Insurance Training Course Catalog
Understanding E&O Coverage
Join us for a breakdown of the E&O policy form and learn how to properly insure your client’s exposures.
Executive Training: Choosing & Managing Carrier Relationships
Learn how to maximize your leverage with the carriers as well as specific steps to take to increase your profits through a well managed relationship with the carriers in this 4-hour class.
How to Develop Program Business Within Your Agency (2 Part Series)
One of the best ways to grow your agency is by entering into a “Program” business model. Learn the three major steps required to build a successful program business model.
Risk Management Theory & Applications
Risk management is a process combining methods for reducing or avoiding an undesirable event with sources for covering the adverse financial losses that result from the occurrence of the undesired event.
Who is an "Insured" in the CGL and Business Auto Policy?
Understanding the four levels of "insured" status and each one’s relationship to the coverage provided allows improved preparation and planning in the initial design and implementation of the insurance program.
Executive Training: Agency Financial Management
Learn how to use good financial management techniques to outperform the competition in this 6-hour class on financial management.
Crimes, Torts, Negligence, Legal Liability and Insurance (2-part series)
Legal liability is liability imposed by law on the person or entity responsible for the financial injury or damage suffered by another party or individual and can arise from intentional acts, unintentional acts or contracts.
The Real Effects of Granting Additional Insured Status
Learn if naming an additional insured will reduce the limits of coverage available or in any other way negatively affect the named insured's protection.
Executive Training: Strategic Planning
Learn the ground rules on WHAT you need within your agency in order to create and execute a strategic plan, including the necessary steps on HOW to do so in this 2-hour class.
The Legal & Contractual Aspect of Insurance
There are many unique provisions and requirements when it comes to insurance contracts. One part of insurance contract law that no one talks about is that the policy is the minimum that must be done.

