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Understand the fundamentals of commercial crime insurance: what’s covered and what’s not, how policies are structured, and what’s required and what to expect when there is a claim. The course also includes information and tools to support good buying decisions and guidance on risk mitigation.

Free short course, ebook and other resources about the evolution of ransomware and how the insurance market is responding.

Learn all about ‘Not-for-profit Directors and Officers Liability Insurance’ - what’s covered and what’s not, how policies are structured, what to do and expect when there is a claim, and more. This course is a must for every director of a not-for-profit organization and insurance broker!

Understand the risks associated with being an officer or director and how D&O liability insurance can assist. 

This course is for everyone who holds a director or officer role, for those tasked with buying the insurance, and for those who need to be able to explain and discuss D&O liability and insurance with others, such as insurance and legal professionals.

Learn the fundamentals of professional liability insurance with a deep dive into insurance policy details. Regardless professional qualifications and best intentions, things can go wrong.  MPL insurance protects the insured from suffering financial loss as a result of third-party claims alleging negligent performance of professional services. 

Fiduciary Liability Insurance protects pension and employee benefit plan fiduciaries from loss due to claims of mismanagement, errors or omissions in plan administration. This course is for plan fiduciaries and others who need to understand this insurance to perform their roles as professionals.

Learn the complexities of ransomware risk and how it is evolving. Find out how attacks happen, the potential financial damage, and what to look for when buying insurance coverage. Includes policy analysis and real case examples. A course for everyone facing ransomware risk - especially insurance buyers and insurance professionals.

A Guide for Insurance Professionals

Improve your client relationships and your reputation! Learn what to do when ethical dilemmas arise when working with clients. This course is for ALL insurance professionals, every role, every seniority. 

The art of customer service for insurance professionals

How you deliver bad news can make or break client relationships and your reputation. But getting it right doesn’t need to take years of experience - you can learn this essential skill right here, today!

Master Liability Insurance 

Gain the knowledge to navigate CGL policies confidently and make informed decisions. By mastering the foundations of liability insurance, you'll enhance your understanding of other insurance products, and your ability to support clients, manage risks, and protect businesses from financial uncertainties.

Captive insurance is quickly becoming the go-to strategy for risk-savvy professionals. It’s no longer just for big corporations—mid-sized companies, niche industries, and forward-thinking risk managers are using captives to control costs, manage volatility, and better support their clients.

Whether you’re a broker, underwriter, or risk manager, this course gives you the practical insights and skills to confidently advise your clients, understand their needs, and proactively guide their captive insurance decisions.

Stand out. Be the expert. Master Captive Insurance.

A Deep Dive for Insurance Professionals

Trust is the foundation of the insurance industry—and your professional reputation. But in a complex, high-stakes environment, are you truly prepared to navigate ethical landmines and fulfill your fiduciary duty with confidence?

Gain a deep understanding of what it means to be a fiduciary, how to identify and manage conflicts of interest, and how to apply ethical and legal principles in the real world. We go beyond the theory—with real case studies, practical strategies, and action plans you can use immediately.

Learn how to build rock-solid client trust, avoid the kinds of missteps that lead to lawsuits, and become the professional your clients can count on—every time.

Whether you're looking to raise the bar on client care or future-proof your career, this course will get you there.

Lead with integrity. Build trust. Protect your reputation. 

- a Masterclass for Insurance Professionals

Looking for a way to stand out in a crowded market? This is your edge! In this high-impact workshop, you'll build essential skills like effective communication, conflict resolution, and active listening—tools that turn challenging conversations into lasting relationships. Whether you're in claims, underwriting, broking, or client service, this course is designed for every insurance professional—no matter your title or experience. It’s flexible, practical, and built for the real world.

Boost client satisfaction. Drive retention. Fuel growth—without burning out.

Elevate your service. Differentiate yourself. Enroll today.

This a must-take course for every executive, insurance broker, and HR professional!
Understand and be able to explain EPLI: when do organizations need it, how does it work, what are the key exposures and coverage options; as well as a look at current trends and issues .

Learn how to use the pivot table feature in MS Excel to interpret data such as renewal lists, account receivable reports and insurance loss history reports. 

Learn how to make this insurance work for you. Understand the fundamentals of Technology Errors & Omissions Insurance, including privacy and network security exposures and the different coverage options for technology product and service providers. Learn where and how it fits into a larger insurance program. 

Learn to set up MS Excel so that it works for you using shortcuts, formulas and formatting, including tips for easy ways to manage your insurance policy renewal portfolio.  

Learn to read and understand financial statements as they relate to Directors and Officers Liability Insurance underwriting. Gain an understanding of an organization’s balance sheet, income statement and cash flow statement, and learn to navigate insurer and client discussions with confidence. 

The cyber insurance course that every broker, underwriter, and risk manager needs!

Understand and be able to explain Cyber Insurance: how and why privacy and security breaches create exposures for companies,  what coverage is available under Cyber Insurance, and how to compare coverage between policies. This course also includes a comprehensive coverage analysis guide.