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.

▶ SPECIAL! Complimentary webinar for members:

Ethics for the Modern Broker (Member Bonus)

In this one-hour webinar, you’ll learn how to identify and address ethical dilemmas, while earning your Ethics CE credit requirement. You'll be given a brief introduction into business ethics before exploring the integral connection between ethics and insurance—in the context of the role of the broker.
Learn more

Webinar
March 27, 2019 1 p.m. EST - 2 p.m. EST


▶ Other upcoming seminars and seminars:

  • Broker Level 3 Management Preparation Course
    CLASSROOM | ENHANCING | MANAGEMENT Give yourself the best chance of success in your RIBO Level 3 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 ...

  • Understanding Condominium Insurance - Webinar
    Understanding Condominium Insurance How well versed are you in condominium insurance? This topic may seem very straight forward but it is a multi-faceted area that many underestimate. In this session, we will cover all aspects of personal condominium coverage and commercial condominiums, including to but not limited to detailed discussions on coverage, selling tips and claims issues. The seminar will be 2 hours in length and will include numerous worksheets, group activity and a power point pres ...

  • Broker/Agent Licensing Three Day Exam Prep Course
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This three-day course is designed for students who already have a basic understanding of the broker/agent licensing study material. This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Note: This course is not intended for students with little to no previous insurance kno ...

  • Navigating the CVOR - Webinar
    Navigating the CVOR (Commercial Vehicle Operator's Registration) Do you ask yourself what makes up the CVOR? What is the 'Overall Violation Rate' and how do collisions affect it? If you answered yes to any of these questions, this seminar is for you. The CVOR is one of the most important documents in underwriting a commercial auto risk and can be a bit overwhelming to understand. Join us at this session as we navigate our way through reading and understanding the CVOR, using it as an underwritin ...

  • 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 ...

  • 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. 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 ...

  • Performance Appraisals that Inspire - Webinar
    Performance Appraisals that Inspire One of the most difficult thing is to provide useful and inspiring guidance to your employees. It is probably safe to say the majority of people view the performance appraisal process as a negative experience, possibly because no one likes to be told that they are not a rock star. However, not every person is told they are not meeting the expectations yet surprisingly, even those with the best performance ratings generally find the process to be a waste of tim ...

  • Changing the Culture: Transforming Your Organization
    Changing organizational culture is the toughest task you will ever take on. The culture was formed over years of interaction among the participants in the organization. When staff in an organization realize and recognize the need to transform to support the organization's success and progress, change can occur. But change is not pretty, nor is it easy. By its very nature, changing workplace culture is messy and challenging. But as the optimist would say: there has to be good news right? Yes!!! O ...

  • Handling Difficult Liability Risks
    Join us in a review of some of the less-discussed commercial liability exposures, and how you can help clients assess their exposures, determine appropriate coverage and mitigate loss. Topics include: Professional Liability Directors & Officers Cyber Liability Excess Liability Cannabis Risks Join us for this interactive seminar to increase your liability expertise. Leader Melanie Needham, FCIP, CRM President, MRD Training & Consulting Inc. CE hours: 2 Technical P.S. Why not join us in th ...

  • Commercial Liability 101
    CLASSROOM | FOUNDATION | TECHNICAL The complexities of commercial liabilty insurance are many. How is the risk assessed? How are limits established? How are coverages determined? 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 interested in expanding your knowledge with future opportunities in mind, y ...

  • Five Behaviors of a Cohesive Team® - Two Day Seminar
    CLASSROOM | ENHANCING | MANAGEMENT The Five Behaviors of a Cohesive Team™ has a simple goal: to facilitate a learning experience that helps professionals and their organizations discover what it takes to build a truly cohesive and effective team. In this session you will learn how to improve team effectiveness and productivity through the understanding and application of The Five Behaviors™: Trust, Conflict, Commitment, Accountability, and Results. Grounded in the model described in Patrick Lenc ...

  • 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 ...

  • 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 ...

  • InsurTech Forum: Thriving through Technology
    CLASSROOM | BUILDING | TECHNICAL InsurTech Forum: Thriving through Technology An Insurance Institute of Ontario roadshow: Conestoga Chapter Technology is altering customer expectations and business processes. As savvy insurance professionals, it’s vital that we keep up to stay relevant and competitive. Are you up-to-date on the latest in insurance technologies? Join us to get unrestricted access to seasoned leaders and subject matter experts. Event format • Starts with a combination of structure ...

  • Social Media and Cyber Libel - Emerging Risks and Potential Solutions
    There are currently 7 billion internet connected devices globally, the use of smart mobile devices is ubiquitous. Increasingly individuals of all ages communicate their personal and commercial experiences and expectations through social media platforms and with complacency expand their digital foot prints. This seminar will review how the law of defamation (cyber libel) has developed to respond to expressions of opinion in social media within the personal, workplace and commercial context. Parti ...

  • New Developments in Cyber Liability - Security & Privacy Exposures
    Are you up-to-date with the recent changes to Canadian private sector privacy law, including mandatory privacy breach notification requirements? It is imperative that insurance professionals, especially those dealin face to face with customers, understand the various coverage options available. This 3-hr seminar will provide guidance to ensure you are properly identifying foreseeable insurable cyber liability risks in both personal lines and commercial lines. You will develop an understanding of ...

  • Business Interrruption Two Day Workshop
    CLASSROOM | ENHANCING | TECHNICAL Business interruption insurance is often perceived as a highly technical field, both difficult to sell and to service. As a result, it is a commodity that, although important to all risk portfolios, is undersold. This seminar aims to put aside the accounting and the numbers so that the insurance people in all disciplines can get a better handle on the how to’s of business interruption. Using case studies learners will get hands on practice determining coverage l ...

  • Effective People Management
    CLASSROOM | ENHANCING | MANAGEMENT Management responsibilities are becoming more complex and managers require a variety of skills to be effective. This three day program has been designed to enable managers to develop new skills and enhance their management capabilities. Effective People Management is a three day program that uses online pre-work, engaging facilitation with contemporary video, and personalized objectives to create superior learning experience.Participants learn how to read the s ...

  • InsurTech Forum: Thriving Through Technology
    Technology is altering customer expectations and business processes. As savvy insurance professionals, it’s vital that we keep up to stay relevant and competitive. Are you up-to-date on the latest in insurance technologies? Event format • Starts with a combination of structured sessions that feature three hot topics in the InsurTech category • After the presentations, an up-close panel discussion when you can ask your burning questions. Who should attend Brokers, underwriters, adjusters and mana ...

  • Broker/Agent Licensing Preparation Course
    CLASSROOM | FOUNDATION | TECHNICAL Give yourself the best chance of success in your RIBO Level 1 or OTL exam. This 10 day course is designed to assist you, new to the insurance industry, to pass the Agent or Broker Basic Level 1 Licensing Exam. The licensing exam will be held on Friday, October 4 at 10:00 a.m. This is an intensive course and requires you to attend all classes as well as complete at home assignments which will be reviewed in class with your instructor, Lyall Bell, CIP. Here's wha ...

  • Understanding Directors' & Officers' Liability
    Understanding the duties and responsibilites of Officers and Directors is not always clear. Today, under increased public scrutiny and in light of significant regulatory developments, corporate directors must fully grasp every aspect of their strategic, fiduciary and legal roles and brokers must ensure that they recommend appropriate coverage’s to their corporate clients. Where does responsible oversight of corporations begin? What are the recent developments in Directors' Liability? This semina ...

  • How Autonomous Vehicles Are Piloting Through The Liability Landscape
    Autonomous vehicles (AVs) are on their way, and with them will come personal and societal benefits. However, with these benefits will certainly come a host of challenges and questions to the future of liability and risk to occupants of AVs, other roadway users, as well as to the municipalities in which they travel. In this seminar, we will address autonomous vehicles from the legal and regulatory standpoint, answering the question of h ow insurers, manufacturers, autonomous technology companies, ...

  • Building Construction 101
    CLASSROOM | FOUNDATION | TECHNICAL Building Construction 101 is designed to put the pieces of the construction types and insurance industry puzzle together. Don’t let the name "101" fool you — participants are calling this session a master’s course because of the vast and valuable information included. This half-day session breaks down the complexity of the construction types and the underwriting complexity around each type. You will engage in learning activities that will enable you to fully un ...

  • SABS Training for Non-Claims Professionals
    Ideal for non-claims professionals: Improve your knowledge of the SABS in this full-day seminar. Specifically designed for brokers, rehab personnel, law clerks and insurance professionals who are not in the day-to-day handling of claims. You will gain a high-level understanding of the SABS, regulation 34/10. This seminar will include an in-depth review of the SABS to get back to the basics of the policy and coverage available. Learning outcomes: Brief history of the SABS Application / Optional B ...

  • Fundamentals Series: 104 - Fundamentals of 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 ...

  • Closing the Sale: Effective Sales Techniques for Insurance Professionals - Webinar
    Do you have limited knowledge of specific sales techniques needed to effectively service clients? Do you understand the importance of cross-selling and up-selling? During this valuable session, you will be given an overview of the "insurance sales professional" role as well as certain characteristic traits that a sales professional possesses. Through numerous examples using both personal lines and commercial lines insurance, you will be led through the progress of a sale from the initial contact ...

  • Leadership Skills: Success Through Teamwork- Webinar
    Leadership Skills: Success Through Teamwork - Webinar Leadership Skills: Success Through Teamwork is addressed to supervisory and management positions in the insurance industry. We will cover all aspects of leadership, including but not limited to building a positive team from the ground up, designing effective work assignments, designing effective communication within the team. Numerous worksheets, activity logs and a power point presentation for all participants. September 26th, 2019 9:30am-11 ...

  • 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 ...

  • Cyber Liability: Exposures, Coverages and Emerging Trends
    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. Join us for this engaging ProEdge seminar, where a closer look at privacy law, how its evolvin ...

  • Life Leases (Webinar)
    Life lease housing is a relatively new yet rapidly growing form of tenure in Canada. Do you know how to insure a new life lease purchase? It is widely misunderstood by both the purchaser and the insurance industry. This webinar will give you a basic understanding of life lease terminology, process of development, ownership issues, as well as how the industry is responding with respect to coverage. Brokers: Learn what questions to ask to understand your customer’s exposure, how to explain the app ...

  • Everything DiSC Sales Training
    EVERYTHING DiSC SALES TRAINING® Teaching salespeople how to connect better with their customers so they can close more sales. The Everything DiSC Sales Profile is a 23-page personalized report that helps salespeople understand themselves, identify and understand their customers’ DiSC styles, and adapt to meet their customers’ needs. Everything DiSC Customer Interaction Maps are personalized follow-up reports that learners can generate to help them navigate from their sales styles to their real-l ...

  • 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 ...

  • Spills, Storms & Blazes: A Practical guide to property damage litigation for insurance professionals
    When floods, fires, spills and other disasters strike, you are on the front lines. Whether you are subrogating or defending, you need to know how to select the right experts, how to gather the right evidence in the right way, and how to lay the foundation for a winning case from the initial investigation into the litigation process. This three-hour seminar will provide a practical nuts-and-bolts guide to getting these cases ship-shape and ready for litigation, and then review the key concepts yo ...

  • Broker/Agent Licensing Three Day Exam Prep Course
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This three-day course is designed for students who already have a basic understanding of the broker/agent licensing study material. This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Note: This course is not intended for students with little to no previous insurance kno ...

  • 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 ...

  • Agent and Broker Licensing Course October 2019
    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 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. Participants will benefit from these learnings: -Introduction to insurance business, the law and insurance, insurance contracts, insurance intermediaries -The ...

  • 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 ...

  • Fundamentals Series: 101 Insurance Fundamentals
    This seminar is a part of our Fundamentals Series – eight seminars that get to the basics of insurance, giving you a complete overview of the workings of the p&c insurance industry. Take a look at our seminar program to see how our other seminars can assist you to enhance your career. If you are new to insurance and have limited knowledge of the p&c insurance industry, this full-day seminar is for you. Its purpose is to provide you an overview of the developments and functions of p&c ...

  • Leading Insurance Coverage & Liability Cases (2018-2019)
    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 2018-2019 dealing with the following issues: Coverage Interpretation under the Commercial General Liability Policy Coverage I ...

  • The Automated Vehicle: Immediate & Short Term Insurance Implications
    The rapid deployment of automated vehicles will have immediate implications for all operators, owners and occupants of both personal and commercial vehicles whether automated or not. In the short to midterm semi and fully autonomous vehicles will be sharing the roads with the operators and owners of conventional vehicles. These interactions will introduce new theories of liability that will involve drivers, owners, manufactures, service providers and public authorities. This seminar will review ...