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Getting Started in Commercial Lines- 4 Modules
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Getting Started in Commercial Lines- 4 Modules

Are you new to the commercial-lines side of the business? Attend all 4 modules for a solid commercial foundation, or select modules that address particular areas of interest. Per module: Members $95 - Non-Members $145 / All 4 modules: Members $360 - Non-Members $560

2018-02-01 to 2018-02-22
When: Thursdays, Feb. 1, 8, 15, & 22, 2018
9:30 AM - 12:00 PM
Where: Canada
Presenter: Jo Anne Mitchell
Contact: Tara Keohan

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Make the transition to commercial lines as quickly and smoothly as possible. Build your confidence in commercial risk assessment and explaining commercial property and liability coverage to clients.


2.25 CE credits for General licences per module (9 CE credits for all 4 modules)


  • Introduction to the commercial-lines side of the business
  • Completing the CSIO Commercial Application form
  • Risk-management concepts and the various methods that can be used to asses a risk
  • Liability exposures presented by a commercial risk
  • Common coverage for commercial property and liability


  1. Introduction to Commercial Risk Assessment and the CSIO Commercial Application Form (Feb. 1)
  2. Introduction to Commercial Building Construction and Property Protection Systems (Feb. 8)
  3. Introduction to Commercial Property Wordings (Feb. 15)
  4. Introduction to Commercial Liability and the CGL Policy (Feb. 22)


Who should attend

  • Account executives and customer-service brokers who are transitioning into a commercial-lines role
  • Newly licensed sales and service brokers moving directly into a commercial-lines position
  • Experienced brokers who want a refresher



Per Module
All 4 Modules
Member $95 Member
Non-Member $145 Non-Member


Jo Anne Mitchell, CIP (facilitator)

Jo Anne is the founder and owner of Effective Training & Communications Plus, which provides training and consulting services exclusively to the General insurance industry. Thousands of insurance professionals from across Canada have taken part in Jo Anne’s seminars and webinars, and benefited from her 25 years of experience as a broker, marketer, program developer, and trainer.

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