Insurance Training 101

Courses

Practical Training Programs

These training sessions improve knowledge in practical and basic day-to-day situations in the agency. We cover the fundamentals of insurance for the line of business being covered, understanding of coverage from a practical point of view, quoting systems in the computer, how to fill out commercial applications (ACORDS), underwriting issues, cross selling, and we will bring up situations on how to avoid an E & O claim to the agency. Our goal is to provide professional, detailed training focusing on practical skills that improve performance and provide a greater return on your training investment.

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Pre-Licensing Classes

Offered together with Central Insurance School

  • 220 General Lines Pre-Licensing Classes
  • Conversion Course from the 440 License to 220 License
  • Conversion Course From the 442 License to 2044 License
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Continuing Education

Offered together with Central Insurance School

The Professional in Insurance Account Management (PIAM), is a seven-module practical Designation Program and/or Intermediate level Property & Casualty continuing education class (7 hour CE credit each of them). The program is designed to advance the level of knowledge of all agency and company staff. The program provides practical training, underwriting to increase technical skills, and it also covers Errors & Omissions prevention. This designation is sponsored by the Latin American Association of Insurance Agents in South Florida, through Central Insurance School.

  • Principals/Managers
  • Inside Producers
  • Outside Producers
  • Customer Service Representatives
  • Other Company Personnel
  • Claim Adjusters
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Designation

PIAM, Professional in Insurance Account Management.

The Professional in Insurance Account Management (PIAM), is a seven-module practical Designation Program and/or Intermediate level Property & Casualty continuing education class (7 hour CE credit each of them). The program is designed to advance the level of knowledge of all agency and company staff. The program provides practical training, underwriting to increase technical skills, and it also covers Errors & Omissions prevention. This designation is sponsored by the Latin American Association of Insurance Agents in South Florida, through Central Insurance School.

  • Principals/Managers
  • Inside Producers
  • Outside Producers
  • Customer Service Representatives
  • Other Company Personnel
  • Claim Adjusters

The PIAM designation requires completion of seven classes.

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Motivational & Selling Seminars

Our Motivation Seminars help to keep the Motivation High, bringing out the best in people by understanding their needs, helping them to increase production and job satisfaction. It helps owners, managers and supervisors on how to increase the understanding of the operations and how to obtain the most from their staff, improving communication and helping them to establish effective incentives that work.

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General Consulting

These training sessions are for: Agents, Agency Owners and Insurance Companies. Establishing Operating Systems:

  • Methods and Procedures
  • Employee Training
  • Improvement of Agency Customer Service and General Performance
  • Audits to Book of Business or any specific Line of Business
  • Employee Benefits and Recognition
  • Agency Organizational Strategies
  • Time Management
  • Mergers, Acquisitions or Selling of Book of Business
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courses