Events
Professional Liability insurance is needed by a wide range of businesses from insurance brokers and lawyers to consultants and engineers. Learn how to discuss this valuable insurance coverage with these clients and win more business. This course provides an overview of the key clauses and conditions of standard Professional Liability policies including Errors & Omissions […]
September 1, 2020
1 min read
In part 2, participants will discuss telephone etiquette, and explore what makes a successful sales presentation. Using the DISC profiles learned in Part 1, participants will also discuss effective ways to deal with objections as well as successful closing techniques and ways to follow up after a sale. This webinar series is highly recommended for […]
We will dive into the process of identifying what kind of buyer you are working with using DISC profiling to help understand the client’s relationship needs. Participants will discuss the sales cycle from the initial contact with the client through the determining needs process, to closing the sale, and will examine various prospecting methods and […]
Register Now Through Fire and Water: Investigating Marine Fire and Explosion Claims Back by popular demand! In this reprised webinar, we will be looking at marine fire and explosion claims. These losses are entirely different than structural fires, and require a completely different set of skills, and experience, to investigate. Distinctive charring patterns, fibreglass delamination, […]
2 min read
insPRESS
VIRDEN, MB, SEPTEMBER 1, 2020/insPRESS/ – Custom Software Solutions Inc. (CSSI), a leader in real-time digital solutions and business process automation systems for the insurance industry, is pleased to announce James Bartlett has joined the company’s executive team as Vice President of Sales. In his previous role, Bartlett was a longstanding member of the leadership […]
By Custom Software Solutions Inc. | September 1, 2020
*Limited Spots Available due to Social Distancing & COVID-19 Precautions* Understanding your exposures to Errors & Omissions claims as a Broker is a key to developing your operations strategy. Examine what clients expect of you, what courts expect of you, and what others expect of you. It is during the discussions that you will be […]
Gain the knowledge and skills needed to perform front line underwriting duties and to help brokerage clients understand the importance of insuring dwelling buildings to full re-construction cost. Facilitated by Jo Anne Mitchell, CIP, Effective Training & Communications Plus 2 Technical Hours 2:00PM-4:15PM $120 + $60 each additional registrant
For details & Registration 16 CPE Credits Topics Include: Sept 21: Ethics: Making Ethical Decisions in Time of Uncertainty Sept 22: The Social Risk & How Hackers Attack Your Staff & Firm Sept 23: Security Your Data in the Digital Age Sept 24: Detecting Deception in Everyday Communications
*Students can choose either the in-class or virtual format when registering* Prepare for the RIBO Level I exam over three consecutive weekends—ideal for those who can’t take weekdays off. Facilitated by Lyall Bell, CAIB, CIP $815 + $100 additional for non-members Sept 19-20 | Sep 25-26 | Oct 3-4 8:30AM-4:30PM
ABOUT THE RIBO LEVEL 1 COURSE The Basic Broker Preparation Course satisfies the Basic Broker Skill Requirements as established by the Registered Insurance Brokers of Ontario (RIBO). It is a lengthy and fast-moving course that requires attendance at all lectures. It is recommended that a student spends a minimum of 3-4 hours in a private study between […]
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