Catalog

Pre-Licensing: Property & Casualty

Instructor-led via Zoom. *CO Only

Avoiding Errors and Omissions (CE Credit Available)

Instructor-led via Zoom.

Flood, Earthquake & Other Difference in Conditions Policies (CE Credit Available)

Instructor-led via Zoom.

High Net Worth and Affluent Clients (CE Credits Available)

Instructor-led via Zoom.

Homeowners Endorsements (CE Credit Available)

Instructor-led via Zoom.

Introduction to Homeowners Insurance (CE Credit Available)

Instructor-led via Zoom.

Homeowners Insurance to Value

Instructor-led via Zoom.

How to Read a CLUE / MVR Report

Instructor-led via Zoom.

Insuring RVs and More (CE Credits Available)

Instructor-led via Zoom.

Personal Umbrella Policy

Instructor-led via Zoom.

Protection Class Fire Mapping

Instructor-led via Zoom. Two of the rating factors in a homeowners policy are protection class and fire mapping. The student will be provided first-hand information on what protection classes are and how fire mapping rating factors impact the cost of coverage and the ability to place coverage with specific carriers.

Understanding Broker/Agent of Record Letters

Instructor-led via Zoom.

Comprehensive Personal Lines

Instructor-led via Zoom. Join us for an enlightening journey and equip yourself with knowledge and practical skills essential for success. The ability to craft tailored and effective policies for individuals is a talent that sets outstanding professionals apart. Our class provides a comprehensive exploration of the principles and practices involved in writing personalized coverage for diverse clients.

Manufactured/Mobile vs Modular Homes

Instructor-led via Zoom.

Personal Auto Policy (CE Credit Available)

Instructor-led via Zoom.

Complex Personal Lines (CE Credits Available)

Instructor-led via Zoom.

Pre-Licensing: Property & Casualty

Instructor-led via Zoom. *CO Only

Excess & Surplus Lines - Personal Lines (CE Credit Available)

Instructor-led via Zoom.

Claims-Made (CE Credits Available)

Instructor-led via Zoom.

Excess & Surplus Lines - Commercial Lines (CE Credit Available)

Instructor-led via Zoom.

Commercial Fast Track - 1

Instructor-led via Zoom.

Commercial Fast Track - 2

Instructor-led via Zoom.

Restaurant Workshop

Do you desire to learn more about successfully writing restaurants? This advanced course is a 2-part course that will help you dive deeper into the unique risks that restaurants pose.

Pre-Licensing: Property & Casualty

Instructor-led via Zoom. *CO Only

ACORD Applications

Instructor-led via Zoom. Tired of struggling with ACORD applications? You're not alone! These ubiquitous forms have stumped countless insurance professionals for years. Join our course and we'll provide valuable insights to conquer these forms!

Complex Risk Contractors (CE Credits Available)

Instructor-led via Zoom.

Apartments - Complex Risk (CE Credits Available)

Instructor-led via Zoom.

Writing Small Business Accounts

Instructor-led via Zoom. Struggling to approach small businesses in your community as an insurance agent? We’ve got you covered! Our course is designed to equip you with the tools and knowledge to confidently navigate this market. This high-level overview will guide you through identifying niche markets, researching potential clients, and winning their business. Learn how to tailor your approach, stand out from the competition, and build successful relationships with local entrepreneurs.

Time Element (CE Credits Available)

Instructor-led via Zoom.

Introduction to Bonds (CE Credits Available)

Instructor-led via Zoom.

Supplemental Commercial Lines (CE Credit Available)

Instructor-led via Zoom.

Garage Package (Complex) (CE Credits Available)

Instructor-led via Zoom.

Complex Accounts Restaurants (CE Credits Available)

Instructor-led via Zoom. Understanding the nuances of creating an insurance program for a large fine dining establishment with three locations in two different states can be complicated. The student will be challenged by the broad array of offerings the restaurants provide while investigating the underwriting of this type of risk and creating insurance solutions for their exposure along with learning about the various types of loss control available for this type of risk.

Comprehensive Commercial Lines

Instructor-led via Zoom. Tired of the same old routine? Do those quaint shops and bustling restaurants whisper of untapped potential? Are you yearning to break free from the shackles of restrictive personal lines? Then this course is for you. Don’t miss this opportunity to enhance your proficiency and make a meaningful impact in the insurance industry for businesses.

Workers Compensation (Complex) (CE Credits Available)

Instructor-led via Zoom.

Understanding Broker/Agent of Record Letters

Instructor-led via Zoom.

Workers Compensation (CE Credits Available)

Instructor-led via Zoom.

How to Read a CLUE / MVR Report

Instructor-led via Zoom.

General Liability (CE Credits Available)

Instructor-led via Zoom.

Cyber Insurance (CE Credits Available)

Instructor-led via Zoom.

Garage Insurance (CE Credit Available)

Instructor-led via Zoom.

Commercial Umbrella & Excess Liability (CE Credits Available)

Instructor-led via Zoom.

COPE Crusaders Protecting Commercial Property with Precision (CE Credits Available)

Instructor-led via Zoom.

Avoiding Errors and Omissions (CE Credit Available)

Instructor-led via Zoom.

Business Owners Policy

Instructor-led via Zoom.

Claims: What You Need to Know (CE Credits Available)

Instructor-led via Zoom. Claims are a defining moment in the customer journey. Handle them right, and you've got a fan for life. Mess them up, and you risk losing everything. Transform a potentially negative experience into a positive one that strengthens your bond with your clients. Our course offers a review of a hypothetical claims scenario. Learn best practices for claims handling and how to prevent Errors and Omissions claims.

Commercial Auto Insurance (CE Credit Available)

Instructor-led via Zoom.

Commercial Property (CE Credit Available)

Instructor-led via Zoom.

Producer Sales & Marketing

Instructor-led via Zoom. Are you feeling the pinch of this tough market? Maybe you’re an agent or producer struggling to retain customers and close deals? Well, there’s a way to supercharge your sales, build stronger relationships, and retain customers. Our Sales and Marketing course is designed to equip you with conversation skills that close deals, build trust, and turn prospects into loyal customers.

Writing Small Business Accounts

Instructor-led via Zoom. Struggling to approach small businesses in your community as an insurance agent? We’ve got you covered! Our course is designed to equip you with the tools and knowledge to confidently navigate this market. This high-level overview will guide you through identifying niche markets, researching potential clients, and winning their business. Learn how to tailor your approach, stand out from the competition, and build successful relationships with local entrepreneurs.

Hit the Pavement

Instructor-led via Zoom. Embarking on the journey of starting or revamping an insurance agency and building a robust clientele is both an exciting and challenging endeavor. If you’re eager to navigate the intricacies of establishing a successful agency and cultivating lasting relationships, our course is tailored just for you.

Commercial Property (CE Credit Available)

Instructor-led via Zoom.

Commercial Auto Insurance (CE Credit Available)

Instructor-led via Zoom.

Claims: What You Need to Know (CE Credits Available)

Instructor-led via Zoom. Claims are a defining moment in the customer journey. Handle them right, and you've got a fan for life. Mess them up, and you risk losing everything. Transform a potentially negative experience into a positive one that strengthens your bond with your clients. Our course offers a review of a hypothetical claims scenario. Learn best practices for claims handling and how to prevent Errors and Omissions claims.

Avoiding Errors and Omissions (CE Credit Available)

Instructor-led via Zoom.

COPE Crusaders Protecting Commercial Property with Precision (CE Credits Available)

Instructor-led via Zoom.

Commercial Umbrella & Excess Liability (CE Credits Available)

Instructor-led via Zoom.

Flood, Earthquake & Other Difference in Conditions Policies (CE Credit Available)

Instructor-led via Zoom.

EPLI (CE Credits Available)

Instructor-led via Zoom.

Ethics (CE Credits Available)

Instructor-led via Zoom.

Garage Insurance (CE Credit Available)

Instructor-led via Zoom.

Cyber Insurance (CE Credits Available)

Instructor-led via Zoom.

General Liability (CE Credits Available)

Instructor-led via Zoom.

High Net Worth and Affluent Clients (CE Credits Available)

Instructor-led via Zoom.

Insuring RVs and More (CE Credits Available)

Instructor-led via Zoom.

Introduction to Homeowners Insurance (CE Credit Available)

Instructor-led via Zoom.

Homeowners Endorsements (CE Credit Available)

Instructor-led via Zoom.

Workers Compensation (CE Credits Available)

Instructor-led via Zoom.

Workers Compensation (Complex) (CE Credits Available)

Instructor-led via Zoom.

Complex Accounts Restaurants (CE Credits Available)

Instructor-led via Zoom. Understanding the nuances of creating an insurance program for a large fine dining establishment with three locations in two different states can be complicated. The student will be challenged by the broad array of offerings the restaurants provide while investigating the underwriting of this type of risk and creating insurance solutions for their exposure along with learning about the various types of loss control available for this type of risk.

Personal Auto Policy (CE Credit Available)

Instructor-led via Zoom.

Garage Package (Complex) (CE Credits Available)

Instructor-led via Zoom.

Complex Personal Lines (CE Credits Available)

Instructor-led via Zoom.

Supplemental Commercial Lines (CE Credit Available)

Instructor-led via Zoom.

Ethics (CA ONLY)

California ONLY. CE credits available. Instructor-led via Zoom.

Time Element (CE Credits Available)

Instructor-led via Zoom.

Apartments - Complex Risk (CE Credits Available)

Instructor-led via Zoom.

Complex Risk Contractors (CE Credits Available)

Instructor-led via Zoom.

Excess & Surplus Lines - Commercial Lines (CE Credit Available)

Instructor-led via Zoom.

Claims-Made (CE Credits Available)

Instructor-led via Zoom.

Excess & Surplus Lines - Personal Lines (CE Credit Available)

Instructor-led via Zoom.

Triple Net Lease

Complex Risk - Pollution and Environmental Liability (CE Credits Available)

Instructor-led via Zoom.

Complex Risk Contractors (CE Credits Available)

Instructor-led via Zoom.

Apartments - Complex Risk (CE Credits Available)

Instructor-led via Zoom.

Complex Personal Lines (CE Credits Available)

Instructor-led via Zoom.

Garage Package (Complex) (CE Credits Available)

Instructor-led via Zoom.

Complex Accounts Restaurants (CE Credits Available)

Instructor-led via Zoom. Understanding the nuances of creating an insurance program for a large fine dining establishment with three locations in two different states can be complicated. The student will be challenged by the broad array of offerings the restaurants provide while investigating the underwriting of this type of risk and creating insurance solutions for their exposure along with learning about the various types of loss control available for this type of risk.

Workers Compensation (Complex) (CE Credits Available)

Instructor-led via Zoom.