Personal Lines

Not sure where to start with Personal Insurance?

The "Comprehensive Personal Lines" course gives you a great start since it covers so many different areas of personal insurance. After that, any other course in the "Getting Started" area would be a great choice.

Getting Started

Comprehensive Personal Lines

Comprehensive Personal Lines

12 sessions

$292.00 excl. Tax

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.

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Homeowners Endorsements (CE Credit Available)

Homeowners Endorsements (CE Credit Available)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Homeowners Insurance to Value

Homeowners Insurance to Value

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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Understanding Broker/Agent of Record Letters

Understanding Broker/Agent of Record Letters

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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How to Read a CLUE / MVR Report

How to Read a CLUE / MVR Report

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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Avoiding Errors and Omissions (CE Credit Available)

Avoiding Errors and Omissions (CE Credit Available)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Ethics (CE Credits Available)

Ethics (CE Credits Available)

3 consecutive hours

$88.00 excl. Tax

Instructor-led via Zoom.

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Ethics (CA ONLY)

Ethics (CA ONLY)

3 consecutive hours

$88.00 excl. Tax

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

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Developing

Personal Auto Policy (CE Credit Available)

Personal Auto Policy (CE Credit Available)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Introduction to Homeowners Insurance (CE Credit Available)

Introduction to Homeowners Insurance (CE Credit Available)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Public Protection Class and Reducing Wildfire Risk

Public Protection Class and Reducing Wildfire Risk

1 hour

$25.00 excl. Tax

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.

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Personal Umbrella Policy

Personal Umbrella Policy

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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Insuring RVs and More (CE Credits Available)

Insuring RVs and More (CE Credits Available)

3 consecutive hours

$88.00 excl. Tax

Instructor-led via Zoom.

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Manufactured/Mobile vs Modular Homes

Manufactured/Mobile vs Modular Homes

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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

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

2 consecutive hours

$59.00 excl. Tax

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.

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Advanced

Complex Personal Lines (CE Credits Available)

Complex Personal Lines (CE Credits Available)

12 sessions

$569.00 excl. Tax

Instructor-led via Zoom.

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High Net Worth and Affluent Clients (CE Credits Available)

High Net Worth and Affluent Clients (CE Credits Available)

3 consecutive hours

$88.00 excl. Tax

Instructor-led via Zoom.

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

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

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Personal Lines

Avoiding Errors and Omissions (CE Credit Available)

Avoiding Errors and Omissions (CE Credit Available)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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

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

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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High Net Worth and Affluent Clients (CE Credits Available)

High Net Worth and Affluent Clients (CE Credits Available)

3 consecutive hours

$88.00 excl. Tax

Instructor-led via Zoom.

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Homeowners Endorsements (CE Credit Available)

Homeowners Endorsements (CE Credit Available)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Introduction to Homeowners Insurance (CE Credit Available)

Introduction to Homeowners Insurance (CE Credit Available)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Homeowners Insurance to Value

Homeowners Insurance to Value

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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How to Read a CLUE / MVR Report

How to Read a CLUE / MVR Report

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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Insuring RVs and More (CE Credits Available)

Insuring RVs and More (CE Credits Available)

3 consecutive hours

$88.00 excl. Tax

Instructor-led via Zoom.

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Manufactured/Mobile vs Modular Homes

Manufactured/Mobile vs Modular Homes

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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Personal Auto Policy (CE Credit Available)

Personal Auto Policy (CE Credit Available)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Personal Umbrella Policy

Personal Umbrella Policy

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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Public Protection Class and Reducing Wildfire Risk

Public Protection Class and Reducing Wildfire Risk

1 hour

$25.00 excl. Tax

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.

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Understanding Broker/Agent of Record Letters

Understanding Broker/Agent of Record Letters

1 hour

$25.00 excl. Tax

Instructor-led via Zoom.

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Comprehensive Personal Lines

Comprehensive Personal Lines

12 sessions

$292.00 excl. Tax

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.

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Complex Personal Lines (CE Credits Available)

Complex Personal Lines (CE Credits Available)

12 sessions

$569.00 excl. Tax

Instructor-led via Zoom.

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Pre-Licensing: Property & Casualty

Pre-Licensing: Property & Casualty

6 sessions over 3 weeks

$249.00 excl. Tax

Instructor-led via Zoom. *CO Only

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

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

1 Hour

$30.00 excl. Tax

Instructor-led via Zoom.

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