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Insurance Training Course Catalog

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Digital Marketing and AI

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AI, generational changes, and time are all telling us that what worked in marketing 10 years ago may not resonate with today's buyers. Join us as Academy expert on all things digital, Tom Wetzel as he helps us to understand what's working, what's not, and what we can do about it when it comes to digital marketing.

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D&O Coverage for Public Investigations

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According to legaldictionary.net, a subpoena is:



  1. A legal document ordering a person to appear in court, or to provide the court with specific documents.

  2. A legal document summoning a witness, or ordering the submission of evidence, before a court or other investigative body.


When your insured carries a D&O policy, that subpoena may trigger coverage for defense costs, at least, that's what they hope. Join us as Joe Harrington helps us to understand how a public investigation might be covered by D&O policies.

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Risk Management and Insurance for the High Net Worth Client

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It's more than just a platitude that "the rich have more money than us". They also might have a different manner of approaching risk. Join us as Casey Roberts brings us this perspective of risk management and insurance. We'll talk about some of the challenges we encounter when dealing with the High Net Worth (HNW) client, especially when it comes to assessing their needs from a Risk Management approach. One other challenge...the shrinking HNW marketplace.

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Insurance: Approved for Recreational (Vehicle & Watercraft) Use

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This course reviews several exposures associated with various recreational vehicles and watercraft. The course will review common ISO policy language that addresses exposures and the options agents may have to close the gaps.

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Working with E&S Carriers: A Primer

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One of the struggles that agents have in a hard market is finding markets for risks that they traditionally didn't have a problem placing. That's where the E&S market can come to play. In this session, Joe Harrington brings his perspective on the challenges that come along with working with E&S carriers, including the need to work through a broker and those pesky non-standard policy forms.

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Cussing, Lying and Disclaiming

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In his return to the Academy microphone, Chris Boggs brings his new session all about the dirty words that insurance people use, the truth-stretching of applications, and the ubiquity of disclaimers.

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How To Write: Cyber

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Brought to you by Ryan Financial Lines.


Ryan Financial Lines


In this sponsored session, Ryan Kratz, Esq. US Cyber Practice Lead brings us what we need to know to write cyber coverage.


Join us for this live, sponsored session.

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HO-14: More Than a Mature HO-4

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Have you ever looked at an HO-4 and thought that if you could, you would change a few things? Well, ISO decided to do that and created the HO-14 form instead. Join us as Academy Director, Patrick Wraight brings a new session all about this new form.

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AI and Cybercrime: The Tight Bond That Can Sabotage Agencies and Policyholders

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It seems like everyone is using AI for different purposes. People are even using AI tools for dark purposes, including automating cyber attacks that everyone should be watching for. That's why we have our resident AI expert, Tom Wetzel bringing us this timely session all about this growing threat.

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ISO 2024 BOP Changes That Could Impact Your Insured

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There are over 150 endorsements available to use with the ISO BOP program. Coverage can be customized as needed depending on the insured, their exposures, and the insurance company's appetite. This year, ISO introduced 12 new endorsements to respond to new exposures, including PFAS. Join us as Casey Roberts brings a flurry of information about these endorsements.

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Items 1 to 10 of 295 total

per page

Set Descending Direction