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

Customer Service Excellence Program Series

October 2026

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:

Customer Centricity -- Mindful Service: October 27, 2026 10:00-11:30 AM ET / 9:00-10:30 AM CT
Customer Communication: November 3, 2026 10:00-11:30 AM ET / 9:00-10:30 AM CT
Email Essentials: November 10, 2026 10:00-11:30 AM ET / 9:00-10:30 AM CT
Leading Difficult Customer Calls with Confidence: November 17, 2026 10:00-11:30 AM ET / 9:00-10:30 AM CT
Time Management Success: November 24, 2026 10:00-11:30 AM ET / 9:00-10:30 AM CT
Introduction to Negotiations: December 1, 2026 10:00-11:30 AM ET / 9:00-10:30 AM CT

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.

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.

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.

ABEN – Garage Ops, Valet, Storage Facilities and Similar Risks – Vital Cov Considerations (135285)

November 2026

Thursday, November 12, 2026 8:00 AM - 11:00 AM Central Standard Time

Webcast

3 CE Hours

Member $84 / Non-member $120

Instructor: Samuel T Bennett, CIC, AFIS, CRIS, CPIA, CPRM

Businesses whose operations require that they take customers’ autos into their care, custody or control have unique exposures. Their legal liability associated with bodily injury and/or property damage to a third party while in possession of these non-owned autos presents substantial risk. Also, it is reasonable for the customer to expect their vehicle to be returned to them in no worse condition than when they left it and that any requested work be done properly.

Whether your client offers true garage services such as maintenance or repair of customer autos, simple customer convenience operations like valet services and parking garage operations or other services such as full-service carwash and/or detailing services, Commercial General Liability forms have limitations and outright exclusions that force the insurance professional to identify, analyze, control, finance and administer an effective risk management plan.

This presentation will concentrate on using the ISO Commercial General Liability Coverage Form, the Business Auto Coverage Form, and several important endorsements to manage the uncertainty associated with these operations.

*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 2026

Thursday, November 12, 2026 8:00 AM - 11:00 AM Central Standard Time

Webinar

3 CE Hours

Member ~~$96~~ NEW Reduced Member Price $75
Non-member $213

Instructor: Steven 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 – Retirement Healthcare Solutions – Medicare and Others (145594)

November 2026

Thursday, November 12, 2026 12:00 PM - 3:00 PM Central Standard Time

Webinar

3 CE Hours

Member ~~$96~~ NEW Reduced Member Price $75
Non-member $213

Instructor: Chris Amrhein, AAI

Join veteran insurance educator Chris Amrhein as he shares his own adventures with Medicare and other healthcare solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

*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)

November 2026

Tuesday, November 17, 2026 12:00 PM - 3:00 PM Central Standard Time

Webinar

3 CE Hours

Member ~~$96~~ NEW Reduced Member Price $75
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.

Surety 101 - Sponsored by CNA Surety (#149125)

November 2026

Tuesday, November 17, 2026 1:00 PM - 2:00 PM UTC

Webinar

Sponsored by CNA

1 CE Hour

Member ~~$32~~ NEW Reduced Member Price $0
Non-member $71

Instructor: Zachary Lemon and Alexis Seefeldt

This webinar is designed to provide insurance agents with a foundational understanding of surety bonds, including how surety differs from traditional insurance, common bond types, key bond provisions, and the bond lifecycle. Attendees will gain practical knowledge of commercial and contract surety products and their applications.

*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 – The Many Faces of Insurance Fraud – Shedding Light on Tactics of Modern Swindlers (13136430)

November 2026

Thursday, November 19, 2026 11:00 AM - 1:00 PM Central Standard Time

Webcast

2 CE Hours

Member $56 / Non-member $80

Instructor: Chuck Gallagher

"Did you know that fraud is like a parasite, feeding on the lifeblood of the insurance industry and causing billions in losses each year? Join Chuck Gallagher, a renowned expert in fraud prevention, for 'The Many Faces of Fraud: Shedding Light on the Tactics of Modern-Day Swindlers,' a captivating two-hour course that will empower you to thwart these financial predators.

Chuck will guide you through the most common forms of insurance fraud, revealing the psychology and motivations of swindlers. Through real-life case studies and hands-on exercises, you'll learn practical strategies for identifying red flags and responding effectively to safeguard your organization.

This course is perfect for claims adjusters, underwriters, agents, or any insurance professional seeking to fortify their defenses against fraud. Enroll now to gain invaluable insights and join the fight against these cunning adversaries!"

*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 2026

Tuesday, December 01, 2026 8:00 AM - 11:00 AM Central Standard Time

Webinar

3 CE Hours

Member ~~$96~~ NEW Reduced Member Price $75
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 – The Contractor’s Liability Insurance Workshop (145546)

December 2026

Thursday, December 03, 2026 8:00 AM - 11:00 AM Central Standard Time

Webinar

3 CE Hours

Member ~~$96~~ NEW Reduced Member Price $75
Non-member $213

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

This course examines Commercial General Liability coverage issues that should be considered when writing coverage for contractors. We will discuss the CGL Policy’s Bodily Injury and Property Damage Liability insuring agreement along with ways that insurers limit the scope of coverage. We will review CGL exclusions important to contractors including Contractual, Pollution, Damage to Property and Damage to Work. Lastly, we will discuss additional insured endorsements and tips regarding certificates of 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 – Retirement Income Solutions – Social Security and Others (145593)

December 2026

Thursday, December 03, 2026 12:00 PM - 3:00 PM Central Standard Time

Webinar

3 CE Hours

Member ~~$96~~ NEW Reduced Member Price $75
Non-member $213

Instructor: Chris Amrhein, AAI

Join veteran insurance educator Chris Amrhein as he shares his own adventures with Social Security and other retirement income solutions for seniors. He’ll discuss eligibility, enrollment, changes, costs, benefits, limitations and just about everything else. Whether the information is for the benefit of your clients, your family, and/or yourself, you’ll be ready!

*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 – What a Crime – Understanding Crime Insurance (137162)

December 2026

Friday, December 04, 2026 8:00 AM - 11:00 AM Central Standard Time

Webcast

3 CE Hours

Member $84 / Non-member $120

Instructor: Terry Tadlock, CIC, CPCU, CRIS

This seminar will explore the need for crime insurance and explain the methods of writing crime insurance. Participants will learn the difference in the Loss Sustained and the Discovery forms of crime policies and examine some of the most widely needed crime insurance forms. The course concludes by examining crime insurance exclusions and policy conditions.

*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 - Claims Handling for Agencies: Advocacy, Best Practices, and Better Outcomes (145539)

December 2026

Tuesday, December 08, 2026 8:00 AM - 11:00 AM Central Standard Time

Webinar

3 CE Hours

Member ~~$96~~ NEW Reduced Member Price $75
Non-member $213

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

Your insured has a claim…now what? Instructor Kym Martell has seen claims from every perspective: insureds, agents, adjusters, injured parties, insurers, cops, lawyers, and courts. Agency personnel uneducated about the claims process are poorly positioned to advocate for the insured and could, along with their insureds, face serious consequences. Join Kym for a deep dive into claims and learn best practices to ensure better outcomes.

*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 – Policy Definitions, Liability Coverage and Pol

December 2026

Tuesday, December 08, 2026 12:00 PM - 3:00 PM Central Standard Time

Webinar

3 CE Hours

Member ~~$96~~ NEW Reduced Member Price $75
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.

IIAT – The Eight Mistakes You Won’t Make Again: Commercial Property Edition (145547)

December 2026

Wednesday, December 09, 2026 10:00 AM - 11:00 AM Central Standard Time

Webinar

1 CE Hour

Member ~~$32~~ NEW Reduced Member Price $25
Non-Member $71

Instructor: Kevin Amrhein, CIC

You’re human. You will make mistakes even after taking this class. Just not these eight. These are the eight mistakes you won’t make again (regarding commercial property insurance policies).

*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 2026

Tuesday, December 15, 2026 12:00 PM - 3:00 PM Central Standard Time

Webinar

3 CE Hours

Member ~~$96~~ NEW Reduced Member Price $75
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.

ABEN – You Gotta Be Kidding Me! Strange but True Claims (144695)

December 2026

Thursday, December 17, 2026 2:00 PM - 4:00 PM Central Standard Time

Webcast

2 CE Hours

Member $56 / Non-member $80

Instructor: Brian Hutson, CIC, CRM

After 30 years in the insurance business, you're bound to collect some unbelievable stories, and this session delivers them all. Join us for a fast-paced, entertaining look at actual (and truly strange) claims that prove insurance is never as straightforward as it seems. Bizarre accidents, unexpected liabilities, and legal twists & turns; this course will keep you guessing, while reinforcing important lessons about coverage, communication, and critical thinking. Because in this business, it's never what you think it's going to be.

*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 2: Strategic Leadership Development Program

February 2027

Tuesday, February 02, 2027 - Tuesday, March 09, 2027 Central Standard Time

Webinar

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 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.

Human Resources Essentials: February 2 9:00-10:30 AM CT
Topics include: Interviewing and Selection, Essential HR Policies and Laws to Know, Conflict Resolution
Navigating Change: Tools for Leaders and Teams: February 9 9:00-10:30 AM CT
Topics Include: The Psychology of Change, Understanding Change Management Models and Framework, Communication Strategies, Change Leadership Principles
The Strategy Playbook: From Planning to Execution: February 16 9:00-10:30 AM CT
Topics Include: Strategic Planning Core Components, SWOT and SOAR Analysis Output, Strategic Vision and Goals, Action Plans and Implementation
Performance Goals and Evaluations: February 23 9:00-10:30 AM CT
Topics Include: Performance Goals and Talent Growth Plans, Performance Management Options, The Evaluation and Conversation, 1:1 Essentials
Anticipating Workplace Change and Evolution: March 2 9:00-10:30 AM CT
Topics Include: Drivers of Workplace Change: technological advancements/AI, workforce demographics, organizational structure, policy/regulatory change, building a resilient and agile team
Executive Presence and Stakeholder Connections: March 9 9:00-10:30 AM CT
Topics Include: The Pillars of Executive Presence, Stakeholder Identification and Relationship Building, Strategies to Strengthen Executive Presence and Stakeholder Management

Establishing Agency Performance Standards to Reduce E&O (149867) (Member-only Content)

February 2027

Wednesday, February 10, 2027 1:00 PM - 2:00 PM Central Standard Time

Webinar

1 CE Hour

Members Only: Free

Instructor: Marit Peters

Insurance agencies face increasing exposures related to documentation deficiencies, inadequate coverage discussions, missed renewal reviews, and inconsistent client communication. This course examines how establishing measurable agency performance standards can reduce Errors & Omissions (E&O) risk, improve compliance, strengthen client relationships, and enhance professional insurance practice.

Participants will learn how insurance agencies use performance standards, compliance measurements, and quality-control procedures to promote consistent service, reduce agency liability, and fulfill professional responsibilities to 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.

Beyond the Renewal: Avoiding Common Mistakes That Lead to E&O Claims (149825) (Member-only Content)

February 2027

Wednesday, February 10, 2027 2:00 PM - 3:00 PM Central Standard Time

Webinar

1 CE Hour

Members Only: Free

Instructor: Carie Roach

This course examines how renewal due diligence can help insurance agencies reduce Errors & Omissions (E&O) exposures. Participants will focus on the areas of the renewal process where problems most often arise: relying on outdated exposure information, overlooking changes in policy terms, failing to communicate significant changes or coverage options, and incomplete documentation or follow-up.

The course provides practical guidance for conducting a meaningful renewal review without turning every renewal into a complete rewrite of the account. Participants will learn how consistent procedures, updated client information, comparison of expiring and renewal coverage, clear communication, and documentation of client decisions can help reduce coverage disputes and E&O claims.

*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.

Ethical Dilemmas (103680) (Member-only Content)

February 2027

Wednesday, February 10, 2027 3:00 PM - 4:00 PM Central Standard Time

Webinar

1 CE Hour

Members Only: Free

Instructor: TBD

This workshop is designed to help agents consider the ethical considerations they may face in their obligation to follow insurance laws and regulations in their professional practice.

*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.