You're off and running
1
Your first step to career success is to take the Customer Service for the Insurance Professional (CSIP) course...
- The Role of the CSR
- Adding Value to the Brokerage
- Brokerage Operations
- Industry Issues
2
Your next step will be to take these five core seminars, in either classroom or online format...
- Errors & Omissions Prevention for New Brokers
- Claims Reporting and Advocacy Techniques
- Customer Relationship Management & Brokerage Management Systems
- Ethics for Insurance Brokers
- Insurance Fraud Indicators at the Point of Sale
If any of these seminars are unavailable in your area, please select the online option...
Please note that the CE credits granted for some online seminars may be lower than for their classroom-based equivalents.
3
Now you're ready to choose your stream of specialization in either Personal Lines or Commercial Lines
Personal Lines
CAIB 1 course plus these five seminars...
- How to Complete the Personal Lines Application
- How to Read and Interpret Personal Wordings: Property
- How to Read and Interpret Personal Wordings: Liability
- Insuring Home Based Businesses
- Residential Construction and Insurance to Value
Commercial Lines
CAIB 2 and 3 courses plus these six seminars...
- Business Interruption Insurance
- Commercial Building Construction
- Effective Commercial Lines Account Renewal Plans
- How to Complete Commercial Lines Applications
- How to Read and Interpret Commercial Property Wordings
- How to Read and Interpret Commercial Liability Wordings
If any of these seminars are unavailable in your area, please select the online option...
Please note that the CE credits granted for some online seminars may be lower than for their classroom-based equivalents.
Please Note: Some seminars will also be offered as two-part web broadcasts. Also, the online version of the Business Interruption Insurance seminar can only be taken through the VuBiz website.
