Upcoming Events


The Commercial Insurance Puzzle
Jan
23

The Commercial Insurance Puzzle

(Advanced) This course will only offered to VIP’s 

Title: The Commercial Insurance Puzzle - Understanding Complex Insurance terminology 

Event Description:How the players work together and how. Brokers, Consultants, Engineers, etc. 

How to work on getting the most out of each relationship 

Event content: How to write a commercial estimate. Understanding Specialty Wholesale Insurance, Self-Insureds, Underwriting, Captives, Admitted and Non-admitted Carriers, MGA’s, Syndicates, Broker relationships, Reinsurance, Excess and Surplus and Umbrella policies. EGA’s, NGA’s and Commercial Large Loss Adjusters will help guide you through the process and answer questions. 

Cost: $2,000 per person (restricted only to VIPs)

Register Today!

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Crack the Code - How the Insurance Companies Do Business
Oct
7

Crack the Code - How the Insurance Companies Do Business

Title: Crack the code - How the Insurance Companies do business.

Event Description: Understanding how the players all function and coordinate in the claims process. 

Event content: We will be presenting flow charts of how the process works in symphony and who the individuals are and how their titles are significant. Adjusters and TPA’s will be on hand to answer your questions and give you insight 

  • Carriers 

  • Adjusters (GA’s, NGA’s, EGA’s, Desk Adjusters) 

  • How TPA’s work 

  • CSR’s and how they can help you 

  • How To leverage your relationships to get more business

Cost: $500 per person

Register Today!

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Understanding Verticals You May Wish to Market To
Mar
3

Understanding Verticals You May Wish to Market To

Title: Understanding Verticals you may wish to market to. 

Event Description: A deep dive into understanding each vertical.

Event Content: We will be looking at each vertical and its unique challenges and ways to sell effectively to each with information from industry experts 

  • Insurance 

  • Healthcare 

  • Mental Health and Crisis 

  • Senior Living 

  • Hospitality 

  • Multi Family 

  • MOB’s 

  • Municipalities 

  • Retail 

Cost: $500 per person

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