Seminars

Brokers - looking for RIBO hours?
Our seminar program is below, but if you're looking for a quick and easy way to meet the CE requirements of your license, check out CE OnDemand - a new catalogue of online continuing education courses. Learn more.

CE Credits Available for Other Provinces: 
Do you Need CE Credits for Alberta and/or Manitoba? The Insurance Institute of Ontario is pleased to be accredited to issue CE credits for our seminars to members who are licensed in the provinces of Manitoba and Alberta. Contact us at gtaseminars@insuranceinstitute.ca to learn more about this benefit.

  • Broker/Agent Licensing Prep Course: In Class (Sudbury)
    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. Cambrian Shield Chapter - Insurance Institute of Ontario is pleased to offer students, new to the insurance industry, a convenient yet intensive two week Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. The class is instructed by ...

  • 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 ...

  • Principles of Risk Management - Cornwall
    The world has changed dramatically over the last 20 years, and as a result the risks faced by organizations have increased dramatically. Climate change, changing technology, increased regulation, workplace harassment and violence and reputational issues have raised the bar for companies to be successful. The ones who can avoid or mitigate the negative impact of this changing risk environment, will survive and thrive. Those who cannot will be acquired at best and at worse cease to exist. To help ...

  • Successful Negotiation Strategies
    CLASSROOM | ENHANCING | MANAGEMENT Negotiation like any other skill needs to be taught and practiced to be effective. Talented negotiators outpace their colleagues and competitors in business and in life because they build relationships that bring desired results. Whether you are a broker or underwriter negotiating coverages and premiums,or a claims adjuster negotiating a claims settlement, this Intaractive seminar will help you to be a more effective negotiator. Learning Objectives: By the end ...

  • Maximizing Your Underwriting Potential
    Learn the tools and techniques that will immediately improve your underwriting results at work through this comprehensive seminar. Seminar materials, worksheets and a quick reference "Underwriting Success: 10 Golden Rules" are included. If you want to learn how to outperform your competition and improve your time management and negotiation skills, this practical and interactive seminar is for you. Your company will benefit from your increased productivity and advanced risk selection which should ...

  • Positive Conflict Management
    CLASSROOM | ENHANCING | MANAGEMENT One of the most stressful yet inevitable experiences in the workplace is inter-personal conflict. Conflict may be impacted by a number of factors including; an organization’s culture, hierarchy, and working styles. Learn how to manage conflict in a positive manner to build a stronger workplace, Harness the power of workplace conflict with Everything DiSC® Productive Conflict Workplace conflict is inevitable. Rather than focus on a step-by-step process for confl ...

  • Leading Insurance Coverage & Liability Cases (2017-2018)
    In the dynamic and evolving world of p&c insurance, it’s vital that you stay up-to-date with the latest industry trends. Join Mario Fiorino, Senior Council of the Insurance Bureau of Canada, as he updates us at this PROedge seminar on the most current and relevant information over the past year. You will navigate through the leading coverage and liability decisions of 2016-2017 dealing with the following issues: Coverage Interpretation under the Commercial General Liability Policy Coverage I ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada
    CLASSROOM | ENHANCING | MANAGEMENT Is your organization prepared to meet the changing needs of tomorrow? Insurance is rapidly changing—demographic factors including retirement trends and a diversifying workforce are shaping the industry of tomorrow. If you share concerns about the future of talent in our industry, join us for an interactive session to discuss the impacts of both demographic and technological change, and how the industry can better prepare to tackle new challenges. Who should att ...

  • A CHANGING WORKFORCE: Impact of technology and demographics on the P&C insurance industry in Canada
    CLASSROOM | ENHANCING | MANAGEMENT Is your organization prepared to meet the changing needs of tomorrow? Insurance is rapidly changing—demographic factors including retirement trends and a diversifying workforce are shaping the industry of tomorrow. If you share concerns about the future of talent in our industry, join us for an interactive session to discuss the impacts of both demographic and technological change, and how the industry can better prepare to tackle new challenges. Who should att ...

  • Effective Negotiation in Conflict Resolution
    CLASSROOM | ENHANCING | MANAGEMENT Effective negotiation and conflict resolution skills are vital in business, and especially in the insurance industry. To think of a few examples: - in the claims role, when dealing with insureds to reach a settlement - in the underwriting role, when dealing with the broker on coverage - in the broker role, when trying to secure a client We are all constantly negotiating – in our professional and personal lives, even when we don’t realize it! Join us for this ha ...

  • Certificates of Insurance - Webinar
    CLASSROOM | BUILDING | TECHNICAL Back by popular demand! This seminar will discuss the appropriate use of certificates of insurance, elaborate on when to use them and describe how to communicate effectively with certificate requesters, clients and underwriters. 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 mana ...

  • RIBO Act Regulations Update - Webinar
    CLASSROOM | BUILDING | TECHNICAL Are you up to date with the new RIBO regulations and how it affects you as a broker and the brokerage? Are you comfortably aware of what is considered to be misconduct? Do you know what self reporting is? Join us for a quick but robust session on the new RIBO Act Regulations to protect your license and your E&O exposure. Seminar Leader Melanie Needham, FCIP, CRM President, MRD Training & Consulting Inc. CE hours : 1.5 Technical PLEASE NOTE: - Prices below ...

  • Fundamentals Series: 105 In Good Company with Commercial Automobile
    Do you need an overview of the principles and concepts, as well as the technical side of commercial auto? Commercial lines auto insurance can seem complex at first, but it doesn’t have to be. Join us for this full-day seminar, covering everything you’ll need to know as a new industry employee, or as someone moving from personal lines to commercial lines. You’ll see the benefits of attending this seminar right away in your workplace: Brokers : comprehend the basics of commercial auto to provide s ...

  • Umbrella & Excess Liability - Webinar
    Looking to diversify your book of business? Seeking to provide the best possible advice to your clients to protect their most important investments? Umbrellas are not just for stormy weather! This seminar is for you. Of interest to both personal and commercial brokers, underwriters and claims staff who deal with casualty risks on a daily basis, this seminar will provide a better understanding of umbrella and excess coverage – why it is important to have; how it works; and loss examples to suppor ...

  • Fundamentals of Employment Law for Team leads, Supervisors & Managers
    At every step of the employment relationship from advertising an opening, to interviewing a candidate, to hiring and firing an employee, missteps can cause issues that lead to legal action. As a team lead, supervisor or manager you need to be aware of the pitfalls and how to avoid them. Join us to learn more about employment law and how it affects your role in the insurance industry. This half-day interactive presentation is designed to provide you a practical understanding of employment law. Th ...

  • Introduction to Farm Insurance (Webinar)
    CLASSROOM | FOUNDATION | TECHNICAL Farming is an integral part of Canada's economy that not only supplies our food but is also the base of many industries. As farms become larger and more complex they require a combination of personal, farm and commercial coverages. Protect yourself and your clients from unexpected and underinsured losses by understanding the unique products and specialized coverage required for these exceptional enterprises. Our facilitator will provide a comprehensive overview ...

  • Introduction to Farm Insurance (Webinar)
    CLASSROOM | FOUNDATION | TECHNICAL Farming is an integral part of Canada's economy that not only supplies our food but is also the base of many industries. As farms become larger and more complex they require a combination of personal, farm and commercial coverages. Protect yourself and your clients from unexpected and underinsured losses by understanding the unique products and specialized coverage required for these exceptional enterprises. Our facilitator will provide a comprehensive overview ...

  • Broker/Agent Licensing Prep Course: In-class
    CLASSROOM | FOUNDATION | TECHNICAL 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. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Par ...

  • Insurance in the era of IoT: Risks and Opportunities
    CLASSROOM | ENHANCING | TECHNICAL From cars, to buildings, to health devices, to manufacturing and everything in between, the Internet of Things (IoT) is changing the way we interact with our environment and each other. Already, connected devices outnumber people on earth and their usage is only expected to increase. But what do these social and technical changes mean for the insurance industry in Canada? This seminar will wade through the buzz and get to the bottom of how IoT technologies are p ...

  • Auxiliary Heat- Member Bonus
    How a person heats their home is an important consideration in deciding whether to insure a risk and the premium charged. Homeowners may choose to use something to supplement their primary heat source during regular heating season – such as a fireplace, wood burner, space or electric heaters, or solar heating. These items are auxiliary heat sources, and they bring with them additional risk exposures due to the many opportunities for error by the people using them. This one-hour webinar provides ...

  • Understanding Case Law
    Are you equipped to effectively prepare a comprehensive file in anticipation of negotiation, settlement or litigation? The Insurance Institute and the Ontario Insurance Adjusters’ Association have once again partnered up and have developed a third certificate program for adjusters! This seminar is suited for adjusters and claims professionals who want to gain the knowledge and skills to expertly source, interpret and apply case law. If you are an experienced underwriter or broker, you will appre ...

  • RIBO Act Regulations Update - Webinar
    CLASSROOM | BUILDING | TECHNICAL Are you up to date with the new RIBO regulations and how it affects you as a broker and the brokerage? Are you comfortably aware of what is considered to be misconduct? Do you know what self reporting is? Join us for a quick but robust session on the new RIBO Act Regulations to protect your license and your E&O exposure. Seminar Leader Melanie Needham, FCIP, CRM President, MRD Training & Consulting Inc. CE hours : 1.5 Management PLEASE NOTE: - Prices belo ...

  • Fundamental Series: 104 - Down to Business with Commercial Property
    CLASSROOM | FOUNDATION | TECHNICAL The complexities of commercial property insurance are many, and there are very few similarities with residential property insurance. How do you classify commercial property? How is the risk assessed? How are commercial property values established? These are critical questions without simple answers, because this line of insurance requires a breadth and depth of knowledge that takes time to acquire. Whether you’re making the move from personal lines to commercia ...

  • CIP Society Fall Lunch & Learn - Ethics for the Modern Broker
    Brokers are trusted by both insurers and consumers, and rely on word of mouth for success. Having a reputation for being ethical is essential. A reputation for being knowledgeable, professional and trustworthy is an invaluable asset in serving clients and building your book of business. The Broker Code of Conduct exists to detail and remind brokers of their duties upholding high standards. But what happens when ethical dilemmas do arise? How do you identify one? And what should you do about it? ...

  • Fundamentals Series: 104 - Down to Business with Commercial Property
    The complexities of commercial property insurance are many, and there are very few similarities with residential property insurance. How do you classify commercial property? How is the risk assessed? How are commercial property values established? These are critical questions without simple answers, because this line of insurance requires a breadth and depth of knowledge that takes time to acquire. Whether you’re making the move from personal lines to commercial lines insurance, or simply intere ...

  • A Changing Workforce: Impact of Technology & Demographics on the P&C Insurance Industry in Canada
    Is your organization prepared to meet the changing needs of tomorrow? Insurance is rapidly changing—demographic factors including retirement trends and a diversifying workforce are shaping the industry of tomorrow. If you share concerns about the future of talent in our industry, join us at the Toronto Talent Summit for a full day of live discussions and workshops. DOWNLOAD THE AGENDA (PDF) Session 1: Impact of retirements and leadership/management gaps on organizations Presented by: Lisa Taylor ...

  • 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 November 12t ...

  • Fundamentals Series: 105 In Good Company with Commercial Automobile
    CLASSROOM | FOUNDATION | TECHNICAL Do you need an overview of the principles and concepts, as well as the technical side of commercial auto? Commercial lines auto insurance can seem complex at first, but it doesn't have to be. Join us for this full-day seminar, covering everything you'll need to know as a new industry employee, or as someone moving from personal lines to commercial lines. You'll see the benefits of attending this seminar right away in your workplace: Brokers: comprehend the basi ...

  • Cyber Liability Exposure & Coverage-Webinar
    CLASSROOM | ENHANCING | TECHNICAL Canadians are embracing the use of cyberspace in every aspect of their lives – but are we adequately prepared to deal with the increasing risk of cyber-attacks? With both the frequency and severity of cyber-attacks increasing, the insurance industry needs to be poised to understand, recognize, and advise clients on the risks, potential impacts, and available coverages. Several high profile cybercrime cases have garnished the attention of the media and clients. C ...

  • Fundamental Series: 104 - Down to Business with Commercial Property
    CLASSROOM | FOUNDATION | TECHNICAL The complexities of commercial property insurance are many, and there are very few similarities with residential property insurance. How do you classify commercial property? How is the risk assessed? How are commercial property values established? These are critical questions without simple answers, because this line of insurance requires a breadth and depth of knowledge that takes time to acquire. Whether you’re making the move from personal lines to commercia ...

  • A CHANGING WORKFORCE - Impact of Technology and Demographics on the P&C Insurance Industry in Canada
    A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada MULTI-CITY TOUR Lunch 'n Learn FALL 2018 Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: Demogra ...

  • Broker Level 2 Management Preparation Course
    CLASSROOM | ENHANCING | MANAGEMENT Give yourself the best chance of success in your RIBO Level 2 management exam. This " preparation course" is for individuals preparing to write the "RIBO – Unrestricted – Management " licencing exam. Learning outcomes: Understanding of the RIBO Act and Regulations Understanding of the Administration and Finance Operations of a Brokerage Understanding of how to complete a RIBO form 1: Financial Statement To make an application to write the "Unrestricted – Manage ...

  • A CHANGING WORKFORCE - Impact of Technology and Demographics on the P&C Insurance Industry in Canada
    A CHANGING WORKFORCE: Impact of technology and demographics on the p&c insurance industry in Canada MULTI-CITY TOUR Lunch 'n Learn FALL 2018 Two key factors are impacting Canada’s P&C insurance industry: demographic change and technological-driven change What are the impacts and how can the industry better prepare to tackle new challenges? This fall, join the Insurance Institute on a multi-city tour to learn about and workshop the findings coming out of two new important reports: Demogra ...

  • New Roads: Introducing Mark White, FSRA's first CEO (Live webinar)
    FSRA is a new, independent regulatory agency established by the Financial Services Regulatory Authority of Ontario Act, 2016 (FSRA Act) to more effectively regulate non-securities financial services in Ontario. Join us via webinar for an interactive discussion with Mark White , FSRA’s first Chief Executive Officer. He will share information about FSRA’s goals, the transition plan and how this key regulatory change will affect you and your organization. Mark White is a highly accomplished and exp ...

  • New Roads: Introducing Mark White, FSRA's first CEO (In-Person Session)
    FSRA is a new, independent regulatory agency established by the Financial Services Regulatory Authority of Ontario Act, 2016 (FSRA Act) to more effectively regulate non-securities financial services in Ontario. Join us via webinar for an interactive discussion with Mark White , FSRA’s first Chief Executive Officer. He will share information about FSRA’s goals, the transition plan and how this key regulatory change will affect you and your organization. Mark White is a highly accomplished and exp ...

  • Broker/Agent Licensing Prep Course
    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. Kawartha/Durham Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, a convenient yet intensive 1 week Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Participants will benefit fr ...

  • Broker/Agent Licensing Prep Course: In-class
    CLASSROOM | FOUNDATION | TECHNICAL 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. Conestoga Chapter - Insurance Institute of Ontario is pleased to offer students, new to the Insurance Industry, an intense two week (10 days) Agent (Other than Life) and Broker (Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare students for the Agent and Broker exam. Par ...

  • Xactimate Training - 2.5 Days
    IN-CLASS | BUILDING | INSURANCE KNOWLEDGE/ TECHNICAL We’re pleased to announce we are providing Xactimate training in partnership with the CIAA. This training will be provided by Geoffrey Gonneau, XCT, an Xactimate Certified Trainer affiliated with Claim Assist Canada. This is a 2.5-day program that will give you the ability to effectively use the Xactimate program to assist you to be more efficient in your daily tasks. Who should take this course? If you are a new to intermediate Xactimate user ...

  • 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 January 17th ...

  • New Producer Boot Camp
    Maximizing producer effectiveness is a win/win proposition for the producer and the brokerage. The Three Day Producer Boot Camp will provide producers with the knowledge and tools to build a resilient book of business and generate superior revenue. The program starts with Everything DiSC® Sales. This is classroom training that uses online pre-work, engaging facilitation with contemporary video, and online follow-up to create a personalized learning experience.  Participants learn how to read the ...