C130: Essential Skills for the Insurance Broker and Agent

Please note that the final examination for this course is a computer-based exam.

Essential Skills for the Insurance Broker and Agent gives an overview of insurance business practices from the broker’s perspective. This skills-based course concentrates on the needs of personal lines clients and small commercial risks and is immediately useful, especially to the junior broker.

Essential Skills for the Insurance Broker and Agent begins by introducing the broker as insurance intermediary and gives insight into the skills that a typical broker needs to perform effectively. You will follow the progress of a risk from initial contact with the client through the evaluation and application process to binding and policy documents. In this course, you will also review the major product lines and common policy transactions that a broker handles.

Course Note: Before you take C130: Essential Skills for the Insurance Broker and Agent, we strongly recommend that you have taken the following:C11: Principles and Practice of Insurance, C12: Insurance on Property, C13: Insurance Against Liability—Part 1, and C14: Automobile Insurance—Part 1.

Course Outline

  • Insurance and the Intermediary
  • Sales
  • The Application Process
  • From Quote to Policy
  • Communication and Service Skills
  • Property Insurance—Exposures
  • Property Insurance—Wordings
  • Liability Insurance
  • Automobile Insurance
  • Claims

Who Should Register

All insurance courses offered by The Insurance Institute are designed for individuals who want to attain a highly recognized and respected professional designation in the p&c industry. The professional designation Chartered Insurance Professional (CIP) is recognized across Canada and elsewhere around the world as the benchmark of insurance professionalism.

Essentials Skills for the Insurance Broker and Agent is for industry professionals, including brokers and agents, underwriters and adjusters, who want a comprehensive p&c education and the skills and knowledge required to advance their careers.

Course Offerings

Distance Learning

Name Start Date End Date Method  
C130: Essential Skills for the Insurance Broker and Agent/C130 : Le courtier et l'agent d'assurance : compétences élémentaires 1/1/2021 3/31/2021 Independent Study


In-Class and Virtual Learning

Name Location Start Date End Date Class Time Delivery Method  
C130: Essentials Skills for Broker and Agent (Sunday / Condensed) Winnipeg 11/1/2020 11/29/2020 3:00 pm CDT Virtual
C130 Essential Skills for Broker/Agent (Condensed) Halifax 11/1/2020 11/29/2020 5 - 9 pm Atlantic Virtual
C130 Essentials Skills for Broker/Agent (Condensed) Online 11/1/2020 11/29/2020 5:30 - 9:30 pm NL Virtual
C130: Essentials Skills for Brokers (Sunday-Condensed-Virtual) Moncton- Online 11/1/2020 11/29/2020 5 - 9 p.m. Atlantic Virtual
C130: Essential Skills for the Insurance Broker and Agent (Weekend) Online - Kitchener 11/13/2020 11/29/2020 See Class Details Virtual
C130 L'agent et le courtier : les compétences élémentaires - Session d'hiver avec Justin Potago IADQ - WEB 1/12/2021 3/16/2021 18h30 à 21h30 Est Internet
C130: Essentials Skills for the Broker & Agent (Mondays) Calgary 1/18/2021 3/22/2021 6 - 9 p.m. MDT Virtual
C130: Essential Skills for the Insurance Broker & Agent(Tuesday) Online - Toronto 1/19/2021 3/23/2021 6:30 - 9:30 p.m. EST Virtual
C130: Essential Skills for the Insurance Broker & Agent (Wednesday) Online - Toronto 1/20/2021 3/24/2021 6:30 - 9:30 p.m. EST Virtual
C130: Essential Skills for the Insurance Broker and Agent (Wednesday) Online - BC 1/20/2021 3/24/2021 6 - 9 p.m. PST Virtual
C130 Essential Skills for the Broker/Agent (Wednesdays) Online - NS 1/20/2021 3/24/2021 6:00 p.m. Atlantic Virtual
C130 Essential Skills for the Broker/Agent (Wednesdays) Online - Charlottetown 1/20/2021 3/24/2021 6:00 p.m. Atlantic Virtual
C130: Essentials Skills for Brokers ( Evening- Virtual) Moncton-Online 1/20/2021 3/31/2021 7:30 p.m. Atlantic Virtual
C130: Essential Skills for the Insurance Broker and Agent (Wednesday) Winnipeg 1/20/2021 3/24/2021 5:30 pm CST Virtual
C130: Essential Skills for Insurance Brokers and Agents (Wednesdays) Edmonton 1/20/2021 3/24/2021 6:30pm-9:30pm MDT Virtual
C130: Essential Skills for the Insurance Broker and Agent (Virtual) Online 1/20/2021 3/24/2021 5:30 - 8:45 p.m. CST Virtual
C130 Essential Skills for the Broker/Agent (Wednesdays) Online 1/20/2021 3/24/2021 6:30 p.m. NL Virtual
C130: Essential Skills for the Insurance Broker & Agent (Thursday) Online - Toronto 1/21/2021 3/25/2021 6 - 9 p.m. EST Virtual
C130: Essentials Skills for the Broker & Agent (Saturdays) Calgary 2/20/2021 3/20/2021 9 am - 1 pm MDT Virtual
C130: Essential Skills for Insurance Brokers and Agents (Saturdays) Edmonton 2/20/2021 3/20/2021 9:00am-1:00pm MDT Virtual
C130: Essential Skills for the Insurance Broker and Agent (Weekend) Online - BC 2/27/2021 3/27/2021 9 a.m - 1 p.m. PST Virtual
C130: Essentials Skills for Brokers (Sunday-Condensed-Virtual) Moncton-Online 2/28/2021 3/28/2021 5-9 p.m. Atlantic Virtual
C130: Essentials Skills for Brokers (Sunday-Condensed-Virtual) 2/28/2021 3/28/2021 3:00 pm CST Virtual
C130: Essential Skills for the Insurance Broker and Agent (Weekend) Online - Kitchener 3/12/2021 3/28/2021 See Class Details Virtual