Control of Risk

Receive a solid foundation on proper insurance practices that is applicable to all lines of insurance including ethics, communication/technology, agency work flow, account management and E&O.

Personal Client Risk Management

Learn the steps of the risk management process for affluent and high net worth clients and the importance of incorporating risk management when structuring their insurance programs.

Control of Risk

Winning the Business

Communicate with your high-profile clients—learn the process of selling and delivering sharp proposals that high net worth clients expect.

Principles of Risk Management

Get the skills needed to correctly identify exposures by building a firm foundation in the fundamentals of risk management.

Evaluating and Protecting the Lifestyle

Learn to evaluate the often specialized coverage needs and gather the necessary information used by insurance companies to insure and risk manage these lifestyle exposures.

Analysis of Risk

Use risk data to analyze the frequency and severity of losses, the potential for future losses, and cost-benefits of control solutions.

Practial Application of PRM

Develop a first-class affluent and high net worth personal lines division within an agency and feel confident with the added value that knowledge and expertise provide for complex personal lines accounts.

Principles of Risk Management

Get the skills needed to correctly identify exposures by building a firm foundation in the fundamentals of risk management.

Principles of Risk Management

Get the skills needed to correctly identify exposures by building a firm foundation in the fundamentals of risk management.

Financing of Risk - TEST

Compare various financing options: non-insurance transfer, guaranteed cost plans, retro plans, dividend plans, pools, and various types of captives.

Practice of Risk Management

Gain an understanding of the daily managerial and organizational requirements of risk managers and how an organization utilizes the risk management process.

Practice of Risk Management

Gain an understanding of the daily managerial and organizational requirements of risk managers and how an organization utilizes the risk management process.

PRACTICE OF RISK TEST

Gain an understanding of the daily managerial and organizational requirements of risk managers and how an organization utilizes the risk management process.

Practice of Risk - Danielle

Gain an understanding of the daily managerial and organizational requirements of risk managers and how an organization utilizes the risk management process.

Understanding Coverage Differences

Learn to apply risk management tools and diagnostic skills to create a comprehensive risk management and insurance programs for these clients with sophisticated lifestyles.

Practice of Risk Management

Gain an understanding of the daily managerial and organizational requirements of risk managers and how an organization utilizes the risk management process.

Dynamics of Selling

The only “insurance specific” selling process created & taught by top insurance sales professionals that transforms the traditional 25% close ratio to 70% of your presentations.

Control of Risk

Evaluating and Protecting The Lifestyle

Learn to evaluate the often specialized coverage needs and gather the necessary information used by insurance companies to insure and risk manage these lifestyle exposures.