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January 2019
Webinar | New Year, New Habits: How to Create Positive Workplace Habits That Really Stick
Webinar Summary It’s that time of year again when many people resolve to exercise more, organize their life, or save more money. While we may start off with good intentions, surveys show that only 8% of us follow through and achieve our New Year’s goals. Many people are willing to do the work, but it’s not enough to will yourself to change. Habits help you to reach your goals by making incremental change. Topics In…
Find out more »February 2019
Commercial Insurance Basics – Dallas, TX
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »Commercial Insurance Basics – Alpharetta, GA
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »March 2019
Commercial Insurance Basics – Chicago, IL
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »April 2019
Strategic Finance – Dallas, TX
Summary This two-day class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers, be a “trusted advisor” Maximize your ability to identify long-term, successful clients Increase your comfort with the world of financial analysis Use annual reports/online resources, if available, for risk AND opportunity identification Master financial terminology and better understand drivers of Moody’s/credit ratings. Participants will not only dive into financial statements,…
Find out more »Commercial Insurance Basics – Boston, MA
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »September 2019
Commercial Insurance Basics – Philadelphia, PA
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »October 2019
Commercial Insurance Basics – San Francisco, CA
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »