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Insurance Training Course Catalog

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Emerging E&O Risks for Agencies

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There is no shortage of people who are willing to discuss how to avoid an E&O claim, but there aren't many as qualified as Chris Burand to truly bring a deep understanding of the E&O issues that agents face. Join us as Chris brings this new session about the changing E&O landscape to help agents understand their risks and manage them properly.

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The E&O of E&S: Avoiding the Pitfalls of the Surplus Market

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When the market is hard or the risk is hard to place, the surplus lines market is often a viable alternative to placing a risk with an admitted carrier. That isn't to say that it isn't complicated. It's very complicated. It's not like picking between two personal auto carriers, whose rates and forms are so similar that they would require hours of painstaking review to determine the differences. Join us as Chris Burand brings his take on working with the surplus lines carriers and brokers and what the implications for an agency might be.

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Growth Strategies

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Find out if your sales team has what it takes to excel. That's the question at the heart of this session. Whether you're convinced that your team is running on all cylinders or you think your team needs a tune-up, this session is for you. Join us as Walt Gerano from Anthony Cole Training Group helps us with some strategies to grow your agency.

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Insurance Without Claims - Revisited

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Insurance and technology are closely related to each other. Technology allows insurance to operate and insurance allows for innovation and expansion in technology. But can technology really predict claims or help insureds to avoid claims? This is one question that Martin Frappolli plans to answer for us in this session. Updated for 2024.

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Creating a Professional Development Plan

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'Keep learning' is more than a catchphrase, it's a way of living.


As insurance people, we must continually learn about our craft. This industry is constantly changing and growing. What we know today won't necessarily help us tomorrow. Risks evolve. Coverages change.


Learning doesn't happen by accident; you need a plan to make sure you learn what you need to know when you need it.


In this session, we will present a process to create a professional development plan for you and your team.

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Essential Insurance Terms and Concepts for 2024

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Insurance speaks its own language and people who interact with insurance people need to know and be able to speak that language. If you are new to insurance or you work with insurance people, you need to set aside an hour for this session. We will discuss several terms and concepts that will help you understand your colleagues. Join us as Academy Director of Education, Patrick Wraight brings this newly updated session back for 2024.

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Standards of Care for Agencies. What Are Your Responsibilities?

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What are agents responsible for? Are insurance agents merely order takers, making sure that the insured gets the insurance equivalent to fries and a soft drink with their order? Or is an insurance agent responsible for knowing every detail about their insureds so that they can provide every possible insurance policy available at the correct limits with the list of conditions?


There are many thoughts about this topic of standards of care, so we have brought in Michael Gay to help us to understand what agencies need to know on this topic. Join us for this timely session.

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Getting Out of the Box: Working With E&S Carriers and Brokers

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Working with E&S carriers and brokers is not just business as normal, nor is it so out of bounds that the retail agent should be scared away from doing it. Approaching an E&S carrier is potentially a viable option as the market hardens for each line of business. Risks that would normally be placed with an admitted carrier may entertain an E&S quote. Join us as Casey Roberts brings this timely session.

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The Inertia of Legacy: Lessons on Self-Leadership

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Legacy is a complicated word lately. Traditionally legacy refers to the life remembered by others. It's what is left behind when a person moves on. Join us as author Chris Cline brings this fast-paced session about how to control one's legacy. He will use the principle of inertia to describe how our legacy is truly up to us.

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Workers' Comp in 60 Minutes - How Agents Can Lead with Work Comp

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Workers' compensation insurance affects nearly everyone. Most businesses need to have it. As insurance professionals, we should know all we can about the policy. Join us as Nancy Germond brings a fast-paced breakdown of all things workers' comp.

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Items 21 to 30 of 312 total

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