Calendar of Events

Please be aware a course cannot be applied toward your license renewal requirements more than once within a two-year licensing period. We encourage you to review your education transcript to verify whether you’ve already completed this course. You can access your transcript here.

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Calendar of Events

CISR - Insuring Personal Residential Property

July 2025

Monday, July 07, 2025 10:00 AM - 6:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

The CISR Personal Residential Course helps you develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you will be able to provide practical information that will help clients make decisions for protecting their most valuable assets and their financial future in the event of a loss.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Bad Machines, Evil People: The Latest in Cyber (141517)

July 2025

Tuesday, July 08, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Bad actors are finding more sophisticated ways to utilize their bad machines. The harm caused by a cyber-attack can destroy businesses big and small. This course will examine the most common first and third-party cyber exposures facing businesses today. We will review some of the coverages available in the cyber insurance market and discuss things to consider when selecting a product.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

ABEN - 5 Contractor Coverage Concepts Every Agent Must Understand (131000)

July 2025

Tuesday, July 08, 2025 12:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

2 Hours CE

Member $56 / Non-member $80

Instructor: Chris Boggs, CPCU, ARM, ALCM, LPCS, AII, APA, CWCA, CRIS, AINS

Contractor risks are unique. Agents must understand these unique risks, exposures, and coverages to properly manage their contractor clients. This session focuses on five of the most common contractor risk exposures:

Contractual Risk Transfer
Properly Extending Insured Status
Business Auto Issues
Misuse of the Absolute Pollution Exclusion
Professional and Pollution Exposures Faced by Contractors

A lot of material is covered in this fast-moving, two-hour session. Agents will be better prepared to analyze the risks presented by their contractor clients and know how to properly respond to their coverage needs and claim questions.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Ethics in Insurance – Protecting the Client and the Agency (141514)

July 2025

Tuesday, July 08, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course begins with a discussion of what ethics is and different approaches to decision making. It addresses the ethical responsibilities of the insurance producer to prospects and clients, to insurance carriers and to third parties. Throughout the course, participants will discuss ethical dilemmas faced by insurance producers in order to determine the best course of action. We also discuss the E&O implications in many of the areas discussed.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - The Fine Print: Understanding the Contractual Obligations of Your Insured (141528)

July 2025

Wednesday, July 09, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven D. Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

You know the drill: insured signs contract, insured doesn’t understand contract, contract obligates insured to pay for something, insured gets angry, insured blames insurer/agent. So goes the never-ending cycle of confusing contacts and contractual liability issues…until now! Join contract and coverage expert Steve Lyon for this in-depth discussion on many issues stemming from “insured contracts” to indemnification agreements to hold harmless provisions and all things in between.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Homeowners Endorsements Insureds Don’t Want (But Do Need) (141518)

July 2025

Thursday, July 10, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Nicole Broch, CIC, CISR, PLCS

To save a buck, consumers are quick to strip off coverage and/or buy coverage that doesn’t match their exposure. This course provides many examples and risks insurance pros can use to talk insureds through coverage that is best for their policy and how to get it in the most affordable way possible. Discussion includes reference to many endorsements - some common, some not – insureds should consider.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Nicole: Making Sense of Homeowners Deductibles (Once and For All!) (141493)

July 2025

Thursday, July 10, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Nicole Broch, CIC, CISR, PLCS

Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may not work how they expect. This course will go through several examples to assist insurance pros in finally understanding homeowners deductibles.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Certificates, Contractors, and You: Fights, Coverage Issues, Best Practices (141531)

July 2025

Tuesday, July 15, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when issuing a certificate and discuss ways to avoid some of the common problems and errors. Issues regarding Additional Insureds, Waivers of Subrogation and other requests frequently made of agents will be discussed.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Reasons Personal Lines are Broken (and What to Do About It) (141519)

July 2025

Tuesday, July 15, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Terry L. Tadlock, CIC, CPCU, CRIS

Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of how to address them with insureds.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Elements of Risk Management

July 2025

Thursday, July 17, 2025 10:00 AM - 6:15 PM Central Standard Time

Webcast
Remote,

CISR – Elements of Risk Management

7 CE Hours

Price: $175

Knowing the types and classifications of exposures their clients face helps them to design more effective insurance and risk management programs. This course provides tools and techniques to identify exposures, assess their impact on clients’ assets and operations, consider a variety of loss funding/insurance options, control losses and claims, and finally to implement risk management and loss control procedures and monitoring their progress.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - An Hour with Patrick: Reinsurance: How It Works & Why It Matters (141495)

July 2025

Thursday, July 17, 2025 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

1 Hour CE

Member $32 / Non-member $71

Instructor: Patrick Wraight, CPCU, ITP, CIC, CRM, CISR, AU, AINS

Reinsurance costs always figure into the cost of providing insurance to the consumer but most of the time that’s in the background. Recently, reinsurance has figured prominently in the insurance marketplace because of a rise in reinsurance premiums and a reduction in reinsurance availability. This session is designed to help us to understand what reinsurance is, why companies need it, and what that means to the insurance market as a whole.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT – E&O - Understanding Commercial Property Gaps and Knowing How to Fill Them (141523)

July 2025

Thursday, July 17, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steve Lyon

This course will review the gaps in the Commercial Property and present options for closing those gaps. We will consider covered property, property not covered, additional coverages, and coverage extensions.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CRM - Financing Risk

July 2025

Monday, July 21, 2025 - Tuesday, July 22, 2025 UTC

Webcast
Remote,

CE Hours: 16 Hours

Price: $435

Financing of Risk is often an intricate and complex task. In this course, you will compare various financing options: non-insurance transfer, guaranteed cost plans, retro plans, dividend plans, pools, and various types of captives You will learn how to deliver the message to management in present value dollars. It is recommended that this course be taken after Analysis of Risk.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Risk Manager (CRM) designation program. Click HERE to view all 2025 CRM dates and topics and to learn more about the designation program.

CIC - Life & Health

July 2025

Monday, July 21, 2025 - Tuesday, July 22, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $435

What fundamental traits, clauses, and riders are present in most life, health, and retirement contracts? Discover how to tailor these financial products to the demands of your clients' businesses and personal lives. You will discover useful knowledge and Life on Life and Annuity Policies, Business Life Concepts, Health Insurance, and Employee Benefits in the CIC Life and Health course. You'll leave the seminar with knowledge you can utilize right now.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

IIAT - Liar!: An Agent’s Role in Identifying & Handling Fraud (141527)

July 2025

Tuesday, July 22, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS

They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This course reviews techniques agents can use to identify and deal with insurance fraud. With an abundance of examples and case studies, agents will gain expertise in sniffing out the liars.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

ABEN - An Insurance Horror Story - Hoarders (136426)

July 2025

Tuesday, July 22, 2025 3:00 PM - 5:00 PM Central Standard Time

Webcast
Remote,

2 Hours CE

Member $56 / Non-member $80

Instructor: Dawn Halkyard

This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to keep items.

We will discuss some of the different types of items that are hoarder and the general issues they can cause. We will review actual insurance claims involving hoarders and discuss other possibilities that could lead to claims, whether damage to the property or from the property.

We will discuss how carriers can try to address the problem and discuss differences that make these unique claims handling situations.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Commercial Casualty I

July 2025

Wednesday, July 23, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This CISR Commercial Casualty I Course strengthens your ability to have productive, confident interactions with your commercial customers in the area of commercial casualty exposures and coverages. You’ll improve your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability Coverage Form. Also addressing additional insured exposures and the coverage available to meet them, the course provides a strong foundation that is valued by insurance professionals.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Just Use Mine: Home, Vehicle and Other Sharing Exposures Insurance Doesn’t Like (141499)

July 2025

Tuesday, July 29, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: David Thompson, CPCU, AAI, API, CRIS

Vehicles, houses, garage space, swimming pools, scooters and many other exposures stemming from the shared economy require special attention from an insurance standpoint. Insurance pros who take this course will better understand the breadth of sharing exposures, how they’re addressed in common insurance policies, and how to obtain adequate coverage.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Dawn of New Age or End of the World? Emerging Risk That Make You Wonder (141521)

July 2025

Tuesday, July 29, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM,AIS, MLIS, AFIS, TRIP

Incomprehensible advancements in technology, regulatory changes, and many other factors are fueling new and rapidly-evolving risks for agents and insureds to address. Insurance pros who attend this course will better understand risks presented by electric vehicles, alternative energy systems, artificial intelligence, supply chain issues, parametric insurance, virtual currencies, pollutants, and many other issues.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Dave: Talking Exposures with an Attorney (141490)

July 2025

Wednesday, July 30, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: David Thompson, CPCU, AAI, API, CRIS, and guest attorney

Veteran insurance pro and E&O expert David Thompson wants you to understand the most common E&O exposures and how to address them. But don’t take just his word for it: Dave co-presents this program with a colleague from his network of attorneys who will offer thoughts on common E&O exposures from the legal perspective.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Insuring Personal Auto Exposures

July 2025

Thursday, July 31, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

After taking the CISR Insuring Personal Auto Course, you’ll be able to assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

ABEN - Gigs and Side Hustles - The Insurance Issues (131991)

August 2025

Friday, August 01, 2025 8:00 AM - 10:00 AM Eastern Standard Time

Webcast
Remote,

2 Hours CE

Member $56 / Non-member $80

Instructor: Rick Pitts

This seminar is a fast-paced look at the personal and commercial lines insurance issues that have been created in the gig economy. The first section of the seminar looks at standard definitions and characteristics of the sharing and the gig economy, chiefly by using examples. Of course, the behemoth in the group is Uber. It is also the paradigm for the gig and sharing economy. Private drivers use their own private vehicle to act like a taxi service. Apps such as Touro permit private drivers to use their vehicles for rental, much like Avis or Hertz. The sharing economy is not limited to vehicles, however. In a similar vein homeowners can use their residence as a hotel by renting it out for short periods of time via Airbnb or VRBO (Vacation Rentals by Owner).

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

LEAD: Leadership Excellence and Development Series

August 2025

Tuesday, August 05, 2025 - Tuesday, September 09, 2025 Central Standard Time

Webcast
Remote,

Maximum of 25 Registrants

No CE

Price: All 6 sessions for $499 for Members / $739 for Non-members

Powered by New Level Partners, Nancy Langton

Front line leaders tap into a variety of skills, daily. In most cases, leaders are focused on their team’s production and individual member’s needs more than investing in their own learning. LEAD is an opportunity to strengthen core foundational elements of leadership along with learning techniques, best practices, and collaborating with other front-line leaders to gain valuable insights.

Each virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations.

Session 1. Foundations of Effective Leadership: August 5, 2025, 9:00-10:30 AM CT

Session 2. Communications and Relationship Management: August 12, 2025, 9:00-10:30 AM CT

Session 3. Coaching to Performance Outcomes: August 19, 2025, 9:00-10:30 AM CT

Session 4. Difficult Conversations and Conflict Resolution: August 26, 2025, 9:00-10:30 AM CT

Session 5. Talent Strategies: September 2, 2025, 9:00-10:30 AM CT

Session 6. Leading Hybrid Teams and Implementing AI in Your Agency: September 9, 2025, 9:00-10:30 AM CT

IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)

August 2025

Tuesday, August 05, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

This course reviews many examples of situations faced by agents which may test ethical resolve as well as E&O management practices. Agents who take this course will learn some coverage lessons, better understand the critical functions of a successful agency operation, and be more prepared to handle difficult situations commonly faced by insurance agencies.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Insuring Commercial Property

August 2025

Wednesday, August 06, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

Commercial property insurance is one of your business customers’ greatest concerns. You’ll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage and reduce E&O exposures. Insuring Commercial Property gives you the skills to address these issues with greater ease and confidence.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - An Hour with Dave: Understanding Ordinance or Law (Because Insureds Still Don’t) (141492)

August 2025

Wednesday, August 06, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: David Thompson, CPCU, AAI, API, CRIS

Ordinance or Law exposures continue to evolve and your insureds still don’t understand why it matters. It’s imperative that you stay up to date with exposures that affect personal or commercial insureds in your area. Insurance pros who take this course will gain expertise on how to keep up with exposures, explain them to insureds, and secure the coverage needed to avoid ugliness at claim time.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Flood Insurance: What You Need to Know (141526)

August 2025

Thursday, August 07, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: David Thompson, CPCU, AAI, API, CRIS

Join flood guru David Thompson for a discussion on many factors regarding flood insurance and the National Flood Insurance Program. This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT – E&O - Coverage Essentials: Homeowners Part 1 (141522)

August 2025

Thursday, August 07, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

This course reviews the definitions, liability coverage and policy provisions of the Homeowners forms. We will look at the eligibility for the HO-3, HO-4, HO-5, HO-6, HO-8 an the HO-14 and compare the forms. We will then dig into the Liability side and discuss insuring agreements and Section II Exclusions. We will wrap up the session with Personal Liability Exclusions and Additional Coverages. Most importantly, we will share E&O tips through the discussion with scenarios.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

ABEN - Why Certificates of Insurance...Just Why? (131003)

August 2025

Tuesday, August 12, 2025 12:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

2 Hours CE

Member $56 / Non-member $80

Instructor: Chris Boggs, CPCU, ARM, ALCM, LPCS, AII, APA, CWCA, CRIS, AINS

Without using hyperbole, thousands of certificates of insurance (COIs) are issued every day; and, again without hyperbole, most of them are issued improperly. In fact, your agency may have issued an improper certificate as recently as this morning.

What is it about COIs that can get an agency in trouble? If there were just one or two things, it would make your job a whole lot easier, but in reality, there are about 27 different ways a COI can get you in trouble. OK, so 27 isn't an exact number, but you get the idea. A "simple" COI is a potentially dangerous weapon that can be used against your agency.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Commercial Property: Claims, Coverages, Consequences (141520)

August 2025

Tuesday, August 12, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Terry Tadlock, CIC, CPCU, CRIS

This course uses examples of several commercial property claims to illustrate how the policy may not function in the manner expected by either the agent or insured. Insurance pros who take this course will gain expertise on a variety of commercial property issues such as reconstruction costs, setting limits, insurance to value, tenant lease insurance requirements, and acts of civil authority.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Commercial Casualty II

August 2025

Thursday, August 14, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This course, like Commercial Casualty I, expands your ability to have a confident relationship with your commercial customers in the area of commercial casualty exposures and coverages. In Commercial Casualty II, the focus is the Business Auto Policy, the Workers Compensation Policy, and Excess Liability Policies. You will improve your understanding in each of these vital areas

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

Sponsored by TSLA - Basics of CBD and Marijuana - The Quick Version (#122614)

August 2025

Thursday, August 14, 2025 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Sponsored by Texas Surplus Lines Association

1 CE Hour

Member $32 / Non-member $71

Instructors: Joe Dahlvig, Admiral Insurance Group

Participants should obtain basic knowledge of CBD and Marijuana (THC). Topics will include Regulation, Seed to Sale process, ways to consume, and underwriting concerns/potential claims and forms including exclusions and extensions of coverage found in insurance policies.Participants should obtain basic knowledge of CBD and Marijuana (THC).

CIC - Commercial Multiline

August 2025

Monday, August 18, 2025 - Tuesday, August 19, 2025 UTC

Webcast
Remote,

16 CE Hours

Price: $435

In the CIC Commercial Multiline course, learn how to identify Commercial Inland Marine, Crime, Cyber and Employment Practices exposures. The course will also help you learn about the types of coverage available to address these exposures as you develop insurance programs for your clients.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

IIAT - CGL Endorsements That Will Break Your Policy (141497)

August 2025

Tuesday, August 19, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course will familiarize the participants with some of the endorsements that can severely restrict coverage under the Commercial General Liability (CGL) Policy. We will review several ISO endorsements and see examples of non-standard endorsements often used by insurers. In each case, we will discuss the effect that the endorsement has on the coverage that would otherwise have been afforded by the CGL policy.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Cathy: I Pay What? How Commercial Policy Deductibles Work (141488)

August 2025

Tuesday, August 19, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Cathy Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course reviews property deductibles, including a discussion of flat, percentage, and catastrophe deductibles as well as deductible buyback policies. We will discuss the different types of general liability deductibles that may apply, as well as how the self-insured retention in an Umbrella policy functions. Lastly, we will address the application of deductibles for auto physical damage coverages.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Why Inadequate EPLI Will Close Your Business (and What to Do About It) (141530)

August 2025

Thursday, August 21, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Many businesses do not carry Employment Practices Liability Insurance (EPLI) and some that do have confusing policies with limited coverage. This course begins with a discussion of why ALL businesses big and small must consider EPLI. The course will discuss some important concepts to understand when writing claims made policies and address many employment-related liability exposures faced by today’s employers: discrimination and harassment claims by employees and third parties, employee privacy concerns, retaliation claims, wage and hour claims and more as well as how common EPLI policies address such exposures.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals (141294)

August 2025

Thursday, August 21, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 Hours CE

Member $96 / Non-member $213

Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS

Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk management process as well as providing needed insurance solutions for such insureds.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Life & Health Essentials

August 2025

Monday, August 25, 2025 7:00 AM - 3:15 PM UTC

Webcast
Remote,

7 CE Hours

Price: $175

This course helps build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial well-being of your clients’ families and businesses.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

ABEN - A Walk Around the Farm - Farm Property Considerations (135578)

August 2025

Tuesday, August 26, 2025 8:00 AM - 10:00 AM UTC

Webcast
Remote,

2 Hours CE

Member $56 / Non-member $80

Instructor: Sam Bennett, CIC, AFIS, CRIS, CPIA, CPRM

This presentation will concentrate on often-used ISO Farm Property Coverage Forms with a goal of familiarizing the participant with the structure and coverage intent of the farm property program. Even though many carriers do not use ISO forms in their farm program, the information is consistent also for AAIS and most proprietary farm programs.

This presentation will concentrate on often-used ISO Farm Property Coverage Forms with a goal of familiarizing the participant with the structure and coverage intent of the farm property program. Even though many carriers do not use ISO forms in their farm program, the information is consistent also for AAIS and most proprietary farm programs.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Why Are You Hear?! Insurance Issues with the People and Stuff in Your House (141501)

August 2025

Tuesday, August 26, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Scott Treen, CIC, CPIA

Someone moves in. Someone moves out. Stuff moves in. Stuff moves out. As your insureds’ situations change so do their insurance needs. Insurance pros who attend this course will gain expertise in how to handle several coverage issues found in a typical home or umbrella policy.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Social Security and Medicare: Your Questions Answered (141293)

August 2025

Tuesday, August 26, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Chris Amrhein, AAI

This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the chaos. Whether you are seeking info to help a customer, spouse, parent, relative or preparing for your own journey through the retirement “right of passage”, harvest the value of experience and take this course!

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Transportation Insurance: A Non-Standard Business Exposure (141529)

August 2025

Wednesday, August 27, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Robin Federici

Annual transportation policies, Trip Transit policies, Motor Truck Cargo policies and Owners Form Motor Truck Cargo policies – all non-standard policy forms BUT most businesses have a transportation exposure! This course will provide information on the “general” and “usual” policy provisions found in many of these non-standard forms including covered property interests, excluded property, valuations, coinsurance, subrogation and coverage territories.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Eroding: The Personal Lines Implosion and What Happens Next (141498)

August 2025

Thursday, August 28, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Nicole Broch, CIC, CISR, PLCS

Personal Lines markets continue to deteriorate. Agents and account managers are scrambling, carriers are changing course daily, and the insured often is left with reduced coverage and higher premiums. This course will explain how we got here and what insurance pros can do to understand, explain, and advise insureds as to how to protect themselves until conditions (hopefully!) improve.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Nicole: Personal Lines: Read the %^&* Form! (141494)

August 2025

Thursday, August 28, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Nicole Broch, CIC, CISR, PLCS

The Insurance Services Office (ISO) forms may be the standard but there are variations in commonly used non-standard forms that, if not identified, could lead to coverage problems. Personal lines insurance pros who take this course will be better positioned to search for and remedy such discrepancies.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Elements of Risk Management

September 2025

Wednesday, September 03, 2025 9:00 AM - 5:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

Knowing the types and classifications of exposures their clients face helps them to design more effective insurance and risk management programs. This course provides tools and techniques to identify exposures, assess their impact on clients’ assets and operations, consider a variety of loss funding/insurance options, control losses and claims, and finally to implement risk management and loss control procedures and monitoring their progress.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

CISR - Other Personal Lines Solutions

September 2025

Monday, September 08, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This course examines coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy. Learn to address exposures created by business activities, the ownership or use of recreational vehicles and watercraft, and the need for additional coverage through Personal Umbrella Liability and Catastrophe Coverage.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

James K Ruble Graduate Seminar

September 2025

Monday, September 08, 2025 - Tuesday, September 09, 2025 UTC

Webcast
Remote,

16 CE Hours

Price: $450

Thoughtfully crafted seminars are taught at the graduate level, focusing on practical, real-life applications of insurance and risk management principles to develop skills in quantifying complex exposures, identifying specific risks, and determining the most effective mitigation strategies through risk control and coverage applications.

This program is provided by the Risk & Insurance Education Alliance. Click here to view all 2025 James K Ruble Graduate Seminar dates and topics and to learn more about the designation program. You must be a dues paid member of the Risk & Insurance Education Alliance to attend this program and earn designation update credit.

CIC - Agency Management

September 2025

Tuesday, September 09, 2025 - Wednesday, September 10, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $435

In the CIC Agency Management course, you will learn how to apply the management theories, methods, and procedures necessary to operate a successful insurance agency. Leave the class prepared to implement strategies designed to increase agency profitability.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

IIAT - An Hour with Patrick: Reinsurance: How It Works & Why It Matters (141495)

September 2025

Tuesday, September 09, 2025 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

1 Hour CE

Member $32 / Non-member $71

Instructor: Patrick Wraight, CPCU, ITP, CIC, CRM, CISR, AU, AINS

Reinsurance costs always figure into the cost of providing insurance to the consumer but most of the time that’s in the background. Recently, reinsurance has figured prominently in the insurance marketplace because of a rise in reinsurance premiums and a reduction in reinsurance availability. This session is designed to help us to understand what reinsurance is, why companies need it, and what that means to the insurance market as a whole.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT – E&O - Understanding Commercial Property Gaps and Knowing How to Fill Them (141523)

September 2025

Tuesday, September 09, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steve Lyon

This course will review the gaps in the Commercial Property and present options for closing those gaps. We will consider covered property, property not covered, additional coverages, and coverage extensions.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Homeowners Endorsements Insureds Don’t Want (But Do Need) (141518)

September 2025

Wednesday, September 10, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Nicole Broch, CIC, CISR, PLCS

To save a buck, consumers are quick to strip off coverage and/or buy coverage that doesn’t match their exposure. This course provides many examples and risks insurance pros can use to talk insureds through coverage that is best for their policy and how to get it in the most affordable way possible. Discussion includes reference to many endorsements - some common, some not – insureds should consider.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Nicole: Making Sense of Homeowners Deductibles (Once and For All!) (141493)

September 2025

Wednesday, September 10, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Nicole Broch, CIC, CISR, PLCS

Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may not work how they expect. This course will go through several examples to assist insurance pros in finally understanding homeowners deductibles.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT – An Hour with Cathy: Understanding (Finally!) How Claims Made Policies Work (141489)

September 2025

Thursday, September 11, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course covers the most important concepts to understand when writing claims-made coverage. We will discuss the coverage trigger, retroactive date, extended reporting period, prior and pending litigation and continuity dates. We will review some common coverage features of policies written on a claims-made basis including defense provisions and consent to settle clauses. Lastly, we will discuss the importance of the policy application.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Reasons Personal Lines are Broken (and What to Do About It) (141519)

September 2025

Tuesday, September 16, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Terry L. Tadlock, CIC, CPCU, CRIS

Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of how to address them with insureds.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Name That Endorsement: Business Auto and Commercial Property Edition (141500)

September 2025

Thursday, September 18, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: David Thompson, CPCU, AAI, API, CRIS

While many are commonly used, commercial insureds and agents are often confused by the purpose of certain endorsements to their insurance policies. Insurance pros who take this course will gain expertise on several endorsements often used to limit or enhance coverage in the Business Auto policy as well as a few designed for the Commercial Property policy.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Insuring Commercial Property

September 2025

Thursday, September 18, 2025 9:00 AM - 5:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

Commercial property insurance is one of your business customers’ greatest concerns. You’ll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage and reduce E&O exposures. Insuring Commercial Property gives you the skills to address these issues with greater ease and confidence.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Ethics in Insurance – Protecting the Client and the Agency (141514)

September 2025

Thursday, September 18, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course begins with a discussion of what ethics is and different approaches to decision making. It addresses the ethical responsibilities of the insurance producer to prospects and clients, to insurance carriers and to third parties. Throughout the course, participants will discuss ethical dilemmas faced by insurance producers in order to determine the best course of action. We also discuss the E&O implications in many of the areas discussed.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CIC - Agency Management

September 2025

Tuesday, September 23, 2025 - Wednesday, September 24, 2025 Central Standard Time

In Person

Facility TBD
Dallas, TX

16 CE Hours

Price: $475

Instructors: Robert Shomo and Dave Coil
Education Consultant: Bruce McCreadie

In the CIC Agency Management course, you will learn how to apply the management theories, methods, and procedures necessary to operate a successful insurance agency. Leave the class prepared to implement strategies designed to increase agency profitability.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click HERE to view all 2025 CIC dates and topics and to learn more about the designation program.

CISR - Insuring Personal Residential Property

September 2025

Thursday, September 25, 2025 9:00 AM - 5:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

The CISR Personal Residential Course helps you develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you will be able to provide practical information that will help clients make decisions for protecting their most valuable assets and their financial future in the event of a loss.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Bad Machines, Evil People: The Latest in Cyber (141517)

September 2025

Thursday, September 25, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Bad actors are finding more sophisticated ways to utilize their bad machines. The harm caused by a cyber-attack can destroy businesses big and small. This course will examine the most common first and third-party cyber exposures facing businesses today. We will review some of the coverages available in the cyber insurance market and discuss things to consider when selecting a product.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

James K Ruble Graduate Seminar

September 2025

Monday, September 29, 2025 - Tuesday, September 30, 2025 Central Standard Time

In Person

Risk & Insurance Education Alliance
3624 North Hills Drive, Suite D-101
Austin, TX 78731

16 CE Hours

Price: $460

Instructors: Cathy Trischan and Jay Willliams

Thoughtfully crafted seminars are taught at the graduate level, focusing on practical, real-life applications of insurance and risk management principles to develop skills in quantifying complex exposures, identifying specific risks, and determining the most effective mitigation strategies through risk control and coverage applications.

This program is provided by the Risk & Insurance Education Alliance. Click HERE to view all 2025 James K Ruble Graduate Seminar dates and topics and to learn more about the designation program. You must be a dues paid member of the Risk & Insurance Education Alliance to attend this program and earn designation update credit.

CRM - Analysis of Risk

September 2025

Tuesday, September 30, 2025 - Wednesday, October 01, 2025 UTC

Webcast
Remote,

CE Hours: 16 Hours

Price: $435

Analysis is a vital step in the risk management process - using risk data to analyze the frequency and severity of losses, the potential for future losses, and cost-benefits of control solutions. You'll acquire a facility with the analysis and measurement of exposures and loss data that is fundamental to risk management. It is recommended that you take this Analysis of Risk course before Financing Risk.

This program is provided by the Risk & Insurance Education Alliance and is part of the Certified Risk Manager (CRM) designation program. Click HERE to view all 2025 CRM dates and topics and to learn more about the designation program.

IIAT - Liar!: An Agent’s Role in Identifying & Handling Fraud (141527)

September 2025

Tuesday, September 30, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS

They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This course reviews techniques agents can use to identify and deal with insurance fraud. With an abundance of examples and case studies, agents will gain expertise in sniffing out the liars.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CIC - Personal Lines

October 2025

Wednesday, October 01, 2025 - Thursday, October 02, 2025 UTC

Webcast
Remote,

16 CE Hours

Price: $435

In this CIC Personal Lines course, you will focus on the Property and Casualty insurance industry, covering topics related to Personal Residential, Personal Auto, and Personal Umbrella or Excess Policies. Through exploring the intricacies of policy coverages, limitations, and exclusions you will be able to identify risks and coverage gaps of personal lines clients, offer coverage solutions, and learn how to respond in the event of a loss.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

CIC - Commercial Casualty

October 2025

Thursday, October 02, 2025 - Friday, October 03, 2025 Central Standard Time

In Person

FacilityTBD
Houston, TX

16 CE Hours

Price: $435

Instructors: Brian Hutson and Teresa Pacelli
Education Consultant: John Dismukes

In the CIC Commercial Casualty course, you will gain a detailed understanding of the coverage, limitations, and exclusions of the Commercial General Liability (CGL) Policy, the Business Auto Policy (BAP), and the Workers’ Compensation and Employers’ Liability Insurance Policy (WC & EL Policy).

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click HERE to view all 2025 CIC dates and topics and to learn more about the designation program.

CISR - Commercial Casualty I

October 2025

Tuesday, October 07, 2025 10:00 AM - 6:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This CISR Commercial Casualty I Course strengthens your ability to have productive, confident interactions with your commercial customers in the area of commercial casualty exposures and coverages. You’ll improve your understanding of legal liability and what creates liability exposures. The focus of this course is the Commercial General Liability Coverage Form. Also addressing additional insured exposures and the coverage available to meet them, the course provides a strong foundation that is valued by insurance professionals.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)

October 2025

Thursday, October 09, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

This course reviews many examples of situations faced by agents which may test ethical resolve as well as E&O management practices. Agents who take this course will learn some coverage lessons, better understand the critical functions of a successful agency operation, and be more prepared to handle difficult situations commonly faced by insurance agencies.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Certificates, Contractors, and You: Fights, Coverage Issues, Best Practices (141531)

October 2025

Tuesday, October 14, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when issuing a certificate and discuss ways to avoid some of the common problems and errors. Issues regarding Additional Insureds, Waivers of Subrogation and other requests frequently made of agents will be discussed.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Commercial Property: Claims, Coverages, Consequences (141520)

October 2025

Tuesday, October 14, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Terry Tadlock, CIC, CPCU, CRIS

This course uses examples of several commercial property claims to illustrate how the policy may not function in the manner expected by either the agent or insured. Insurance pros who take this course will gain expertise on a variety of commercial property issues such as reconstruction costs, setting limits, insurance to value, tenant lease insurance requirements, and acts of civil authority.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Insuring Personal Auto Exposures

October 2025

Wednesday, October 15, 2025 10:00 AM - 6:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

After taking the CISR Insuring Personal Auto Course, you’ll be able to assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Eroding: The Personal Lines Implosion and What Happens Next (141498)

October 2025

Thursday, October 16, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Nicole Broch, CIC, CISR, PLCS

Personal Lines markets continue to deteriorate. Agents and account managers are scrambling, carriers are changing course daily, and the insured often is left with reduced coverage and higher premiums. This course will explain how we got here and what insurance pros can do to understand, explain, and advise insureds as to how to protect themselves until conditions (hopefully!) improve.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

James K Ruble Graduate Seminar

October 2025

Thursday, October 16, 2025 - Friday, October 17, 2025 Central Standard Time

In Person

Facility TBD
San Antonio, TX

16 CE Hours

Price: $460

Instructors: Chappy Chapman and Allen Messer

Thoughtfully crafted seminars are taught at the graduate level, focusing on practical, real-life applications of insurance and risk management principles to develop skills in quantifying complex exposures, identifying specific risks, and determining the most effective mitigation strategies through risk control and coverage applications.

This program is provided by the Risk & Insurance Education Alliance. Click HERE to view all 2025 James K Ruble Graduate Seminar dates and topics and to learn more about the designation program. You must be a dues paid member of the Risk & Insurance Education Alliance to attend this program and earn designation update credit.

Sponsored by TSLA - Hard Market Dynamics and How to Approach With Your Insured (#125431)

October 2025

Thursday, October 16, 2025 10:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

Sponsored by Texas Surplus Lines Association

2 CE Hour

Member $32 / Non-member $71

Instructors: Emily Carstens, Amwins

This class will discuss the differences in hard vs soft insurance markets, and the dynamics of the current insurance market including aspects of Social inflation. The bulk of the course is designed to educate insureds on the Hard Market and put emphasis on putting the best policy together for their coverage needs.

IIAT - An Hour with Nicole: Personal Lines: Read the %^&* Form! (141494)

October 2025

Thursday, October 16, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Nicole Broch, CIC, CISR, PLCS

The Insurance Services Office (ISO) forms may be the standard but there are variations in commonly used non-standard forms that, if not identified, could lead to coverage problems. Personal lines insurance pros who take this course will be better positioned to search for and remedy such discrepancies.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Life & Health Essentials

October 2025

Monday, October 20, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This course helps build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial well-being of your clients’ families and businesses.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

James K Ruble Graduate Seminar

October 2025

Monday, October 20, 2025 - Tuesday, October 21, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $450

Thoughtfully crafted seminars are taught at the graduate level, focusing on practical, real-life applications of insurance and risk management principles to develop skills in quantifying complex exposures, identifying specific risks, and determining the most effective mitigation strategies through risk control and coverage applications.

This program is provided by the Risk & Insurance Education Alliance. Click here to view all 2025 James K Ruble Graduate Seminar dates and topics and to learn more about the designation program. You must be a dues paid member of the Risk & Insurance Education Alliance to attend this program and earn designation update credit.

IIAT - CGL Endorsements That Will Break Your Policy (141497)

October 2025

Tuesday, October 21, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course will familiarize the participants with some of the endorsements that can severely restrict coverage under the Commercial General Liability (CGL) Policy. We will review several ISO endorsements and see examples of non-standard endorsements often used by insurers. In each case, we will discuss the effect that the endorsement has on the coverage that would otherwise have been afforded by the CGL policy.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT – An Hour with Cathy: I Pay What? How Commercial Policy Deductibles Work (141488)

October 2025

Tuesday, October 21, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Cathy Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course reviews property deductibles, including a discussion of flat, percentage, and catastrophe deductibles as well as deductible buyback policies. We will discuss the different types of general liability deductibles that may apply, as well as how the self-insured retention in an Umbrella policy functions. Lastly, we will address the application of deductibles for auto physical damage coverages.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Just Use Mine: Home, Vehicle and Other Sharing Exposures Insurance Doesn’t Like (141499)

October 2025

Thursday, October 23, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: David Thompson, CPCU, AAI, API, CRIS

Vehicles, houses, garage space, swimming pools, scooters and many other exposures stemming from the shared economy require special attention from an insurance standpoint. Insurance pros who take this course will better understand the breadth of sharing exposures, how they’re addressed in common insurance policies, and how to obtain adequate coverage.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Dawn of New Age or End of the World? Emerging Risk That Make You Wonder (141521)

October 2025

Thursday, October 23, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM,AIS, MLIS, AFIS, TRIP

Incomprehensible advancements in technology, regulatory changes, and many other factors are fueling new and rapidly-evolving risks for agents and insureds to address. Insurance pros who attend this course will better understand risks presented by electric vehicles, alternative energy systems, artificial intelligence, supply chain issues, parametric insurance, virtual currencies, pollutants, and many other issues.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals (141294)

October 2025

Tuesday, October 28, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 Hours CE

Member $96 / Non-member $213

Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS

Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk management process as well as providing needed insurance solutions for such insureds.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT – E&O - Coverage Essentials: Homeowners Part 1 (141522)

October 2025

Tuesday, October 28, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

This course reviews the definitions, liability coverage and policy provisions of the Homeowners forms. We will look at the eligibility for the HO-3, HO-4, HO-5, HO-6, HO-8 an the HO-14 and compare the forms. We will then dig into the Liability side and discuss insuring agreements and Section II Exclusions. We will wrap up the session with Personal Liability Exclusions and Additional Coverages. Most importantly, we will share E&O tips through the discussion with scenarios.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CRM - Analysis of Risk

October 2025

Wednesday, October 29, 2025 - Thursday, October 30, 2025 Central Standard Time

In Person

LocationTBD
Houston, TX

CE Hours: 16 Hours

Price: $475

Presenters: Michael Hay and Richard Rudolph
Education Consultant: John Neal

Analysis is a vital step in the risk management process - using risk data to analyze the frequency and severity of losses, the potential for future losses, and cost-benefits of control solutions. You'll acquire a facility with the analysis and measurement of exposures and loss data that is fundamental to risk management. It is recommended that you take this Analysis of Risk course before Financing Risk.

This program is provided by the Risk & Insurance Education Alliance and is part of the Certified Risk Manager (CRM) designation program. Click HERE to view all 2025 CRM dates and topics and to learn more about the designation program.

IIAT - Big Rig, Big Risk: Mastering Trucking Accounts (141525)

October 2025

Wednesday, October 29, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Robin Federici, CPCU, AAI, ARM, AINS, AIS, CPIW

Society as we know it depends on the trucking industry getting from A to B unscathed. Sometimes, accidents happen. The Motor Carrier Coverage Form (MCCF) is at the core of many Motor Carrier/Trucking accounts. This course takes a deep dive into the Insurance Services Office (ISO) MCCF, exclusions, and conditions. It will emphasize how understanding “who is an insured” shapes the coverage, provide the answer to a variety of coverage questions on the effect of ISO symbols and how exceptions to exclusions provide some surprising expansions of coverage.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Social Security and Medicare: Your Questions Answered (141293)

October 2025

Wednesday, October 29, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Chris Amrhein, AAI

This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the chaos. Whether you are seeking info to help a customer, spouse, parent, relative or preparing for your own journey through the retirement “right of passage”, harvest the value of experience and take this course!

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Definition of Insanity: Common Home and Auto Exposures We Know Are There (141524)

October 2025

Thursday, October 30, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Scott Treen, CIC, CPIA

This course discusses several home and auto exposures that most everyone knows are there yet, for some reason, continue to cause coverage problems. Furnished vehicles, trailers, personal property, kids earning cash, watercraft, and several other common exposures will be discussed with the hope of addressing them in a way that finally produces a different result: adequate coverage!

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Commercial Casualty II

October 2025

Thursday, October 30, 2025 10:00 AM - 6:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This course, like Commercial Casualty I, expands your ability to have a confident relationship with your commercial customers in the area of commercial casualty exposures and coverages. In Commercial Casualty II, the focus is the Business Auto Policy, the Workers Compensation Policy, and Excess Liability Policies. You will improve your understanding in each of these vital areas

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

CISR - Other Personal Lines Solutions

November 2025

Tuesday, November 04, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

This course examines coverage exclusions and limitations in the most current ISO Homeowners 3 – Special Form and the ISO Personal Auto Policy. Learn to address exposures created by business activities, the ownership or use of recreational vehicles and watercraft, and the need for additional coverage through Personal Umbrella Liability and Catastrophe Coverage.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

CIC - Insurance Company Operations

November 2025

Wednesday, November 05, 2025 - Thursday, November 06, 2025 Central Standard Time

In Person

Risk & Insurance Education Alliance
3624 North Hills Drive, Suite D-101
Austin, TX 78731

16 CE Hours

Price: $475

Instructors: Craig Sietsema and Nikki Sherrill-Wyatt
Education Consultant: John Neal

In the Insurance Company Operations course, you will learn strategic decision-making strategies for the purpose of satisfying regulatory requirements, meeting compliance standards, product development, underwriting, distributing and marketing, processing claims, and other vital company functions.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click HERE to view all 2025 CIC dates and topics and to learn more about the designation program.

IIAT - Flood Insurance: What You Need to Know (141526)

November 2025

Thursday, November 06, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: David Thompson, CPCU, AAI, API, CRIS

Join flood guru David Thompson for a discussion on many factors regarding flood insurance and the National Flood Insurance Program. This course follows the general curriculum for flood insurance training as set forth by FEMA. Completion of this course will satisfy FEMA’s 3-hour Basic Flood Insurance Course requirement for agents to sell flood insurance.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Liar!: An Agent’s Role in Identifying & Handling Fraud (141527)

November 2025

Thursday, November 06, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS

They’re out there. And with a bit of misfortune, some may find their way into your book of business. You already know that insureds and prospects who engage in fraud are bad news but some are harder to spot then others. This course reviews techniques agents can use to identify and deal with insurance fraud. With an abundance of examples and case studies, agents will gain expertise in sniffing out the liars.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Insuring Personal Residential Property

November 2025

Wednesday, November 12, 2025 7:00 AM - 3:15 PM Eastern Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

The CISR Personal Residential Course helps you develop the expertise to guide your customers through the often complex and confusing process of purchasing homeowners insurance. More importantly, you will be able to provide practical information that will help clients make decisions for protecting their most valuable assets and their financial future in the event of a loss.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Homeowners Endorsements Insureds Don’t Want (But Do Need) (141518)

November 2025

Thursday, November 13, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Nicole Broch, CIC, CISR, PLCS

To save a buck, consumers are quick to strip off coverage and/or buy coverage that doesn’t match their exposure. This course provides many examples and risks insurance pros can use to talk insureds through coverage that is best for their policy and how to get it in the most affordable way possible. Discussion includes reference to many endorsements - some common, some not – insureds should consider.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Nicole: Making Sense of Homeowners Deductibles (Once and For All!) (141493)

November 2025

Thursday, November 13, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Nicole Broch, CIC, CISR, PLCS

Deductibles are commonly understood when agents sell and service a policy. However, applying deductibles to a loss may not work how they expect. This course will go through several examples to assist insurance pros in finally understanding homeowners deductibles.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Insuring Personal Auto Exposures

November 2025

Friday, November 14, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

After taking the CISR Insuring Personal Auto Course, you’ll be able to assist your clients in identifying their exposures and more effectively advise them of policy limitations or exclusions that may apply, including ways to provide the needed coverage.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - How It’s Built, How It’s Used, Will It Survive: Elements of Property Underwriting (141289)

November 2025

Tuesday, November 18, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Patrick Wraight, ITP, CIC, CRM, CISR, AU, AINS

This course reviews many factors of a building’s construction and occupancy and how underwriters use data to determine and classify a property risk. After taking this course, insurance pros will have a better understanding of construction strategy, mitigating risks such as fire and wind, and tools used by property underwriters.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Reasons Personal Lines are Broken (and What to Do About It) (141519)

November 2025

Tuesday, November 18, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Terry L. Tadlock, CIC, CPCU, CRIS

Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of how to address them with insureds.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT – E&O - Understanding Commercial Property Gaps and Knowing How to Fill Them (141523)

November 2025

Wednesday, November 19, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steve Lyon

This course will review the gaps in the Commercial Property and present options for closing those gaps. We will consider covered property, property not covered, additional coverages, and coverage extensions.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Why Inadequate EPLI Will Close Your Business (and What to Do About It) (141530)

November 2025

Thursday, November 20, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Many businesses do not carry Employment Practices Liability Insurance (EPLI) and some that do have confusing policies with limited coverage. This course begins with a discussion of why ALL businesses big and small must consider EPLI. The course will discuss some important concepts to understand when writing claims made policies and address many employment-related liability exposures faced by today’s employers: discrimination and harassment claims by employees and third parties, employee privacy concerns, retaliation claims, wage and hour claims and more as well as how common EPLI policies address such exposures.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

James K Ruble Graduate Seminar

November 2025

Thursday, November 20, 2025 - Friday, November 21, 2025 Central Standard Time

In Person

Facility TBD
Houston, TX

16 CE Hours

Price: $460

Instructors: Ian Greenway and Ted Kinney

Thoughtfully crafted seminars are taught at the graduate level, focusing on practical, real-life applications of insurance and risk management principles to develop skills in quantifying complex exposures, identifying specific risks, and determining the most effective mitigation strategies through risk control and coverage applications.

This program is provided by the Risk & Insurance Education Alliance. Click HERE to view all 2025 James K Ruble Graduate Seminar dates and topics and to learn more about the designation program. You must be a dues paid member of the Risk & Insurance Education Alliance to attend this program and earn designation update credit.

IIAT - Ethics in Insurance – Protecting the Client and the Agency (141514)

November 2025

Thursday, November 20, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course begins with a discussion of what ethics is and different approaches to decision making. It addresses the ethical responsibilities of the insurance producer to prospects and clients, to insurance carriers and to third parties. Throughout the course, participants will discuss ethical dilemmas faced by insurance producers in order to determine the best course of action. We also discuss the E&O implications in many of the areas discussed.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Elements of Risk Management

December 2025

Monday, December 01, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

Knowing the types and classifications of exposures their clients face helps them to design more effective insurance and risk management programs. This course provides tools and techniques to identify exposures, assess their impact on clients’ assets and operations, consider a variety of loss funding/insurance options, control losses and claims, and finally to implement risk management and loss control procedures and monitoring their progress.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Certificates, Contractors, and You: Fights, Coverage Issues, Best Practices (141531)

December 2025

Tuesday, December 02, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Contractor insureds and their agents are all-too-familiar with issues regarding Certificates of Insurance as well as endorsements often requested with them. This course will review many considerations for agents when issuing a certificate and discuss ways to avoid some of the common problems and errors. Issues regarding Additional Insureds, Waivers of Subrogation and other requests frequently made of agents will be discussed.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CRM - Practice of Risk Management

December 2025

Tuesday, December 02, 2025 - Wednesday, December 03, 2025 Central Standard Time

Webcast
Remote,

CE Hours: 16 Hours

Price: $435

This updated and revised course consolidates what you have learned in other CRM courses. For this reason, it is suggested that you take this course last. Practice of Risk Management also helps you tackle the daily managerial and organizational requirements of risk managers and consultants. New topics include International and Multinational Risks and Compliance and Governance.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Risk Manager (CRM) designation program. Click HERE to view all 2025 CRM dates and topics and to learn more about the designation program.

IIAT - An Hour with Cathy: Understanding (Finally!) How Claims Made Policies Work (141489)

December 2025

Tuesday, December 02, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

This course covers the most important concepts to understand when writing claims-made coverage. We will discuss the coverage trigger, retroactive date, extended reporting period, prior and pending litigation and continuity dates. We will review some common coverage features of policies written on a claims-made basis including defense provisions and consent to settle clauses. Lastly, we will discuss the importance of the policy application.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT – E&O - Coverage Essentials: Homeowners Part 1 (141522)

December 2025

Wednesday, December 03, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

This course reviews the definitions, liability coverage and policy provisions of the Homeowners forms. We will look at the eligibility for the HO-3, HO-4, HO-5, HO-6, HO-8 an the HO-14 and compare the forms. We will then dig into the Liability side and discuss insuring agreements and Section II Exclusions. We will wrap up the session with Personal Liability Exclusions and Additional Coverages. Most importantly, we will share E&O tips through the discussion with scenarios.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CRM - Financing Risk

December 2025

Thursday, December 04, 2025 - Friday, December 05, 2025 Central Standard Time

In Person

LocationTBD
Dallas, TX

CE Hours: 16 Hours

Price: $475

Presenters: David Hershey and John Neal
Education Consultant: Michael Hay

Financing of Risk is often an intricate and complex task. In this course, you will compare various financing options: non-insurance transfer, guaranteed cost plans, retro plans, dividend plans, pools, and various types of captives You will learn how to deliver the message to management in present value dollars. It is recommended that this course be taken after Analysis of Risk.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Risk Manager (CRM) designation program. Click HERE to view all 2025 CRM dates and topics and to learn more about the designation program.

IIAT - Eroding: The Personal Lines Implosion and What Happens Next (141498)

December 2025

Thursday, December 04, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Nicole Broch, CIC, CISR, PLCS

Personal Lines markets continue to deteriorate. Agents and account managers are scrambling, carriers are changing course daily, and the insured often is left with reduced coverage and higher premiums. This course will explain how we got here and what insurance pros can do to understand, explain, and advise insureds as to how to protect themselves until conditions (hopefully!) improve.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Nicole: Personal Lines: Read the %^&* Form! (141494)

December 2025

Thursday, December 04, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: Nicole Broch, CIC, CISR, PLCS

The Insurance Services Office (ISO) forms may be the standard but there are variations in commonly used non-standard forms that, if not identified, could lead to coverage problems. Personal lines insurance pros who take this course will be better positioned to search for and remedy such discrepancies.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CIC - Commercial Casualty

December 2025

Monday, December 08, 2025 - Tuesday, December 09, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $435

In the CIC Commercial Casualty course, you will gain a detailed understanding of the coverage, limitations, and exclusions of the Commercial General Liability (CGL) Policy, the Business Auto Policy (BAP), and the Workers’ Compensation and Employers’ Liability Insurance Policy (WC & EL Policy).

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

CIC - Commercial Casualty

December 2025

Monday, December 08, 2025 - Tuesday, December 09, 2025 Central Standard Time

Webcast
Remote,

16 CE Hours

Price: $435

In the CIC Commercial Casualty course, you will gain a detailed understanding of the coverage, limitations, and exclusions of the Commercial General Liability (CGL) Policy, the Business Auto Policy (BAP), and the Workers’ Compensation and Employers’ Liability Insurance Policy (WC & EL Policy).

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program. Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

IIAT - Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals (141294)

December 2025

Tuesday, December 09, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 Hours CE

Member $96 / Non-member $213

Instructor: Kym Martell, CRM, CIC, CRIS, AAI, MLIS

Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk management process as well as providing needed insurance solutions for such insureds.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)

December 2025

Wednesday, December 10, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

This course reviews many examples of situations faced by agents which may test ethical resolve as well as E&O management practices. Agents who take this course will learn some coverage lessons, better understand the critical functions of a successful agency operation, and be more prepared to handle difficult situations commonly faced by insurance agencies.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Agency Operations

December 2025

Thursday, December 11, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. As you work with colleagues and customers, you’ll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential training for both insurance agency and company personnel

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Social Security and Medicare: Your Questions Answered (141293)

December 2025

Thursday, December 11, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Chris Amrhein, AAI

This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the chaos. Whether you are seeking info to help a customer, spouse, parent, relative or preparing for your own journey through the retirement “right of passage”, harvest the value of experience and take this course!

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

CISR - Insuring Commercial Property

December 2025

Monday, December 15, 2025 10:00 AM - 6:15 PM Central Standard Time

Webcast
Remote,

7 CE Hours

Price: $175

Commercial property insurance is one of your business customers’ greatest concerns. You’ll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage and reduce E&O exposures. Insuring Commercial Property gives you the skills to address these issues with greater ease and confidence.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

IIAT - Bad Machines, Evil People: The Latest in Cyber (141517)

December 2025

Tuesday, December 16, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

Bad actors are finding more sophisticated ways to utilize their bad machines. The harm caused by a cyber-attack can destroy businesses big and small. This course will examine the most common first and third-party cyber exposures facing businesses today. We will review some of the coverages available in the cyber insurance market and discuss things to consider when selecting a product.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Commercial Property: Claims, Coverages, Consequences (141520)

December 2025

Tuesday, December 16, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

Instructor: Terry Tadlock, CIC, CPCU, CRIS

This course uses examples of several commercial property claims to illustrate how the policy may not function in the manner expected by either the agent or insured. Insurance pros who take this course will gain expertise on a variety of commercial property issues such as reconstruction costs, setting limits, insurance to value, tenant lease insurance requirements, and acts of civil authority.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - An Hour with Dave: Rental Cars: Issues, Answers, Horror Stories (141491)

December 2025

Wednesday, December 17, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

Instructor: David Thompson, CPCU, AAI, API, CRIS

What’s in the rental car contract you signed but didn’t read? Is the LDW a rip-off? Is that credit card coverage legit? How does your personal auto respond? Learn the answers and discuss several “horror story” claim scenarios involving rental cars in this outstanding program from instructor David Thompson.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.

IIAT - Why Are You Hear?! Insurance Issues with the People and Stuff in Your House (141501)

December 2025

Thursday, December 18, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast
Remote,

2 CE Hours

Member $64 / Non-member $142

Instructor: Scott Treen, CIC, CPIA

Someone moves in. Someone moves out. Stuff moves in. Stuff moves out. As your insureds’ situations change so do their insurance needs. Insurance pros who attend this course will gain expertise in how to handle several coverage issues found in a typical home or umbrella policy.

*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.