Insurance Training Course Catalog
Keeping Clients for Life - Superior Customer Service
Learn how to keep your best clients for life and to develop satisfied, long-term clients who are fiercely loyal to your agency.
How to Prepare Your Clients for Coverage Gaps in the BOP
Learn the five major coverage gaps in the BOP policy and how to close these gaps where possible
Using Coverage Gaps to Win New Customers
Gain an understanding of the applicable insurance policy's limitations and exclusions to find and exploit coverage gaps.
Turning a Losing Proposal into a Winning Proposal
An expertly designed proposal makes use of a specific formula based around facts, stories, processes and skills. Learn the secret of turning yours into a winning proposal.
Coverage Triggers: Occurrence vs. Claims Made Liability Coverage
Liability protection can be provided by either an "occurrence" trigger or a "claims made" trigger. Learn the coverage triggers for both "occurrence" and "claims made" forms.
Understanding Commercial Property Underwriting and "COPE" (2-part series)
Learn the importance of each of the four basic data points in the property underwriting process: Construction, Occupancy, Protection and Exposure ("COPE").
How to Read and Understand ANY Insurance Policy
Learn the rules of reading insurance policies and why exclusions and exceptions exist.