This series of online training modules will help your new employee learn the fundamentals about the insurance industry. This program provides the foundation for further development throughout your new employee's career.  Components of the program include:

Introduction to the Insurance Industry

Reviews essential insurance terms, definitions and categories of insurance and describes the core functions of an insurance carrier.

Introduction to Property & Casualty Insurance

Provides a detailed introduction to the Property-Casualty insurance business.
Introduction to Insurance Distribution Channel - reviews the types of insurance carriers and distribution entities in the Property-Casualty industry. Insurance agency roles are also summarized, including the importance of compliance.

Introduction to Risk Management

Covers the complete risk management function including risk assessment, risk management objectives and risk management planning and measurement.

Introduction to Risk Transfer and Policy Design

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

Introduction to Underwriting and Pricing Principles

Gives a foundational understanding of carrier underwriting strategy and the dynamics of carrier profit models. You will learn how rates and pricing models are developed and how advanced predictive analytics are changing carrier's ability to select risks and improve the profit potential of their book of business. With the new knowledge and perspectives acquired in this module, your ability to understand competitive market pricing and advise high-net worth clients will advance.

Introduction to C.O.P.E.

Describes the importance of interdisciplinary analysis Occupancy, Protection and Exposure to the property risk management and insurance process underwriting, pricing and placement.