Personal Lines

Whether you're new to the world of personal insurance or looking to refine your expertise, our comprehensive range of courses is designed to meet you at every stage of your career. We've organized our offerings into three distinct categories to help you navigate your learning journey effectively:

  • Getting Started with Personal Lines: Perfect for those just beginning their foray into personal insurance.
  • Developing with Personal Lines: Designed to build upon foundational knowledge and expand your understanding.
  • Advanced Courses in Personal Lines: For seasoned professionals seeking specialized knowledge and advanced skills.

Not sure where to begin? We recommend starting with our "Comprehensive Personal Lines" course. It provides an excellent foundation by covering a wide array of personal insurance topics. Once you've completed that, any other course within the "Getting Started" category would be an ideal next step.

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Getting Started with Personal Lines

Ethics (3 CE Credits)

3 consecutive hours

$88.00 excl. Tax

Instructor-led via Zoom.

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Ethics (CA ONLY)

3 consecutive hours

$88.00 excl. Tax

California ONLY. CE credits available. Instructor-led via Zoom.

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Comprehensive Personal Lines (6 CE Credits)

12 sessions

$292.00 excl. Tax

Instructor-led via Zoom. Join us for an enlightening journey and equip yourself with knowledge and practical skills essential for success. The ability to craft tailored and effective policies for individuals is a talent that sets outstanding professionals apart. Our class provides a comprehensive exploration of the principles and practices involved in writing personalized coverage for diverse clients.

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Understanding Broker/Agent of Record Letters

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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How to Read a CLUE / MVR Report

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Homeowners Insurance to Value

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Homeowners Endorsements (1 CE Credit)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Avoiding Errors and Omissions (1 CE Credit)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Personal Lines

Avoiding Errors and Omissions (1 CE Credit)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Claims: What You Need to Know (2 CE Credits)

2 consecutive hours

$59.00 excl. Tax

Instructor-led via Zoom. Claims are a defining moment in the customer journey. Handle them right, and you've got a fan for life. Mess them up, and you risk losing everything. Transform a potentially negative experience into a positive one that strengthens your bond with your clients. Our course offers a review of a hypothetical claims scenario. Learn best practices for claims handling and how to prevent Errors and Omissions claims.

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Flood, Earthquake & Other Difference in Conditions Policies (1 CE Credit)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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High Net Worth and Affluent Clients (3 CE Credits)

3 consecutive hours

$88.00 excl. Tax

Instructor-led via Zoom.

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Homeowners Endorsements (1 CE Credit)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Introduction to Homeowners Insurance (1 CE Credit)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Homeowners Insurance to Value

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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How to Read a CLUE / MVR Report

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Insuring RVs and More (3 CE Credits)

3 consecutive hours

$88.00 excl. Tax

Instructor-led via Zoom.

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Manufactured/Mobile vs Modular Homes

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Personal Auto Policy (1 CE Credit)

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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Personal Umbrella Policy

1 hour

$30.00 excl. Tax

Instructor-led via Zoom.

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