Insurance Training Course Catalog
Actual Cash Value: How to Define an Undefined Term
Everyone in insurance knows about actual cash value, right? The term is all over the place and we all think we know what it means, but what does it really mean in practice today? Join us as Crystal Uebelher brings this session and helps us to question what we know and answer the question, what is actual cash value, really?
How to Work with Wholesale Brokers
So who do wholesale brokers work for? That's the question we plan to answer in this session. Join us as Fred Fisher cuts through the mythology surrounding the role of the wholesale broker and helps us to better work with those in that space.
The Art of Insuring Collections
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.
Why Becoming a Boutique Agency is Critical for Your Success
This presentation is based on the importance of agents learning their coverages deeply so they can be true advisors to their clients because the alternative, simply placing insurance that may or may not be adequate will be done by software and agencies earning materially less commission in the near future. Join us as Chris Burand brings his expertise on coverages to this highly timely topic.
Cannabis 101: A Primer
This one-hour session is a beginner's guide to understanding cannabis and hemp, with some emphasis on insurance complications that are created by the presence of cannabis. Join us as Brenda Wells guides us through the fog of this emerging and evolving risk.
Lost Policies and Long-Tail Claims
How can an insured prove the existence of lost policies when faced with long-tailed claims, like pollution? Join us as Joe Junfola helps us to understand the burden of proof, secondary evidence, and investigative resources.
COVID and EPLI Challenges and Concerns
How employers address COVID-19 with their employees is fraught with EPLI concerns and potential challenges. What if there are separate requirements for employees and managers? What if an employer chooses to fire employees over their vaccination status? Join us as Casey Roberts helps us to understand and navigate these challenges.
Goals Reimagined
This session details various goal-setting models and talks participants through how to use them. Not your typical goal-setting class, this will inspire and excite attendees to exceed their goals. Join us as Abi helps us with this timely topic to start off the new year.
Fiduciary Liability Updates for 2022
Litigation arising from the management of employee benefits plans has increased dramatically over the past couple of years. New federal laws, regulations, guidelines, and established case law, as well as increased compliance audits by the Department of Labor are expected to escalate the risks to an even higher level in 2022. Join us as Frank Pennachio helps guide us through this important topic.
What Not to Say to a Customer Part 2
"You have health insurance so you don't need UM."
"Your business has workers’ comp so you don’t need UM.”
“The adjuster is wrong; I’ll get that claim paid for you.”
You've probably heard other agents use these phrases and others like them. You might have even said them yourself. Join us as David Thompson helps us to understand why we should never use these phrases again.