This comprehensive program is divided into two important, interrelated phases:
Phase I (in Agency): Phase I provides students with a solid foundation in insurance concepts, forms and coverages through a structured 4-week in-agency self-study phase consisting of reading and activity assignments. Activity assignments are designed to onboard commercial lines CSRs or Account Managers, help them understand their local marketplace, agency procedures and gain foundational service skills.
*Activity assignments will be received via email upon program registration. Reading assignments will be received via mail approximately 4 weeks prior to course.
Activity assignments include the following topics:
Business Owner’s Policy
Phase II (Instructor-Led Classroom or Virtual/Online): This curriculum is designed around specific case studies and intended to enhance Phase I learning with application of that knowledge to real life examples. At the end of the program, students will also have the ability to test to earn the Small Business Coverage Specialist (SBCS) Designation.
Classroom Hours: 8:00am - 4:00pm
Daily Morning Session: 11:00am - 1:00pm Eastern Time; 10:00am - 12:00pm Central Time; 9:00am - 11:00am Mountain Time; 8:00am - 10:00am Pacific Time
Daily Afternoon Session: 2pm - 5pm Eastern Time; 1pm - 4pm Central Time; 12pm - 3pm Mountain Time; 11am -2pm Pacific Time
*Students must attend both sessions. Participation in the virtual phase is a full day commitment Monday thru Friday and require students to give 100% of their daily focus and time for the duration of the program. The students are given mandatory assignments to work on and complete before, in between and after daily virtual sessions.
For additional questions or guidance about this program, please contact one of our Sales Consultants at (800) 772-0208.