Customer Service Excellence Program Series

November 2025

Tuesday, November 04, 2025 - Tuesday, December 09, 2025 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

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:

Workshop 1: Customer Centricity -- Mindful Service: November 4, 2025 9:00-10:30 AM CT / 10:00-11:30 AM ET 

Workshop 2: Customer Communication: November 11, 2025 9:00-10:30 AM CT / 10:00-11:30 AM ET

Workshop 3: Email Essentials: November 18, 2025 9:00-10:30 AM CT / 10:00-11:30 AM ET 

Workshop 4: Leading Difficult Customer Calls with Confidence: November 25, 2025 9:00-10:30 AM CT / 10:00-11:30 AM ET

Workshop 5: Time Management Success: December 2, 2025 9:00-10:30 AM CT / 10:00-11:30 AM ET

Workshop 6: Introduction to Negotiations: December 9, 2025 9:00-10:30 AM CT / 10:00-11:30 AM ET

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CRM - Financing Risk

December 2025

Thursday, December 04, 2025 - Friday, December 05, 2025 Central Standard Time

In Person

LocationTBD
Dallas, TX

CE Hours: 16 Hours

Price: $475

Presenters: David Hershey and John Neal
Education Consultant: Michael Hay

Financing of Risk is often an intricate and complex task. In this course, you will compare various financing options: non-insurance transfer, guaranteed cost plans, retro plans, dividend plans, pools, and various types of captives You will learn how to deliver the message to management in present value dollars.  It is recommended that this course be taken after Analysis of Risk.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Risk Manager (CRM) designation program. Click HERE to view all 2025 CRM dates and topics and to learn more about the designation program.

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CIC - Commercial Casualty

December 2025

Monday, December 08, 2025 - Tuesday, December 09, 2025 Central Standard Time

Webcast

16 CE Hours

Price: $435

In the CIC Commercial Casualty course, you will gain a detailed understanding of the coverage, limitations, and exclusions of the Commercial General Liability (CGL) Policy, the Business Auto Policy (BAP), and the Workers’ Compensation and Employers’ Liability Insurance Policy (WC & EL Policy).

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program.  Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

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CIC - Commercial Casualty

December 2025

Monday, December 08, 2025 - Tuesday, December 09, 2025 Central Standard Time

Webcast

16 CE Hours

Price: $435

In the CIC Commercial Casualty course, you will gain a detailed understanding of the coverage, limitations, and exclusions of the Commercial General Liability (CGL) Policy, the Business Auto Policy (BAP), and the Workers’ Compensation and Employers’ Liability Insurance Policy (WC & EL Policy).

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Counselor (CIC) designation program.  Click here to view all 2025 CIC dates and topics and to learn more about the designation program.

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IIAT - Stinkin Rich, Insurance Poor: P&C Coverage Challenges for High-Net-Worth Individuals (141294)

December 2025

Tuesday, December 09, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast

3 Hours CE

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

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

Personal lines insurance pros often face challenges when trying to identify and place exposures unique to high-net-worth individuals. This course is a deep-dive into many such exposures and will assist agents in the risk management process as well as providing needed insurance solutions for such 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.  

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ABEN - Why Certificates of Insurance...Just Why? (#131003)

December 2025

Tuesday, December 09, 2025 12:00 PM - 2:00 PM Central Standard Time

Webcast

2 Hours CE

Member $56 / Non-member $80

Instructor: Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS

Without using hyperbole, thousands of certificates of insurance (COIs) are issued every day; and, again without hyperbole, most of them are issued improperly. In fact, your agency may have issued an improper certificate as recently as this morning.

What is it about COIs that can get an agency in trouble? If there were just one or two things, it would make your job a whole lot easier, but in reality, there are about 27 different ways a COI can get you in trouble. OK, so 27 isn't an exact number, but you get the idea. A "simple" COI is a potentially dangerous weapon that can be used against your agency.

*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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IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)

December 2025

Wednesday, December 10, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast

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.  

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CISR - Agency Operations

December 2025

Thursday, December 11, 2025 8:00 AM - 4:15 PM Central Standard Time

Webcast

7 CE Hours

Price: $175

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. As you work with colleagues and customers, you’ll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential training for both insurance agency and company personnel

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

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IIAT - Social Security and Medicare: Your Questions Answered (141293)

December 2025

Thursday, December 11, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast

3 CE Hours

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

Instructor: Chris Amrhein, AAI

This course, created and taught by a veteran insurance educator (and one who has personally run the Social Security/Medicare sign-up gauntlet) will reveal lessons learned about both programs and bring much clarity to the chaos. Whether you are seeking info to help a customer, spouse, parent, relative or preparing for your own journey through the retirement “right of passage”, harvest the value of experience and take this course!

*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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CISR - Insuring Commercial Property

December 2025

Monday, December 15, 2025 10:00 AM - 6:15 PM Central Standard Time

Webcast

7 CE Hours

Price: $175

Commercial property insurance is one of your business customers’ greatest concerns. You’ll improve your cross-selling abilities with up-to-date knowledge of commercial property coverage and reduce E&O exposures. Insuring Commercial Property gives you the skills to address these issues with greater ease and confidence.

This program is provided by the Risk & Insurance Education Alliance and is part the Certified Insurance Service Representative (CISR) designation program. Click here to view all 2025 CISR dates and topics and to learn more about the designation program.

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IIAT - Bad Machines, Evil People: The Latest in Cyber (141517)

December 2025

Tuesday, December 16, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast

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

Bad actors are finding more sophisticated ways to utilize their bad machines. The harm caused by a cyber-attack can destroy businesses big and small. This course will examine the most common first and third-party cyber exposures facing businesses today. We will review some of the coverages available in the cyber insurance market and discuss things to consider when selecting a product. 

*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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IIAT - Commercial Property: Claims, Coverages, Consequences (141520)

December 2025

Tuesday, December 16, 2025 12:00 PM - 3:00 PM Central Standard Time

Webcast

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.  

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IIAT - An Hour with Dave: Rental Cars: Issues, Answers, Horror Stories (141491)

December 2025

Wednesday, December 17, 2025 1:00 PM - 2:00 PM Central Standard Time

Webcast

1 CE Hour

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

Instructor: David Thompson, CPCU, AAI, API, CRIS

What’s in the rental car contract you signed but didn’t read? Is the LDW a rip-off? Is that credit card coverage legit? How does your personal auto respond? Learn the answers and discuss several “horror story” claim scenarios involving rental cars in this outstanding program from instructor David Thompson. 

*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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IIAT - Why Are You Hear?! Insurance Issues with the People and Stuff in Your House (141501)

December 2025

Thursday, December 18, 2025 8:00 AM - 10:00 AM Central Standard Time

Webcast

2 CE Hours

Member $64 NEW Reduced Member Price $50
Non-member $142

Instructor: Scott Treen, CIC, CPIA

Someone moves in. Someone moves out. Stuff moves in. Stuff moves out. As your insureds’ situations change so do their insurance needs. Insurance pros who attend this course will gain expertise in how to handle several coverage issues found in a typical home or umbrella policy.  

*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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ABEN - Commercial Insurance Issues that Cause Heartburn (#136156)

December 2025

Monday, December 22, 2025 8:00 AM - 11:00 AM Central Standard Time

Webcast

3 Hours CE

Member $84 / Non-member $120

Instructor: Terry Tadlock, CIC, CPCU, CRIS

To say the market is changing is an understatement.  We are going to be (if not already) forced to deal with many of these trends.  This course starts with the changing market place and all of the pressures we will face in the coming year(s).  We will then shift gears to actual claims and coverage issues that have been creating a little heartburn for agents.  Come along and enjoy perhaps one of the more cutting-edge courses of the year.

*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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ABEN - Issues in Named Insured: The Rules and the Whys (145520)

January 2026

Monday, January 12, 2026 7:00 AM - 9:00 AM Central Standard Time

Webcast

2 CE Hours

Member $56 / Non-member $80

Instructor: Richard Pitts

This presentation is a fast-paced and wide-ranging examination of issues connected to naming insureds correctly on insurance policies - a seemingly simple matter that has deep implications. The seminar is divided into two parts. The first is the "rules" of how to determine what name or names go on the dec page as a named insured. The second is the "whys" of those rules, seeking to answer: (a) why it matters who's named on the policy; and (b) what the policy implications are.

*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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IIAT – Ethics in Insurance – Protecting the Client and the Agency (141514)

January 2026

Thursday, January 15, 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 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.

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IIAT – E&O - Understanding Commercial Property Gaps and Knowing How to Fill Them (141523)

January 2026

Thursday, January 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: 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.

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IIAT – Reasons Personal Lines are Broken (and What to Do About It) (141519)

January 2026

Tuesday, January 20, 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 L. Tadlock, CIC, CPCU, CRIS

Ride-sharing, drones, home rental, furnished autos, remote work and other issues testing common personal lines policies are reviewed in this course. Agents who attend will learn the depth of exposures and the best practices of how to address them with 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.  

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IIAT - Dawn of New Age or End of the World? Emerging Risks That Make You Wonder (141521)

January 2026

Thursday, January 22, 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

Incomprehensible advancements in technology, regulatory changes, and many other factors are fueling new and rapidly-evolving risks for agents and insureds to address. Insurance pros who attend this course will better understand risks presented by electric vehicles, alternative energy systems, artificial intelligence, supply chain issues, parametric insurance, virtual currencies, pollutants, and many other issues.

*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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ABEN – Farm Property – Vital Endorsements For the Small or Hobby Farmer (145513)

January 2026

Friday, January 23, 2026 10:00 AM - 12:00 PM Central Standard Time

Webcast

2 CE Hours

Member $56 / Non-member $80

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

Property and liability forms available for the agribusiness client are risk finance tools, typically developed for the ‘average’ risk in this industry. As insurance professionals, we understand that very few of the clients with whom we work are ‘average’ in every aspect of their lives and businesses. As such, it is imperative that we seek endorsements and/or additional coverage forms to fill gaps for those particular exposures that are other than ‘average’. This presentation will explore endorsements that should be considered for every small or hobby farmer.

*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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IIAT - Why Are You Here?! Insurance Issues with the People and Stuff In Your House (141501)

January 2026

Thursday, January 29, 2026 8:00 AM - 10:00 AM Central Standard Time

Webinar

2 CE Hours

Member $64 NEW Reduced Member Price $50
Non-member $142

Instructor: Scott Treen, CIC, CPIA

Someone moves in. Someone moves out. Stuff moves in. Stuff moves out. As your insureds’ situations change so do their insurance needs. Insurance pros who attend this course will gain expertise in how to handle several coverage issues found in a typical home or umbrella policy.  

*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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LEAD 2: Strategic Leadership Development Program

February 2026

Tuesday, February 03, 2026 - Tuesday, March 10, 2026 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

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. 

1. Human Resources Essentials: February 3  10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: Interviewing and Selection, Essential HR Policies and Laws to Know, Conflict Resolution

1. Navigating Change: Tools for Leaders and Teams: February 10  10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: The Psychology of Change, Understanding Change Management Models and Framework, Communication Strategies, Change Leadership Principles

1. The Strategy Playbook:  From Planning to Execution: February 17 10:00-11:30 AM ET / 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 

1. Performance Goals and Evaluations: February 24   10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: Performance Goals and Talent Growth Plans, Performance Management Options, The Evaluation and Conversation, 1:1 Essentials

1. Anticipating Workplace Change and Evolution:  March 3 10:00-11:30 AM ET / 9:00-10:30 AM CT

Topics Include: Drivers of Workplace Change:  technological advancements/AI, workforce demographics, organizational structure, policy/regulatory changes, building a resilient and agile team

1. Executive Presence and Stakeholder Connections: March 10 10:00-11:30 AM ET / 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 

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ABEN – Valuation Considerations in the Commercial Property Form (145530)

February 2026

Tuesday, February 03, 2026 11:00 AM - 1:00 PM Central Standard Time

Webcast

2 CE Hours

Member $56 / Non-member $80

Instructor: Allen Messer, CIC, CPCU

There are many different ways that commercial property can be valued under the Building and Personal Property Coverage form. While Actual Cash Value and Replacement Cost are the most common, they may not always be the best choice for the insured. This course will examine many of the different ways commercial property values can be determined after a loss including ACV, RC, Functional RC, Manufacturers Selling Price and Market Value. We will also discuss the considerations necessary in determining which valuation method to use. 

*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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IIAT – Flood: 3-Hour NFIP Training and the Latest Happenings (145541)

February 2026

Thursday, February 05, 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

If you’re an agent new to flood insurance this course will satisfy your 3-hour training requirement set forth by FEMA and the NFIP. If you’re experienced with flood insurance this course will bring you up to speed on the latest happenings and provide useful information you can put to use immediately with your 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.

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IIAT – The Contractor’s Liability Insurance Workshop (145546)

February 2026

Tuesday, February 10, 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.

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IIAT – Ethics, Diligence, Success: What Agencies Need to Know (141516)

February 2026

Tuesday, February 10, 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.

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ABEN – Agency Coverage Standards: Putting the Pieces Together (145509)

February 2026

Tuesday, February 17, 2026 2:00 PM - 4:00 PM Central Standard Time

Webcast

2 CE Hours

Member $56 / Non-member $80

Instructor: Allen Messer, CIC, CPCU

This course will discuss the need for agencies to set Agency Coverage Standards in order to provide better coverage for their clients and provide some E&O protection for the agency. 

*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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IIAT - Blessings and Curses: Emerging Trends from the Perspective of a P&C Claims Pro (145537)

February 2026

Thursday, February 19, 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: Nikki Sherrill Wyatt, CPCU, CIC, SCLA, AIS, AIM, API, AIC, AINS

Calling on her years of experience adjusting P&C claims instructor Nikki Sherrill gives insurance professionals an insider’s look at where recent innovations help the industry improve its products, service, and overall customer experience through emerging trends with weather, nuclear verdicts and other risks. Conversely, she’ll discuss ways such innovations are hurting the industry by creating new opportunities for errors and fraud. 

*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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IIAT – E&O - Coverage Essentials: Homeowners Part 1 (141522)

February 2026

Tuesday, February 24, 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 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.

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ABEN – Artificial Intelligence – Panic or Promise? (145510)

March 2026

Monday, March 02, 2026 2:00 PM - 4:00 PM Central Standard Time

Webcast

2 CE Hours

Member $56 / Non-member $80

Instructor: Tom Wetzel

The insurance industry has long used artificial intelligence; however, the new generation of tools signals a quantum leap in capability and will trigger disruption and realignments. In this session, Tom will address both the challenges and opportunities insurance agents face as they look to ride the Al wave by using what Al can do to serve their clients while amplifying those skills and qualities Al can't replicate. 

*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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IIAT – Retirement Healthcare Solutions – Medicare and Others (145594)

March 2026

Thursday, March 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.

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ABEN – Business Income Made Easy (145511)

March 2026

Wednesday, March 18, 2026 9:00 AM - 12:00 PM Central Standard Time

Webcast

3 CE Hours

Member $84 / Non-member $120

Instructor: Terry Tadlock, CIC, CPCU, CRIS

Business Income is one of the most needed, yet most undersold, policies. Why? Because most agents are afraid it. This course will take the mystery out of Business Income coverage so that attendees feel comfortable with choosing the policy form and determining the limits needed to protect their clients.

*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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IIAT – E&O - Understanding Commercial Property Gaps and Knowing How to Fill Them (141523)

March 2026

Tuesday, March 24, 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.

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IIAT – Ethics in Insurance – Protecting the Client and the Agency (141514)

March 2026

Tuesday, March 24, 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: 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.

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IIAT – Weird Personal Lines Rental Exposures (145548)

March 2026

Wednesday, March 25, 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

 In this program insurance pros will learn about several personal lines coverage issues regarding various rental exposures. Concerns discussed include personal property rental and a few rental examples that may surprise you. 

*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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IIAT - CGL Endorsements That Will Break Your Policy (141497)

March 2026

Thursday, March 26, 2026 8:00 AM - 10:00 AM Central Standard Time

Webinar

2 CE Hours

Member $64 NEW Reduced Member Price $50
Non-member $142

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

This course will familiarize the participants with some of the endorsements that can severely restrict coverage under the Commercial General Liability (CGL) Policy. We will review several ISO endorsements and see examples of non-standard endorsements often used by insurers. In each case, we will discuss the effect that the endorsement has on the coverage that would otherwise have been afforded by the CGL policy.

*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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IIAT - C-Suite Savior: Mastering D&O, EPL and Other Executive Liability Policies (145540)

March 2026

Thursday, March 26, 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 program explores the importance of protecting executives as they operate at home and around the world. Some of the policies to be reviewed include Directors & Officers Liability, Employment Practices, Fiduciary Liability, and Kidnap & Ransom protection. We will discuss many of the significant terms and conditions that trigger coverage and/or prevent coverage from meeting expectations of the insured. Insurance pros who take this program will be better positioned to assist commercial insureds in protecting their most impactful people. 

*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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IIAT – How Farms and Agribusiness Insureds Create Energy and the Risk/Insurance Issues (145543)

March 2026

Tuesday, March 31, 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: Casey Roberts, ACSR, AFIS, CIC, PLIC, CLIC, CAIP

This program will review the various renewable energy options being used by farms and agribusiness insureds. We will examine the benefits and challenges of the use of wind, methane, solar and biomass on the farm. We will discuss the risk management considerations and insurance issues stemming from these energy options and determine solutions for farmers and agribusiness 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.

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