Insurance Training Course Catalog
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.
Who is an "Insured" in Personal Lines Forms
Knowing who is and is not an "insured" will lead to a better program by allowing any unintended gaps in insured status to be exposed and corrected before loss occurs.
How to Sell at Prices Higher Than Your Competitors
Transparency creates trust. Trust sells insurance. This session on price is about creating trust, value and earning the order.
The Proper Care and Feeding of Certificates of Insurance
This course reviews the legal and regulatory issues as well as the do's and don'ts for handling Certificates of Insurance.
What EVERY Agent Needs to Know about D&O
Learn how insurance companies and retail brokers are focusing on D&O liability Coverage as a profitable business strategy and as an entrée to a clients highest level executives.
Understanding the Basics of Contractual Risk Transfer
Learn the duties of each of the three parties involved in contractual risk transfer and how contractual risk transfer is defined.
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.