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Example of Our Methods: Modified Kirkpatrick Model Pyramid

Click Here to Contact Us

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Our Clients

Our Clients include the Following Fine Companies and Their Representatives:

• Allstate Insurance Co.
• Amica Mutual Insurance
  
• The Beacon Group
• CNA
• Farmers Insurance Group
• Great American Insurance
• Kemper Insurance Company
• Liberty Mutual
• Marsh & McLennan
  
• Nationwide
• Pacific Life
  
• Philadelphia Insurance Company
• Wachovia Insurance Services
  

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Insurance Courses

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

“I just wanted to thank you for instructing me in the CPCU 500 course and being very helpful in answering any questions. I found your online class to be very beneficial!” ~Hayley L, 2018

• Introduction to Risk Management
• Risk Assessment
• Risk Control
• Risk Financing
• Enterprise-Wide Risk Management
• Insurance as a Risk Management technique
• Insurance Policy Analysis
• Common Policy Concepts

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Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

CPCU 520 Topics:

• Overview of insurance operations
• Insurance regulation
• Insurance marketing and distribution
• The underwriting function
• Underwriting property and liability insurance
• Risk control and premium auditing
• The claim function
• Adjusting property and liability claims
• Actuarial operations
• Reinsurance
• Insurer strategic management

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• Introduction to U.S. Law
• Contract Law
• Contract Law-Insurance Applications
• Commercial Law
• Property Law
• Tort Law
• Agency Law
• Agency Law-Insurance Applications
• Business Entities and Employment Law
• International Legal Environment

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Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

CPCU 540 Topics:

• Intro to Corporate Finance
  
• GAAP Financial Statements
  
• GAAP Financial Analysis
  
• Insurer Statutory Accounting
  
• Insurer Annual Statement Analysis
• Cash Flow Valuation
  
• Bonds and Stocks
  
• Insurer Investment Portfolio
  
• Insurer Capital Management
  
• Mergers and Acquisitions
  
• The Underwriting Cycle

AINS 24 provides a general overview of the insurance industry for IT and Support professionals. It is vitally useful to engineers, technicians, management, and others.

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

Areas of Study Include:

• Understanding Insurance
  
• How Insurance Is Regulated
• Measuring the Financial Performance of Insurers
• Marketing
• Underwriting
• Claims
• Risk Management
  
• Loss Exposures
  
• Personal Insurance
• Commercial Insurance

This course provides a thorough overview of the insurance industry.

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

Areas of study include:

• Who Provides Insurance
• How Insurance Is Regulated
• Measuring the Financial Performance of Insurers
• Marketing
• Underwriting
• Claims
• Insurance Contracts
• Property Loss Exposures and Policy Provisions
• Liability Loss Exposures and Policy Provisions
• Risk Management

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

Personal lines insurance is the topic of this vital course. Continuing the series on the relationship of insurance and society, AINS 22 covers all of the following topics and more

Areas of study include:

• Personal Auto Policy
• Homeowners Insurance
• Personal Loss Exposures
• Financial Planning
• Other Residential Insurance
• Alternative Personal Property and Liability Insurance
• Life Insurance
• Health and Disability Insurance

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

A comparatively thorough inspection and review of commercial insurance is covered in this fascinating course.

Areas of study include:

• Commercial Property Insurance
• Business Income
• Commercial Crime
• Equipment Breakdown
• Inland and Ocean Marine
• Commercial General Liability
• Commercial Automobile
• Businessowners Policies
• Workers’ Compensation and Employers’ Liability

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

This is our instructors' favorite course. Knowing what your customer really wants is crucial to success in today's competitive world. This course takes you through customer orientation, the quality revolution, continuous improvement, and clearly shows you how to excel in the 21st century.

Areas of study include:

• Continuous Improvement & Insurance
• Customer Identification
• Customers & Quality
• Benefits of Customer Orientation
• Process Management
• Process Improvement Model & Tools
• Leadership
• Teamwork
• Organizational Structures
• Monitoring Progress

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

A thorough review of managerial and supervisory skills is studied in this vital course.

Areas of study include:

• Problem Solving
• Functions of Management
• Training
• Work Management
• Performance Appraisal
• Cases: Problems and Opportunities
• Time Management
• Developing Teamwork
• Managing Quality, Diversity, and Change

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

Personal lines insurance is the topic of this exciting course.

In conjunction with INS 21, INS 22, and API 29, this course leads to the

Associate in Personal Insurance (API) Designation

Areas of study include:

• Identifying Customer Needs
• Marketing Regulation
• Personal and Premises Liability
• Auto
• Umbrella
• Residential Property
• Inland Marine
• Watercraft

Excel Courses

A Bright and Engaging, 6-Week (1 Hour/Week) Workshop for Beginners, Novices, and Intermediates wanting to Review the Basics, as well as Some Intermediate Techniques & Tricks

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

Areas of study include:

• The Basics of Navigating and Constructing Your Workbooks
• Formatting for Better Communication
• Introduction to Functions and Formulas
• Using Validation
• Basic Charts
• Filtering Your Data
• Cool Excel Tips and Tricks
• Many More Fascinating Beginner and Intermediate Topics
  

A Fast-Paced 6-Week (1 Hour/Week) Workshop for Intermediate Excel Users.

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

Areas of study include:

• Formulas that Simplify Your Life
• Charts, Charts, Charts
• Pivot Tables Demystified
• Many More Intermediate Topics

A Special Course Designed for Intermediate and Advanced Excel Users

This Fast-Paced 6-Week (1 Hour/Week) Workshop will Address the Real-Life Excel Challenges.

Your Choice: Next Live and Asynchronous Courses Start October 17 & November 7.

Areas of study include:

• Intermediate and Advanced Formulas
• Data Analysis
• Using Boolean Functions
• Intermediate and Advanced Charts
• Pivot Tables and Charts
• Using Microsoft Solver
• Statistical Process Control
• Many More Intermediate and Advanced Topics

• XL 370 Advanced Excel

    
• XL350 Advanced Excel

    
• XL150 Excel

  Cost: $295.00
• XL250 Intermediate Excel

    
• AINS 21 - Property and Liability Insurance Principles

  Cost: $245.00

  This course provides a thourogh overview of the property and liablity insurance industry. Areas of Study include:

  1. Who Provides Insurance
  2. How Insurance Is Regulated
  3. Measuring the Financial Performance of Insurers
  4. Marketing
  5. Underwriting
  6. Claims
  7. Insurance Contracts
  8. Property Loss Exposures and Policy Provisions
  9. Liability Loss Exposures and Policy Provisions
  10. Risk Management

• AINS 22

  Cost: $245.00

  
  

  Personal lines insurance is the topic of this vital course. Continuing the series on the relationship of insurance and society, AINS 22 covers all of the following topics and more:

  1. Personal Auto Policy
  2. Homeowners Insurance
  3. Personal Loss Exposures
  4. Financial Planning
  5. Other Residential Insurance
  6. Alternative Personal Property and Liability Insurance
  7. Life Insurance
  8. Health and Disability Insurance
• AINS 23 - Commercial Insurance

  Cost: $245.00

  
  

  A thorough inspection and reveiw of commercial insurance is covered in this fascinating course. Areas of study include:

  1. Commercial Property Insurance
  2. Business Income
  3. Commercial Crime
  4. Equipment Breakdown
  5. Inland and Ocean Marine
  6. Commercial General Liability
  7. Commercial Automobile
  8. Businessowners Policies
  9. Workers’ Compensation and Employers’ Liability
• AINS 24-General Insurance for IT and Support Professionals

  Cost: $195.00

  A specialized course focused on the needs of IT and Support Professionals. AINS 24 provides a broad overview of the insurance industry for the vital technical staff that helps make it possible.
  
• AIS 25 - Delivering Insurance Services

  Cost: $225.00

  
  

  This is our instructors' favorite course.

  Knowing what your customer really wants is crucial to success in today's competitive world. This course takes you through customer orientation, the quality revolution, continuous improvement, and clearly shows you how to excel in the 21^st century.

  Areas of study include:

  1. Continuous Improvement & Insurance
  2. Customer Identification
  3. Customers & Quality
  4. Benefits of Customer Orientation
  5. Process Management
  6. Process Improvement Model & Tools
  7. Leadership
  8. Teamwork
  9. Organizational Structures
  10. Monitoring Progress
• API 28 - Personal Insurance: Underwriting and Marketing Practices

  • Instructor: Teri Golden, AU

  Cost: $95.00

  
  

  This is an exciting new course that will enable insurance professionals to broaden their view of the industry. This course takes you through customer the intricacies of personal lines insurance, and focuses on underwriting and marketing. Along with API 29, and the AINS 21 and AINS 22, this course qualifies successful students to earn the Associate in Personal Insurance (API) professional designation.

  Areas of study include:

  • Personal lines overview
  • Marketing of personal lines insurance products
  • An in-depth exploration of underwriting and profitability
• CPCU 500

  Cost: $245.00

  
  

  Take Your Professional Status to New Heights!

  Bottom-Line Benefits Include:

  • Improve effectiveness by relating risk management and insurance principles to everyday practice
  • Increase your value to customers by using the risk management framework to solve problems
  • Enhance your efficiency in analyzing insurance policies by learning a systematic method of analysis
• CPCU 520 - Insurance Operations

  Cost: $245.00
• CPCU 530 - Business Law for Insurance Professionals

  Cost: $245.00
• CPCU 540 - Finance and Accounting for Insurance Professionals

  Cost: $245.00
• SM 19 - Supervisory Skills

  Cost: $245.00
• Insurance Product Management