Class Catalog

 

Here is a list of all the current couses we offer.

Keep in mind, not all classes are offered every single month, so check back often on class schedules or contact us to share what classes you are interested in taking. View our current class schedule by clicking below. If times do not work for you, please contact us to let us know what course you are interested in taking.

Class Schedule

Personal Lines

 

Avoid E and O

This course is provided by WEB CE. This course introduces the various type of errors and omissions claims that an insurance agent may face, as well as how to prevent these types of claims.

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Homeowners

Personal Lines

By the end of this course the student will understand the underwriting and coverages required for Personal Lines Insurance.

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Homeowners Reform

This course is designed to provide the student information about Colorado House Bill 13-1225. While going through the class, the student will explore the history of Colorado wildfires, why the bill was put into place, homeowners insurance requirements because of the bill, as well as an overview on homeowners insurance coverages, best practices for property fire prevention tips, evacuation tips, and how to help the customer after a fire.

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Ethics

This course is designed to provide the student with an overall understanding of Ethics in the workplace. While going through the course, we will discuss morals, values, and business ethics. We then take these basic principles and discuss personal values and the challenges of business ethics. In the end the student uses their knowledge of ethics as we discuss the topics of Fair Trade / Fair Sales! Disclosures! Fair Claims Practices.

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Free
Realtor doing paperwork

Understanding Broker/Agent of Record Letters

As an insurance professional, it is important to understand what a Broker of Record form is.

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Free
Man with rocket

Understanding Excess & Surplus

A detailed look into the Excess and Surplus lines marketplace will be reviewed.

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Free

Earthquake/ Flood Overview

A quick refresher for flood and earthquake insurance is provided in this class. Rating, coverage and market availability will be reviewed.

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Free

Protection Class Fire Mapping

Two of the rating factors in a homeowners policy are protection class and fire mapping. The student will be provided first-hand information on what protection classes are and how fire mapping, both rating factors impact the cost of coverage and the ability to place coverage with specific carriers.

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Free

How to Read a Clue/MRV Report

Do you have a hard time trying to understand a Motor Vehicle Report (MVR) or CLUE report? We break down how to read these reports as well and the processes needed to dispute items on the document.

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Free

Comprehensive Personal Lines

We will take an in-depth look at personal lines insurance. Topics include various homeowner and auto forms, endorsements, and umbrella forms.

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Free
Blue SUV

Personal Auto Policy

We will examine the insurance coverages pertinent to the personal auto policy (PAP), as well as what is not covered.

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Free
Homeowners

Homeowners Insurance

We will examine the various homeowners insurance coverages and policies, including an in-depth review of additional coverages.

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Free
Addition to Home

Homeowners Endorsements

Homeowners policies can be revised by adding endorsements to the policy form. We will investigate the many endorsements that can be added to the various homeowners policies, and how they affect coverage.

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Free
Businessman Notepad

Homeowners Insurance to Value

Understanding of the importance of a home's insurance to value is important when writing homeowners insurance. The participant will learn about the history and present components when calculating insurance values as well as industry challenges.

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Free
Personal Umbrella

Personal Umbrella Policy

An indepth review of the personal umbrella policy is explored in this class.

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Free
Manufactured Home

Manufactured vs Modular Homes

Learn how to identify the differences between a manufactured and modular home. The participant will have a better understanding of how insurance differs for this risk.

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Commercial Lines

 

Avoid E and O

This course is provided by WEB CE. This course introduces the various type of errors and omissions claims that an insurance agent may face, as well as how to prevent these types of claims.

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Commercial Lines WEB CE

This course is provided by Web CE. The course provides an overview of general insurance concepts and introduces the most common types of commercial policies along with a high level overview of coverages.

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Ethics

This course is designed to provide the student with an overall understanding of Ethics in the workplace. While going through the course, we will discuss morals, values, and business ethics. We then take these basic principles and discuss personal values and the challenges of business ethics. In the end the student uses their knowledge of ethics as we discuss the topics of Fair Trade / Fair Sales! Disclosures! Fair Claims Practices.

See more...

Free
Man with rocket

Understanding Excess & Surplus

A detailed look into the Excess and Surplus lines marketplace will be reviewed.

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Free
Acord Apps

Acord Application

Learn how to complete an ACORD application, which is used when applying for commercial insurance.

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Free
Commercial Insurance 101

Comprehensive Commercial Lines

Commercial Lines insurance may seem complicated, but we make it simple. Our form-based material enables the student to become familiar with and learn about the various nuances of commercial lines. We will review coverages, applications, underwriting, and selling the policy.

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Free
Commercial Umbrella

Commercial Umbrella

A complete review of the commercial umbrella policy is provided in this class. Included is the arrangement of the policy, coverages provided, conditions, endorsements, exclusions, and the difference between Umbrella Liability and Excess forms.

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Free
Contractor Truck

Commercial Auto

We will examine insurance coverages pertinent to automobiles and trucks used in business.

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Free
Cyber Insurance

Cyber, EPLI, Professional, Directors and Officers Liability

An introduction to Cyber Liability, Directors and Officers Liability, Employment Practices Liability, and Errors and Omissions Coverage are provided in this class. The student will have a basic understanding of these types of coverages.

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Free
auto mechanic

Garage/Garage Keepers Policy

The garage policy was developed to provide coverage against general liability and automobile exposures on one policy. We will examine this unique policy form to include the 6 sections that make up this form. This includes symbols used, liability coverage, garage operations and covered autos, garage keepers coverage, physical damage coverage, conditions and definitions.

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Free
business owner

Business Owners Policy

Property coverage elements and triggers will be examined in this course. We will discuss buildings and structures, business personal property, property not covered, perils covered, exclusions and additional property coverages. The student will be introduced to the coverages included in this policy, as well as the need to endorse additional coverages due to exclusions within the policy. The differences in covered perils will also be addressed. Part 2 will focus on the liability exposures that are covered under the BOP Policy and will be reviewed in detail.

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Free
Workers comp injury

Workers’ Compensation

Workers Compensation and Employers Liability is introduced in this course. Learn the difference between workers compensation and employers' liability along with an introduction to other states insurance. Content focuses on the duties of the insured and conditions, federal coverages, issues within workers comp and legal theories within this coverage.

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Free
General Liability

General Liability

This is an introduction to the General Liability policy form and focuses on the coverage overview and coverage definitions. This course needs to be taken prior to taking Commercial General Liability - Part Two. Part two focuses on the insuring agreement and conditions and touches on additional insured requests. Key endorsements addressing additional insured status will be reviewed along with a sample contract requesting an additional insured and the impact this has on the policy.

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Free
Commercial Property

Commercial Property

A complete review of the commercial property policy is provided to include the arrangement of the policy, coverages provided, conditions, endorsements, and exclusions.

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Complex Risk

 
Free
Nice house with a car out front

Complex Personal Lines

Learn different coverages that will protect your customers' individual insurance needs. We will explore Underwriting principles for each coverage, as well as multiple types of exposures.

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Free
Worker fell on ground

Complex Workers Compensation

Worker’s compensation policies go far deeper than providing coverage for employees and providing employers, employers liability coverage. We will explore the different rating programs available and how to guide our clients through the various types of programs.

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Free
Image of elegant restaurant

Complex Restaurants

Understanding the nuances of creating an insurance program for a large fine dining establishment with three locations in two different states, can be complicated. The student will be challenged by the broad array of offerings the restaurants provide while investigating the underwriting of this type of risk and creating insurance solutions for their exposures along with learning about the various types of loss control available for this type of risk.

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Free
Cars being worked on at auto shop

Complex Garage

The student will participate in creating comprehensive insurance program for a multi-state, multi-faceted garage risk. The student will experience working on a garage risk that has the following: used car dealerships, auto body repair shops and automobile service shops. While working on this risk, you will learn about coverages needed to properly protect this risk, while exploring loss control options as well.

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Free
Contractors looking at plans

Complex Contractors

Large commercial General Contractor Risks require an in-depth review to create a solid insurance program. Throughout this course, the student will need to uncover coverage needs, underwriting considerations, coverage alternatives and risk management solutions.

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Free
Apartment building

Complex Apartments

Quoting a large commercial Apartment Complex is complicated. Throughout this course, the student will need to research large property values, varied liability exposures, and underwriting considerations and recommend coverages and tools to help clients with their insurance needs.

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Pre-Licensing

 
Free

Instructor-Led Pre-Licensing

This course focuses on preparing the student to become a licensed insurance professional. Coverages and state laws are reviewed in detail, preparing the student to take the state required insurance exam. The material in this course is provided through WEB CE and is instructor led.

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Sales & Marketing

 
Free

Sales & Marketing

We will review two essential aspects of an insurance agency, Sales and Marketing. When you think of an insurance agency's sales and marketing aspects, the questions that always come to mind are. How do I market to my prospect? How do I ask the key questions to close the sale? How do I approach new business? This course will help you answer these questions, plus more.

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Continuing Education Instructor-Led CE Courses

 

Commercial Insurance

Free

Claims

The student will review a hypothetical claims scenario and learn best practices for claims handling and how to prevent Errors and Omissions claims.

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Free
Computer security concept.

Cyber Liability

The student will explore in detail Cyber Liability, the different types of cyber-attacks, and the coverages needed to insure cyber exposures properly. Underwriting principles for each of these coverages are reviewed, as well as information on the application process.

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Free
Worker fell on ground

Complex Workers Compensation

Worker’s compensation policies go far deeper than providing coverage for employees and providing employers, employers liability coverage. We will explore the different rating programs available and how to guide our clients through the various types of programs.

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Free
Image of elegant restaurant

Complex Restaurants

Understanding the nuances of creating an insurance program for a large fine dining establishment with three locations in two different states, can be complicated. The student will be challenged by the broad array of offerings the restaurants provide while investigating the underwriting of this type of risk and creating insurance solutions for their exposures along with learning about the various types of loss control available for this type of risk.

See more...

Free
Cars being worked on at auto shop

Complex Garage

The student will participate in creating comprehensive insurance program for a multi-state, multi-faceted garage risk. The student will experience working on a garage risk that has the following: used car dealerships, auto body repair shops and automobile service shops. While working on this risk, you will learn about coverages needed to properly protect this risk, while exploring loss control options as well.

See more...

Free
Contractors looking at plans

Complex Contractors

Large commercial General Contractor Risks require an in-depth review to create a solid insurance program. Throughout this course, the student will need to uncover coverage needs, underwriting considerations, coverage alternatives and risk management solutions.

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Free
Apartment building

Complex Apartments

Quoting a large commercial Apartment Complex is complicated. Throughout this course, the student will need to research large property values, varied liability exposures, and underwriting considerations and recommend coverages and tools to help clients with their insurance needs.

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Free

CE COPE

COPE is an acronym for commercial property rating and underwriting that stands for: Construction, Occupancy, Protection, and Exposure. This course will enable the student to properly rate a property risk as well as evaluate the overall property condition from an underwriting perspective.

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Personal Insurance

Free
Nice house with a car out front

Complex Personal Lines

Learn different coverages that will protect your customers' individual insurance needs. We will explore Underwriting principles for each coverage, as well as multiple types of exposures.

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Free
Brick Mansion

High Networth

Learn the unique insurance coverage needs and how to protect your high net worth customer's assets. We will review underwriting principles for each coverage, as well as multiple exposures your client has.

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Free
Camping site on a lake with RV's and Boats

RV’s and MORE

Learn the different types of recreational vehicles in each category and how to insure them properly. We will review underwriting principles for each coverage and multiple exposures unique to recreational vehicle types.

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