Learning with the Insurance Training Center

Insurance Training Center website home page

Learning with the Insurance Training Center – this article and accompanying video walk you through the Insurance Training Center online learning system. Learn how to access the Student Dashboard and use the tools provided to manage your account, customize your viewing experience, complete your course, search for information and claim your course certificate. 

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    Signing in

    To access your courses, click on the Log in button on the top right hand corner of the Insurance Training Center website home page. Use your email address and password, or LinkedIn or Google account to sign in.

    Student dashboard

    Once logged in you will see your dashboard. Here you can see all the courses that you’re enrolled in. 

    Searching for information

    At the top of the page, there’s a search field. You can use it to find courses, lessons or information on specific topics. 

    Managing your account

    On the top of the left-hand navigation menu, click on [My Account] to access your account. Under Your Account look at your details including password, billing information (including invoices) and your certificates.  Click on [Certificates] to see the list of the certificates that you’ve attained. Click on [view] to download a certificate or to add it to your LinkedIn account. 

    Start learning

    To start a course, click on [start course]. This will lead you to the first course lesson.

    You’ll find that some of our courses include downloadable material such as course notes in pdf or MS Excel format. 

    To progress to the next lesson and mark the previous lesson as complete, click on [continue] or [complete and continue] at the bottom of the page.

    The course overview on the left side of your screen shows your progress.  Once you have completed a lesson, you’ll see the lesson name marked with a tick mark. 

    Our courses are made up of video lessons. You can watch them from any phone, tablet or computer, as long as you have an internet connection. Note that the videos are not downloadable.

    Viewing the lessons

    At the bottom of each video you’ll see the video tool bar. Here you can see your lesson progress and you’ll also find some tools for managing your viewing experience. Some of our courses include captions. Here you have the option to turn the captions on or off and control the volume. You can also adjust the video speed to your liking – you can speed up or slow down the narration. You can also adjust the quality of the video. 

    Pause and resume studies

    To leave the course, click on [Go to Dashboard] in the top left-hand corner of your screen. This will take you to the Student Dashboard. Your course progress will be automatically saved.  To go back to the course, find the course on your Student Dashboard and click [Resume Course].  Then you will be taken back to place where you stopped before. 

    Completing a course

    Our courses include a final examination and successful completion is required to obtain your Certificate of Complete. To access the final examination, click [Take Final Exam] at the bottom of the left-hand navigation on the course page. You will be taken to the examination page. Click on [Begin Assessment] at the bottom of the page to get started. 

    When you are finished, you will see the overall score. You’ll also have the opportunity to review the questions and explanations on correct answers. To review the assessment, click on [Review Results]. Lastly, to finish the course and claim your certificate click on [Back to Course].

    IMPORTANT:

    • You must complete all sections of the course to claim your certificate. 
    • Once you have completed the course, we’d love a review. 
    • If you have additional questions visit the Insurance Training Center FAQ page on our website or send us a message.

    Have more questions? Visit our helpdesk.

    Learn more: Which Insurance Training Center courses are approved for credit?
    Cyber Insurance 101
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    Cyber Insurance 101

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    Understanding Financial Statements
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    1.5 Hours

    Understanding Financial Statements for Insurance Professionals

    $150.00
    Learn to read financials through an underwriter’s lens. This course breaks down the basics—statements, transactions, key ratios—and shows you what really matters. Perfect for anyone who wants to connect with clients at a deeper level and save time on back-and-forth with underwriters.
    Managing policy renewals with Excel
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    1.5 Hours

    Managing Policy Renewals using MS Excel

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    Take the course! Learn to set up MS Excel using shortcuts, formulas and formatting; includes tips for easy ways to manage your insurance policy renewal portfolio.  
    Technology Errors & Omissions
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    Technology Errors & Omissions Insurance 101

    $150.00
    Tech companies face unique risks—and standard coverage isn’t enough. This course explains what Tech E&O is, who needs it, and how it protects against service failures and security issues. Learn how policies are structured and what to watch for when advising or buying coverage.
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    Gaining Business Insights using MS Excel Pivot Tables

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    Take the course! Learn how to use the pivot table feature in MS Excel to interpret data such as renewal lists and account receivable reports. 
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    2 Hours

    Employment Practices Liability Insurance 101

    $150.00
    Often overlooked, yet essential, EPLI helps protect against workplace claims like discrimination. This course covers who and what’s insured, what to expect in a claim, and what to look for in a policy—plus key trends shaping this ever-evolving coverage.
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    3 Hours

    Excellence in Customer Service

    $199.00
    Looking to stand out in a crowded market? This is your edge. Excellence in Customer Service is a dynamic, high-impact workshop designed to sharpen the human skills that truly differentiate professionals in today’s insurance landscape.
    ethics & fiduciary duty
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    1.5 hours

    Ethics and Fiduciary Duty

    $150.00
    Trust is everything in insurance—and your reputation depends on it. This deep-dive masterclass equips you to handle real-world ethical dilemmas, manage conflicts of interest, and fulfill your fiduciary duty with confidence. Learn from real cases, build trust, and lead with integrity—every time.
    Captive Insurance
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    2 hours

    Captive Insurance: From Concept to Execution

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    Captive insurance isn’t just for the Fortune 500 anymore. In this hands-on course, you’ll learn how mid-sized companies and niche industries are using captives to cut costs and manage risk. Get practical strategies to advise clients with confidence—and position yourself as the go-to expert in this growing space.
    General (Public) Liability
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    General (Public) Liability Insurance

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    This course gives you the clarity and confidence to navigate CGL policies. Master the fundamentals of liability insurance to better assess risk, support smart decisions, and protect businesses from costly exposures—today and down the road.
    Customer Service instructors
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    Strategies for Delivering Bad News in Insurance

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    How confident are you in your ability to deliver tough messages? Do you have a clear methodology? This course gives you practical tools to handle difficult conversations with clarity and empathy—so you can protect relationships, stay professional, and lead with confidence under pressure.
    ethical dilemmas
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    Navigating Ethical Dilemmas in Client Relations

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    Trust is built on ethical choices. This course explores what ethics means in insurance, how to recognize moral grey areas, and how to meet legal duties to clients. Learn a practical 5-step process to handle tough situations with clarity, confidence, and integrity.
    Ransomware and Insurance
    1.5 Hours

    Ransomware and Insurance

    $150.00
    This course breaks down how ransomware coverage works, what to do if you’re hit, and how to strengthen your defenses. Learn to evaluate policies, improve readiness, and make smarter buying decisions before a breach happens.
    Fiduciary Liability
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    Fiduciary Liability Insurance

    $150.00
    An important course for every pension plan and employee benefit program fiduciary – administrators, trustees and sponsors, as well as insurance and legal professionals. Learn about risks, policy structure, claims, risk mitigation and how to buy.
    Miscellaneous Professional Liability
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    2 Hours

    Miscellaneous Professional Liability Insurance Fundamentals

    $150.00
    A critical course for every professional or professional services organization as well as for those who support and guide them. Learn about risks, key coverages, claims, risk mitigation and how to buy.
    Directors & Officers Liability
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    2 Hours

    Directors & Officers Liability Insurance 101

    $150.00
    This isn’t your typical D&O 101. Understand the real risks directors and officers face—and why this coverage matters. This course breaks down key exposures, how and when D&O insurance responds, and what to look for in a policy. Learn what drives claims, what’s often overlooked, and how to make informed buying decisions.
    Not-for-profit Directors and Officers Liability
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    2 Hours

    Not-for-profit Directors and Officers Liability Insurance

    $150.00
    Directors and officers of not-for-profits face real risks—and unique challenges. This course explains how D&O coverage works, what to expect in a claim, and how to strengthen governance. Learn how to protect your board, your mission, and your organization before a problem arises.
    Ransomware Market Update
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    2022 Market Update Ransomware and Insurance

    Explore how ransomware threats have evolved—and how the insurance market is adapting. This free short course includes an eBook and helpful resources to bring you up to speed on key trends, coverage shifts, and what it all means for insurers, brokers, and buyers alike.
    Commercial Crime Insurance
    Popular
    1.5 Hours

    Commercial Crime Insurance Fundamentals

    $150.00
    Too often overlooked or buried under sublimits, crime coverage matters more than you think. This course explains how commercial crime insurance works, what’s really covered, and how to handle a loss. Learn to spot gaps, ask the right questions, and build stronger protection against employee fraud and theft.
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