Personal Lines

Through exploring the intricacies of policy coverages, limitations, and exclusions you will be able to identify risks and coverage gaps of personal lines clients, offer coverage solutions, and learn how to respond in the event of a loss.

Insuring Personal Residential Property

Develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance.

Insuring Commercial Property

Gain a grasp of the types of commercial property, be able to identify parties with an insurable interest, and understand the difference between direct and indirect loss.

Commercial Property

Gain a detailed understanding of Commercial Property coverages and endorsements and learn how to maximize coverage and protect your property accounts.

Home-Based Businesses: Where Personal Ends & Commercial Begins

CISR Elementos de la Administración de Riesgos

This course provides tools and techniques to identify exposures, assess their impact on clients’ assets and operations, consider a variety of loss funding/insurance options, control losses and claims, and finally to implement risk management and loss control procedures and monitoring their progress.

Insuring Personal Auto Exposures

Assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.

Insuring Personal Auto Exposures

Assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.

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.

Life & Health Essentials

Build a better understanding of what your clients need to know about life and health insurance.

Commercial Casualty I

Gain confidence with commercial casualty exposures and coverages and learn the CGL policy inside and out.

Other Personal Lines Solutions

Examine coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy and learn to address exposures created by business activities, the ownership or use of recreational vehicles and watercraft, and the need for additional coverage through Personal Umbrella Liability and Catastrophe Coverage.

Retirement Landmines

Practical 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.

Agency Management

Learn the fundamentals of strategic planning and what actions are needed to achieve agency growth.

Elements of Risk Management

This course provides tools and techniques to identify exposures, assess their impact on clients’ assets and operations, consider a variety of loss funding/insurance options, control losses and claims, and finally to implement risk management and loss control procedures and monitoring their progress.

Principles of Risk Management

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

Insuring Personal Residential Property

Develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance.

Insuring Personal Auto Exposures

Assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.

Commercial Casualty II

The focus of this course is the Business Auto Policy, the Workers Compensation Policy, and Excess Liability Policies.