Insurance Training Course Catalog
How to Read and Understand ANY Insurance Policy
Learn the rules of reading insurance policies and why exclusions and exceptions exist.
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").
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.
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.
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.
How to Prepare Your Clients for Coverage Gaps in the BOP
Learn the five major coverage gaps in the BOP policy and how to close these gaps where possible
Keeping Clients for Life - Superior Customer Service
Learn how to keep your best clients for life and to develop satisfied, long-term clients who are fiercely loyal to your agency.
Understanding the Basics of Contractual Risk Transfer
Learn the duties of each of the three parties involved in contractual risk transfer and how contractual risk transfer is defined.
What EVERY Agent Needs to Know about D&O
Learn how insurance companies and retail brokers are focusing on D&O liability Coverage as a profitable business strategy and as an entrée to a clients highest level executives.
The Proper Care and Feeding of Certificates of Insurance
This course reviews the legal and regulatory issues as well as the do's and don'ts for handling Certificates of Insurance.