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.
Tuesday, April 28, 2026 1:00 PM - 2:00 PM Central Standard Time
Webinar
Sponsored by QuoteWell
1 CE Hour
Member Price - FREENon-member $71
Instructor: Jillian Hearn
The E&S marketplace continues to grow in complexity as risks become more specialized, timelines tighten, and customer expectations rise. Independent retail agents are increasingly reliant on wholesale partners to access markets, expertise, and solutions. The is course explores how QuoteWell differentiates themselves from traditional wholesalers and how these capabilities translate into better outcomes for retail independent agents and their customers.
*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.
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Wednesday, May 13, 2026 1:00 PM - 2:00 PM Central Standard Time
Members Only: Free
Instructor: Marit Peters
This course helps insurance agents and account managers bring structure and clarity to their daily operations by learning how to design efficient, repeatable workflows. Participants will explore how poorly defined processes create confusion, bottlenecks, and redundant work across producers, account managers, and service teams. Through practical examples drawn from real agency activities, the course demonstrates how workflow mapping can clarify responsibilities, reduce duplication, and improve internal coordination. Participants will learn how to use swim lane workflow diagrams to visualize how work moves across roles within an agency.
Wednesday, May 13, 2026 2:00 PM - 3:00 PM Central Standard Time
Instructor: Jennifer Bejarano
A practical course on using agency data to make smarter decisions that strengthen client retention, improve performance, and drive sustainable growth.
Wednesday, May 13, 2026 3:00 PM - 4:00 PM Central Standard Time
Instructors: Angela Ford
This seminar is designed to provide participants with a case study approach to the ethical dilemmas faced by insurance professionals in the everchanging insurance environment.