Commercial lines CSR Workshop

Our two-day workshop* follows this format (we can customize to suit your needs).  It is designed to assist the Commercial Lines CSR or Commercial Underwriter to develop an enhanced comfort level with the various coverages available.

We will provide an in-depth analysis of:

Day 1 – Broad Form Property wording
– Property Options available (Endorsements and enhancements)
Day 2 – Commercial General Liability wording
– Practical skills and techniques to achieve superior Customer Service

Add the following components:

  • Crime Insurance
  • Equipment Breakdown Insurance (aka Boiler & Machinery)
  • Business Interruption
  • Commercial Automobile & Fleet

More about ITAC’s workshops

Both Commercial & Personal Lines Workshops include:

  • Lecture
  • Group-work, and
  • Interactive exercises

We can also add an online component: you can have your own online campus for your company and staff!


All ITAC Inc. workshops are customized to suit your needs.  Here is a 2-minute video you may find helpful.  After watching, contact us so we can start tailoring your workshop today!

Program Benefits

  • Shared real life experience
  • Customized exercises to reflect your chosen company wordings
  • Preparation and review of submissions and applications
  • Comprehensive program

Breed confidence in your staff!!

Training is an investment, not an expense!!!
Education continues to play a critical role in the growth and development of professionals within the insurance industry. Trends indicate that training is becoming a priority to effectively compete in the changing market.

The number of mergers, acquisitions and new players has increased the benchmark to measure the level of professionalism.
Demographics indicate that long-term insurance professionals are leaving the insurance industry and are being replaced by eager yet inexperienced individuals. Recent numbers show that for every two (2) people leaving the workforce, only one of them will be replaced!

Entry-level employees need technical support…
Entry-level employees make excellent students, as they understand the competitive environment that they are entering. Employers should be willing to take the initiative to develop these employees!
Our training will provide these people with the knowledge and skills that are needed during the development of Insurance professionals.

Corporate goals and objectives will be met when your employees are adequately trained to compete in today’s rapidly changing environment.