Insurance Training Course Catalog
Role of The Wholesale Agent
As risks become more complex and the underwriting of less complex risks becomes more automated, the role of the wholesale agent becomes more important.
Join Richard Faber as he guides us through the role of the wholesale agent in the 21st-century insurance market.
Workers' Compensation Insurance Basics
No one is an expert when they first start out and this session is designed to help the workers' compensation rookie with the basics of how workers' comp insurance works, why our system is set up the way it is, and how to navigate all of the intricacies of this coverage.
This session won't make you an expert, but it is a start on your journey there.
Essential Insurance Terms and Concepts
Why is it called property and casualty insurance when you buy a property policy and a liability policy?
What is reinsurance?
What do you mean they had the wrong class code?
Audit? What is this? The IRS?
The insurance vocabulary is as full of gobbledegook as any other industry is. We believe that insurance professionals fall into two categories: the ones that think everyone understands them, and the others that pretend to understand their peers.
That's what this session is about. We plan to cover the most essential insurance terms and concepts that you will need to understand so that you can carry on conversations.
What Does the Customer Really Need?
The insurance industry is shifting quickly. Customers are turning to their mobile phones' app store to buy their insurance, rather than calling an agent. Join us as Patrick answers the question, what does the customer really need? In this session, we will look at ways that an agent can add value beyond just taking orders for insurance policies.
No. We're Not Insuring Your Building for What You Paid for It.
What's the difference between replacement cost and market value? Can I simply insure this building for the mortgage amount? What do you mean, there might be a coinsurance penalty? These are some of the questions that Patrick is going to try and answer in this session. Join us and find out what valuation and coinsurance are all about.
You Can't Read Insurance Policies Like Anything Else
Insurance policies are hard to read. We all know it and we all act like they aren't, especially when a customer asks us a "simple" question. You can't just grab a policy and start reading page one and read all the way through. It jumps around and you have to know where to jump with it. Join us as Patrick brings us his top guidelines for how to read an insurance policy and more importantly, the simplest ways to explain the policy to your customers.
COPE and Commercial Property
The principles behind property underwriting have been consistent from the very beginning of property insurance. In this two-part series, we will explore what these principles mean to you, whether you're an agent, an underwriter, or a risk manager. Join us as we learn to better "COPE" with property risks.
Insuring Stuff - A Quick Homeowners' Flyover
In one hour, we'll take a flyover of the property section of the homeowners' policy. Buckle in.
Basic Personal Insurance Course- 8 part series
Our Basic Personal Insurance Course is a four-week course in eight sessions designed to provide a new insurance professional with the basics of a career in P&C insurance, focused on the personal lines area in our business.
Top 7 D&O Coverage Questions
D&O is not just for publicly-traded companies anymore. Privately-held companies and their directors and officers are at risk of claims from a multitude of sources, and many of those claims can be covered with a properly written D&O policy.