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ISO Premium AuditAdvisory ServiceProfessionalDevelopmentCatalogPAAS
As a premium auditor,you must be ready to respondto changes in policy language,manual rules, classifications,and insurance procedures.It’s critical for you to stayup to date on the mostcurrent insurance issuesaffecting our industry.ISO’s Premium AuditAdvisory Service (PAAS )includes in-depth trainingprograms available in theclassroom or on the webto accommodate yourbusy schedule.2ISO PAAS Professional Development Catalog
Classroom CoursesBasic TrainingThis five-day seminar provides an in-depth review ofmanual rules and classification procedures for workerscompensation, general liability, garage liability, andcommercial automobile. The sessions take place at ourhome office in Jersey City, New Jersey. Please note:Travel and lodging expenses are the responsibility ofthe attendee.Basic Training SessionsApril 24–28, 2017September 18–22, 2017Company-Sponsored SeminarsOur company-sponsored seminars give you trainingwhen you want it, where you want it, and how youwant it. You can choose any of our programs, or wecan modify them to fit your needs. You can also requesta unique seminar developed to your specifications.General Liability: Audit Reviewer CourseThis two-day seminar teaches practical methods toimprove classification techniques for general liability.Audit reviewers and analysts, processing supervisors,underwriting examiners, and agent customer-servicerepresentatives can use this course to upgradeprocesses quickly and to help increase profitability.General Liability: Back to BasicsThis two-day seminar is the general liability portion ofour five-day basic training. It teaches core conceptsrelating to ISO’s general liability manual. Those concepts include general rules; classifications;basis ofpremium; and the business group rules for manufacturing, mercantile, contracting and servicing, buildings orpremises, and miscellaneous risks.General Liability: Commercial General LiabilityRefresher CourseThis two-day seminar covers the special classificationtechniques of the major general liability business groups.The course uses lectures, workshops, and case studiesto explore key concepts related to auditing techniquesfor general liability.General Liability: Telephone AuditsThis two-day seminar teaches new techniques to helptelephone auditors elicit information about an insured’soperations. Learn what questions to ask and what theanswers to those questions could mean to your company.The course also shows how such information relates togeneral liability manual rules to help increase the qualityof telephone audits.General Liability: Classification WorkshopThis one- or two-day seminar provides an in-depthreview of classification rules and assignment usingrealistic case studies and short question-and-answerproblems. The program is ideal for agents, marketingand sales representatives, audit reviewers, and premiumauditors. The format allows trainees to attend eithersession of the course or both.General Liability: Comprehensive Q&A SeminarWe tailor this one- or two-day seminar to topicsrequested by the sponsoring company. We provideanswers to technical questions concerning classificationor ISO manual rules submitted by attendees in advanceof the session.ISO PAAS Professional Development Catalog3
Classroom Courses (continued)Workers Compensation: Audit Reviewer CourseWorkers Compensation: Classification WorkshopThis two-day seminar gives premium audit staff anopportunity to strengthen their knowledge of workerscompensation rules and learn how to review audits forquality and completeness. We developed the coursefor audit reviewers and analysts, but it’s also appropriatefor underwriters and agents. The sessions includelectures, workshops, and realistic case studies basedon actual physical audits and policyholder reports.This one- or two-day seminar provides an in-depthreview of classification rules and assignment usingrealistic case studies and short question-and-answerproblems. The program is ideal for agents, marketingand sales representatives, audit reviewers, and premiumauditors.Workers Compensation: Back to BasicsWe tailor this one- or two-day seminar to topicsrequested by the sponsoring company. We provideanswers to technical questions concerning classificationor ISO manual rules submitted by attendees in advanceof the session.This two-day seminar provides a good foundation in thebasic concepts of workers compensation with topicsthat include classifications, basis of premium, officersand other employees, subcontractors, maritime, andrating factors. We developed the course for trainees orexperienced insurance professionals new to the workerscompensation space or simply in need of a refresher.Workers Compensation: ComprehensiveQ&A SeminarWorkers Compensation: Telephone AuditsThis two-day seminar teaches new techniques to helptelephone auditors elicit information about the insured’soperations. Learn what questions to ask and whatthe answers to those questions could mean to yourcompany. The course also shows how such information relates to ISO’s general liability manual rulesto help increase the quality of telephone audits.Workers Compensation: Refresher CourseThis two-and-a-half-day seminar includes lectures andworkshops on basic coverages and auditing techniques.Participants work through rules and classificationtechniques that can be helpful in developing thepremium for workers compensation.4ISO PAAS Professional Development CatalogYou can choose any of ourprograms, or we can modifythem to fit your needs. Youcan also request a uniqueseminar developed to yourspecifications.
Web CoursesTechnical Achievement Program (TAP)Our TAP program is a convenient, cost-effective wayto help train and certify employees who perform auditsor review audit results. TAP is a web-based self-studytraining program.TAP Courses Workers Compensation — overview of the workerscompensation system, classification terminologyand procedures, basis of premium, executiveofficers, subcontractors, additional factors affectingcoverage and classifications General Liability — legal liability and liability insurance,basis of premium, classification procedures forgeneral liability, manufacturing and processing risks,mercantile risks, contracting or servicing risks,building and premises risks, miscellaneous risks Commercial Automobile — introduction to commercialautomobile, business auto coverage form, businessauto coverage form (public autos), how to classifynonowned and hired autos, truckers and motorcarriers coverage forms, garage coverage formTAP Exams TAP offers practice exams for standard coursesand final exams for all courses. Upon completing anofficial exam, you receive immediate results alongwith constructive feedback. You get one chance to take a final exam. If you don’tpass, you must purchase another access code. Youmust complete each course within60 days from the date of registration, or youraccess code will expire.TAP Certification of Achievement Complete all three courses—workers compensation,general liability, and commercial automobile—toreceive a certificate of achievement.PAAS ConnectTo meet the needs of your busy schedule, PAAS Connectprovides interactive web-based training courses, 24 hoursa day, 7 days a week, 365 days a year. PAAS Connectlets you control your learning experience by providing aflexible, self-paced training option for premium auditorsof all levels. Each interactive course includes knowledgechecks to reinforce key points as you progress.Web SeminarsPAAS schedules web seminars throughout the year tooffer instructor-led training by PAAS managers. Webseminars give you additional flexibility, especially if youdon’t have the resources to devote to one of our oneor two-day seminars. Attendees have the ability to askquestions during or after each interactive session.Company-Sponsored Web SeminarsIf our web seminar schedule conflicts with your schedule,we can arrange company-sponsored web seminars forgroups of five or more.ISO PAAS Professional Development Catalog5
Topics of InstructionNo matter which learning method you choose, interactive or self-paced,PAAS offers comprehensive instruction on workers compensation,general liability, and commercial automobile, as well as stand-alonecourses on a variety of soft skills and technical and management topics.Workers Compensation TopicsCommercial Auto Topics policy review classification terminology classification assignment — the basic conceptsrequired to classify a risk basis of premium — an in-depth analysis executive officers — an examination of ISO’smanual rules issues concerning sole proprietors, partners,and others issues surrounding the use of subcontractors maritime and the effect on business operationsperformed on or near navigable waterways ofthe United States guidance on the rate-related procedures inthe ISO manual guidance on the classifications and rating basisfor risks involved in the operation of automobiledealerships and garage liabilityGeneral Liability Topics policy review classification procedures — the general concepts ofISO’s Commercial Lines Manual rules 25 and 26 basis of premium manufacturing/processing and mercantile risks —procedures for classifying risks under ISO’sCommercial Lines Manual rules 27 and 29 contracting and servicing risks — an analysis ofISO’s Commercial Lines Manual rule 28 building/premises and miscellaneous risks — ratingcomponents outlined in ISO’s Commercial LinesManual rules 31 and 326ISO PAAS Professional Development CatalogAdditional Topics companion codes (web seminar only) auditing legal entities classifying across state lines (web seminar only) contractor executive supervisor — a discussion on theproper use of code 5606 for workers compensationand code 91580 for general liability building an intelligent house workers compensation and general liabilitycross-referencing pitfalls NCCI classification changes writing a description of operations
To learn more about PAAS, visit us onlineat www.verisk.com/iso/paas.Contact Us201-469-3923PremiumA@iso.comISO PAAS Professional Development Catalog7
2020 Insurance Services Office, Inc. ISO is a registered trademark, and Verisk and the Verisk logo are trademarks ofInsurance Services Office, Inc. PAAS is a registered trademark of ISO Services, Inc. All other product or corporate names aretrademarks or registered trademarks of their respective companies. is20106 (6/2020)
4 ISO PAAS Professional evelopment Catalo. Web Courses Technical Achievement Program (TAP) Our TAP program is a convenient, cost-effective way to help train and certify employees who perform audits or review audit results. TAP is a web-based self-study training program. TAP Courses
