CIC: Life & Health

National Alliance Program Learn practical information related to Life and Annuity Policies, Business Life Concepts, Health Insurance, and Employee Benefits. Leave the class with information that you can put to use immediately. CLASS TOPICS: ...

Liar! An Agent's Role in Identifying & Handling Fraud

9:00 AM - 12:00 PM

They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This course reviews techniques ...

Mastering Business Income: Tools and Tips to Keep Insureds Flush

1:00 PM - 4:00 PM

Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such may not even be offered to an insured! ...

CISR Commercial Casualty I - CGL, Additional Insureds

Strengthen your ability to have productive, confident interactions with your commercial customers in the area of commercial casualty exposures and coverages. You’ll improve your understanding of legal liability and what creates liability ...

Ethical Dilemmas in Insurance and the Responsibilities of Agents

9:00 AM - 12:00 PM

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties. Throughout the ...

CISR Elements of Risk Management

Insurance professionals need training in the risk management process for two reasons. First, insurance is an integral part of their client’s overall risk management program. Second, services provided by carriers, agencies, and brokerages are ...

CISR Insuring Commercial Property

Commercial property insurance is one of your business customers’ greatest concerns. You’ll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage and reduce E&O exposures. Insuring Commercial Property ...

Have a Plan - Perpetuating Your Agency

10:00 AM - 11:00 AM

FREE TO MEMBERS  What is a Perpetuation Plan Core Components of the Perpetuation Plan  Where to Start Valuing an Agency & Setting the Price Presented by Carey Wallace Approved for 1 CEC   

Claims That Will Convince Your Insured to Enhance Their Homeowners Coverages

1:00 PM - 4:00 PM

To save a few bucks, consumers are quick to strip off valuable coverage from their homeowners policy and/or buy coverage that doesn’t match their exposure. This course will review several claims and coverage examples agents can use to talk ...

Certificates, Contractors and You: Fights, Coverage Issues, Best Practices

1:00 PM - 4:00 PM

Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when issuing a certificate and ...

Workers Compensation for Contractors - CRIS CORE #5

8:30 AM - 4:15 PM

CRIS CORE Module #5 - Workers Compensation for Contractors

Flood Insurance: What You Need to Know

9:00 AM - 12:00 PM

Join flood guru David Thompson for a discussion on many factors regarding flood insurance and the National Flood Insurance Program. This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course ...

CISR WTH Seminar - Personal Lines

Insuring Recreational Toys (4 Hours) Participants will examine coverage for a wide variety of recreational vehicles and watercraft. They will learn how much property and liability coverage is provided by an unendorsed ISO Homeowners Policy, an ...

CIC James K Ruble Graduate Seminar

Additional Insureds Participants will discuss primary objectives for adding additional insureds. They will focus on named insured as it relates to Commercial General Liability, Business Auto, Workers Compensation, and Umbrella/Excess ...

E&O: Duties, Laws, Documentation and Data Breach

1:00 PM - 4:00 PM

Agents who focus on E&O loss prevention fortify their agency from potentially devastating claims while improving the customer experience. In this course, agents will discuss the importance of understanding their legal duty of care, the benefit ...

All Things Ethics: Agent Obligations, Standards, Authority & More

9:00 AM - 12:00 PM

This course uses a variety of scenarios to assist agents in ethical decision making. We will review several examples of agent obligations to insureds, carriers and others. We will discuss agency standards with regards to ethics, agent authority ...

The Bad Thing Happened: Handling Commercial Claims& Coverage Disputes

1:00 PM - 4:00 PM

This course looks at several common commercial lines insurance policies and examples of actual claims that challenged the coverage (or lack thereof) provided.  Agents who take this course will gain expertise in various coverage scenarios and be ...

AN E&O Loss Control Program for All Agencies

8:00 AM - 4:30 PM

CPIA Designation Update Course

CISR Commercial Casualty II - BAP, WC, Excess

  Expand your ability to have a confident relationship with your commercial customers in the area of commercial casualty exposures and coverages. In Commercial Casualty II, the focus is the Business Auto Policy, the Workers Compensation ...

Inflation and Personal Lines

1:00 PM - 4:00 PM

Personal lines insurance consumers know the pinch of inflation on seemingly all goods and services. What’s the impact on personal insurance rates and coverage? This course reviews several factors as to how inflation across other industries ...

How It's Built, How It's Used, Will it Survive: Elements of Property Underwriting

1:00 PM - 4:00 PM

This course reviews many factors of a building’s construction and occupancy and how underwriters use data to determine and classify a property risk. After taking this course, insurance pros will have a better understanding of construction ...

CISR Insuring Personal Residential Property

  Develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you will be able to provide practical information that will help clients make decisions for ...

Preventing E&O Claims: Commercial Casualty Issues

9:00 AM - 12:00 PM

Mastering Business Income: Tools and Tips to Keep Insureds Flush

1:00 PM - 4:00 PM

Many insurance pros know it’s the (indirect) loss after the (direct) loss that kills the business. Unfortunately, many lack an understanding of Business Income and related coverages to the point where such may not even be offered to an insured! ...

The Essentials to Better Understanding Your Financials

10:00 AM - 11:00 AM

FREE to members - Approved for 1 CEC

Ethical Dilemmas in Insurance and the Responsibilities of Agents

9:00 AM - 12:00 PM

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties. Throughout the ...

Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net Worth Individuals

1:00 PM - 4:00 PM

Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk management process as ...

CISR Life & Health Essentials

Build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial wellbeing of your clients’ families and businesses. Be ...