Seminars

  • Fundamentals of Financials - Webinar
    Fundamentals of Financials for the professional is addressed to all positions in the insurance industry. We will cover the basics of reading and understanding financial statements, including but not limited to the main four financials. In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents, this seminar will focus on how to achieve greater efficiency and minimize paperwork, how to manage customer expectations a ...

  • Surety 101
    Do you deal with contractors? This seminar will help insurance professionals deal with the questions that can arise involving surety, and better prepare you through knowledge on the surety side of operations. This two hour seminar will cover the following topics What is Bonding? Bonding vs. Insurance The 5 C’s of Surety Underwriting Requirements Competitive Advantages Contract Bonds The Bonding Process FAQs Commercial Surety Seminar Leader: Jeremy Sztuka, B.Com (Honours), ACSB, CIP Underwriter I ...

  • Broker/Agent Licensing Prep Course: In-class
    Are you looking to start a new career as an insurance broker or agent? Don't miss the opportunity to prepare for your licensing exam in a classroom setting! This intensive 7-day course is designed to assist students, new to the insurance industry, to pass the Agent or Broker - Basic Licensing Exam. We have small classes, with excellent results. Topics include: Principles & Practice of Insurance Property Automobile Liability Travel/Health Commercial RIBO Act Registration deadline February 8th ...

  • Broker Jump Start
    Give your new brokers a Jump Start into their careers!. This new five day program is designed to help launch the careers of newly licensed brokers with the technical knowledge and professional skills required for them to be successful in their new roles. Over the course of the five days we will cover a review of basic insurance policies along with detailed underwriting skills such as application completion, calculators and reports. Negotiation, time management, communication skills along with er ...