Getting Started in Commercial Lines; A Four-Part Series - Webinar


Moncton, NB [Map]
Date and Time: November 04, 2020 - February 03, 2021

Are you new to the commercial lines side of the business? Have you wondered where you can go to get the information you need to make the transition to commercial as quickly and smoothly as possible? If so, you will want to attend this new webinar series.

Upon completion of the four-part series you will have learned the basic foundation of commercial risk assessment together with a good grounding in commercial property and liability coverages. And, you will be able to apply what you’ve learned right away!


à  Receive an introduction to the commercial lines side of the business
Explore risk management concepts and the various methods that can be used to asses a risk
Learn how to complete key sections of the CSIO Commercial Application form
Discover the liability exposures presented by a commercial risk
Gain knowledge of commonly used commercial property and liability coverages


à  Insurance Professionals transitioning from Personal Lines to Commercial Lines
Appropriate for anyone recently hired and moving directly into a commercial lines position

NOTE: Attend all four modules and SAVE 15%!
We recommend taking all four modules, however you also have the option of taking only the modules you choose. Register for the individual modules at the following links:

Introduction to Commercial Lines Risk Assessment
Introduction to Commercial Building Construction & Property Protection Systems
Introduction to Commercial Property Wordings

Introduction to Commercial Liability


Jo Anne Mitchell, CIP - Effective Training & Communications Plus
Jo Anne Mitchell is the founder and owner of Effective Training & Communications Plus, which provides training and consulting services exclusively to the general insurance industry. A well-rounded expert combines education with experience, and Jo Anne is no stranger to those two aspects. She began her insurance career as a personal-lines Customer Service Broker and later became a Commercial and Farm Account Executive. She went on to hold positions in loss control, marketing, and broker training with two major national insurers. Jo Anne has been a contract trainer working exclusively in the general insurance industry for over 20 years. Thousands of insurance professionals from across Canada have taken part in Jo Anne’s seminars and webinars, benefiting from her more than 20 years of experience as a broker, a marketer, a program developer, and a trainer.

Comment from one of Jo Anne's past webinar participants: "I am normally very critical of webinars – yesterday’s webinar facilitated by Jo Anne Mitchell was the BEST I’ve ever taken. Too often a person needs to fight to stay tuned & awake; yesterday was exceptional, both in the manner presented (felt like we were in the same room) and the content. All I can say is THANK YOU!"


November 4, 2020; 1:30 - 4 p.m. Atlantic
Module 1 - Introduction to Commercial Lines Risk Assessment
The ability to identify exposures to financial loss faced by business owners is an essential skill for insurance professionals involved in the commercial lines side of the business.

Topics covered during this module include:
à Introduction to Risk Management
à Assessing Commercial Property and Liability Exposures
à Methods of Risk Assessment and Analysis
à Using the CSIO Commercial Application Form
à Risk Assessment Case Study

December 2, 2020; 1:30 - 4 p.m. Atlantic
Module 2 - Introduction to Commercial Building Construction & Property Protection Systems
Many building particulars are needed when writing and/or renewing commercial property policies. Gathering this information requires a basic knowledge of commercial building construction and a keen eye for details. Webinar participants will learn C.O.P.E.-ing skills for this task.

Topics covered during this module include C.O.P.E.:
à Construction of the building (walls, roof)
à Occupancy of the building by the applicant and by other businesses in the same building
à Protection systems (fire and crime)
à Exposure to loss presented by neighboring businesses

January 13, 2021; 1:30 - 4 p.m. Atlantic
Module 3 - Introduction to Commercial Property Wordings

Join this session to building knowledge of the coverages and common exclusions under the most commonly used commercial property wording, the Commercial Building, Equipment and Stock.

Topics covered during this module include:
à Introduction to the CBES form
à Coverages, exclusions and extensions
à Tenant Improvements
à Equipment Breakdown Basics
à Commonly used commercial endorsements and floaters
à How a commercial package policy is structured

February 3, 2021; 1:30 - 4 p.m. Atlantic
Module 4 - Introduction to Commercial Liability
All businesses are exposed to the risk of a claim for third party injury. Loss control measures together with liability insurance can help reduce the financial consequences of a third-party lawsuit. 

Topics covered during this module include:
à Consequences of a liability loss to commercial lines clients
à Using risk management, disclaimers and waivers
à Introduction to the CGL Policy - coverage and exclusions

Please register no later than October 23, 2020

Manitoba (#'s 34776, 34777, 34778, 34779)
British Columbia

Webinar registrations are per person. When registering, you confirm that only the person(s) named in the order will participate .

If you have more than three employees to register, please contact Monique LeBlanc at or Christine Doucet at about a discounted rate.

No cancellations, substitutions are welcome.

Prior to the webinar, all registrants will receive an e-mail providing the direct link to the Webinar.

You will need AUDIO on your computer in order to participate in this session. Please make sure you have tested your audio prior to attending.


Pricing for this seminar varies based on your membership. Prices exclude tax

Fee Description Amount
Non Member $306.00