coverages
Monday, September 9, 2024