Underwriting the Homeowners Application

Underwriting the Homeowners Application

We take you section by section to understand how to complete the application and the importance of each section. Remember proper documentation is imperative for our own E&O protection and to ensure we are providing all the appropriate coverage. Not RIBO...
Ordering and Underwriting HITS

Ordering and Underwriting HITS

We will walk them through the process of ordering and reviewing this report. This comprehensive activity will have them be a pro by the time we are done with them. Mentored Tasks Included
Insuring Unique Homes

Insuring Unique Homes

Homes today run the gamut from 250 square foot Tiny Homes to 25,000 square foot Mansions. Somehow insurance professionals need to find the right way to insure them all. Partly due to skyrocketing real estate prices, but also due to concerns for the environment, and a...
Listening to Understand Not To Respond

Listening to Understand Not To Respond

Did you know that there is a difference between hearing and listening? There is! Have you ever been told that you just don’t listen? Most people have at some point in their life, so you probably have experienced it as well. But the problem is that good listening...
Surety Bonds

Surety Bonds

In this interactive session we will cover the basics of Surety to understand how surety works, the parties to a bond, how indemnity applies. We will then dive further into the Surety world to cover Construction Bonds and Commercial Bonds. This is a robust session that...
DiSC Relationship Sales Training

DiSC Relationship Sales Training

Join us as we delve into your personal DiSC Sales Style as we teach you how to map and identify your style and the style of your customers as well as identify your customers buying priorities. We cannot wait to help strengthen your sales skills and close more sales...
Manufacturers & Wholesalers

Manufacturers & Wholesalers

Among the various topics discussed, you’ll touch on property insurance, general liability insurance (including completed product and operations liability), inherent defect insurance and equipment breakdown insurance. You’ll also learn how to identify particularly...
Insuring Heritage Properties

Insuring Heritage Properties

Did you know different heritage homes have different designations, with many of them only having regulations for the exterior, and others only required to maintain the aesthetic of the architectural style it was built in? That’s one of the many things you will...
Crime and Fidelity

Crime and Fidelity

In this interactive session we will cover a crime application to understand the importance of the questions and why it is required, review typical coverage available in crime policy, discuss fidelity coverage. You will then be able to put your knowledge to the test by...
Directors & Officers Insurance – Non-Profit

Directors & Officers Insurance – Non-Profit

This is one jam-packed session where you will learn EVERYTHING you need to know about Non-Profit D&O coverage. W e will break down the responsibilities of the board, and coverage requirements. We will then do a comprehensive review of the application process,...
Builders Risk & Wrap Up Liability

Builders Risk & Wrap Up Liability

When building construction occurs as either ground-up new or renovation of an existing structure, there are many complex exposures and coverage options the underwriter, broker and risk manager must consider. They must also ensure the project is in compliance with the...
Conflict Management In The Workplace -FP Approved

Conflict Management In The Workplace -FP Approved

Whether it be a co-worker, employee or client, encouraging people to work together toward a common goal is an essential skill that we should all possess. Conflict Resolution provides the tools and advice you need to restore peace, get along better with others, prevent...
Creating Your Personal Brand – FP Approved

Creating Your Personal Brand – FP Approved

Personal Branding & Networking is an important part of our industry. Your personal brand is an indicator of your trustworthiness, integrity and eligibility. Whether you are starting your career, seeking suitable promotion or recruiting people to join you, your...
Ethics For The Industry Professional ~ FP Approved

Ethics For The Industry Professional ~ FP Approved

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. We will explore the elements of decision making that are directly affected by ethical...
Product Liability

Product Liability

Product Liability is a hot topic and continues to intrigue many. We will discuss the challenges of product liability and the coverage that meet those challenges, as well as claims, current trends and jurisdictional issues. Accreditation: Three Hours RIBO...
Underwriting the Ontario Auto Application

Underwriting the Ontario Auto Application

New to Ontario Auto Insurance? Let us help you understand each section of the OAF1 including underwriting tips and ways to prevent your E&O. We also include a comprehensive review of the MVR as well as the Autoplus. Perfect for the new employees straight out of...
E&O / Professional Liability

E&O / Professional Liability

We begin with an overview of what the coverage entails. We will discuss who needs the coverage, what is included in the coverage and how to underwrite an application. We then will do a comprehensive case study, which will consist of a review of an application. We will...
Building Construction 101

Building Construction 101

Building Construction 101 is one of the most important programs for all new insurance professionals. In this robust program, we will break down the important topics of construction into individual modules covering all types of building construction including...
Note Taking to Protect Your E&O

Note Taking to Protect Your E&O

Note-taking is an art that is extremely important in our industry. What do we document? How do you say it? When can these notes be used? Join us for a quick 30-minute session on note-taking and what to include in your notes as well as valuable tips to protect your...
Certificate of Insurance

Certificate of Insurance

This seminar will discuss the appropriate use of certificates of insurance, elaborate on when to use them and describe how to communicate effectively with certificate requesters, clients and underwriters. We will review the proper way to complete a certificate of...

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