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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 foundation, or select modules that address particular areas of interest. Per module: Members $110 - Non-Members $180 / All 4 modules: Members $420 - Non-Members $700

2019-02-07 to 2019-02-28
When: Thursdays, Feb. 7, 14, 21, & 28, 2019
9:30 a.m. - 12:00 p.m.
Where: Online via webinar
Canada
Presenter: Jo Anne Mitchell
Contact: Rochelle Mighty
1-800-318-0197


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Objectives

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


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


Topics

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

Modules

  1. Introduction to Commercial Risk Assessment and the CSIO Commercial Application Form (Feb. 7)
  2. Introduction to Commercial Building Construction and Property Protection Systems (Feb. 14)
  3. Introduction to Commercial Property Wordings (Feb. 21)
  4. Introduction to the CGL Policy (Feb. 28)

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

Price

Per Module All 4 Modules
Member $110 Member $420
Non-Member $180 Non-Member $700

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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