Personal Lines Broker Boot Camp

Certificate Program – 24 Technical CE credits 
Now only $550 + GST

Visit IBABC to Learn More

Mandatory Modules

Elective Modules

Mandatory Course List Included:

Included in the Personal Lines Program Registration:

  • Homeowner’s Insurance

  • Condominium Insurance

  • Seasonal & Secondary Homes

  • Tenant’s Policy

  • Water Water Water

  • Earthquake Insurance

  • The Umbrella Policy

  • Specialty Coverage Personal Lines

  • Travel Insurance

  • Manufactured Homes and Trailers

  • Wild About Watercraft

  • Claims 101

  • Sales

  • Small Business
Elective Soft Skills Technical and Management:

Choose from one of the following elective courses

  • Ethics for Insurance professional

  • Taking Your Time Back

  • Write Like A Boss

  • Conflict Management In The Workplace

To register for the Personal Lines Boot Camp, select one elective:

 

Conflict Management

Conflict Resolution provides the tools and advice you need to restore peace, get along better with others, prevent conflicts from ever starting, and maintain better productivity while boosting morale. We will look at how to address conflicts, resolve disputes, and restore harmony and productivity to the workplace.
Accreditation:  3 Hours

Select Conflict Management

Taking Your Time Back

This comprehensive course is designed to equip you with the tools and techniques needed to enhance both personal and professional productivity.  By mastering the art of time management, you will gain a competitive edge and shape a successful, organized business.
 
Accreditation:  3 Hours
 
Select Taking Your Time Back

Write like a boss

In this course, you’ll learn tricks and techniques for improving your writing, avoiding common mistakes, structuring your message, and communicating effectively with your audience.
This course is addressed to all industry professionals.
 
Accreditation:  2 Hours
Select Write Like A Boss

Business Ethics for Insurance Professional

Join us as we discuss what ethics really means while we analyze the grey areas of ethical expectations within the context of corporate decision-making and ethical business practice.
Accreditation:  1 Hour
 
Select Business Ethics

Mandatory Modules

( included in program )

Module One

Homeowner’s Insurance

Homeowners insurance (also known as home insurance) isn’t a luxury; it’s a necessity. That’s not just because it protects your home and possessions against damage or theft. In this course, we’ll walk you through the basics of homeowners insurance policies.
Although they are infinitely customizable, a homeowner’s insurance policy has certain standard elements that determine what costs the insurer will cover. This program discusses each of the main coverage areas.
Accreditation: 2 Hours

Condominium Insurance

Condo insurance is an often misunderstood product. Misconceptions are common and many stem from confusion about coverage provided by the Condo Corporation’s insurance vs. the unit owner’s condo insurance. Whether you’re a Broker, Underwriter or Adjuster, learn about this in-demand product.

Accreditation: 3 Hours

Seasonal & Secondary Homes

Seasonal and secondary homes;  join us for this course to finally understand the differences in all the different models, unique exposures to each, coverage available and the current industry trends.

Accreditation:  2 Hours

Tenants Policy

A dive into the tenants’ policy, including a review of the types of policies and available application; discussion of coverages, areas of concern for under-insurance.

Accreditation: 1 Hour

Module Two

Water Water Water

This interactive session teaches you almost everything you need to know about water! We will learn basic terminology around water, floods and coverage. Once we know the basics we will delve into the policy wording of a homeowners policy, Sewer Back-Up and Overland Water and Flood. Once we are done you will be so comfortable with the peril of water and be able to confidently explain why each coverage is required, what is covered and excluded and how to ensure your client understands the exposure.

Accreditation: 2 Hours

Earthquake Insurance

Earthquakes are a natural phenomenon that occurs throughout the world. Canada is no exception, as the country’s west coast is part of the Ring of Fire – an area prone to severe earthquakes. In this blog post, we’ll explore the history of earthquakes in Canada, look at the earthquake risk areas in the country, understand the hazards associated with earthquakes, and find out how to prepare for earthquakes. Let’s get started with an introduction to Earthquake Insurance.

Accreditation: 2 Hours

The Umbrella Policy

If you’ve ever heard the term “umbrella coverage,” your first thought might have been weather-related. But in the insurance world, umbrella coverage has nothing to do with actual umbrellas. So, what is umbrella coverage? How does it work? And who should buy an umbrella policy? We might not be able to help you track down your elusive umbrella, but we do have the answers to your umbrella insurance questions.

Accreditation: 2 Hours

Module Three

Specialty Coverage Personal Lines

This program is a great snapshot of all the important personal lines coverage that gets missed on a regular basis. We will cover topics such as Home Sharing, Vacant Properties, Buildings Under Construction, and Equipment Breakdown Coverage.

 

Accreditation: 1 Hour

 

Travel Insurance

Travel Insurance Basics
Ever wonder if OHIP covers you while travelling? How much does it cover? What about different types of travel policies on the market? Join us in this two hour session where we discuss everything from different types of travellers to typical coverage and exclusions.

Accreditation:  2 Hours

COMMERCIAL ENDORSEMENTS

Manufactured Homes and Trailers

Trailers, Mobile Homes, Manufactured Homes, Modular Homes…..the list goes on and on. Join us for this course to finally understand the differences in all the different models, unique exposures to each, coverage available and the current industry trends.

Accreditation: 2 Hours

COMMERCIAL ENDORSEMENTS

Wild About Watercraft

If you have clients or prospects passionate about the water and all things watersports, such as boating, sailing, or cruising, this is an event you can’t afford to miss. Join us for an enlightening and interactive session that will provide you with in-depth knowledge of Watercraft Insurance.
This highly informative session is designed to provide you with the knowledge and expertise necessary to effectively serve your clients and prospects who have a passion for all things aquatic. Don’t miss out on this opportunity to expand your understanding of Watercraft Insurance and enhance your ability to provide exceptional service to water-loving individuals

Accreditation: 3 Hours

Module Four

COMMERCIAL ENDORSEMENTS

Claims 101

Are you new to the insurance business and want to know a little more about claims? Wondering how claims really work and who is involved? Join us in this session for an introduction to Claims, all the people involved and what a claims adjuster does.

In this course, you’ll learn basic claims terminology, a review of all the parties involved in a claim and a dive into the basics of adjusting a claim, including a review of a loss report for both auto and property.

Accreditation: 1 Hour

COMMERCIAL ENDORSEMENTS

Sales

Every sale depends on a buyer. But where do you find that buyer? And how do you create interest—not aggravation—once you’ve found them?
In this course, you’ll learn what prospecting is and how to use it to target the right people and foster productive relationships. Then, you’ll learn to connect with potential buyers through winning techniques – all while watching out for the competition.

Accreditation: 1 Hour

COMMERCIAL ENDORSEMENTS

Small Business

Should your small business have originated as a personal interest or a professional shift, securing top-notch business insurance services is imperative to safeguard against potential risks.
Regardless of your specific business type, safeguarding it against operational risks, liability claims, and lawsuits is paramount. Business insurance serves as a shield against such unforeseen events. Even with the best precautions and solid procedures in place, accidents can occur, leading to potentially significant financial implications for the business.
This program is not meant to teach you a deep knowledge of commercial but more of an introductory to small business insurance.

Accreditation: 1 Hour

Instructions

To purchase the Personal Lines Broker Boot Camp Certificate Program, follow the below registration process.

Registering only yourself or up to four individuals:

  1. Select the elective course, from the list provided, that you wish to register for
  2. Fill out the required student and billing information
  3. Proceed to payment
  4. Once purchased, you gain instant access and can start the course immediately

Registering five or more individuals:

  1. Create a list of each individual’s name, email address, and elective of choice
  2. Send the list of students to IBABC, Jenny Ryu, Director of Curriculum & Instructions via email at jryu@ibabc.org (ensure to include the complete list of registrants)
  3. Your group will be registered and a single invoice, with the group discount applied, will be emailed to you directly (emails are sent within 24 hours of registration)
  4. Individuals will receive a welcome email with login instructions to access the program

Registering for additional electives in excess of the one required for certificate completion ($50 + GST per course):

  1. Complete the above registration process
  2. When logged in, extra electives can be found on the Account Page
  3. Select the chosen extra elective
  4. Complete the payment process
  5. The elective will be added to your list of courses, and you will have instant access immediately

 

Tools

“We Are Here” Chat Function – 24/7 Live Chat
At the bottom of the screen, there is a “We Are Here” icon. This is a 24/7 live chat with experienced individuals who can assist you with your program at any time.

Notes
When in a course – there is a notes button that can be clicked. Notes can be typed at any time during a course and are saved into your profile. These notes can be downloaded as a Word document at any time.

 

 

How to access the course

  1. Under the above ‘E-Learning’ drop down, click ‘Log In’
  2. Enter your username and password
  3. Once logged in, return to the ‘E-Learning’ drop down, select the ‘Account Page’

IBABC Personal Broker Boot Camp Virtual Open House