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Insurance Training Course Catalog

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The Pros and Cons of Professional Employer Organizations (PEOs)

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The employee leasing industry has enjoyed marked growth in the last few years, based upon the assumptions that a business owner could pass some of the regulatory responsibilities, and employer liabilities to a “professional employer organization” (PEO) trained in human resource management. Join us as Frank Pennachio helps us to understand how PEOs can be a mixed bag of good and bad.

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Understanding Loss Sensitive Plans

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Some insureds are very happy using guaranteed cost insurance policies, but others can benefit from a more complex insurance program. Join us as Richard Faber discusses large deductible plans, retroactive rating systems, and other loss-sensitive insurance plans.

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What Can You Expect from the Claims Department and What Should They Be Doing?

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Most insurance brokers are rarely involved in the claim process. That said, when it comes to specialty lines insurance, perhaps they should be. There's a lot to consider beyond just selling or placing coverage for a client. Join us as Fred Fisher brings this session about how a broker can add value to their client by understanding the specialty lines' claims process.

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The 7 Fastest Ways to Ruin (Blow Up ) a Workers' Comp Program

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This class comes from more than 30 years of experience helping different-sized organizations with their workers' comp programs. Join James Moore as he leverages his experience analyzing claims, Experience Mod worksheets, premium audits, and policies to help clients improve their overall workers' comp programs.

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What Not to Say to a Customer Part 1

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“You don’t need that coverage.”


“Your assets are protected and can’t be taken”


“You have no employees so you don’t need hired and non-owned auto liability”


You've probably heard other agents use these phrases and others like them. You might have even said them yourself. Join us as David Thompson helps us to understand why we should never use these phrases again.

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Valuing Commercial Insurance Claims in the Wake of COVID-19

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COVID-19 has thrown everything into turmoil. This includes the insurance world. There are dozens of claims in litigation now that come from claims of lost income related to COVID-19 closures. In this fast-paced session, we will hear from Laura Gregory, coverage attorney, and Ryan Stifter, forensic economist about the ways that losses are being valued, the disputes in the claims processes, and some results of recent litigation.

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The Interactive Website: You Won't Recognize Yours in Two Years

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Do you know what your clients want in your website? Does it matter? After all, it's your website, right? Why think about what the customer wants to see? Join us for this session and Tom Wetzel will help you to understand why the customer's needs really matter more than you think.

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CGL Master Class - Policy Limits and Selected Endorsements

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In this final session of our CGL Master Class, we will look at how the limits on the CGL policy get used. It may seem straightforward, but when you consider that there are six limits and a loss might touch three of them at once, it begins to get a little complicated. After that, we'll deal with several endorsements that you need to be introduced to because one of your clients might come to you with them on their policy. You need to know how they change the policy and if you need to try and get the endorsement removed.

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CGL Coverage - Occurrence and Property Damage

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Is a construction defect an occurrence on the CGL policy?


If a breach of contract claims the same damages as a tort claim, why is it excluded, or is it?


Get the answers to these questions and more when you attend this session by Joe Junfola.

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The Four Cornerstones of Mediation

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When you're dealing with a disputed claim, one way that the dispute can be handled is by mediation. Join us as Winter Wheeler helps us to to understand her Four Cornerstones process.

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Items 1 to 10 of 377 total

per page

Set Descending Direction