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Insurance Training Course Catalog

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Protecting Your Data is Critical to Survival and It Just Became Harder

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Software, apps and websites all collect data on their users and that data is often shared, reshared and monetized and pose serious risks for agents. More and more states are adopting newer, stricter regulations for both insurers and agents about data security and insurers are renegotiating agency contracts to strengthen oversight and transparency. Consumers are also growing uneasy about how their data is being used. Join us as Tom Wetzel helps us to understand why we need to protect our customers' data and how we can do it.

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Time's Up: Rethinking Customer Experience

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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.

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Manage Your Team without Tearing Your Hair Out

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A new generation will determine the insurance industry's future. How can you build a competent, resilient workforce with today's incoming talent? Join Nancy Germond, a community college professor of insurance, in this one-hour webinar.

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The Digital Race: Requirements for Risk Averse Transformation

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If we haven't made an investment in digital customer experience tools, we are already behind and it's time to catch up. Join us as Tom Wetzel leads us down the path of creating the best digital tools for our customers with a minimum of risk.

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Increasing the Size and Profitability of Your Agency

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No one wants to stagnate. We all want our businesses to grow. Join us as Becky shows us some ways to grow our businesses. Hint: it's not just about bringing new business in the door. It's also about keeping customers around for the long term.

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Becoming the Agent of the Future

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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.

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Underwriting Profitability & Agency Loss Control

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This webinar will address at a high level those areas to analyze, monitor, and manage an agency’s underwriting profitability.

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State of the P&C Insurance Industry

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What's happening in insurance today?


Will agents and carriers be able to maintain the "status quo" into the foreseeable future?


What will happen to the agency business model as more customers and carriers are using self-service apps?


Join highly-respected and outspoken insurance agency and industry consultant Chris Burand as he shares his State of the Industry report.

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How Content Marketing Can Put Your Business on the Map

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The goal of this webinar is to learn how investing in social media content that drives website traffic is the key to marketing success and discover how to develop that content.

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Agency Best Practices: Avoiding E&O Claims

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This webinar will delve into best practices, the duty to advise, and why Lawyers recommend against giving advice is a bad idea. 

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Items 1 to 10 of 42 total

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