Events Calendar
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
8:00 AM - 10:57 AM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Cannabis 101
11:00 AM - 1:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
11:00 AM - 1:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Issues in Named Insured: The Rules and the Whys
1:00 PM - 3:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Agency Coverage Standards: Putting the Pieces Together
2:00 PM - 3:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
2:00 PM - 4:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
2:00 PM - 4:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
7:00 AM - 8:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
8:00 AM - 11:05 AM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
8:00 AM - 9:56 AM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Flood Insurance: Beyond The Fundamentals
9:00 AM - 11:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
11:00 AM - 12:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Valuation Considerations in the Commercial Property Form
2:00 PM - 3:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
CISR Elements of Risk Management- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
Flood Program Overview – NFIP Then and Now - 3 hrs
8:00 AM - 10:59 AM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
9:00 AM - 9:58 AM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Ethics for Insurance Professionals
12:00 PM - 2:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Red and Green Flags for Hiring Customer Service and Sales in Insurance
12:00 PM - 12:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
To Simply Comply or Truly Excel Ethically
3:00 PM - 3:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Could Your Ethics Be Stunting Your Growth?
1:00 PM - 1:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
3:00 PM - 6:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
8:00 AM - 10:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
8:00 AM - 8:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Directors and Officers Liability Insurance
9:00 AM - 11:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Exploring Personal Auto Claims & Coverage Scenarios
12:00 PM - 3:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Blueprint for Success: Crafting Your Ownership Journey
3:00 PM - 6:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
9:00 AM - 12:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
10:00 AM - 12:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Ethics - Creating a Winning Culture in the Agency
2:00 PM - 4:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Insurance: Approved for Recreational Use with Kevin Amrhein
8:00 AM - 9:46 AM
This session 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. Click here to register
Business Income Made Easy
1:00 PM - 3:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
8:00 AM - 9:56 AM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
8:00 AM - 9:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
8:00 AM - 10:56 AM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
10:00 AM - 11:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Artificial Intelligence and Agents—Panic or Promise?
11:00 AM - 12:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
11:00 AM - 1:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
11:00 AM - 1:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
2:00 PM - 3:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Agritourism Insurance and Risk Management
8:00 AM - 10:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
8:00 AM - 10:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
AI Implications in the Insurance Industry
11:00 AM - 12:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
11:00 AM - 1:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
Hot Topics In Personal Lines
11:00 AM - 1:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
11:00 AM - 12:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
2:00 PM - 4:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
3:00 PM - 4:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
8:00 AM - 9:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
10:00 AM - 11:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
10:00 AM - 12:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
11:00 AM - 12:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
12:00 PM - 1:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Artificial Intelligence and Agents—Panic or Promise?
2:00 PM - 3:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
2:00 PM - 4:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
2:00 PM - 4:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Business Income Made Easy
7:00 AM - 9:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Insurance: Approved for Recreational Use with Kevin Amrhein
11:00 AM - 12:46 PM
This session 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. Click here to register
Ethics - Creating a Winning Culture in the Agency
8:00 AM - 10:56 AM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
11:00 AM - 2:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
12:00 PM - 2:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Blueprint for Success: Crafting Your Ownership Journey
9:00 AM - 12:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Directors and Officers Liability Insurance
11:00 AM - 1:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
11:00 AM - 1:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
11:00 AM - 11:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Exploring Personal Auto Claims & Coverage Scenarios
3:00 PM - 6:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
8:00 AM - 10:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
9:00 AM - 10:08 AM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
Agritourism Insurance and Risk Management
11:00 AM - 1:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
11:00 AM - 1:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Hot Topics In Personal Lines
1:00 PM - 3:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
1:00 PM - 2:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
AI Implications in the Insurance Industry
2:00 PM - 3:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
2:00 PM - 4:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
9:00 AM - 12:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Could Your Ethics Be Stunting Your Growth?
3:00 PM - 3:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
To Simply Comply or Truly Excel Ethically
9:00 AM - 9:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Flood Program Overview – NFIP Then and Now - 3 hrs
11:00 AM - 1:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
12:00 PM - 12:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Ethics for Insurance Professionals
2:00 PM - 4:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Red and Green Flags for Hiring Customer Service and Sales in Insurance
3:00 PM - 3:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Valuation Considerations in the Commercial Property Form
8:00 AM - 9:59 AM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
9:00 AM - 10:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
11:00 AM - 2:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Flood Insurance: Beyond The Fundamentals
11:00 AM - 1:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Making Sense of Care, Custody, OR Control
11:00 AM - 12:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Steering the Business Auto Policy – Covered Autos and Who is an Insured
2:00 PM - 3:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Issues in Named Insured: The Rules and the Whys
7:00 AM - 9:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
CISR Commercial Casualty I- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
Agency Coverage Standards: Putting the Pieces Together
8:00 AM - 9:56 AM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
8:00 AM - 10:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
8:00 AM - 10:58 AM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
11:00 AM - 1:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Cannabis 101
1:00 PM - 3:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
2:00 PM - 4:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
8:00 AM - 9:00 AM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
11:00 AM - 2:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Commercial Property Claims, Coverages, and Consequences
12:00 PM - 2:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Projections for the Insurance Industry
2:00 PM - 2:56 PM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Artificial Intelligence and Agents—Panic or Promise?
8:00 AM - 9:39 AM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
8:00 AM - 10:00 AM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
8:00 AM - 10:05 AM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
10:00 AM - 11:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
12:00 PM - 1:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
12:00 PM - 2:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
2:00 PM - 3:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
2:00 PM - 3:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Business Income Made Easy
9:00 AM - 11:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Insurance: Approved for Recreational Use with Kevin Amrhein
2:00 PM - 3:46 PM
This session 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. Click here to register
Ethics - Creating a Winning Culture in the Agency
10:00 AM - 12:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
1:00 PM - 4:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
2:00 PM - 4:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Exploring Personal Auto Claims & Coverage Scenarios
9:00 AM - 12:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
11:00 AM - 1:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Blueprint for Success: Crafting Your Ownership Journey
11:00 AM - 2:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Directors and Officers Liability Insurance
1:00 PM - 3:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
2:00 PM - 4:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
2:00 PM - 2:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Hot Topics In Personal Lines
7:00 AM - 9:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
AI Implications in the Insurance Industry
8:00 AM - 9:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
8:00 AM - 10:59 AM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
11:00 AM - 1:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
11:00 AM - 12:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
Agritourism Insurance and Risk Management
2:00 PM - 4:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
2:00 PM - 4:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
3:00 PM - 4:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Could Your Ethics Be Stunting Your Growth?
9:00 AM - 9:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
11:00 AM - 2:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Ethics for Insurance Professionals
8:00 AM - 10:05 AM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Red and Green Flags for Hiring Customer Service and Sales in Insurance
9:00 AM - 9:56 AM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
To Simply Comply or Truly Excel Ethically
11:00 AM - 11:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Flood Program Overview – NFIP Then and Now - 3 hrs
2:00 PM - 4:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
3:00 PM - 3:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
8:00 AM - 9:57 AM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
11:00 AM - 12:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Valuation Considerations in the Commercial Property Form
11:00 AM - 12:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Flood Insurance: Beyond The Fundamentals
1:00 PM - 3:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
2:00 PM - 5:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
2:00 PM - 3:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Cannabis 101
7:00 AM - 9:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
Issues in Named Insured: The Rules and the Whys
9:00 AM - 11:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
10:00 AM - 12:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Agency Coverage Standards: Putting the Pieces Together
11:00 AM - 12:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
8:00 AM - 10:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
2:00 PM - 4:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Hiring Projections for the Insurance Industry
8:00 AM - 8:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
11:00 AM - 12:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Commercial Property Claims, Coverages, and Consequences
2:00 PM - 4:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
2:00 PM - 5:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Directors and Officers Liability Insurance
7:00 AM - 9:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
8:00 AM - 10:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
8:00 AM - 8:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Exploring Personal Auto Claims & Coverage Scenarios
12:00 PM - 3:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Blueprint for Success: Crafting Your Ownership Journey
1:00 PM - 4:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
7:00 AM - 10:07 AM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
CISR Insuring Personal Residential Property- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
Flood Insurance 2.0
8:00 AM - 10:57 AM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Ethics - Creating a Winning Culture in the Agency
12:00 PM - 2:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Insurance: Approved for Recreational Use with Kevin Amrhein
8:00 AM - 9:46 AM
This session 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. Click here to register
Farm Property – Vital Endorsements For the Small or Hobby Farmer
9:00 AM - 10:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Business Income Made Easy
11:00 AM - 1:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
1:00 PM - 2:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
3:00 PM - 4:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
8:00 AM - 9:56 AM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
8:00 AM - 9:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Artificial Intelligence and Agents—Panic or Promise?
11:00 AM - 12:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
11:00 AM - 1:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
11:00 AM - 1:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
12:00 PM - 1:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
2:00 PM - 3:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
2:00 PM - 4:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Agritourism Insurance and Risk Management
8:00 AM - 10:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
8:00 AM - 10:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Hot Topics In Personal Lines
9:00 AM - 11:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
9:00 AM - 10:14 AM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
AI Implications in the Insurance Industry
11:00 AM - 12:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
11:00 AM - 1:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
1:00 PM - 2:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
2:00 PM - 4:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
8:00 AM - 10:57 AM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Cannabis 101
9:00 AM - 11:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
11:00 AM - 1:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Issues in Named Insured: The Rules and the Whys
11:00 AM - 1:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
12:00 PM - 2:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Agency Coverage Standards: Putting the Pieces Together
2:00 PM - 3:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
2:00 PM - 4:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Flood Insurance: Beyond The Fundamentals
7:00 AM - 9:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
8:00 AM - 11:05 AM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
8:00 AM - 9:56 AM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Steering the Business Auto Policy – Covered Autos and Who is an Insured
11:00 AM - 12:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
1:00 PM - 2:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Valuation Considerations in the Commercial Property Form
2:00 PM - 3:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Flood Program Overview – NFIP Then and Now - 3 hrs
8:00 AM - 10:59 AM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
9:00 AM - 9:58 AM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Ethics for Insurance Professionals
10:00 AM - 12:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Red and Green Flags for Hiring Customer Service and Sales in Insurance
12:00 PM - 12:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
To Simply Comply or Truly Excel Ethically
1:00 PM - 1:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Commercial Property Claims, Coverages, and Consequences
8:00 AM - 10:56 AM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
8:00 AM - 11:02 AM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Hiring Projections for the Insurance Industry
11:00 AM - 11:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
2:00 PM - 3:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
Could Your Ethics Be Stunting Your Growth?
11:00 AM - 11:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
1:00 PM - 4:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Directors and Officers Liability Insurance
9:00 AM - 11:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
11:00 AM - 1:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
11:00 AM - 11:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Blueprint for Success: Crafting Your Ownership Journey
3:00 PM - 6:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Exploring Personal Auto Claims & Coverage Scenarios
3:00 PM - 6:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
9:00 AM - 12:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
10:00 AM - 12:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Ethics - Creating a Winning Culture in the Agency
2:00 PM - 4:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Insurance: Approved for Recreational Use with Kevin Amrhein
11:00 AM - 12:46 PM
This session 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. Click here to register
Business Income Made Easy
1:00 PM - 3:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Commercial Property Claims, Coverages, and Consequences
10:00 AM - 12:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
10:00 AM - 11:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Artificial Intelligence and Agents—Panic or Promise?
2:00 PM - 3:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
2:00 PM - 3:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Insureds: Who, When and Why
2:00 PM - 4:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
2:00 PM - 4:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
CIC Agency Management- Hybrid
8:00 AM - 5:00 PM
In the Insurance Company Operations course, you will learn strategic decision-making strategies for the purpose of satisfying regulatory requirements, meeting compliance standards, product development, underwriting, distributing and marketing, ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
8:00 AM - 10:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Agritourism Insurance and Risk Management
11:00 AM - 1:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
11:00 AM - 1:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Hot Topics In Personal Lines
11:00 AM - 1:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
11:00 AM - 12:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
AI Implications in the Insurance Industry
2:00 PM - 3:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
2:00 PM - 4:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
3:00 PM - 4:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
Agency Coverage Standards: Putting the Pieces Together
8:00 AM - 9:56 AM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
Cannabis 101
11:00 AM - 1:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
Issues in Named Insured: The Rules and the Whys
1:00 PM - 3:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
2:00 PM - 4:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
7:00 AM - 8:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Valuation Considerations in the Commercial Property Form
8:00 AM - 9:59 AM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Flood Insurance: Beyond The Fundamentals
9:00 AM - 11:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
11:00 AM - 2:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
11:00 AM - 12:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Steering the Business Auto Policy – Covered Autos and Who is an Insured
2:00 PM - 3:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Flood Program Overview – NFIP Then and Now - 3 hrs
11:00 AM - 1:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Ethics for Insurance Professionals
12:00 PM - 2:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Interviewing, Onboarding and Training 101
12:00 PM - 12:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
3:00 PM - 3:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
To Simply Comply or Truly Excel Ethically
3:00 PM - 3:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
8:00 AM - 10:56 AM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Could Your Ethics Be Stunting Your Growth?
1:00 PM - 1:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
3:00 PM - 6:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
8:00 AM - 10:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
8:00 AM - 9:00 AM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
8:00 AM - 9:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
11:00 AM - 12:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
11:00 AM - 2:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
11:00 AM - 1:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
2:00 PM - 4:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Hiring Projections for the Insurance Industry
2:00 PM - 2:56 PM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
9:00 AM - 12:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Could Your Ethics Be Stunting Your Growth?
3:00 PM - 3:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
9:00 AM - 9:56 AM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
To Simply Comply or Truly Excel Ethically
9:00 AM - 9:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Ethics for Insurance Professionals
2:00 PM - 4:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Flood Program Overview – NFIP Then and Now - 3 hrs
2:00 PM - 4:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
3:00 PM - 3:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
8:00 AM - 9:57 AM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
9:00 AM - 10:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Flood Insurance: Beyond The Fundamentals
11:00 AM - 1:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
11:00 AM - 12:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
Valuation Considerations in the Commercial Property Form
11:00 AM - 12:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Commercial Property Claims, Coverages, and Consequences
12:00 PM - 2:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
2:00 PM - 5:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
2:00 PM - 5:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Making Sense of Care, Custody, OR Control
2:00 PM - 3:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Issues in Named Insured: The Rules and the Whys
7:00 AM - 9:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
8:00 AM - 10:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
8:00 AM - 10:58 AM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Agency Coverage Standards: Putting the Pieces Together
11:00 AM - 12:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
11:00 AM - 1:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Cannabis 101
1:00 PM - 3:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
2:00 PM - 4:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
William T. Hold Seminar- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
Blueprint for Success: Crafting Your Ownership Journey
9:00 AM - 12:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Exploring Personal Auto Claims & Coverage Scenarios
9:00 AM - 12:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Directors and Officers Liability Insurance
11:00 AM - 1:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
2:00 PM - 2:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
2:00 PM - 4:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Ethics - Creating a Winning Culture in the Agency
8:00 AM - 10:56 AM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
11:00 AM - 2:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
12:00 PM - 2:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Business Income Made Easy
7:00 AM - 9:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Insurance: Approved for Recreational Use with Kevin Amrhein
2:00 PM - 3:46 PM
This session 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. Click here to register
Artificial Intelligence and Agents—Panic or Promise?
8:00 AM - 9:39 AM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
8:00 AM - 9:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Insureds: Who, When and Why
8:00 AM - 10:00 AM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
8:00 AM - 10:05 AM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
10:00 AM - 11:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
10:00 AM - 12:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
12:00 PM - 1:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
2:00 PM - 3:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
AI Implications in the Insurance Industry
8:00 AM - 9:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
8:00 AM - 10:59 AM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
9:00 AM - 10:08 AM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
11:00 AM - 1:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Hot Topics In Personal Lines
1:00 PM - 3:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
1:00 PM - 2:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Agritourism Insurance and Risk Management
2:00 PM - 4:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
2:00 PM - 4:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Hiring Projections for the Insurance Industry
11:00 AM - 11:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
8:00 AM - 11:02 AM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Commercial Property Claims, Coverages, and Consequences
2:00 PM - 4:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
2:00 PM - 3:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
Could Your Ethics Be Stunting Your Growth?
9:00 AM - 9:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
11:00 AM - 2:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Ethics for Insurance Professionals
8:00 AM - 10:05 AM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Flood Program Overview – NFIP Then and Now - 3 hrs
8:00 AM - 10:59 AM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
9:00 AM - 9:58 AM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
To Simply Comply or Truly Excel Ethically
11:00 AM - 11:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
12:00 PM - 12:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
CIC Commercial Property- Hybrid
8:00 AM - 5:00 PM
In the Insurance Company Operations course, you will learn strategic decision-making strategies for the purpose of satisfying regulatory requirements, meeting compliance standards, product development, underwriting, distributing and marketing, ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
8:00 AM - 11:05 AM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
8:00 AM - 9:56 AM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
11:00 AM - 12:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
11:00 AM - 12:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Flood Insurance: Beyond The Fundamentals
1:00 PM - 3:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Valuation Considerations in the Commercial Property Form
2:00 PM - 3:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Cannabis 101
7:00 AM - 9:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
8:00 AM - 10:57 AM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Issues in Named Insured: The Rules and the Whys
9:00 AM - 11:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
10:00 AM - 12:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
11:00 AM - 1:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Agency Coverage Standards: Putting the Pieces Together
2:00 PM - 3:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
2:00 PM - 4:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
8:00 AM - 8:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
8:00 AM - 10:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Blueprint for Success: Crafting Your Ownership Journey
11:00 AM - 2:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Exploring Personal Auto Claims & Coverage Scenarios
12:00 PM - 3:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Directors and Officers Liability Insurance
1:00 PM - 3:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Hot Topics In Personal Lines
7:00 AM - 9:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Agritourism Insurance and Risk Management
8:00 AM - 10:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
8:00 AM - 10:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
AI Implications in the Insurance Industry
11:00 AM - 12:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
11:00 AM - 1:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
11:00 AM - 12:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
2:00 PM - 4:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
3:00 PM - 4:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Ethics - Creating a Winning Culture in the Agency
10:00 AM - 12:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
1:00 PM - 4:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
2:00 PM - 4:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Insurance: Approved for Recreational Use with Kevin Amrhein
8:00 AM - 9:46 AM
This session 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. Click here to register
Business Income Made Easy
9:00 AM - 11:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
8:00 AM - 9:56 AM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Hiring Projections for the Insurance Industry
8:00 AM - 8:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
10:00 AM - 11:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Artificial Intelligence and Agents—Panic or Promise?
11:00 AM - 12:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
11:00 AM - 1:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
11:00 AM - 1:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
12:00 PM - 1:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
12:00 PM - 2:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
2:00 PM - 3:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
8:00 AM - 10:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Hot Topics In Personal Lines
9:00 AM - 11:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
9:00 AM - 10:14 AM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Agritourism Insurance and Risk Management
11:00 AM - 1:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
11:00 AM - 1:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
1:00 PM - 2:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
AI Implications in the Insurance Industry
2:00 PM - 3:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
2:00 PM - 4:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
8:00 AM - 9:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
11:00 AM - 12:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
12:00 PM - 1:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Artificial Intelligence and Agents—Panic or Promise?
2:00 PM - 3:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
2:00 PM - 4:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
2:00 PM - 4:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
2:00 PM - 3:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
2:00 PM - 4:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Business Income Made Easy
11:00 AM - 1:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Insurance: Approved for Recreational Use with Kevin Amrhein
11:00 AM - 12:46 PM
This session 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. Click here to register
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
7:00 AM - 10:07 AM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
8:00 AM - 10:57 AM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Ethics - Creating a Winning Culture in the Agency
12:00 PM - 2:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Directors and Officers Liability Insurance
7:00 AM - 9:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
11:00 AM - 11:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
11:00 AM - 1:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Blueprint for Success: Crafting Your Ownership Journey
1:00 PM - 4:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Exploring Personal Auto Claims & Coverage Scenarios
3:00 PM - 6:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Could Your Ethics Be Stunting Your Growth?
11:00 AM - 11:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
1:00 PM - 4:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Ethics for Insurance Professionals
10:00 AM - 12:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Flood Program Overview – NFIP Then and Now - 3 hrs
11:00 AM - 1:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
12:00 PM - 12:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
To Simply Comply or Truly Excel Ethically
1:00 PM - 1:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
3:00 PM - 3:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Flood Insurance: Beyond The Fundamentals
7:00 AM - 9:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Valuation Considerations in the Commercial Property Form
8:00 AM - 9:59 AM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
11:00 AM - 2:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
11:00 AM - 12:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
1:00 PM - 2:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
2:00 PM - 3:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Agency Coverage Standards: Putting the Pieces Together
8:00 AM - 9:56 AM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
8:00 AM - 10:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Cannabis 101
9:00 AM - 11:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
11:00 AM - 1:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Issues in Named Insured: The Rules and the Whys
11:00 AM - 1:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
12:00 PM - 2:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
2:00 PM - 4:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Commercial Property Claims, Coverages, and Consequences
8:00 AM - 10:56 AM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
8:00 AM - 9:00 AM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
11:00 AM - 2:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Hiring Projections for the Insurance Industry
2:00 PM - 2:56 PM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Flood Insurance 2.0
10:00 AM - 12:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Ethics - Creating a Winning Culture in the Agency
2:00 PM - 4:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
AI Implications in the Insurance Industry
8:00 AM - 9:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
8:00 AM - 10:59 AM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
11:00 AM - 1:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Hot Topics In Personal Lines
11:00 AM - 1:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
11:00 AM - 12:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Agritourism Insurance and Risk Management
2:00 PM - 4:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
2:00 PM - 4:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
3:00 PM - 4:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
Artificial Intelligence and Agents—Panic or Promise?
8:00 AM - 9:39 AM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
8:00 AM - 10:00 AM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
8:00 AM - 10:05 AM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
8:00 AM - 9:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
8:00 AM - 10:56 AM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
10:00 AM - 11:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
2:00 PM - 3:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
2:00 PM - 3:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Business Income Made Easy
1:00 PM - 3:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Insurance: Approved for Recreational Use with Kevin Amrhein
2:00 PM - 3:46 PM
This session 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. Click here to register
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
9:00 AM - 12:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Directors and Officers Liability Insurance
9:00 AM - 11:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Exploring Personal Auto Claims & Coverage Scenarios
9:00 AM - 12:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
2:00 PM - 2:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
2:00 PM - 4:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Blueprint for Success: Crafting Your Ownership Journey
3:00 PM - 6:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Could Your Ethics Be Stunting Your Growth?
1:00 PM - 1:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
3:00 PM - 6:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
9:00 AM - 9:56 AM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Ethics for Insurance Professionals
12:00 PM - 2:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Flood Program Overview – NFIP Then and Now - 3 hrs
2:00 PM - 4:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
3:00 PM - 3:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
To Simply Comply or Truly Excel Ethically
3:00 PM - 3:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
7:00 AM - 8:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
CISR Commercial Casualty II- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
8:00 AM - 9:57 AM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Flood Insurance: Beyond The Fundamentals
9:00 AM - 11:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Valuation Considerations in the Commercial Property Form
11:00 AM - 12:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
2:00 PM - 5:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
2:00 PM - 3:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Agency Coverage Standards: Putting the Pieces Together
11:00 AM - 12:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
Cannabis 101
11:00 AM - 1:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
Issues in Named Insured: The Rules and the Whys
1:00 PM - 3:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
2:00 PM - 4:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
8:00 AM - 10:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
11:00 AM - 1:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
2:00 PM - 4:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Hiring Projections for the Insurance Industry
8:00 AM - 8:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Commercial Property Claims, Coverages, and Consequences
10:00 AM - 12:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
11:00 AM - 12:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
2:00 PM - 5:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Issues in Named Insured: The Rules and the Whys
7:00 AM - 9:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
8:00 AM - 10:58 AM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Cannabis 101
1:00 PM - 3:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Agency Coverage Standards: Putting the Pieces Together
2:00 PM - 3:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
8:00 AM - 11:05 AM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
8:00 AM - 9:56 AM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
9:00 AM - 10:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Flood Insurance: Beyond The Fundamentals
11:00 AM - 1:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
11:00 AM - 12:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Valuation Considerations in the Commercial Property Form
2:00 PM - 3:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Flood Program Overview – NFIP Then and Now - 3 hrs
8:00 AM - 10:59 AM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
9:00 AM - 9:58 AM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
To Simply Comply or Truly Excel Ethically
9:00 AM - 9:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
12:00 PM - 12:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Ethics for Insurance Professionals
2:00 PM - 4:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Legacy Blueprint: Crafting Tomorrow's Agency Today
9:00 AM - 12:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Could Your Ethics Be Stunting Your Growth?
3:00 PM - 3:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Agritourism Insurance and Risk Management
8:00 AM - 10:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
8:00 AM - 10:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
9:00 AM - 10:08 AM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
AI Implications in the Insurance Industry
11:00 AM - 12:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
11:00 AM - 1:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
Hot Topics In Personal Lines
1:00 PM - 3:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
1:00 PM - 2:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
2:00 PM - 4:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
8:00 AM - 9:56 AM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
8:00 AM - 9:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
10:00 AM - 11:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
10:00 AM - 12:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Artificial Intelligence and Agents—Panic or Promise?
11:00 AM - 12:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
11:00 AM - 1:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
11:00 AM - 1:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
12:00 PM - 1:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Business Income Made Easy
7:00 AM - 9:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Insurance: Approved for Recreational Use with Kevin Amrhein
8:00 AM - 9:46 AM
This session 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. Click here to register
Ethics - Creating a Winning Culture in the Agency
8:00 AM - 10:56 AM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
11:00 AM - 2:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
12:00 PM - 2:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
8:00 AM - 8:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
8:00 AM - 10:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Blueprint for Success: Crafting Your Ownership Journey
9:00 AM - 12:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Directors and Officers Liability Insurance
11:00 AM - 1:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Exploring Personal Auto Claims & Coverage Scenarios
12:00 PM - 3:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
8:00 AM - 10:57 AM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
11:00 AM - 1:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
2:00 PM - 4:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
CISR Insuring Personal Auto Exposures- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
8:00 AM - 11:02 AM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Hiring Projections for the Insurance Industry
11:00 AM - 11:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Commercial Property Claims, Coverages, and Consequences
12:00 PM - 2:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
2:00 PM - 3:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
10:00 AM - 12:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Cannabis 101
7:00 AM - 9:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
Agency Coverage Standards: Putting the Pieces Together
8:00 AM - 9:56 AM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
8:00 AM - 9:00 AM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
Issues in Named Insured: The Rules and the Whys
9:00 AM - 11:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
11:00 AM - 2:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Commercial Property Claims, Coverages, and Consequences
2:00 PM - 4:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Projections for the Insurance Industry
2:00 PM - 2:56 PM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
8:00 AM - 10:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
11:00 AM - 1:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
2:00 PM - 4:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Ruble Graduate Seminar- Hybrid
8:00 AM - 5:00 PM
In the Insurance Company Operations course, you will learn strategic decision-making strategies for the purpose of satisfying regulatory requirements, meeting compliance standards, product development, underwriting, distributing and marketing, ...
Valuation Considerations in the Commercial Property Form
8:00 AM - 9:59 AM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
11:00 AM - 2:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
11:00 AM - 12:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
11:00 AM - 12:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Flood Insurance: Beyond The Fundamentals
1:00 PM - 3:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
2:00 PM - 3:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Ethics for Insurance Professionals
8:00 AM - 10:05 AM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Flood Program Overview – NFIP Then and Now - 3 hrs
11:00 AM - 1:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
To Simply Comply or Truly Excel Ethically
11:00 AM - 11:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Interviewing, Onboarding and Training 101
12:00 PM - 12:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
3:00 PM - 3:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Could Your Ethics Be Stunting Your Growth?
9:00 AM - 9:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
11:00 AM - 2:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Hot Topics In Personal Lines
7:00 AM - 9:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
8:00 AM - 10:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
11:00 AM - 1:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Agritourism Insurance and Risk Management
11:00 AM - 1:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
11:00 AM - 12:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
AI Implications in the Insurance Industry
2:00 PM - 3:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
2:00 PM - 4:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
3:00 PM - 4:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
10:00 AM - 11:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
11:00 AM - 12:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
12:00 PM - 2:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property Coverage for the Small or Hobby Farmer – An Overview
12:00 PM - 1:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Artificial Intelligence and Agents—Panic or Promise?
2:00 PM - 3:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
2:00 PM - 3:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Insureds: Who, When and Why
2:00 PM - 4:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
2:00 PM - 4:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Business Income Made Easy
9:00 AM - 11:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Insurance: Approved for Recreational Use with Kevin Amrhein
11:00 AM - 12:46 PM
This session 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. Click here to register
Ethics - Creating a Winning Culture in the Agency
10:00 AM - 12:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
1:00 PM - 4:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
2:00 PM - 4:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Blueprint for Success: Crafting Your Ownership Journey
11:00 AM - 2:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
11:00 AM - 11:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
11:00 AM - 1:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Directors and Officers Liability Insurance
1:00 PM - 3:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Exploring Personal Auto Claims & Coverage Scenarios
3:00 PM - 6:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Directors and Officers Liability Insurance
7:00 AM - 9:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Exploring Personal Auto Claims & Coverage Scenarios
9:00 AM - 12:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Blueprint for Success: Crafting Your Ownership Journey
1:00 PM - 4:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
2:00 PM - 2:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
2:00 PM - 4:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
7:00 AM - 10:07 AM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
8:00 AM - 10:57 AM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Ethics - Creating a Winning Culture in the Agency
12:00 PM - 2:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Business Income Made Easy
11:00 AM - 1:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Insurance: Approved for Recreational Use with Kevin Amrhein
2:00 PM - 3:46 PM
This session 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. Click here to register
Artificial Intelligence and Agents—Panic or Promise?
8:00 AM - 9:39 AM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
8:00 AM - 9:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Insureds: Who, When and Why
8:00 AM - 10:00 AM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
8:00 AM - 10:05 AM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
12:00 PM - 1:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
2:00 PM - 3:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
2:00 PM - 4:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property Coverage for the Small or Hobby Farmer – An Overview
2:00 PM - 3:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
AI Implications in the Insurance Industry
8:00 AM - 9:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
8:00 AM - 10:59 AM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
Hot Topics In Personal Lines
9:00 AM - 11:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
9:00 AM - 10:14 AM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
11:00 AM - 1:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
1:00 PM - 2:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
2:00 PM - 4:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Agritourism Insurance and Risk Management
2:00 PM - 4:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
8:00 AM - 10:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Cannabis 101
9:00 AM - 11:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Agency Coverage Standards: Putting the Pieces Together
11:00 AM - 12:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
11:00 AM - 1:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Issues in Named Insured: The Rules and the Whys
11:00 AM - 1:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
12:00 PM - 2:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
2:00 PM - 4:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Flood Insurance: Beyond The Fundamentals
7:00 AM - 9:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
8:00 AM - 9:57 AM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Valuation Considerations in the Commercial Property Form
11:00 AM - 12:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
1:00 PM - 2:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
2:00 PM - 5:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
2:00 PM - 3:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Red and Green Flags for Hiring Customer Service and Sales in Insurance
9:00 AM - 9:56 AM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Ethics for Insurance Professionals
10:00 AM - 12:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
To Simply Comply or Truly Excel Ethically
1:00 PM - 1:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Flood Program Overview – NFIP Then and Now - 3 hrs
2:00 PM - 4:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
3:00 PM - 3:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
William T. Hold Seminar- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
Commercial Property Claims, Coverages, and Consequences
8:00 AM - 10:56 AM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Projections for the Insurance Industry
8:00 AM - 8:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
11:00 AM - 12:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
2:00 PM - 5:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Could Your Ethics Be Stunting Your Growth?
11:00 AM - 11:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
1:00 PM - 4:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
8:00 AM - 8:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
8:00 AM - 10:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Directors and Officers Liability Insurance
9:00 AM - 11:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Exploring Personal Auto Claims & Coverage Scenarios
12:00 PM - 3:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Blueprint for Success: Crafting Your Ownership Journey
3:00 PM - 6:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
9:00 AM - 12:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
10:00 AM - 12:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Ethics - Creating a Winning Culture in the Agency
2:00 PM - 4:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Insurance: Approved for Recreational Use with Kevin Amrhein
8:00 AM - 9:46 AM
This session 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. Click here to register
Business Income Made Easy
1:00 PM - 3:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
You Gotta Be Kidding Me! Strange but True Claims
1:00 PM - 3:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
8:00 AM - 9:56 AM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
8:00 AM - 9:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
8:00 AM - 10:56 AM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
10:00 AM - 11:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Artificial Intelligence and Agents—Panic or Promise?
11:00 AM - 12:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
11:00 AM - 1:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
11:00 AM - 1:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
2:00 PM - 3:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
8:00 AM - 10:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Agritourism Insurance and Risk Management
8:00 AM - 10:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
AI Implications in the Insurance Industry
11:00 AM - 12:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
11:00 AM - 1:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
Hot Topics In Personal Lines
11:00 AM - 1:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
11:00 AM - 12:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
2:00 PM - 4:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
3:00 PM - 4:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
8:00 AM - 10:57 AM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Cannabis 101
11:00 AM - 1:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
11:00 AM - 1:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Issues in Named Insured: The Rules and the Whys
1:00 PM - 3:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Agency Coverage Standards: Putting the Pieces Together
2:00 PM - 3:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
2:00 PM - 4:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
2:00 PM - 4:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
7:00 AM - 8:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
CIC Commercial Casualty- Hybrid
8:00 AM - 5:00 PM
In the Insurance Company Operations course, you will learn strategic decision-making strategies for the purpose of satisfying regulatory requirements, meeting compliance standards, product development, underwriting, distributing and marketing, ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
8:00 AM - 11:05 AM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
8:00 AM - 9:56 AM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Flood Insurance: Beyond The Fundamentals
9:00 AM - 11:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
11:00 AM - 12:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Valuation Considerations in the Commercial Property Form
2:00 PM - 3:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Flood Program Overview – NFIP Then and Now - 3 hrs
8:00 AM - 10:59 AM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
9:00 AM - 9:58 AM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Ethics for Insurance Professionals
12:00 PM - 2:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Red and Green Flags for Hiring Customer Service and Sales in Insurance
12:00 PM - 12:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
To Simply Comply or Truly Excel Ethically
3:00 PM - 3:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Could Your Ethics Be Stunting Your Growth?
1:00 PM - 1:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
3:00 PM - 6:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
8:00 AM - 11:02 AM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Commercial Property Claims, Coverages, and Consequences
10:00 AM - 12:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Projections for the Insurance Industry
11:00 AM - 11:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
2:00 PM - 3:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
8:00 AM - 10:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
9:00 AM - 10:08 AM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
11:00 AM - 1:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Agritourism Insurance and Risk Management
11:00 AM - 1:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
Hot Topics In Personal Lines
1:00 PM - 3:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
1:00 PM - 2:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
AI Implications in the Insurance Industry
2:00 PM - 3:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
2:00 PM - 4:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
8:00 AM - 9:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
10:00 AM - 11:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
10:00 AM - 12:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
11:00 AM - 12:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
12:00 PM - 1:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Artificial Intelligence and Agents—Panic or Promise?
2:00 PM - 3:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
2:00 PM - 4:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
2:00 PM - 4:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Business Income Made Easy
7:00 AM - 9:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Insurance: Approved for Recreational Use with Kevin Amrhein
11:00 AM - 12:46 PM
This session 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. Click here to register
Ethics - Creating a Winning Culture in the Agency
8:00 AM - 10:56 AM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
11:00 AM - 2:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
12:00 PM - 2:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Blueprint for Success: Crafting Your Ownership Journey
9:00 AM - 12:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Directors and Officers Liability Insurance
11:00 AM - 1:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
11:00 AM - 11:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
11:00 AM - 1:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Exploring Personal Auto Claims & Coverage Scenarios
3:00 PM - 6:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
9:00 AM - 12:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Could Your Ethics Be Stunting Your Growth?
3:00 PM - 3:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
CISR Agency Operations- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
To Simply Comply or Truly Excel Ethically
9:00 AM - 9:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Flood Program Overview – NFIP Then and Now - 3 hrs
11:00 AM - 1:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
12:00 PM - 12:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Ethics for Insurance Professionals
2:00 PM - 4:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Red and Green Flags for Hiring Customer Service and Sales in Insurance
3:00 PM - 3:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Valuation Considerations in the Commercial Property Form
8:00 AM - 9:59 AM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
9:00 AM - 10:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
11:00 AM - 2:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Flood Insurance: Beyond The Fundamentals
11:00 AM - 1:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Making Sense of Care, Custody, OR Control
11:00 AM - 12:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Steering the Business Auto Policy – Covered Autos and Who is an Insured
2:00 PM - 3:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Issues in Named Insured: The Rules and the Whys
7:00 AM - 9:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Agency Coverage Standards: Putting the Pieces Together
8:00 AM - 9:56 AM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
8:00 AM - 10:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
8:00 AM - 10:58 AM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
11:00 AM - 1:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Cannabis 101
1:00 PM - 3:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
2:00 PM - 4:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
8:00 AM - 9:00 AM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
11:00 AM - 2:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Commercial Property Claims, Coverages, and Consequences
12:00 PM - 2:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Projections for the Insurance Industry
2:00 PM - 2:56 PM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Hot Topics In Personal Lines
7:00 AM - 9:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
AI Implications in the Insurance Industry
8:00 AM - 9:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
8:00 AM - 10:59 AM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
11:00 AM - 1:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
11:00 AM - 12:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
2:00 PM - 4:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Agritourism Insurance and Risk Management
2:00 PM - 4:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
3:00 PM - 4:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Artificial Intelligence and Agents—Panic or Promise?
8:00 AM - 9:39 AM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
8:00 AM - 10:00 AM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
8:00 AM - 10:05 AM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
10:00 AM - 11:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
12:00 PM - 1:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
12:00 PM - 2:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
2:00 PM - 3:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
2:00 PM - 3:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Business Income Made Easy
9:00 AM - 11:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Insurance: Approved for Recreational Use with Kevin Amrhein
2:00 PM - 3:46 PM
This session 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. Click here to register
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
1:00 PM - 4:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Ethics - Creating a Winning Culture in the Agency
10:00 AM - 12:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Flood Insurance 2.0
2:00 PM - 4:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Exploring Personal Auto Claims & Coverage Scenarios
9:00 AM - 12:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Blueprint for Success: Crafting Your Ownership Journey
11:00 AM - 2:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Directors and Officers Liability Insurance
1:00 PM - 3:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
2:00 PM - 2:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
2:00 PM - 4:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Could Your Ethics Be Stunting Your Growth?
9:00 AM - 9:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
11:00 AM - 2:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Ethics for Insurance Professionals
8:00 AM - 10:05 AM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
9:00 AM - 9:56 AM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
To Simply Comply or Truly Excel Ethically
11:00 AM - 11:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Flood Program Overview – NFIP Then and Now - 3 hrs
2:00 PM - 4:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
3:00 PM - 3:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
8:00 AM - 9:57 AM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Valuation Considerations in the Commercial Property Form
11:00 AM - 12:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
11:00 AM - 12:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Flood Insurance: Beyond The Fundamentals
1:00 PM - 3:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
2:00 PM - 5:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
2:00 PM - 3:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
8:00 AM - 10:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
11:00 AM - 1:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
2:00 PM - 4:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Commercial Property Claims, Coverages, and Consequences
2:00 PM - 4:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Cannabis 101
7:00 AM - 9:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
Hiring Projections for the Insurance Industry
8:00 AM - 8:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Issues in Named Insured: The Rules and the Whys
9:00 AM - 11:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
10:00 AM - 12:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Agency Coverage Standards: Putting the Pieces Together
11:00 AM - 12:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
11:00 AM - 12:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
2:00 PM - 5:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
8:00 AM - 10:57 AM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Cannabis 101
9:00 AM - 11:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
11:00 AM - 1:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Issues in Named Insured: The Rules and the Whys
11:00 AM - 1:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
12:00 PM - 2:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Agency Coverage Standards: Putting the Pieces Together
2:00 PM - 3:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
2:00 PM - 4:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Flood Insurance: Beyond The Fundamentals
7:00 AM - 9:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
8:00 AM - 11:05 AM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
8:00 AM - 9:56 AM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Steering the Business Auto Policy – Covered Autos and Who is an Insured
11:00 AM - 12:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
1:00 PM - 2:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Valuation Considerations in the Commercial Property Form
2:00 PM - 3:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Flood Program Overview – NFIP Then and Now - 3 hrs
8:00 AM - 10:59 AM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
9:00 AM - 9:58 AM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Ethics for Insurance Professionals
10:00 AM - 12:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Red and Green Flags for Hiring Customer Service and Sales in Insurance
12:00 PM - 12:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
To Simply Comply or Truly Excel Ethically
1:00 PM - 1:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Could Your Ethics Be Stunting Your Growth?
11:00 AM - 11:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
1:00 PM - 4:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Directors and Officers Liability Insurance
7:00 AM - 9:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
8:00 AM - 8:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
8:00 AM - 10:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Exploring Personal Auto Claims & Coverage Scenarios
12:00 PM - 3:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Blueprint for Success: Crafting Your Ownership Journey
1:00 PM - 4:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
7:00 AM - 10:07 AM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
8:00 AM - 10:57 AM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Ethics - Creating a Winning Culture in the Agency
12:00 PM - 2:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Insurance: Approved for Recreational Use with Kevin Amrhein
8:00 AM - 9:46 AM
This session 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. Click here to register
Business Income Made Easy
11:00 AM - 1:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
8:00 AM - 9:56 AM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
8:00 AM - 9:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Artificial Intelligence and Agents—Panic or Promise?
11:00 AM - 12:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
11:00 AM - 1:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
11:00 AM - 1:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
12:00 PM - 1:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
2:00 PM - 3:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Agritourism Insurance and Risk Management
8:00 AM - 10:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
8:00 AM - 10:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Hot Topics In Personal Lines
9:00 AM - 11:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
9:00 AM - 10:14 AM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
AI Implications in the Insurance Industry
11:00 AM - 12:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
11:00 AM - 1:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
1:00 PM - 2:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
2:00 PM - 4:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
8:00 AM - 11:02 AM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Commercial Property Claims, Coverages, and Consequences
8:00 AM - 10:56 AM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Projections for the Insurance Industry
11:00 AM - 11:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
2:00 PM - 3:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
2:00 PM - 4:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Agency Coverage Standards: Putting the Pieces Together
8:00 AM - 9:56 AM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
8:00 AM - 10:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
11:00 AM - 1:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Cannabis 101
11:00 AM - 1:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
Issues in Named Insured: The Rules and the Whys
1:00 PM - 3:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
2:00 PM - 4:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
2:00 PM - 4:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
7:00 AM - 8:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Valuation Considerations in the Commercial Property Form
8:00 AM - 9:59 AM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Flood Insurance: Beyond The Fundamentals
9:00 AM - 11:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
11:00 AM - 2:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
11:00 AM - 12:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Steering the Business Auto Policy – Covered Autos and Who is an Insured
2:00 PM - 3:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Flood Program Overview – NFIP Then and Now - 3 hrs
11:00 AM - 1:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Ethics for Insurance Professionals
12:00 PM - 2:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Interviewing, Onboarding and Training 101
12:00 PM - 12:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
To Simply Comply or Truly Excel Ethically
3:00 PM - 3:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
3:00 PM - 3:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Could Your Ethics Be Stunting Your Growth?
1:00 PM - 1:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
3:00 PM - 6:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Directors and Officers Liability Insurance
9:00 AM - 11:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
11:00 AM - 11:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
11:00 AM - 1:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Blueprint for Success: Crafting Your Ownership Journey
3:00 PM - 6:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Exploring Personal Auto Claims & Coverage Scenarios
3:00 PM - 6:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
9:00 AM - 12:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
10:00 AM - 12:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Ethics - Creating a Winning Culture in the Agency
2:00 PM - 4:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Insurance: Approved for Recreational Use with Kevin Amrhein
11:00 AM - 12:46 PM
This session 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. Click here to register
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Business Income Made Easy
1:00 PM - 3:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Ruble Graduate Seminar- Hybrid
8:00 AM - 5:00 PM
In the Insurance Company Operations course, you will learn strategic decision-making strategies for the purpose of satisfying regulatory requirements, meeting compliance standards, product development, underwriting, distributing and marketing, ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
8:00 AM - 9:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
8:00 AM - 10:56 AM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
10:00 AM - 11:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
11:00 AM - 12:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Artificial Intelligence and Agents—Panic or Promise?
2:00 PM - 3:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
2:00 PM - 3:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Insureds: Who, When and Why
2:00 PM - 4:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
2:00 PM - 4:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
8:00 AM - 10:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Agritourism Insurance and Risk Management
11:00 AM - 1:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
11:00 AM - 1:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Hot Topics In Personal Lines
11:00 AM - 1:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
11:00 AM - 12:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
AI Implications in the Insurance Industry
2:00 PM - 3:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
2:00 PM - 4:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
3:00 PM - 4:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
8:00 AM - 9:00 AM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Commercial Property Claims, Coverages, and Consequences
10:00 AM - 12:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
11:00 AM - 2:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Hiring Projections for the Insurance Industry
2:00 PM - 2:56 PM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
9:00 AM - 12:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Could Your Ethics Be Stunting Your Growth?
3:00 PM - 3:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Hiring Projections for the Insurance Industry
8:00 AM - 8:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
9:00 AM - 9:56 AM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
To Simply Comply or Truly Excel Ethically
9:00 AM - 9:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
11:00 AM - 12:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
2:00 PM - 5:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Ethics for Insurance Professionals
2:00 PM - 4:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Flood Program Overview – NFIP Then and Now - 3 hrs
2:00 PM - 4:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
3:00 PM - 3:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
8:00 AM - 9:57 AM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
9:00 AM - 10:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Flood Insurance: Beyond The Fundamentals
11:00 AM - 1:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Valuation Considerations in the Commercial Property Form
11:00 AM - 12:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
Commercial Property Claims, Coverages, and Consequences
12:00 PM - 2:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
2:00 PM - 5:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
2:00 PM - 3:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Issues in Named Insured: The Rules and the Whys
7:00 AM - 9:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
8:00 AM - 10:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
8:00 AM - 10:58 AM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Agency Coverage Standards: Putting the Pieces Together
11:00 AM - 12:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
11:00 AM - 1:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Cannabis 101
1:00 PM - 3:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
2:00 PM - 4:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
AI Implications in the Insurance Industry
8:00 AM - 9:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
8:00 AM - 10:59 AM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
9:00 AM - 10:08 AM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
11:00 AM - 1:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Hot Topics In Personal Lines
1:00 PM - 3:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
1:00 PM - 2:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Agritourism Insurance and Risk Management
2:00 PM - 4:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
2:00 PM - 4:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
Artificial Intelligence and Agents—Panic or Promise?
8:00 AM - 9:39 AM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
8:00 AM - 9:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Insureds: Who, When and Why
8:00 AM - 10:00 AM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
8:00 AM - 10:05 AM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
10:00 AM - 11:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
10:00 AM - 12:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
12:00 PM - 1:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
2:00 PM - 3:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Business Income Made Easy
7:00 AM - 9:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Insurance: Approved for Recreational Use with Kevin Amrhein
2:00 PM - 3:46 PM
This session 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. Click here to register
Ethics - Creating a Winning Culture in the Agency
8:00 AM - 10:56 AM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
11:00 AM - 2:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
12:00 PM - 2:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
William T. Hold Seminar- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
Blueprint for Success: Crafting Your Ownership Journey
9:00 AM - 12:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Exploring Personal Auto Claims & Coverage Scenarios
9:00 AM - 12:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Directors and Officers Liability Insurance
11:00 AM - 1:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
2:00 PM - 2:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
2:00 PM - 4:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
8:00 AM - 11:02 AM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Hiring Projections for the Insurance Industry
11:00 AM - 11:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Commercial Property Claims, Coverages, and Consequences
2:00 PM - 4:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
2:00 PM - 3:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
Ethics for Insurance Professionals
8:00 AM - 10:05 AM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Flood Program Overview – NFIP Then and Now - 3 hrs
8:00 AM - 10:59 AM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
9:00 AM - 9:58 AM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
To Simply Comply or Truly Excel Ethically
11:00 AM - 11:57 AM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
12:00 PM - 12:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Could Your Ethics Be Stunting Your Growth?
9:00 AM - 9:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
11:00 AM - 2:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
Cannabis 101
7:00 AM - 9:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
8:00 AM - 10:57 AM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Issues in Named Insured: The Rules and the Whys
9:00 AM - 11:07 AM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
10:00 AM - 12:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
11:00 AM - 1:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Agency Coverage Standards: Putting the Pieces Together
2:00 PM - 3:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
2:00 PM - 4:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
8:00 AM - 11:05 AM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
8:00 AM - 9:56 AM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
11:00 AM - 12:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
11:00 AM - 12:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Flood Insurance: Beyond The Fundamentals
1:00 PM - 3:55 PM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Valuation Considerations in the Commercial Property Form
2:00 PM - 3:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
8:00 AM - 9:56 AM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
10:00 AM - 11:56 AM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Artificial Intelligence and Agents—Panic or Promise?
11:00 AM - 12:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Insureds: Who, When and Why
11:00 AM - 1:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
11:00 AM - 1:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
12:00 PM - 1:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
12:00 PM - 2:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
2:00 PM - 3:54 PM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Hot Topics In Personal Lines
7:00 AM - 9:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Agritourism Insurance and Risk Management
8:00 AM - 10:04 AM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
8:00 AM - 10:58 AM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
AI Implications in the Insurance Industry
11:00 AM - 12:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
11:00 AM - 1:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
11:00 AM - 12:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
2:00 PM - 4:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
3:00 PM - 4:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Ethics - Creating a Winning Culture in the Agency
10:00 AM - 12:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
1:00 PM - 4:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
2:00 PM - 4:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Insurance: Approved for Recreational Use with Kevin Amrhein
8:00 AM - 9:46 AM
This session 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. Click here to register
Business Income Made Easy
9:00 AM - 11:56 AM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
8:00 AM - 8:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
8:00 AM - 10:01 AM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Blueprint for Success: Crafting Your Ownership Journey
11:00 AM - 2:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Exploring Personal Auto Claims & Coverage Scenarios
12:00 PM - 3:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Directors and Officers Liability Insurance
1:00 PM - 3:56 PM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Directors and Officers Liability Insurance
7:00 AM - 9:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
You Gotta Be Kidding Me! Strange but True Claims
10:00 AM - 12:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
11:00 AM - 11:57 AM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
11:00 AM - 1:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Blueprint for Success: Crafting Your Ownership Journey
1:00 PM - 4:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Exploring Personal Auto Claims & Coverage Scenarios
3:00 PM - 6:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
7:00 AM - 10:07 AM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
8:00 AM - 10:57 AM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Ethics - Creating a Winning Culture in the Agency
12:00 PM - 2:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
E&O Nightmares
1:00 PM - 2:58 PM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Commercial Property Claims, Coverages, and Consequences
8:00 AM - 10:56 AM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Business Income Made Easy
11:00 AM - 1:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Insurance: Approved for Recreational Use with Kevin Amrhein
11:00 AM - 12:46 PM
This session 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. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
8:00 AM - 9:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
11:00 AM - 12:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
12:00 PM - 1:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
Artificial Intelligence and Agents—Panic or Promise?
2:00 PM - 3:39 PM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
2:00 PM - 3:55 PM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Insureds: Who, When and Why
2:00 PM - 4:00 PM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
2:00 PM - 4:05 PM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
2:00 PM - 4:56 PM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
8:00 AM - 10:59 AM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Hot Topics In Personal Lines
9:00 AM - 11:07 AM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
9:00 AM - 10:14 AM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Agritourism Insurance and Risk Management
11:00 AM - 1:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
11:00 AM - 1:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
1:00 PM - 2:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
AI Implications in the Insurance Industry
2:00 PM - 3:08 PM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
2:00 PM - 4:59 PM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
Agency Coverage Standards: Putting the Pieces Together
8:00 AM - 9:56 AM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
8:00 AM - 10:59 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
8:00 AM - 9:00 AM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
Cannabis 101
9:00 AM - 11:08 AM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
11:00 AM - 2:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
11:00 AM - 1:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Issues in Named Insured: The Rules and the Whys
11:00 AM - 1:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
2:00 PM - 4:57 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Hiring Projections for the Insurance Industry
2:00 PM - 2:56 PM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Flood Insurance: Beyond The Fundamentals
7:00 AM - 9:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Valuation Considerations in the Commercial Property Form
8:00 AM - 9:59 AM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
11:00 AM - 2:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
11:00 AM - 12:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
1:00 PM - 2:00 PM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
2:00 PM - 3:57 PM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
CISR Insuring Commercial Property- Webinar
8:00 AM - 4:00 PM
The course covers key risk and insurance topics, including Business Activities of Personal Lines Clients, Recreational Lines, Personal Umbrella/Excess Liability, Personal Lines Catastrophe Coverage Solutions and Risk Mitigation Methods, and Personal ...
Ethics for Insurance Professionals
10:00 AM - 12:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Flood Program Overview – NFIP Then and Now - 3 hrs
11:00 AM - 1:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
12:00 PM - 12:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
To Simply Comply or Truly Excel Ethically
1:00 PM - 1:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
Red and Green Flags for Hiring Customer Service and Sales in Insurance
3:00 PM - 3:56 PM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
Could Your Ethics Be Stunting Your Growth?
11:00 AM - 11:54 AM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
1:00 PM - 4:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...
An Hour of True Crime - Schoharie Limousine Accident
10:00 AM - 10:58 AM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
12:00 PM - 2:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Hiring Projections for the Insurance Industry
8:00 AM - 8:56 AM
Prepare for the future of talent acquisition with our course on Hiring Projections in the Insurance Industry for 2025. Explore industry trends, workforce demographics, and emerging challenges to anticipate staffing needs and stay ahead of the ...
Commercial Property Claims, Coverages, and Consequences
10:00 AM - 12:56 PM
This course will examine how the Commercial Property policy responds to a claim using real-life claims scenarios. We will also review "what went wrong" in some situations and how to be sure your insureds are properly covered. Click here to register
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
11:00 AM - 12:00 PM
This course explores the best practices for hiring remotely while leveraging personality assessments to make more informed decisions. Learn how to effectively integrate personality testing into your recruitment process to identify candidates who are ...
COVERAGE ESSENTIALS: Policy Analysis – Reading, Interpreting and Understanding Insurance Contracts
2:00 PM - 5:02 PM
This course qualifies for the 3 hr Swiss Re premium discounts! Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. ...
Exploring Personal Auto Claims & Coverage Scenarios
9:00 AM - 12:00 PM
This course consists of 18 personal auto claims and coverage scenarios. Using the ISO PP 00 01 09 18 Personal Auto Policy, students will review the policy provisions to determine if the loss or situation is covered. There will also be a discussion of ...
Directors and Officers Liability Insurance
9:00 AM - 11:56 AM
This seminar is in three parts. The first addresses the corporate law principles that govern the standard of care for directors and officers. Simply put, what is the nature of the underlying liability that we are seeking to insure? After this, the ...
Securing the Future: Insurance in an Era of Increased Natural Disasters
2:00 PM - 4:01 PM
Upon completing this course, participants will understand the trends surrounding the frequency and severity of natural disasters and how the trend is affecting the personal and commercial insurance markets. We review historical data enabling the agent ...
Proactive Workplace Violence Response: Mitigating Risks for Your Clients
2:00 PM - 2:57 PM
In an increasingly unpredictable world, the risk of workplace violence presents significant concerns for businesses and their insurers. This comprehensive course is designed specifically for insurance agents who play a crucial role in helping clients ...
Blueprint for Success: Crafting Your Ownership Journey
3:00 PM - 6:36 PM
Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and ...
Studies in Ethics - A Hippocratic Oath for Insurance Professionals
9:00 AM - 12:07 PM
Professional oaths are statements of common principles and they re-focus the oath-giver on the true principles of the profession. Interestingly enough, the principles of the Hippocratic Oath, have relevance to modern insurance practice. Dr. Robert ...
Flood Insurance 2.0
10:00 AM - 12:57 PM
Flooding remains one of the most costly and widespread risks in the U.S., making it critical for insurance professionals to fully understand the National Flood Insurance Program (NFIP). This course provides a comprehensive overview of the Flood ...
Ethics - Creating a Winning Culture in the Agency
2:00 PM - 4:56 PM
Every organization has a culture, whether you realize it or not. The question then becomes, does your team recognize, understand, and support a developed culture. We will discuss the approaches to ethical decision making and how agency culture ...
You Gotta Be Kidding Me! Strange but True Claims
2:00 PM - 4:00 PM
After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as ...
Business Income Made Easy
1:00 PM - 3:56 PM
Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and ...
Insurance: Approved for Recreational Use with Kevin Amrhein
2:00 PM - 3:46 PM
This session 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. Click here to register
Artificial Intelligence and Agents—Panic or Promise?
8:00 AM - 9:39 AM
The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and ...
Farm Property Coverage for the Small or Hobby Farmer – An Overview
8:00 AM - 9:55 AM
U.S. agriculture and rural life underwent a tremendous transformation in the 20th century. Up to and including the early 20th century, agriculture was incredibly labor intensive. It took place on many small, diversified farms in rural areas and its ...
Insureds: Who, When and Why
8:00 AM - 10:00 AM
Before any claim is paid, status as an "insured" must exist. Is the person or entity suffering or causing loss, injury or damage an insured? If the answer is "no" there is no need to go any further. If "insured" status does not exist, neither does ...
Preparing for Contracts and Contractual Risk Transfer
8:00 AM - 10:05 AM
Contractual risk transfer is an important method for managing risk. Proper contractual risk transfer effectively transfers the risk of loss and the cost associated with such risk to the party closest to and best able to control the loss. Additionally, ...
Understanding Surplus Lines - The Weird, Whacky and Just Plain Strange
8:00 AM - 10:56 AM
This course will review and discuss some of the common principles, definitions and concepts regarding surplus lines insurance. Click here to register
Farm Property In Depth – Dwelling, Private Structures and Household Personal Property
10:00 AM - 11:54 AM
According to a 2023 U.S. Department of Agriculture (USDA) study, average farm size in the U.S. is 464 acres. The vast majority of these farms are owned and controlled by individuals and families. As such, farm insurance needs are more consistently ...
Are You Smarter than an Underwriter? 7 Simple Underwriting Questions No One Asks
2:00 PM - 3:56 PM
Let's be clear & this is only a SMALL sampling of simple underwriting and exposure questions agents and underwriters fail to ask! There are dozens more simple, common-sense questions that are often skipped - why remains a mystery. In this session ...
Farm Property – Vital Endorsements For the Small or Hobby Farmer
2:00 PM - 3:56 PM
Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ...
AI Implications in the Insurance Industry
8:00 AM - 9:08 AM
This seminar begins with a “big picture” look at Artificial Intelligence. Many view AI as a precursor to a doomsday scenario, which is why the introductory section contains a reference to The Terminator movie franchise and Skynet becoming self-aware. ...
COVERAGE ESSENTIALS: Business Income: More Important and Much Simpler Than Agents Believe
8:00 AM - 10:59 AM
Few insurance products provoke as much fear or visceral reactions as business income protection (a.k.a. time element coverage). Without being overly convincing, business income concepts are actually simple to understand and explain. The reason such ...
COVERAGE ESSENTIALS: Certificates of Insurance and Evidences of Commercial Property Insurance: COIs and ECPIs
11:00 AM - 1:59 PM
Certificates of Insurance (COIs) and Evidences of Commercial Property Insurance (ECPIs) are intended to be nothing more than proof that certain types of insurance coverages exist. In theoretical terms, COIs and ECPIs do nothing to alter or even ...
Hot Topics In Personal Lines
11:00 AM - 1:07 PM
This seminar begins with a practically oriented inquiry into how losses are adjusted on a day-to-day basis. The seminar introduces not only the two key adjustment valuation measures – “actual cash value” and “replacement cost” – but also stresses to ...
Performance-Based Compensation: A ‘Must Have’ Not Just a Hot New Trend
11:00 AM - 12:14 PM
How would you feel if you had the plan to align staff compensation with results rather than the amount of time worked or align compensation with how your agency does business? Performance-based Compensation is a must-have for EVERY non-owner position ...
Agritourism Insurance and Risk Management
2:00 PM - 4:04 PM
This two hour class is designed to be an introduction to the risk management and insurance issues related to agritourism and agritainment. Those terms, as the introduction notes, are used interchangeably but share common characteristics: the use of a ...
COVERAGE ESSENTIALS: Avoiding E&O in the Personal Auto Policy and Personal Umbrella
2:00 PM - 4:58 PM
Private Passenger Auto (PPA) is the largest line of insurance within the U.S. property and casualty insurance industry. This is likely due to the statutory requirement to carry specified minimum amount of liability coverage coupled with the fact that ...
From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership
3:00 PM - 4:08 PM
In the complex and dynamic world of insurance, ethical leadership is crucial for fostering trust and ensuring long-term success. From the Playground to the Boardroom: Foundations of Empowering Trust and Ethical Leadership is designed to equip ...
COVERAGE ESSENTIALS: Homeowners Part 1 – Policy Definitions, Liability Coverage and Policy Conditions
8:00 AM - 10:57 AM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. This session focuses specifically on the liability coverage provided under the policy as well as eligibility, definitions, and policy conditions. The ...
Agency Coverage Standards: Putting the Pieces Together
11:00 AM - 12:56 PM
This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. Click here to register
Cannabis 101
11:00 AM - 1:08 PM
This two hour class is designed to be an introduction to the insurance issues related to national changes in marijuana possession and use laws. The course has a particular emphasis on examining the commercial risks, but also addresses the personal ...
COVERAGE ESSENTIALS: Homeowners Part II - Property Coverages
11:00 AM - 1:59 PM
This class is one of a two-class series that explores coverage provided under the Homeowners Policy. In this session focuses specifically on the property coverage provided under the policy. The material is based on ISO's Homeowners 3 - Special Form HO ...
Issues in Named Insured: The Rules and the Whys
1:00 PM - 3:07 PM
This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the ...
COVERAGE ESSENTIALS: Understanding Commercial Property Gaps and Knowing How to Fill Them
2:00 PM - 4:57 PM
Commercial Property is one of the largest lines of commercial insurance in the insurance industry. Although commercial property may not grab the headlines like other lines of business, it is the backbone of the insurance industry. Property was one of ...
Planning for Success: Strategies for Insurance Agency Growth in Today's Market
2:00 PM - 4:58 PM
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid ...
Six Interesting (and Recent Cases) - And Why They Matter To The Industry
7:00 AM - 8:00 AM
This one-hour seminar is a fast-paced review of current cases (all six being decided in the 2020’s) that impact producers. In each instance, the factual background of the case, the relevant issue, and the court’s decision are discussed. Following ...
Steering the Business Auto Policy – Covered Autos and Who is an Insured
8:00 AM - 9:57 AM
There are three(3) big questions in determining liability coverage under the Business Auto Policy? 1: Is the auto a covered auto? 2: Is the person or entity involved an insured? 3: Do any exclusions/limitations apply? This seminar will examine ...
Flood Insurance: Beyond The Fundamentals
9:00 AM - 11:55 AM
For over 50 years the National Flood Insurance Program (NFIP) has played a key role in helping Americans protect the lives they’ve built from floods. The program is a critical and dependable resource for homeowners and businesses nationwide. It plays ...
Valuation Considerations in the Commercial Property Form
11:00 AM - 12:59 PM
There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This ...
COVERAGE ESSENTIALS: Coverage B - Personal & Advertising Injury Under the Commercial General Liability Policy
2:00 PM - 5:05 PM
This course covers the policy language, exclusions and typical claims scenarios seen under the commercial general liability policy Coverage B - Personal & Advertising Injury. The course also covers some errors and omissions that agents can avoid. ...
Making Sense of Care, Custody, OR Control
2:00 PM - 3:56 PM
This course will examine some of the common business situations that can trigger the Care, Custody OR Control exclusion in the CGL and how agents can assist their clients in securing proper coverage. Click here to register
Red and Green Flags for Hiring Customer Service and Sales in Insurance
9:00 AM - 9:56 AM
Learn to identify the key indicators of success—or potential challenges—when hiring customer service and sales professionals in this insightful course. Explore the red flags that may signal a poor fit and the green flags that highlight candidates with ...
An Hour of True Crime - Schoharie Limousine Accident
12:00 PM - 12:58 PM
This powerful session examines the tragic Schoharie limousine accident through the lens of insurance and claims handling. Attendees will explore the sequence of events, the insurance coverages involved, and the steps taken during the claim ...
Ethics for Insurance Professionals
12:00 PM - 2:05 PM
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent. Click here to register
Flood Program Overview – NFIP Then and Now - 3 hrs
2:00 PM - 4:59 PM
*Compliant with FIRA §207 Basic Flood Insurance Course as published in the Federal Register,/ Vol. 70, no. 169:9/1/2005; updated through 2015. In this 3 hr. detailed course, agents will learn the history, products & policies, general ...
Interviewing, Onboarding and Training 101
3:00 PM - 3:58 PM
Master the essential skills to build a high-performing team with our online course on interviewing, onboarding, and training. This comprehensive program dives into proven best practices for identifying top talent, creating a seamless onboarding ...
To Simply Comply or Truly Excel Ethically
3:00 PM - 3:57 PM
This course will address why corporate ethics can't and shouldn't be reduced to simple compliance. Participants will be encouraged to consider a framework focused on behavior and virtues that can lead to excelling ethically and an even greater success ...
E&O Nightmares
9:00 AM - 10:58 AM
This two-hour course takes an in-depth look at some of the most challenging and complex issues agents encounter when navigating Errors & Omissions (E&O) claims. Through real-world examples and practical insights, participants will explore common ...
Could Your Ethics Be Stunting Your Growth?
1:00 PM - 1:54 PM
Dwindling trust in institutions is more than a warning—it's a call to action. As the Edelman Foundation Trust Index reveals, there's a critical need to reassess our leadership ethics and paradigms. This session invites you to challenge the ...
Legacy Blueprint: Crafting Tomorrow's Agency Today
3:00 PM - 6:54 PM
In an industry where evolution is as certain as change, passing the baton from one generation to the next should be seamless and strategic. Dive deep into the intricacies of agency perpetuation planning at this must-attend session. We'll not only ...