Available CE Classes

Each Course Requires Separate Registration.
Two Courses per Day - AM Course is 3 CE's and PM Course is 4 CE's. Resgister for AM, PM or Both


Registration is not confirmed until PayPal/Debit/CC payment is processed - Registrations are first-come, first serve until max allotment is full.

SPOTS REMAINING: 15

Date: 02/18/2021
Time: 9:00:00 AM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


A 3-hr Ethics program will expose participants to relevant topics and discussions of the challenges of Ethics in a brave new world of technology, information, and changing societal norms. 

The content of the course will focus on the day-to-day challenges of operating Ethically in the insurance marketplace and how those challenges are addressed by companies, insurance agents, and consumers. Discussion will revolve around the legal aspects of ethics, the definition of ethics and how to apply those concepts and values in real-world scenarios of Ethical practices. Attendees will be asked to discuss and reviewed how insurance professional must apply those principles in a rapidly changing world to better protect insurance consumers. Participants will engage in discussions about how Ethics intersects with the ubiquitous volume of information resources available to insurance producers as well as insurance companies. Underwriting of policies using refined data sources will be discussed and the agent’s role to working between carriers and consumers. 

This course has relevant material for all levels of insurance experience from beginners to more experienced insurance professionals.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 15

Date: 02/18/2021
Time: 1:00:00 PM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This is a 4-hour designed to provide basic and intermediate insurance instruction for insurance professionals ranging from agents, CSR’s, underwriters, field managers, and agency owners. 

This course will provide instruction and review to participants on various Commercial Property and Personal Lines Property Forms used throughout the industry including the building/property form, inland marine form, Homeowners Form, Dwelling Form, Vacant Dwelling forms and how the various policy forms address the peril of fire both direct and consequential. Included will be discussions proper identification of property risks including owned, leased, and real property and how a long list of available endorsements can be used effectively by insurance professional to address the risks incurred by policyholders. 

Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided.
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SPOTS REMAINING: 16

Date: 04/15/2021
Time: 9:00:00 AM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This is a 4-hour designed to provide basic and intermediate insurance instruction for insurance professionals ranging from agents, CSR’s, underwriters, field managers, and agency owners. 

This course will provide instruction and review to participants on the provisions, exclusions, and conditions of policies used throughout the industry involving the policyholder duties, agent’s duties, and company obligations for some of more common claims including auto liability, auto physical damage, building and home forms, contents and commercial policies. Included will be a look at claim settlement provisions, exclusions, and limitations dealing with claims from mold, sewer back-up, water claims of all types, unattended death and crime scene, hail, power surges, and claims for loss of use. 

Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 16

Date: 04/15/2021
Time: 1:00:00 PM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This is a 4-hour basic course of insurance instruction designed for a wide range of insurance industry personnel including, but not limited to, agency staff and company employees. 

 The course is designed to provide participants with information about Personal and Commercial Insurance policies and the treatment by those policies for property claims related to damages from all types of water claims. This includes the coverage and exclusions for claims from broken domestic water sources, drain and sewer lines, ground water, surface water and flood. Basic information about the National Flood Insurance Program (NFIP), will be presented and participants will be encourage to engage in discussions about standard personal lines, commercial lines, inland marine, and specialty policies and how those policies treat claims for water related perils. Discussion will focus on underwriting regulations, policy coverages and most importantly, how Flood Insurance integrates into the Personal Lines and Commercial Lines policies being provided in the standard market.
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SPOTS REMAINING: 18

Date: 06/17/2021
Time: 9:00:00 AM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This program of Ethics instruction is a 3-hour course of insurance instruction specifically designed to engage all participants in a discussion of how insurance agents and insurance agencies are challenged ethically by the changing business environment of today’s insurance world. 

The content of the course will focus on the basic tenets of Ethics and the formation of ethical practices in society as a whole and how insurance professional must apply those principles in a rapidly changing world. This will include discussion on how an Ethical Code of Conduct can be applied to emails, internet marketing, social media, and electronic communications. 

This course has relevant material for all levels of insurance experience from beginners to more experienced insurance professionals. The ultimate goal of this course is to encourage all insurance practitioners to raise the level of ethical behavior while representing the insurance industry and consumers.
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SPOTS REMAINING: 18

Date: 06/17/2021
Time: 1:00:00 PM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This is a 4-hour intermediate course of insurance instruction designed for a wide range of insurance personnel including agency staff and company employees. The course uses an interactive and participatory format to engage in discussions related to the rapidly changing role of insurance agents in the evaluation of insurance risks based on generally accepted practices in both personal lines and commercial lines. 

Topics covered include in-depth discussions of the theory of risk assumption and transfer between policyholders and insurance carriers and the value of insurance as an economic tool, evolution of current policies, trends in risk evaluations and how insurance professionals can keep current with helping consumers make educated decisions on transferring risks to insurance carriers. The 4-step risk transfer process will be explored and discussed as well as specific policies and how they can be applied to clients’ needs and budgets. 

Through each step of the program, participants will be given specific knowledge based on the latest industry information.
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SPOTS REMAINING: 17

Date: 08/19/2021
Time: 9:00:00 AM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This is a 3-hour designed to provide basic and intermediate insurance instruction for insurance professionals ranging from agents, CSR’s, underwriters, field managers, and agency owners. 

This course will provide instruction and review to participants on the provisions, exclusions, and conditions of policies used throughout the industry involving the policyholders duties, agent’s duties, and company obligations for some of more common claims including auto liability, auto physical damage, building and home forms, contents and commercial policies. Included will be a look at claim settlement provisions such as Actual Cash Value, Agreed Value, and Replacement cost. Other topics will include Fraud, claims investigations, and risks associated with uncovered claims. 

Through each step of the program, participants will be asked to become involved in discussions designed to highlight the concepts provided.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 17

Date: 08/19/2021
Time: 1:00:00 PM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This is a 4-hour intermediate course of insurance instruction designed for a wide range of insurance personnel including agency staff and company employees. The course uses an interactive and participatory format to engage in discussions related to the rapidly changing role of insurance agents in the evaluation of insurance risks based on new exposures, new underwriting, and changes in insurance technology. 

Topics covered include in-depth discussions of coverage available in the Personal Lines market, Commercial Lines market, and E&S market emerging coverages and changing consumer demands. Some topics included will be Telematics in auto rating, sharing economy, drones, marijuana and insurance, identity theft, autonomous driving cars, changing demographics, artificial intelligence in underwriting, and telecommuting in claims, policy service, and underwriting. 

Through each step of the program, participants will be given specific knowledge based on the latest industry information.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 17

Date: 10/21/2021
Time: 9:00:00 AM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


A 3-hr Ethics program will expose participants to relevant topics and discussions of the challenges of Ethics in a brave new world of technology, information, and changing societal norms. 

The content of the course will focus on the day-to-day challenges of operating Ethically in the insurance marketplace and how those challenges are addressed by companies, insurance agents, and consumers. Discussion will revolve around the legal aspects of ethics, the definition of ethics and how to apply those concepts and values in real-world scenarios of Ethical practices. Attendees will be asked to discuss and reviewed how insurance professional must apply those principles in a rapidly changing world to better protect insurance consumers. Participants will engage in discussions about how Ethics intersects with the ubiquitous volume of information resources available to insurance producers as well as insurance companies. Underwriting of policies using refined data sources will be discussed and the agent’s role to working between carriers and consumers. 

This course has relevant material for all levels of insurance experience from beginners to more experienced insurance professionals.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 17

Date: 10/21/2021
Time: 1:00:00 PM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This program of insurance instruction is a 4-hour, intermediate course targeting all levels of insurance professionals from company underwriters through insurance agents and CSR’s. The program uses an interactive format to engage in discussions related to the common issues experienced in the retail insurance markets related to proper risk evaluation, transfer of risk from consumer to insurance carrier, and periodic re-evaluation by the insurance of those exposures. Program also focuses on professional obligations and responsibilities imposed by courts, statutes, company contracts, and peer/industry standards. Topics covered include in-depth discussions of coverage available in the Personal Line market and Commercial Lines markets. 

Through each step of the program, participants will be given specific procedures to implement that will help avoid the risk of being sued through claims of Errors and Omissions.
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SPOTS REMAINING: 17

Date: 12/16/2021
Time: 9:00:00 AM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This is a 3-hour intermediate course of insurance instruction designed for a wide range of insurance personnel including agency staff and company employees. The course uses an interactive and participatory format. 

Topics covered include in-depth discussions of the various risk exposures faced by owners of properties in the commercial lines and personal lines marketplace and how those exposures to risk and loss vary from the exposures and risks faced by parties that find themselves the tenants pf properties. Discussions will include contractual risk transfer, leases, triplenet leases, and the assumption of legal liability through these various methods. Discussion will also include the unique nature of properties owned and occupied by the parties to trust arrangements. 

The program is designed to provide up-to-date market information to insurance professionals to make them better advocates for policyholders and better representatives of the insurance companies they represent.
REGISTER FOR THIS CLASS
SPOTS REMAINING: 17

Date: 12/16/2021
Time: 1:00:00 PM CST
Price: $20
Max Attendance: 18
Location: 2625 S. Washburn Street - Oshkosh, WI 54904


This is a 2-hour basic course of insurance instruction designed for a wide range of insurance personnel including agency staff and company employees. The course uses an interactive and participatory format to engage in discussions related to the evaluation of insurance risks, the role of an insurance intermediary in the transfer of risk from consumer to insurance carrier, and the risks associated with professional obligations and responsibilities imposed by courts, laws regulating the sale of insurance, and peer/industry standards. Topics covered include common mistakes made in processing both Personal Lines and Commercial Lines policies. 

Through each step of the program, participants will be given specific procedures to implement that will help avoid the risk of being sued through claims of Errors and Omissions.
REGISTER FOR THIS CLASS
All Classes

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Ethics in the Information Era - 3 CE Credits
Where There's Smoke There's Fire, Fire Insurance and Fire Claims - 4 CE Credits
Navigating Difficult Claims - 3 CE Credits
When it Rains, it Pours. Insurance and Water Claims - 4 CE Credits
Ethics and Professional Standards - 3 CE Credits
20 Questions, Improving Risk Transfer Techniques - 4 CE Credits
Agent's Guide to Claim Principles and Practices - 3 CE Credits
Hot Topics and Trends - 4 CE Credits
Ethics in the Information Era - 3 CE Credits
Unlocking the Mysteries of Errors and Omissions Loss Prevention - 4 CE Credits
Owners, Landlords and Tenants - 3 CE Credits
Avoiding Courtrooms, Errors and Omissions Best Practices & Insurance Trends, Keeping Up With Technology - 2 CE Credits each

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