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

IIAT + CareerPlug: Coffee Chat - Answering your Hiring Questions!
IIAT + CareerPlug: Coffee Chat - Answering your Hiring Questions!
October 2026

Wednesday, October 14, 2026 2:00 PM - 2:30 PM Central Standard Time

Webinar

Free to Members

NO CE

Join us for an interactive webinar with CareerPlug designed to answer your questions about hiring, recruiting, and making the most of CareerPlug. Bring your questions and get practical guidance to help your agency attract, evaluate, and hire new employees.

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Agency Perpetuation Playbook - Session 1: Is Your Agency Ready for Perpetuation?
Agency Perpetuation Playbook - Session 1: Is Your Agency Ready for Perpetuation?
November 2026

Tuesday, November 03, 2026 10:00 AM - 10:50 AM Central Standard Time

Webinar

Members Only

Free

No CE

What makes an agency attractive, valuable and transferable? Learn how financial health, leadership depth, systems, client relationships and owner dependence can affect a future transaction.

You’ll learn how to:

  • Spot operational and financial readiness gaps
  • Evaluate owner dependence and transition risk
  • Identify the factors that strengthen agency value
  • Start preparing before your options become limited

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Agency Perpetuation Playbook - Session 2: Choose the Right Perpetuation Path
Agency Perpetuation Playbook - Session 2: Choose the Right Perpetuation Path
November 2026

Tuesday, November 03, 2026 11:00 AM - 11:00 AM Central Standard Time

Webinar

Members Only

Free

No CE

There is no one-size-fits-all ownership transition. Compare the most common perpetuation models and determine which options align with your financial, personal and business priorities. 

We’ll explore: 

  • Internal perpetuation 
  • Partial ownership transition 
  • Strategic partnership 
  • External acquisition 
  • Hybrid approaches

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Agency Perpetuation Playbook - Session 3: Finding the Right Fit: Buyer, Seller and Successor
Agency Perpetuation Playbook - Session 3: Finding the Right Fit: Buyer, Seller and Successor
November 2026

Tuesday, November 03, 2026 12:00 PM - 12:50 PM Central Standard Time

Webinar

Members Only

Free

No CE

A good deal takes more than good numbers. Explore how leadership, culture, expectations and long-term goals can determine whether a buyer and seller are truly a fit. 

You’ll learn how to: 

  • Evaluate a buyer, seller or successor 
  • Identify cultural and leadership alignment 
  • Spot red flags and deal-breakers early 
  • Clarify future roles and expectations 
  • Know when it may be better to walk away 
     

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Agency Perpetuation Playbook - Session 4: Making the Deal Work: Valuation, Financing and Due Diligen
Agency Perpetuation Playbook - Session 4: Making the Deal Work: Valuation, Financing and Due Diligen
November 2026

Tuesday, November 03, 2026 1:00 PM - 1:50 PM Central Standard Time

Webinar

Members Only

Free

No CE

Get into the mechanics of the transaction. Learn what drives agency value, how deals can be financed and what buyers and sellers should uncover before moving forward. 

You’ll learn how to: 

  • Understand key agency valuation drivers 
  • Explore common financing structures 
  • Prepare for buyer due diligence 
  • Identify financial, legal and operational deal killers 
  • Know when to bring in CPAs, attorneys, lenders and valuation professionals
     

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Agency Perpetuation Playbook - Session 5: Closing the Deal, Starting the Next Chapter
Agency Perpetuation Playbook - Session 5: Closing the Deal, Starting the Next Chapter
November 2026

Tuesday, November 03, 2026 2:00 PM - 2:50 PM Central Standard Time

Webinar

Members Only

Free

No CE

Signing the deal is not the finish line. Learn how to manage the leadership handoff while protecting employee, client and carrier relationships. 

You’ll learn how to: 

  • Build a realistic transition timeline 
  • Communicate with employees and clients 
  • Transfer relationships and critical knowledge 
  • Define the seller’s future role 
  • Establish clear decision-making authority 
  • Plan the first 90 days after ownership changes

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Introduction to FORTIFIED - Beyond-Code Construction Benefits (145598) (Member-only Content)
Introduction to FORTIFIED - Beyond-Code Construction Benefits (145598) (Member-only Content)
November 2026

Wednesday, November 11, 2026 1:00 PM - 2:00 PM Central Standard Time

Webinar

1 CE Hour

Members Only: Free

Instructor: Candace Wheat

Natural disasters cost lives and billions of dollars in property damage each year. Across the country, changes in construction methods are improving the durability of homes and business structures in the face of severe weather. This course will help individuals understand the new terminology and options available to effectively advise customers about the benefits and methods available to reduce the risk of loss. 

*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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Foundations of Ethics (148792) (Member-only Content)
Foundations of Ethics (148792) (Member-only Content)
November 2026

Wednesday, November 11, 2026 2:00 PM - 3:00 PM Central Standard Time

Webinar

1 CE Hour

Members Only: Free

Instructor: Tai Jenkins, M.Ed, MS, ITP, MCCAT, CLDP

This course is designed for Texas commercial property and casualty agents, brokers, and agency personnel. It bridges the gap between statutory compliance and daily professional practice by examining the core principles of insurance ethics alongside the specific regulatory mandates of the Texas Labor Code.

Participants will explore the unique fiduciary duties owed to commercial clients and carriers, examine complex commercial conflicts of interest—such as compensation transparency and Agent of Record (AOR) transitions—and review unfair trade practices under Chapter 541. Through real-world scenario analysis, attendees will gain actionable strategies to resolve grey-area dilemmas, mitigate errors and omissions (E&O) risks, and uphold the highest standards of integrity in the Texas commercial marketplace.

*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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ABCs of Agency Metrics (130272) (Member-only Content)
ABCs of Agency Metrics (130272) (Member-only Content)
November 2026

Wednesday, November 11, 2026 3:00 PM - 4:00 PM Central Standard Time

Webinar

1 CE Hour

Members Only: Free

Instructor: Angela Ford

This session is designed to educate on the concepts of agency benchmarking metrics and best practices. How to measure ratios, what reports to run, and why they are important. 

 Upon completing this session, participants will be familiar with different sources of best practices and benchmarks, know how to calculate different ratios and metrics, and learn ho the information reflects their agency operation.

*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.  

Learn More