Insurance Training Course Catalog
Parametric Insurance Explained
What is it? How does it work? Who needs it? These items and a bit more will be addressed in this brief overview of what many consider to be the "newest, latest and greatest" insurance opportunity...but is it?
Financial Underwriting
Underwriting a company's financial condition can be critical in properly designing a risk's insurance program. Richard Faber will help us to better understand a company's financial condition and why an insurer may want to have this information in determining coverage and pricing.
Personal Lines Coverage Gaps Created by Motorized Vehicles
Join insurance speaker and author, Bill Wilson as he helps us to identify (and hopefully fix) certain coveage gaps that can be created in personal lines policies.
Workers' Comp Risks and Opportunities for Contractors
Join Frank Pennachio as he helps agents recognize the opportunities around construction clients. Even as workers' comp rates are declining, contractors are facing challenges the put their business sustainability in jeopardy.
Commercial Property Master Class - COPE - (Protection & Exposure)
Join us for the third session in our new Commercial Property Master Class, COPE (Protection & Exposure).
In this session, we will make an in-depth examination of the ways a commercial building can be protected from fire, both from internal building characteristics and external community characteristics.We will also discover why we care what buildings are nearby the insured building and what's going on in those nearby buildings.
Who is an Insured on the CGL and Why Do You Care?
Is the new employee that decided to take a swing at a customer an insured on the company's CGL policy?
Is there coverage if an employee takes action to protect property and injures someone in the process?
Join us as we explore who is an insured on a CGL policy.
Essential Insurance Terms and Concepts
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.
Commercial Property Master Class - COPE - (Occupancy)
Join us for the second session in our new Commercial Property Master Class, COPE (Occupancy).
In this session, we will make an in-depth examination of the occupancy of commercial buildings. We will look at some of the occupancy issues that can arise in dwellings and some of the mixed occupancy issues that arise in commercial buildings.
Building a Strong Underwriting Submission
Insurance applications can be complicated and the more complex the risk, the more complex the application.
Join us as Richard Faber helps us to prepare and submit a strong application to underwriting.
Time's Up: Rethinking Customer Experience
There was a time when having a digital presence meant that you had at least slapped a simple website online.
It doesn't work that way anymore. Your customers today are used to instant communication through apps and by text with several different businesses and they expect that from you.
Join Tom as he helps us to navigate these customer expectations and how we can best meet those needs without breaking our budgets.