Complex Personal Lines (CE Credits Available)

Instructor-led via Zoom.

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Description

(CE AVAILABLE IN THE FOLLOWING STATES ONLY: AL, AZ, CA, CO, GA, NM, OH, TX, & WA)

Please note: Texas requires 3 student minimum for CE course. If your resident state is TX and the course does not have 3 students or more enrolled, CE credit cannot be given.

The student will explore the world of personal lines insurance. This course provides the student with a detailed look into personal lines insurance.

The following topics will be addressed in this course:

  • Automobile
    • Premium Factors / Policy Credits
    • Policy Format/Definitions
    • Policy Exclusions & Endorsements
  • Homeowners / Dwelling Fire
    • Premium Rating Factors
    • Policy Format / Definitions / Forms / Endorsements
    • Protection Classes and Fire Lines
    • Replacement Cost Estimator Guide
  • Umbrella
    • Excess vs Umbrella
    • Underlying Insurance Requirements
  • Insuring Recreational Vehicles and More
    • Campers
    • Motorcycles
    • Snowmobiles
    • ATV's
    • Boats
  • Addressing High Net Worth and Affluent Clients
    • Trust / Attention to Detail / Attentiveness
    • Replacement Cost Estimator
    • High Value Auto
    • Additional Coverages
      • Employment Practices Liability
      • Workers Compensation
      • Kidnap and Ransom