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
Customer Service Excellence Program Series
February 2025

Tuesday, February 25, 2025 - Tuesday, April 01, 2025 Central Standard Time

Webcast
Remote,

A maximum of 25 Registrants

No CE 

Price: All 6 sessions for $480 for Members / $960 for Non-members

Individual Sessions can be attended $95 Member / $190 Non-member 

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 – February 25
  • Workshop 2: Customer Communication – March 4
  • Workshop 3: Email Essentials – March 11
  • Workshop 4: Leading Difficult Customer Calls with Confidence – March 18
  • Workshop 5: Time Management Success – March 25
  • Workshop 6: Introduction to Negotiations – April 1
     

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IIAT - An Hour with Nicole: Personal Lines: Read the %^&* Form! (141494)
IIAT - An Hour with Nicole: Personal Lines: Read the %^&* Form! (141494)
March 2025

Thursday, March 13, 2025 1:00 PM - 2:00 PM UTC

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

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.  

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Customer Service Excellence Program Session 4: Leading Difficult Customer Calls with Confidence
Customer Service Excellence Program Session 4: Leading Difficult Customer Calls with Confidence
March 2025

Tuesday, March 18, 2025 9:00 AM - 10:30 AM Central Standard Time

Webcast
Remote,

A maximum of 25 Registrants

No CE 

Price $95 Member / $190 Non-member

Powered by New Level Partners, Nancy Langton

“In the heat of the moment” – we may find ourselves struggling to respond positively. There are difficult customer calls and conversations that challenge us in our roles. You will gain approaches and techniques to use in future challenging conversations.

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LEAD 2:  Strategic Leadership Development Program
LEAD 2: Strategic Leadership Development Program
April 2025

Wednesday, April 09, 2025 - Wednesday, May 14, 2025 Central Standard Time

Webcast
Remote,

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: April 9  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: April 16  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: April 23 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: April 30   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:  May 7 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: May 14 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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IIAT - Employment Practices Issues vs. Employee Benefit Issues (#141613)
IIAT - Employment Practices Issues vs. Employee Benefit Issues (#141613)
May 2025

Tuesday, May 13, 2025 9:00 AM - 11:00 AM UTC

Webcast
Remote,

2 CE Hours

Member $64  /  Non-member  $142

Instructor: Mishell Magnusson

This course leads you through each of the three topics - Employment Practices Liability (EPLI), Employee Benefits Liability (EBL), and Employers Liability (EL). Each topic is defined and then broken down by the type of exposure that all commercial client's face and how these exposures can be eliminated or covered by insurance or other risk management techniques.  

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ABEN - An Insurance Horror Story - Hoarders (136426)
ABEN - An Insurance Horror Story - Hoarders (136426)
May 2025

Wednesday, May 21, 2025 3:00 PM - 5:00 PM UTC

Webcast
Remote,

2 Hours CE

Member $56 / Non-member $80

Instructor: Dawn Halkyard

This class will look at characteristics that lead to hoarding and examine reasons why insurance companies may not want to insure the increased risks hoarding can bring. It will take a look at some famous hoarders in history, and the obsessive need to keep items. 

We will discuss some of the different types of items that are hoarder and the general issues they can cause. We will review actual insurance claims involving hoarders and discuss other possibilities that could lead to claims, whether damage to the property or from the property.

We will discuss how carriers can try to address the problem and discuss differences that make these unique claims handling situations.

*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 Nicole: Personal Lines: Read the %^&* Form! (141494)
IIAT - An Hour with Nicole: Personal Lines: Read the %^&* Form! (141494)
May 2025

Thursday, May 22, 2025 1:00 PM - 2:00 PM UTC

Webcast
Remote,

1 CE Hour

Member $32 / Non-member $71

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.  

Learn More