Personal Lines
Broker Jump Start
Up to 37 hrs CE Credits Available (ON/SK)
This program is designed to help launch the careers of newly licensed personal brokers with the technical knowledge and professional skills required for them to be successful in their new roles. Over the course of the program, students will walk away with knowledge and training on:
• Basic personal lines insurance policies, endorsements and exclusions
• Key underwriting skills (e.g. application completion, calculators and reports)
• Tailored soft skills training (e.g. time management, sales techniques and communication)
• Errors & Omissions prevention and ethics training
Certificates
Every course completion earns a certificate.
Online Studies
100% online e-learning from the comfort of your own home.
Years of Excellence
MRD have provided many years of insurance expert coaching.
PERSONAL LINES
BROKER JUMP START
Your purchase includes access to the following modules:
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 Accredited
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.
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 earthquake resistive and green construction.
Accreditation: 3 Hours
RIBO Accreditation: Technical Hours
Saskatchewan: All classes other than Life / General
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: 2 Hours
RIBO Accreditation: Technical Hours
Saskatchewan: All classes other than Life / General
Water Water Water
Description: 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
RIBO Accreditation: Technical Hours
Saskatchewan: All classes other than Life / General
Life Leases
Life lease housing is a relatively new form of tenure in Canada, but a rapidly growing one in Ontario and the western provinces that is misunderstood by the purchaser and industry. This webinar will take you through a basic understanding of the life lease terminology, the process of development, ownership issues as well as how the industry is responding with respect to coverage
Accreditation: 2 Hours
RIBO Accreditation: Technical Hours
Saskatchewan: All classes other than Life / General
Wild About Watercraft!
This interactive session teaches you almost everything you need to know about watercraft! We will learn basic marine terminology, explore different types of watercraft and their uses. Once we know the basics we will delve into the policy wording of a Yacht policy and review a marine survey and some applications. Jam-packed session on a topic that is so overwhelming!
Accreditation: 2 Hours
RIBO Accreditation: Technical Hours
Saskatchewan: All classes other than Life / General
The Umbrella Policy
The Introduction to Umbrella Insurance seminar is addressed to all industry professionals who want to learn the essentials of this coverage.
Accreditation: 2 Hours
RIBO Accreditation: Technical Hours
Saskatchewan: All classes other than Life / General
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.
This course is available to MRD members exclusively.
Ordering & Underwriting Autoplus and MVR’s
We will walk them through the process of ordering and reviewing both reports. This comprehensive activity will have them be a pro by the time we are done with them. Mentored Tasks Included.
Not RIBO Accredited
Understanding & Selling Ontario Accident Benefits
This webinar is addressed to all industry professionals who want to fully understand the new accident benefits and how to not only explain the current coverage but also the optional coverage. We will also cover how to discuss the current coverage and the need for the increased coverage with claims examples. Assignments included!
Accreditation: 3 Hours
RIBO Accreditation: Technical Hours
Saskatchewan: All classes other than Life / General
Ontario Auto Endorsements
This course takes the learner through all the standard endorsements explaining what the endorsement is required for, how it needs to be set up by the broker/agent as well as underwriting tips to protect your E&O.
Accreditation: 2 Hours
RIBO Accreditation: Technical Hours
Saskatchewan: All classes other than Life / General
Business Ethics For The 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. Explore the elements of decision making that are directly affected by ethical considerations and social expectations using case scenario examples and more.
Accreditation: 1 Hour
RIBO Accreditation: Ethics Hours
Saskatchewan: All classes other than Life / General
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 E&O.
Exclusively for members only.
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 then you are today! This program includes a 23-page personalized profile that helps salespeople understand themselves, their customers, and their relationships.
Accreditation: 6 Hours
RIBO Accreditation: Personal Hours
Saskatchewan: All classes other than Life / General
Personal Branding & Networking
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 personal brand will influence the outcome. This webinar will provide insights into the foundation and development of a personal brand strategy and guide you through developing your own personal brand. We will then assist you in creating a powerful online profile and tackle networking both online and traditionally through creating content and scheduling posts.
Accreditation: 3 Hours
RIBO Accreditation: Personal Hours
Saskatchewan: All classes other than Life / General
Negotiation Skills
This webinar is addressed to all industry professionals who want to learn how to effectively continue their professional development and negotiate effectively. By the end of the course, learners will be able to understand and apply the 10 principles to achieve a win-win negotiation outcome.
Accreditation: 2 Hours
RIBO Accreditation: Personal Hours
Saskatchewan: All classes other than Life / General
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. This course explains the ins and outs of what good listening skills consist of, why they are important and how you can improve them.
Accreditation: 3 Hours
RIBO Accreditation: Personal Hours
Saskatchewan: All classes other than Life / General
Taking Your Time Back
Do you feel like time is getting away? Are you always wondering why there is not enough hours in a day? Well, you need to take your time back! Join Melanie in discussing what is negatively affecting your time management and how you can make changes. We will talk about common roadblocks to effective time management and how to conquer them. Numerous tips and worksheets provided for you to utilize our tips moving forward!
Accreditation: 1 Hour
RIBO Accreditation: Personal Hours
Saskatchewan: All classes other than Life / General
Conflict Management In The Workplace
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 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. We will also examine more positive means for resolving conflicts.
Accreditation: 3 Hours
RIBO Accreditation: Personal Hours
Saskatchewan: All classes other than Life / General
OTHER TOPICS
OTHER TOPICS
Personal Lines Jump Start
Essentials for Insurance Professionals
Commercial Lines Jump Start
Upskill yourself!
Commercial Auto Jump Start
Cars, negotiations and more!