Training schedule

Your schedule page provides visitors with a short overview of each course and lists the dates the course is scheduled to run next. Visitors can select their location to see only events in their area. If there are no dates running in their location, they can select “Register interest” and complete an enquiry form. Once there is enough interest, run the course.

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Pre-Licensing

Getting Started with Commercial Lines

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.

20 Sessions

$438.00 excl. Tax

Commercial Fast Track - 1

Instructor-led via Zoom.

3 Weeks

$175.00 excl. Tax

No dates scheduled

Register interest

Commercial Fast Track - 2

Instructor-led via Zoom.

3 Weeks

$190.00 excl. Tax

No dates scheduled

Register interest

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.

2 consecutive hours

$49.00 excl. Tax

How to Read a CLUE / MVR Report

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

Understanding Broker/Agent of Record Letters

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

Getting Started with Personal Lines

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.

12 sessions

$292.00 excl. Tax

No dates scheduled

Register interest

Homeowners Endorsements (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Understanding Broker/Agent of Record Letters

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

How to Read a CLUE / MVR Report

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

Avoiding Errors and Omissions (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Ethics (CA ONLY)

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

3 consecutive hours

$88.00 excl. Tax

No dates scheduled

Register interest

Personal Lines

Avoiding Errors and Omissions (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

No dates scheduled

Register interest

Homeowners Endorsements (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Introduction to Homeowners Insurance (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

How to Read a CLUE / MVR Report

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

Manufactured/Mobile vs Modular Homes

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

Personal Auto Policy (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Public Protection Class and Reducing Wildfire Risk

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.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

Understanding Broker/Agent of Record Letters

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

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.

12 sessions

$292.00 excl. Tax

No dates scheduled

Register interest

Complex Personal Lines (CE Credits Available)

Instructor-led via Zoom.

12 sessions

$569.00 excl. Tax

No dates scheduled

Register interest

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

Instructor-led via Zoom.

1 Hour

$30.00 excl. Tax

No dates scheduled

Register interest

Developing with Commercial Lines

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!

2 consecutive hours

$49.00 excl. Tax

No dates scheduled

Register interest

Business Owners Policy

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

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.

2 consecutive hours

$59.00 excl. Tax

No dates scheduled

Register interest

Commercial Property (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Commercial Umbrella & Excess Liability (CE Credits Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

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

Instructor-led via Zoom.

2 consecutive hours

$59.00 excl. Tax

No dates scheduled

Register interest

Introduction to Bonds (CE Credits Available)

Instructor-led via Zoom.

2 consecutive hours

$59.00 excl. Tax

No dates scheduled

Register interest

Supplemental Commercial Lines (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Avoiding Errors and Omissions (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

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.

1.5 hours

$37.00 excl. Tax

No dates scheduled

Register interest

Developing with Personal Lines

Personal Auto Policy (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Introduction to Homeowners Insurance (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Public Protection Class and Reducing Wildfire Risk

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.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

Manufactured/Mobile vs Modular Homes

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

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.

2 consecutive hours

$59.00 excl. Tax

No dates scheduled

Register interest

Commercial Lines

Supplemental Commercial Lines (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Time Element (CE Credits Available)

Instructor-led via Zoom.

4 consecutive hours

$117.00 excl. Tax

No dates scheduled

Register interest

Introduction to Bonds (CE Credits Available)

Instructor-led via Zoom.

2 consecutive hours

$59.00 excl. Tax

No dates scheduled

Register interest

Commercial Fast Track - 1

Instructor-led via Zoom.

3 Weeks

$175.00 excl. Tax

No dates scheduled

Register interest

Commercial Fast Track - 2

Instructor-led via Zoom.

3 Weeks

$190.00 excl. Tax

No dates scheduled

Register interest

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.

2.5 Hours

$63.00 excl. Tax

No dates scheduled

Register interest

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.

20 Sessions

$438.00 excl. Tax

Introduction to Mining for Business – Selling Through Service

Curious about what we have to offer? Our monthly FREE Featured Courses are your golden ticket to a sneak peek into our engaging classes. Sign up today to get started on your next learning adventure!

30 Minutes

Free

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.

1.5 hours

$37.00 excl. Tax

No dates scheduled

Register interest

Complex Risk Contractors (CE Credits Available)

Instructor-led via Zoom.

15 sessions

$711.00 excl. Tax

No dates scheduled

Register interest

Apartments - Complex Risk (CE Credits Available)

Instructor-led via Zoom.

14 sessions

$664.00 excl. Tax

No dates scheduled

Register interest

Garage Package (Complex) (CE Credits Available)

Instructor-led via Zoom.

18 sessions

$853.00 excl. Tax

No dates scheduled

Register interest

Workers Compensation (Complex) (CE Credits Available)

Instructor-led via Zoom.

13 sessions

$616.00 excl. Tax

No dates scheduled

Register interest

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.

16 sessions

$758.00 excl. Tax

No dates scheduled

Register interest

Understanding Broker/Agent of Record Letters

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

How to Read a CLUE / MVR Report

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

Commercial Umbrella & Excess Liability (CE Credits Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

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

Instructor-led via Zoom.

2 consecutive hours

$59.00 excl. Tax

No dates scheduled

Register interest

Avoiding Errors and Omissions (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

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!

2 consecutive hours

$49.00 excl. Tax

No dates scheduled

Register interest

Business Owners Policy

Instructor-led via Zoom.

1 hour

$25.00 excl. Tax

No dates scheduled

Register interest

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.

2 consecutive hours

$59.00 excl. Tax

No dates scheduled

Register interest

Commercial Property (CE Credit Available)

Instructor-led via Zoom.

1 hour

$30.00 excl. Tax

No dates scheduled

Register interest

Advanced Courses in Commercial Lines

EPLI (CE Credits Available)

Instructor-led via Zoom.

2 consecutive hours

$59.00 excl. Tax

No dates scheduled

Register interest

Time Element (CE Credits Available)

Instructor-led via Zoom.

4 consecutive hours

$117.00 excl. Tax

No dates scheduled

Register interest

Advanced Courses in Personal Lines

Complex Personal Lines (CE Credits Available)

Instructor-led via Zoom.

12 sessions

$569.00 excl. Tax

No dates scheduled

Register interest