WEEK 1 CONFERENCE RESOURCES

WEEK 1 PRESENTATION | SLAINTE FITNESS GUEST MEMBERSHIP

MARCH 10

 

  • 6:00 AM Shuttle to Slainte Fitness

    • Call (610) 254-1800 to gain access

    7:00 AM + 7:15 AM Shuttles to USLI's Campus

    • Please meet in the lobby 15 minutes prior to departure.

    • Each shuttle can accommodate up to 12 guests.

    • If you miss the shuttles, you will need to UBER.

  • Served in Dearcadh Cafe located at USLI

  • Welcome to USLI Fundamentals First! This introductory segment will outline our expectations and give an overview of your time with us. We will go over ways to be successful and make the most out of this opportunity. Let’s get started!

    Facilitators: USLI University and Corporate Events

  • Whether you’re new to the professional world or just need a refresher, it’s important to have a good understanding of the expectations for insurance professionals. The material covered will prove helpful throughout your career. 

    Presented by: Matt Nardo and Pat Flanagan

  • We will report out on our daily roles and discuss how Fundamentals First will help you moving forward. The conversations will focus on both our strengths and challenges so that we can all get better each day.

    Facilitator: Amanda Mattis

  • Let’s get back to the basics with an overview of the foundations of insurance. We will discuss how the insurance industry heavily relies on the constant practice of these principles. We’ll also take a deeper dive into the basic principles and review some common situations we may face in the insurance industry. 

     Facilitator: Chris Scotti

  • Dearcadh Cafe   |   Slainte Fitness Center

  • Being able to tell your story is vital when creating a connection within any type of relationship. It’s important to build, communicate and above all, trust your personal story in order to strengthen your connection with others.

    Facilitator: John Colaprete and Chris Scotti

  • In this session, you’ll learn how to manage your nerves, use your voice effectively, establish your presentation style and structure an effective presentation.

    Facilitator: Alexis Strizziere

  • USLI’s Marketing Team to be staged in Atrium 

  • We will test your knowledge of the different risk management techniques and some basics we covered during Basic Insurance Principles.

    Facilitator: Chris Scotti and Kate Mulvey

  • Join us as we dive into a key element of the Fundamentals First program—the group presentation project! During this session, we will review the project components, grading criteria, and answer any questions you may have. 

    Facilitator: Chris Scotti and Kate Mulvey

  • Escape the Room is located at 1020 W 8th Ave, King of Prussia, PA 19406 and Mission BBQ will cater dinner.

 

MARCH 11

 

  • Please meet our driver outside of the main entrance of the hotel. We will depart promptly at 7:30 AM and once more at 7:45 AM.

  • Served in Dearcadh Cafe located at USLI

  • Let’s begin the day with our goal and set ourselves up for another step forward. 

    Facilitators: USLI University

  • We will dig into the elements of commercial property underwriting. Through our exploration of the coverage forms, we will discuss what property is covered and not covered, how business income is considered, as well as the perils that trigger coverage within the different forms. 

    Presented by: Sandra Ramont and Chris Scotti

  • With so much happening around us at all times, it can be difficult to be fully engaged while listening to others. We will review the QUEST model to help you become a better and more active listener. 

    Facilitators: Jaime Viggiano

  • We will dig into the elements of commercial property underwriting. Through our exploration of the coverage forms, we will discuss what property is covered and not covered, how business income is considered, as well as the perils that trigger coverage within the different forms. 

    Facilitators: Sandra Ramont and Chris Scotti

  • Access Slainte Fitness’ Group Fitness Schedule

  • It’s important for businesses to identify potential safety hazards and handle them appropriately. In this session, we’ll provide an overview of the various underwriting tools we use to evaluate a risk and share educational resources such as tips, best practices and checklists focused on promoting safety.

    Facilitators: Susan Cianciola and Ed Nevins

  • Being able to tell your story is vital when creating a connection within any type of relationship. It’s important to build, communicate and above all, trust your personal story in order to strengthen your connection with others. 

    Facilitators: USLI Experts

  • Managing your time effectively is essential. We will discuss the level of importance time management plays in your everyday success.

    Facilitator: Jaime Viggiano

  • Facilitator: USLI University

  • Workhorse Brewing Company is located at 250 King Manor Dr Suite 300, King of Prussia, PA 19406

 

MARCH 12

 

  • Please meet our driver outside of the main entrance of the hotel. We will depart promptly at 7:30 AM and once more at 7:45 AM.

  • Served in Dearcadh Cafe located at USLI

  • Let’s begin the day with our goal and set ourselves up for another step forward. 

    Facilitator: USLI University

  • There are five common negotiating styles, and we will review the appropriate instances to which you can apply those styles. We will also review common techniques that are counterproductive to effective negotiating. At the end of this session, you will be able to identify your own and others’ negotiating styles and apply strategies to achieve success in negotiations. 

    Facilitators: Sarah Dudas and Katie Sharkey

  • This session will provide a comprehensive introduction to the concept of liability and negligence and the genesis of what triggers coverage under ISO’s General Liability Coverage Form. We will also explore the topics of named insureds and additional insureds. 

    Facilitators: Sandra Ramont and Chris Scotti

  • Dearcadh Cafe   |   Slainte Fitness Center

  • This session will provide a comprehensive introduction to the concept of liability and negligence and the genesis of what triggers coverage under ISO’s General Liability Coverage Form. We will also explore the topics of named insureds and additional insureds. 

    Facilitators: Sandra Ramont and Chris Scotti

  • This session will provide an overview of available Personal Lines products and how they are used in the ever-changing marketplace. 

    Facilitators: Ronnie Balog and Mike Langston

  • Facilitators: USLI University

 

MARCH 13

 

  • Please meet our driver outside of the main entrance of the hotel. We will depart promptly at 7:45 AM and once more at 8:00 AM.

  • Served in Dearcadh Cafe located at USLI

  • Let’s begin the day with our goal and set ourselves up for another step forward. 

    Facilitator: USLI University

  • We send hundreds of emails every week, but do we ever pause to take a closer look at our business writing? This session will explore topics like understanding our audience, confident writing, wordiness and more so we can be the best communicators and provide great service.

    Facilitator: Kate Mulvey

  • Join us as we dive into the world of dram shop statutes and common law liability, which are the basis for why liquor liability insurance exists. 

    Facilitator: Michelle Ralston

  • Regardless of your position, learning the fundamentals of how to sell will always prove helpful within the insurance industry. The content of this sales training will cover the different ways you can be successful at selling who you are. 

    Facilitators: Sarah Dudas and Katie Sharkey

  • Have you ever called a prospect or customer and the conversation didn’t go as planned? Perhaps you even got hung up on! Cold and warm calling can be difficult if you haven’t considered all the steps to selling over the phone. This session will review cold calling fundamentals and share tools for phone-based success.

    Facilitator: Luke Serbun

  • Facilitator: USLI University

  • Being a professional, whether in the insurance industry or not, requires a power skill set that will need to be put to use at specific times. This Business Dinner will allow you to practice the skills you have been taught so that you can be better prepared and carry yourself with professionalism in these out-of-office settings. 

  • Join us at Maggiano’s located at 160 N Gulph Rd Suite 205, King of Prussia, PA.

 

MARCH 14

 

 

  • Please meet our driver outside of the main entrance of the hotel. We will depart promptly at 7:45 AM and once more at 8:00 AM.

  • Served in Dearcadh Cafe located at USLI

  • Let’s begin the day with our goal and set ourselves up for another step forward. 

    Facilitators: USLI University

  • This session provides an overview of the claims function and claims adjustment process. 

    Facilitator: Jennifer Haeberle

  • You will take the hot seat as USLI’s Student Help Program asks you various questions about your role and the insurance industry.  This is your opportunity to guide young individuals who are navigating being new to the workplace. 

    Facilitator: Kate Mulvey

  • Facilitator: Chris Scotti