Insurance Training Course Catalog
Using Coverage Gaps to Win New Customers
Gain an understanding of the applicable insurance policy's limitations and exclusions to find and exploit coverage gaps.
Turning a Losing Proposal into a Winning Proposal
An expertly designed proposal makes use of a specific formula based around facts, stories, processes and skills. Learn the secret of turning yours into a winning proposal.
Coverage Triggers: Occurrence vs. Claims Made Liability Coverage
Liability protection can be provided by either an "occurrence" trigger or a "claims made" trigger. Learn the coverage triggers for both "occurrence" and "claims made" forms.
Managing Personality Types
Diversity within an organization builds a stronger company. To succeed, organizations must effectively manage very diverse personality types.
Understanding Commercial Property Underwriting and "COPE" (2-part series)
Learn the importance of each of the four basic data points in the property underwriting process: Construction, Occupancy, Protection and Exposure ("COPE").
How to Read and Understand ANY Insurance Policy
Learn the rules of reading insurance policies and why exclusions and exceptions exist.