This dynamic program is designed to provide a competitive edge for those new to insurance, or to reinforce ISO coverage concepts for a variety of roles including Producers, Account Managers, Account Executives and CSR’s. After building a foundation with an in-depth study of ISO commercial coverage forms, participants will apply critical thinking techniques to identify risks and apply commercial insurance coverages to these risks.  Finally, participants will have a thorough understanding of the implications of commercial insurance provisions for their clients.

This program may be run in virtual or in-person formats in versions that are focused on either Property, Casualty, or combined P&C content.

Program Dates & Registration


This program is designed for Producers, Account Executives, Account Managers, and CSR’s new to the insurance industry or needing an ISO coverage refresher.


This program has versions focused on either Property, Casualty, or combined P&C content. Below are example topics from the combined P&C version.

– Review of ISO Commercial Property Forms including:

  • Property
  • Business Income
  • Crime
  • Inland Marine
  • Cause of Loss
  • General Liability
  • Auto/ Dealer’s Coverage
  • Workers Compensation
  • Umbrella/ Excess
  • Business Owners Policy

– Commercial Property Risk Identification & Risk Management
– Coverage Solutions and Client Conversations 


In-Person Classroom or Virtual

Information Request

Program Information Request