Insurance Training Course Catalog
Becoming an Exceptional Producer - How to Transform Yourself from a "Transactional" Salesperson to a Consultative Agent (3-part series)
To succeed in the future insurance world, agents must transform themselves from "transactional" processes to "consultative" selling.
Personal Umbrella Policies
Personal Umbrella insurance policies provide protection in the event of the proverbial "rainy day."
RC + ACV = E&O: Why Most Property Insurance Values are Wrong
This session will discuss the problems, pitfalls and potential solutions to a massive yet largely overlooked insurance industry issue.
Practical Workers' Compensation: What You Need To Know (5-part series)
Statutes, common law, contracts and the human element combine to produce a safety net for workers injured on the job.
Practical Workers' Compensation: The Surprising Importance of Employers' Liability Protection
Employers' Liability protection is often overlooked or just plain ignored by many agents and brokers. The gaps filled by this coverage are too important to act carelessly when planning this protection.
What is an Owner-Controlled Insurance Program? (2-part series)
Many large construction projects are insured through an OCIP. This course will explain how OCIPs can provide owners, brokers and general contractors cost savings and enhanced loss control.
Preparing a Winning Underwriting or Bid Submission
This course will help you create a better bid presentation, build a stronger relationship with underwriters and help you present yourself in your organization's best light.
Executive Training: Strategic Planning
Learn the ground rules on WHAT you need within your agency in order to create and execute a strategic plan, including the necessary steps on HOW to do so in this 2-hour class.
Do You Know EPLI?
Learn the basic information and features necessary to understand EPLI as well as the requirements necessary for underwriting this line of insurance.
Who is an Insured in the CGL and Business Auto Policy?
Understanding the four levels of "insured" status and each one's relationship to the coverage provided allows improved preparation and planning in the initial design and implementation of the insurance program.