Professional Development

Personal Lines Workshop

Half-day, full-day or week-long sessions.  Contact Cathy or Suzy for a workshop tailored to suit the needs of your staff.

Visit: Personal Lines CSR workshop for more details

Errors & Omissions Liability Insurance

Basic Coverage

• Who needs it
• What can lead to a suit
• Examples of professionals and businesses requiring coverage
• Types of policies available
• Occurrence & claims made coverage triggers
• Evaluating coverage
• Claims examples

Underwriting Information

• Identifying and understanding the exposure
• Application
• Additional information

Commercial Lines Workshop

Work with Cathy & Suzy to customize your workshop:

Visit: Commercial Lines CSR Workshop for more information.

Directors & Officers Liability Insurance

Basic Coverage

• Who needs it
• What can lead to a suit
• Types of policies available
• Claims made coverage triggers
• Major Features of D&O policies
• Claims examples

Underwriting Information

• Application
• By-Laws
• Financial statements

Automobile Insurance

*You can opt for either or both Personal Lines and Commercial Lines

• SAF No. 1 – Application
• SPF No. 1 – Owners Form
• Common endorsements for personal lines and/or commercial lines
• SPF No. 4 – Standard Garage Automobile Policy
• SPF No. 6 – Non-Owned Automobile Policy

You can add components such as:

• best practices
• software tips and tricks
• your own online campus for your company and staff

You can add presenters such as:

• one of your company reps
• one of your vendor reps
• your manager or company owner

ITAC Inc. can help you in inviting additional speakers.
We can order in catering!

Customer Service Skills for the Insurance Professional

As an insurance professional, excellent customer service skills are an asset!  This workshop uses a combination of interactive lecture and role playing to equip participants with essential skills.

• Develop and examine corporate and personal mission, vision and value statements.
• Learn and practice:
  • communication skills including active listening.
  • questioning techniques
  • rapport building
  • handling customer interactions based on customer type
  • recovery skills
  • successfully saying “no”

Risk Management

This workshop is an interactive lecture encouraging participants to immediately put into practice the 5 Steps of the Risk Management Process (Decision Dimension).  The Administration Dimension and the role management activities play in minimizing the adverse effects of losses will also be examined.

Products Liability Insurance

This half-day workshop was developed to help participants become more familiar with advanced commercial liability exposures.

We explore the following:

• Exclusions found in the CGL that impact clients who make or sell goods
• “Long tail” exposures
• Canadian Products Liability Laws
• Coverage trigger theories
• The Claims Made policy
• Underwriting, questionnaires, pricing and US exposure

Umbrella Coverage

• Occurrence coverage vs Claims Made coverage
• Review of Wordings
• How Umbrella Works
• Excess Coverage vs Umbrella Drop-Down
• Tips on Selling Umbrella

Other workshop components…

The following can be added to any workshop.  If you do not see a topic listed, contact Suzy or Cathy to see if it can be incorporated:

• Crime Insurance
• Business Interruption
• Contractors Insurance
• Transportation or Cargo Insurance
• Bailees Insurance
• Pollution
• Water Protection
• Condo Insurance & Rented Dwelling Insurance
• Effective Communication & Interpersonal Skills
• Conflict Resolution
• Computer Tips & Tricks