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Insurance 101

Whether you're new to insurance or not, everyone needs time spent with the fundamentals of insurance. That's what these classes are about.

You might need to learn the basics of commercial auto coverages or errors and omissions coverage. We have those classes. Maybe you need to learn how to read a policy so that your clients know what is covered and what isn't. We have classes for that. Maybe you don't understand why the underwriters ask so many questions about buildings. We have classes for that.

These classes are perfect to supplement your new hire's licensing class. We all know that the license exam doesn't teach us everything that we need to know. That's why we have these classes here for you.

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The Art of Insuring Collections

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The world of collectible insurance is bigger today than beanie babies were in the 80's. Join us as Hayden Kopser opens his knowledge collection about collections and how to insure them. 

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Reinsurance 101: An Overview of Reinsurance Concepts

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Reinsurance is a critical part of the insurance landscape. Carriers need reinsurance to have the capacity to write certain risks and maintain a level of stability. Join us as Crystal Uebelher helps us with this primer on the basics of reinsurance.

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You Can't Read Insurance Policies Like Anything Else (Spanish)

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Insurance policies are hard to read. We all know it and we all act like they aren't, especially when a customer asks us a "simple" question. You can't just grab a policy and start reading page one and read all the way through. It jumps around and you have to know where to jump with it. Join us as Patrick (or Maria, in the Spanish version) brings us top guidelines for how to read an insurance policy and more importantly, the simplest ways to explain the policy to your customers.

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What is Risk and Risk Management

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Risk abounds in life and in business. In this session, we will examine risk, what is it and what does it mean for us? We will then take a look at how risk can be managed and decide on a process for doing just that.

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Introduction to Local Government Liability

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Local governments deal with many issues, including unique liability exposures, that most businesses don't have to deal with. Some provide fire protection services and law enforcement services, not to mention the local school district and other departments. Each of which creates a different exposure, which needs to be addressed in their insurance program. Traditionally, many governmental agencies enjoyed a level of immunity from liability, but that concept of sovereign immunity has changed significantly over time. Join us as Brennan Quintus brings us his session on local government liability and deepen your understanding of this part of the insurance landscape.

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Our Legal System and Legal Liability

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Liability is complicated. Where does the legal liability come from? How have courts handled similar situations?


Join us as Brenda Wells gives us an overview of the US legal system and helps us to understand how the law might impose liability.


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Role of The Wholesale Agent

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As risks become more complex and the underwriting of less complex risks becomes more automated, the role of the wholesale agent becomes more important.


Join Richard Faber as he guides us through the role of the wholesale agent in the 21st-century insurance market.

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Workers' Compensation Insurance Basics

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No one is an expert when they first start out and this session is designed to help the workers' compensation rookie with the basics of how workers' comp insurance works, why our system is set up the way it is, and how to navigate all of the intricacies of this coverage.


This session won't make you an expert, but it is a start on your journey there.

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Essential Insurance Terms and Concepts

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Why is it called property and casualty insurance when you buy a property policy and a liability policy?


What is reinsurance?


What do you mean they had the wrong class code?


Audit? What is this? The IRS?


The insurance vocabulary is as full of gobbledegook as any other industry is. We believe that insurance professionals fall into two categories: the ones that think everyone understands them, and the others that pretend to understand their peers.


That's what this session is about. We plan to cover the most essential insurance terms and concepts that you will need to understand so that you can carry on conversations.

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What Does the Customer Really Need?

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The insurance industry is shifting quickly. Customers are turning to their mobile phones' app store to buy their insurance, rather than calling an agent. Join us as Patrick answers the question, what does the customer really need? In this session, we will look at ways that an agent can add value beyond just taking orders for insurance policies.

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