This course provides insurance professionals with the foundational concepts that shape the insurance industry, and the importance of the role insurance professionals play in serving clients and communities. Participants will gain a clear understanding of what insurance is, who the key players are within an agency, and how insurers operate. This course then builds on that foundation by reviewing essential terminology, examining how policies are structured, and learning how insurance rates are developed. Finally, this course will touch on Errors and Omissions (E&O) exposure for agents, an important consideration for anyone working in the industry. By the end of this course, participants will have a strong base of knowledge to support their work within their agency.

This continuing education course provides new agency professionals with a clear, foundational understanding of key P&C insurance concepts. This course explores how property and casualty policies work, what they cover, and the responsibilities of both insurers and insureds. Learners will examine essential topics such as blanket vs. specific limits, coinsurance, liability exposures, negligence, legal defenses, policy provisions, deductibles, cancellation rules, and third‑party clauses. Through examples, interactive elements, and knowledge checks, this course builds the practical knowledge necessary to support clients, understand risk, and navigate common insurance scenarios with confidence.

This learning module deconstructs the key elements of P&C insurance contracts, clarifying fundamental policy intent and facilitating cross-policy comparisons. 

This learning module also reviews the types of insurance carriers and distribution entities in the Property - Casualty Insurance industry. Insurance agency roles are also summarized, including the importance of compliance. 

This course can be purchased individually or as a part of the Introduction to Insurance Package.

Explore the role of the agent/ broker throughout the Client Account Lifecycle. This course offers a comprehensive overview of each stage - from prospective client engagement to the annual account review. Learners will gain a clear understanding of the key responsibilities and communication touchpoints between the agent/ broker and underwriter as the policy progresses through its lifecycle. 

This course can be purchased individually, or as part of the Introduction to Insurance Package.

The most critical moment in the client relationship is when a claim occurs. In that moment, the agent or broker plays a vital role in supporting the client through the claims process. This course will equip learners with a solid understanding of key terms, guiding principals, the overall claims process, and the responsibilities of various stakeholders. 

This course can be purchased individually, or as part of the Introduction to Insurance Package.