Casey Roberts
When he started as an insurance agent with a direct writer in 1976, Casey never contemplated arriving where he is today.
Since that time he has worked as a personal lines producer and sales manager, commercial producer and sales manager, insurance consultant, continuing education teacher, and provider as well as a sales and sales management trainer, consultant, and expert witness.
In 2010 Casey formed Laurus (lorus) Insurance Consulting. His company’s name was chosen with specific intent and purpose. The name “Laurus” is derived from Latin words meaning “victory” or “success”.
The main purpose of Laurus Insurance Consulting is to help insurance professionals reach their goals and sales potential; ie, to achieve Their Desired Personal & Business Success.
His history includes various stints as a leader on a local and state basis within the Independent Insurance agency business model. He has achieved his various industry designations over a number of years and is contemplating his next one.
His continuing education efforts include teaching topics on a national level as varied as: insurance agents/brokers errors and omissions, workers’ compensation, agency management, all personal lines topics, farm property & liability, excess & umbrella, risk management, agency operations, and multiple commercial lines topics.
Casey’s other passions include a seldom improving golf game and officiating boys and girls high school basketball in the greater Sacramento region.
He resides in Lincoln, California with his wife, Elaine MacKay, and their two dogs, Buddy & Bear.
Risk Management and Insurance for the High Net Worth Client
It's more than just a platitude that "the rich have more money than us". They also might have a different manner of approaching risk. Join us as Casey Roberts brings us this perspective of risk management and insurance. We'll talk about some of the challenges we encounter when dealing with the High Net Worth (HNW) client, especially when it comes to assessing their needs from a Risk Management approach. One other challenge...the shrinking HNW marketplace.
ISO 2024 BOP Changes That Could Impact Your Insured
There are over 150 endorsements available to use with the ISO BOP program. Coverage can be customized as needed depending on the insured, their exposures, and the insurance company's appetite. This year, ISO introduced 12 new endorsements to respond to new exposures, including PFAS. Join us as Casey Roberts brings a flurry of information about these endorsements.
Climate Change Challenges for the Insurance World
This briskly paced presentation will focus on how “Climate Change” has impacted insurance and what the outlook is for future challenges.
Join us as Casey Roberts brings us this session that will touch on climate, catastrophe losses, and parametric insurance.
Getting Out of the Box: Working With E&S Carriers and Brokers
Working with E&S carriers and brokers is not just business as normal, nor is it so out of bounds that the retail agent should be scared away from doing it. Approaching an E&S carrier is potentially a viable option as the market hardens for each line of business. Risks that would normally be placed with an admitted carrier may entertain an E&S quote. Join us as Casey Roberts brings this timely session.
Who is Paying for This? A Three-Part Class on Risk Transfer, Part 3
Join us as Casey Roberts brings his experience and wisdom to the topic of Risk Transfer in this third part of his new three-part series.
Who is Paying for This? A Three-Part Class on Risk Transfer, Part 2
Join us as Casey Roberts brings his experience and wisdom to the topic of Risk Transfer in this second part of his new three-part series.
Who is Paying for This? A Three-Part Class on Risk Transfer, Part 1
Join us as Casey Roberts brings his experience and wisdom to the topic of Risk Transfer in this first part of his new three-part series.
A Few of Our Favorite Endorsements - CGL Edition
Casey Roberts and Academy Director Patrick Wraight get together again to discuss some of their most (and least) favorite endorsements for the ISO CGL policy. Join us as they discuss the reasons certain risks need these endorsements and why they might try and avoid some of them.
Is THAT Covered on Your Farm Liability Form?
Farm liability is a complicated mix of personal liability exposures and commercial liability exposures. Then you add the growing agri-tainment, agri-tourism, and agri-business sectors, and the question becomes, do we have coverage for that? Whether inviting people on the premises for a you-pick or tractor rides (please don't), or there is a farm market on site, current farm exposures aren't what they used to be. Join us as Casey Roberts brings us this session designed to help insurance pros understand, underwrite, and cover the risks of today's farms.
Certificates of Insurance: The Good, The Bad, and The Ugly
Certificates of Insurance are the gift that keeps on giving, especially from an E&O perspective. Join us as Casey Roberts reviews 3 specific cases and what the courts say about liability.