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, June 16, 2026 11:15 AM - 12:15 PM Central Standard Time
JW Marriott San Antonio Hill Country Resort & Spa San Antonio, TX
Sponsored by BroadStreet Partners
Join Marit Peters, President & Executive Director of IIAT, for 10 X Your Book of Business
No CE
Register for IIAT's 2026 INSURCON to attend this session!
In this sales-focused session, IIAT President & Executive Director Marit Peters will show you how to take a fresh look at your book of business, identify your highest-impact clients and opportunities, and focus your time where it can create the biggest return. Inspired by the concepts in 10X Is Easier Than 2X, this session will help agents and producers rethink growth, double down on the top 20% that drives real results, and build a more intentional path to bigger, better business.
Learn More
Thursday, July 23, 2026 12:00 PM - 3:00 PM Central Standard Time
Webinar
3 CE Hours
Member $96 NEW Reduced Member Price $75Non-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.
Friday, July 24, 2026 11:00 AM - 2:00 PM Central Standard Time
Webcast
Member $84 / Non-member $120
Instructor: Brian Hutson, CIC, CRM & Kim Hutson
This three-hour class Essentials of Sales specifically targets sales functions in the agency. Agents hold a variety of titles in agencies: Producer, Account Executive, or Sales Agent, for example. In some agencies, Account Managers or CSRs (Customer Service Representatives) are also responsible for sales. No matter what your title, if you sell or assist in sales, this class provides valuable insights to help reduce your E&O exposure.
This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim and then provides specific processes and procedures to follow in the agency's daily operations to prevent E&O claims.
Monday, September 21, 2026 11:00 AM - 2:00 PM Central Standard Time
3 Ethics CE Hours
Instructor: Richard Pitts
For instructors as well as producers, the ongoing study of professional ethics is a continuing education class struggle. By the very nature of the subject, ethics classes run the risk of being filled with platitudes or devolving into sermons. Platitudes and sermons do not make for good attendee engagement, which ultimately hurts the effectiveness of the class.
This seminar uses a few minutes to make this point and to explain what follows. The first hour is to demonstrate that professional ethics are worth studying – and worthy of continuing education – and do have a few objective characteristics to them. The hour concludes with a brief review of how professional ethics is good in theory and often quite bad in practice – it looks at the process of “moral disengagement” from an Insurance Journal article.
The second and third hour seek to engage the students by reviewing actual, case-based situations to determine the best ethical resolution and decide how the controversy could have been avoided. In each instance, the scenario presented is based on a real case. Students receive “resolution” of the dilemma by the discussion of the outcome of the case, but are also left to ponder some of the ethics quandaries that are embedded in each situation.
Friday, October 23, 2026 11:00 AM - 2:00 PM Central Standard Time
This broad-ranging three hour continuing education session is designed to be a review of the most important coverage issues in personal lines insurance for producers not well-versed in the intricacies which may be encountered. For those producers that are more familiar with personal lines issues, the course functions as a reminder of some significant issues to address with insureds and an update on current developments in the field.