Insurance Training Course Catalog
10 Tips to Better Priority Management
How is it that we often find ourselves doing the less important tasks? Or worse, looking at all that needs to be done and in a fit of overanalysis, do nothing?
Join us as Marsha Egan brings us her 10 best tips to better prioritize our life and work.
E&O - The Experts Weigh In
E&O claims are easy. Said no one ever.
That's why David Thompson is bringing together some of the brightest lights in the E&O world. Join us as this team of experts unpacks E&O issues that insurance agents will face every day.
E&O Issues You Didn't See Coming: A Two-Part Series
The insurance world is a place of emerging and evolving risks. Just because insurance agencies serve their clients' risk management and insurance needs doesn't mean that their risk management needs are being met. In this special two-part session, Chris Burand brings us an update on the E&O issues that the insurance world is facing today.
10 Ways to Avoid an Agency E&O Claim
Agency errors and omissions insurance is there to provide coverage when a mistake turns into a damages request and it often happens because an insured didn't get a claim paid, or some other trouble occurs in the life of agency/client relationships. Join us as Nancy Germond brings us her top 10 ways to stay out of this trouble.
The War of Cybercrime Just Got Tougher: How You Must Fight it More Effectively
It's only a matter of time. Even smaller entities have a risk of being targeted for cybercrime. Join us as Tom Wetzel brings us this timely and critical session.
Agency Perpetuation: Ownership Transition
Every business owner must eventually face the prospect of transitioning out of their business, and handing it over to someone else to steward and care for it. The transition from one owner to the next is a difficult time for any business, but with the right planning and preparation, the transition can be handled smoothly. Join us as agency perpetuation expert, Chris Burand brings us this important session.
Artificial Intelligence and Insurance Agents - Panic or Promise?
Everyone is hearing about AI these days, but what does it really mean? More importantly, what does it mean to the insurance agent who is trying to serve clients, build a book of business, and navigate sweeping technological change? Join us as our resident tech expert, Tom Wetzel brings this new session to us.