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, October 27, 2026 - Tuesday, December 01, 2026 Central Standard Time
Webinar
A 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 & Jaime Foran
The Customer Service Excellence Program is a comprehensive and engaging training program designed to strengthen customer connections with clients, coworkers, and partners throughout the insurance industry. The curriculum will offer skills and techniques to gain results and create a positive experience for both external and internal customers.
Here is a glimpse of the upcoming program, workshop titles and dates:
Learn More
Monday, November 02, 2026 1:00 PM - 4:00 PM Central Standard Time
3 CE Hour
Member $96 NEW Reduced Member Price $75Non-Member $213
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.
Tuesday, November 03, 2026 10:00 AM - 10:50 AM Central Standard Time
Members Only
Free
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:
Tuesday, November 03, 2026 12:00 PM - 12:50 PM Central Standard Time
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.
Tuesday, November 03, 2026 2:00 PM - 2:50 PM Central Standard Time
Signing the deal is not the finish line. Learn how to manage the leadership handoff while protecting employee, client and carrier relationships.
Sunday, January 31, 2027 - Tuesday, February 02, 2027 Central Standard Time
Renaissance Austin Hotel Austin, TX
This year, we're trading ice for island time. Grab your shades and join us at the Renaissance Austin for three days of tiki-inspired fun, big-picture general sessions, and breakouts on tech and AI, growth, and client experience. Tech keeps getting smarter, but the relationships you build are what keep your agency strong. So come for the sessions and stay for the receptions, networking breaks, and real conversations with the who's who of Texas insurance. It's made for agency owners and managers who are ready to lead, grow, and recharge.
The future is bright. Don't miss it.
Tuesday, February 02, 2027 - Tuesday, March 09, 2027 Central Standard Time
Maximum of 25 Registrants
The LEAD 2: Strategic Leadership Development Program empowers leaders to amplify their impact and drive organizational success. This program strengthens strategic planning capabilities by exploring into critical areas such as organizational strategy, talent planning, and future business vision, equipping leaders to navigate and shape long-term success.
Each live, instructor-led, virtual workshop is 90 minutes of practical skill-based content and realistic situations with group-problem solving conversations.