Personal Lines Insurance Education

Stay ahead of the competition!

Course designs are for all agency employees including principals, producers and support staff. During the eight-week training, the underwriting guidelines for each carrier are reviewed in great detail with an emphasis on binding authorities, written and unwritten rules; specific insurance company desired classes of business, optional and promoted coverages, comparisons of policy pricing and much more. Coursework includes one-on-one consultation with one of our personal lines trainers and offers ideas on how to present and close the sale to the customer.

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Core Cirriculum

Personal Insurance Commercial Insurance Complex Risk Sales Marketing Continuing Education Producer Support Full Course List

Personal Lines Insurance Courses

Auto Products & Marketing

The Personal Auto Policy is introduced and includes coverages provided, conditions, endorsements, and exclusions.

Homeowners Products & Marketing

The homeowner’s policy consists of coverages provided, conditions, endorsements, and exclusions and marketing to Homeowners creates an opportunity to increase business.

APS Market Finder

Unique to SIAA, we will explore this unique website and determine how this can benefit you and your agency.

Dwelling Fire Policy

Many people own rental properties and we will review how to appropriately cover these.

Umbrella Policy

Review of the personal lines umbrella form and how this impacts the client is discussed.

Understanding BORs

Moving a piece of business from one agent to another using a Broker of Record form is investigated in this course.

Replacement Costimator (HO/DF)

Accurate completion of the costimator is important when insuring dwellings and we will help you with this form to make sure properties are insured to the correct value.

Personal Lines Marketing Plan

This will help guide you through the creation and implementation of a personal lines marketing plan.

Personal Lines Quote Sheets

Quote sheets gather the information needed to give a quote and also helps the agent understand how the information gathered impacts the placement and pricing of the risk.

How to Read an MVR & Clue

We will teach you how to read these reports as well as walk through the process necessary to dispute items on the document.

Underwriting Quick Reference Guide

The guide review provides the agent with the understanding of markets available and assists in the placement of personal lines overage.

Protection Class and Fire Mapping

Introduces the concept of how protection classes and fire mapping impact the cost of coverage and the ability to place insurance with specific carriers.

Flood and Earthquake

A quick refresher for flood and earthquake insurance, which includes rating, coverage and market availability.

Intro to Excess and Surplus Lines

This alternative to the standard insurance marketplace, provides additional outlets for risks and this will give an overview of how these markets fit into the insurance market.

RV and More

This is specifically designed to provide coverages needs based on these lines of business as well as underwriting requirements and carrier appetites.

Ezlynx Training

One on one training of the EZLynx personal lines multi-rater.

SIAA Orientation

A brief introduction to SIAA and the benefits and services SIAA offers.

Errors and Omissions

This is a web CE course designed to provide in-site into the importance of carrying Insurance Agents E & O coverage.

Agency Operation Implementation

Topics covered are opening your office, setting up office procedures, staffing and more.

Procedure Manual

A procedure manual provided by ICA, contains templates for setting up procedures and documents that the agent can use for establishing their office.

Proper Documentation

Create an appropriate process for recording customer interactions that will allow you to accurately record activities on all your accounts in a consistent manner.

Form Preparation

Instruction on how to correctly fill out insurance forms while ensuring “special requests” or policy language changes to meet contractual requirements by working with the insurance carrier.

Renewal Processes

Introduction of renewal processes for commercial lines and personal lines insurance and the system is reviewed to help you track and retain renewal business.

Insurance Sales Training & Education

Exclusive, one-on-one training and education for our affiliate agents all at no direct cost. We cover property and liability insurance for business and personal lines, beginner to advanced.

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