Artificial intelligence is no longer a future concept—it’s already reshaping how insurance agencies work, market, and grow. From boosting efficiency to improving client communication, AI brings powerful new opportunities. But with those opportunities come new operational challenges and potential E&O exposures that agencies can’t afford to ignore.

Join Dale Steinkey, Agent for the Future Advisor at Liberty Mutual for this engaging course that cuts through the buzzwords to show you what AI really means for insurance agencies today. You’ll explore AI fundamentals, real‑world and emerging use cases in agency operations, and practical strategies for putting smart guardrails in place. Most importantly, you’ll learn how to adopt AI responsibly—so it supports growth, not risk.

Walk away with actionable tactics, clearer policies, and the confidence to integrate AI into your agency while protecting compliance, professionalism, and your E&O position.

Personal Umbrella & Home-Based Business Insurance: Know the Coverage. Show the Value.

This fast-paced session helps agents clearly explain Personal Umbrella coverage, why clients need it, and how it responds when major losses exceed primary limits—brought to life through real claim scenarios. We’ll break down key policy provisions, exclusions, coverage limits, and how to determine the right amount of protection.

You’ll also gain a strong understanding of Uninsured/Underinsured Motorist coverage, duties after a loss, and the agency benefits of selling umbrella policies.

The session concludes with an overview of Home-Based Business Insurance, including eligibility, common classes, available coverages, and COVID-19 considerations—giving you practical tools to protect today’s evolving risks and strengthen client relationships.

Take the mystery out of life insurance with Matt Barr of Loyal Christian Benefit Association.  

This course walks agents through life insurance from a product-first perspective, covering key product types, riders, and how they work in the real world. You’ll sharpen your skills in identifying the best fit for each client—and gain a solid understanding of compliance and regulatory requirements that protect both you and your clients.