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Insurance Training Course Catalog

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Top 10 Agency E&O Tips

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Full description coming soon.

Attend Live September 17, 2026

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AI Transforms Agency Marketing: Why You Are Doing it Wrong.

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AI is making everything change quickly. You can't ignore and and you can't use it poorly. That's why we have Tom Wetzel with us to help us to understand how we can use AI to improve our marketing efforts.

Attend Live September 10, 2026

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Weird Personal Lines Exposures

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I wonder if I can rent out this power tool? Probably. I wonder if I can rent out my RV? Yes. I wonder if I can rent out my services? Yes. You would be surprised, but not if you pay attention to Kevin Amrhein and this session.

Attend Live September 3, 2026

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Women In Insurance. The Challenges and Rewards.

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Career. Opportunity. Community. This session is about all of those. Join us as Nancy Germond reveals her insights into a career in insurance as a woman.

Attend Live August 20, 2026

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Certificates of Insurance; We Need More!

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A certificate of insurance is often used in place of a policy to provide proof of coverage, and sometimes attempt to detail how coverage is provided. However, a certificate can't do all that, and relying solely on the certificate can be troublesome, especially for anyone who holds a certificate. Join us as Michael DeFelice brings us this session, focused on certificates in the construction industry.

Attend Live August 13, 2026

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Unclear and Inconspicuous. Dealing with a Homeowners Exclusion You Didn't Know Existed

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Life has a way of making things that we think should be simple more complicated than we thought they would be. Join us as Bill Wilson brings us a session all about what could go wrong if life happens and the ownership, occupancy, or some other issue pops up and creates an issue.

Attend Live August 6, 2026

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We Don't Believe in No-Win Scenarios: AI & Human Judgment in Insurance

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What do you do when you have to make a decision without all the information? You can't just plug it into your current favorite AI system and hope for the best. AI systems are great at analyzing and synthesizing information, but when it comes to making decisions, it's all you. Join us as Heather Blevins brings us this timely topic about your information systems and your ability to make the best possible decisions.

Attend Live July 30, 2026

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Your Supply Chain. The Cybercriminal's Playground

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The internet is the largest vulnerability that most businesses face and that vulnerability continues to grow. As agencies deploy large language models, like Chat GPT, to their daily routines, that vulnerability only seems to grow. Join us as Tom Wetzel brings his latest session about cybersecurity and how we can protect ourselves, our organizations, and our clients.

Attend Live July 16, 2026

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Business Auto Pollution Myths

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Is pollution covered? The answer, like most moments in insurance, is maybe, it depends on the circumstances. Join us as Casey Roberts unpacks the exclusion and endorsements that provide a degree of coverage for bodily injury or property damage related to pollution events that might be covered on a Business Auto Policy.

Attend Live July 9, 2026

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Agency Best Practices Revisited: Why The Order Taker Standard Does NOT Work to Your Detriment

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What's the best way to serve a client? Is it to rely on them to tell you what insurance they need, or is there a different way? Join us as Fred Fisher brings his understanding of how to best avoid E&O troubles to help you to serve your clients better.

Attend Live June 18, 2026

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