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EDUCATION

EDUCATION

Learn about insurance!  One on one instruction to include coverages, carrier underwriting guidelines, application completion and rating.  Both personal lines and commercial lines provided. We offer a structured process to learning the basics of personal lines insurance and a comprehensive approach to learning commercial lines insurance.  Course work is a combination of materials to include web-based training, self-study and actual case studies all supported with one-on-one mentoring.  Classes range from personal lines basics to complex commercial accounts.

With personal lines, you will learn all lines of coverage, carrier’s appetites and underwriting guidelines.  We will also center on the importance of providing appropriate coverage to protect your clients’ assets, and account rounding.

Our commercial course targets common commercial lines coverages, commercial lines underwriting, commercial lines submission guidelines, commercial lines rating, commercial lines applications and the importance of 3rd party contract review.  Along with this, there is a high level overview of specialty coverages and the opportunity to experience working on complex commercial accounts.