Insurance Training Course Catalog
The Interactive Website: You Won't Recognize Yours in Two Years
Do you know what your clients want in your website? Does it matter? After all, it's your website, right? Why think about what the customer wants to see? Join us for this session and Tom Wetzel will help you to understand why the customer's needs really matter more than you think.
Tackling the Brain Drain - Integrating an Emerging Generation and an Exiting Generation
Employee turnover can be high anytime, but when you have one generation that is leaving the workforce at the same time as another is entering it, the result can be difficult for the business, and the industry. In this session, Nancy Germond is addressing one of the greatest needs in the insurance world, bringing the next generations up to speed before another generation exits the scene completely. Join us for this important class.
Agency Data Security: Understanding Your Exposure and Mitigating the Risk
Cyber threats are everywhere and growing. Your clients are concerned about their data and if they aren't you should be. Join us as Tom Wetzel helps us to understand the need for tighter data security.
Why Titling Yourself as a Risk Manager is an Invitation to be Sued
What's in a name? Much and in many ways, especially if that name is risk manager and you're really not one.
Join us as Chris Burand helps agents idea that they are probably not risk managers and why it's important that they avoid calling themselves such.
E&O - From the Tower to the Trenches
E&O is complicated and some E&O classes can feel like getting lectured at by someone that doesn't understand how life works in the "real world".
Join David Thompson as he brings together two parts of the agency E&O chain, an E&O defense attorney and an independent agent.
This is a conversation that you don't want to miss.
Delivering the Digital Experience Customers Now Demand Post-Pandemic
Your clients want to be able to reach you anytime. They don't want to call you or stop by your office and if there is no one available during lunch, you might as well forget keeping their business.
Join us as Tom Wetzel helps us to understand the digital experience that your clients are looking for and that you need to create for them.
How E&O Exposures are Changing
Errors and omissions can happen in the best of times. 2020 wasn't the best of times and E&O exposures have changed significantly.
Join us as industry expert Chris Burand helps us learn how E&O exposures have changed especially in the last year or so.
What is Your Biggest E&O Worry - COVID-19 or Absolute Exclusions?
What's a bigger reason for agents to worry about their E&O: COVID-19 or absolute exclusions?
No one saw COVID-19 coming and the insurance implications that it brought. There will certainly be E&O claims related to it because no one prepared the policy for this exposure.
What about the absolute exclusions that exist in some policies? Could that be a bigger deal?
Join us as Fred Fisher takes these questions head-on in this timely session.
Time's Up: Rethinking Customer Experience
There was a time when having a digital presence meant that you had at least slapped a simple website online.
It doesn't work that way anymore. Your customers today are used to instant communication through apps and by text with several different businesses and they expect that from you.
Join Tom as he helps us to navigate these customer expectations and how we can best meet those needs without breaking our budgets.
Becoming the Agent of the Future
The app-based agency is here. What are you doing to keep your agency relevant in this age of instant information, instant quotes, instant policies, and instant service?
Join us as we dive into the technology changes that are driving the market forward and what you can do to stay on the front end of the changes.