CISR Personal Residential Webinar 12-17-24

8:00 AM - 4:00 PM

The CISR Personal Residential Course helps you develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you will be able to provide practical information that ...

CPIA 1/7/2025 Disaster & Continuity Planning for Business & Family

8:30 AM - 4:15 PM

During this program, participants are encouraged to focus on factors effecting disaster and business continuity planning. Areas discussed include types of disasters, key planning elements, disaster team makeup, insurance considerations, and funding ...

Trusted Risk Advisor Program Spring 2025 January-April

The Trusted Risk Advisor Designation gives agents and brokers an enterprise risk management skill-set through a logical, disciplined, and results-oriented framework. >Immersive cohort-based microlearning modules facilitated by subject experts ...

CPIA-1 Position For Success 2/13/2025

8:30 AM - 4:15 PM

Participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; ...

CPIA-2 Implement For Success 3/27/2025

8:30 AM - 4:15 PM

Participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a ...

CPIA-3 Sustain Success 4/8/2025

8:30 AM - 4:15 PM

Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client ...

CPIA 8/28/2025 E&O Loss Control For All Agencies

8:30 AM - 4:15 PM

During this program, participants are encouraged to focus on factors effecting disaster and business continuity planning. Areas discussed include types of disasters, key planning elements, disaster team makeup, insurance considerations, and funding ...

CPIA-1 Position For Success 9/3/2025

8:30 AM - 4:15 PM

Participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; ...

Trusted Risk Advisor Program Fall 2025 September-December

The Trusted Risk Advisor Designation gives agents and brokers an enterprise risk management skill-set through a logical, disciplined, and results-oriented framework. Immersive cohort-based microlearning modules facilitated by subject experts ...

CPIA-2 Implement For Success 10/9/2025

8:30 AM - 4:15 PM

Participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a ...

CPIA-3 Sustain Success 11/4/2025

8:30 AM - 4:15 PM

Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client ...