Insurance Training 101

Practical Training Programs

  • Insurance Agents and Producers
  • Insurance Claims Adjusters
  • Customer Service Representative
  • Agency Owners and Staff
  • Insurance Company Personnel

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.

The training sessions are usually offered at the agency location, with the convenience of using your own Agency Management System, and policies already in effect as point of reference, but in the case that you only have one or two employees to take the training, then you can send them to one of our training sessions at our location, see schedule.

In order to determine what training sessions you or your staff need, a meeting is scheduled with your contact person, where we will discuss the operations of the agency and will determine your needs at the present time, and then we will suggest the necessary training for your employee(s).

From there, we schedule the training sessions discussed; a proposal will be sent to your contact person. If you would like to set up a meeting with us call (305)588-6733 or click here to contact us vie email.

These courses DO NOT count as Continuing Education Credits.

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Date Hours Training
Personal Lines:
Tues - 1/23 8:30 AM to 5:00pm Personal Auto 101
Wed - 1/24 8:30 AM to 5:00pm Homeowners 101 (PART I)
Thurs - 1/25 8:30 AM to 5:00pm Homeowners 101 (PART II)
 
Commercial Lines:
Fri - 1/26 8:30 AM to 5pm Business Auto & Garage 101
Tues - 1/30 8:30 AM to 5pm Commercial General Liability 101
Wed - 1/31 8:30 AM to 5pm Commercial Property 101
Thurs - 2/1 8:30 AM to 5pm Workers Compensation 101
Fri - 2/2 8:30 AM to 5pm Miscellaneous- Commercial 101
 
Minimum of three students per training otherwise will be cancelled and payments will be refunded.
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COST:

If the training session is being offered at the agency location, fees will be discussed at the first meeting. Please call us to schedule the first meeting.