Section 4: Sales Tools & CRM - Elevated Success

Return to course: Commercial Insurance

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Commercial Insurance

General Liability Overview
Section 1: What is General Liability Insurance?
Section 2: Understanding General Liability Coverage Types
Section 3: Understanding Claims-Made vs. Occurrence-Based Policies
Section 4: Common Exclusions in a General Liability (GL) Policy
Section: 5 Section: General Liability Claim Examples
Section 6: The Importance of Separate General Liability Policies for Each Business Entity
Section 7: General Liability Coverage for Airbnb & Short-Term Rentals
Section 8: Understanding Contractual Requirements in General Liability Insurance
Section 9: Common Errors Agents Make When Writing a General Liability (GL) Policy
Key Takeaways

General Liability Insurance Quiz

Resources

Environmental Liability, Product Liability, EPLI Overview
Section 1: Product Liability
Section 2: Employment Practices Liability Insurance (EPLI)
Section 3: Environmental Liability Insurance
Course Recap & Summary

Environmental Liability, Product Liability, EPLI Quiz

Resources

Professional Liability Coverage
Section 1: Professional Liability Insurance Overview
Section 2: Coverage
Section 3: Real World Claims
Section 4: Errors Agents Make When Writing E&O Policies
Course Recap

Professional Liability Insurance Quiz

Resources

Garage Liability & Garage Keepers Insurance Course Overview
Section 1: Core Coverage Differences – Garage Liability vs. Garage Keepers Insurance
Section 2: Coverage
Section 3: Common Policy Exclusions & Recommended Endorsements
Section 4: Policy Writing Best Practices & Avoiding Common Errors
Final Recap & Summary

Garage Liability & Garage Keepers Insurance: Multiple-Choice Quiz

Resources

Commercial Umbrella Insurance Overview
Section 1: Understanding Commercial Umbrella Insurance
Section 2: What It Covers and Determining Coverage Limits
Section 3: Determining Coverage Limits and Claims Examples
Section 4: Real World Claims Examples
Course Overview

Commercial Umbrella Insurance Quiz

Resources

Cyber Liability Insurance Overview
Section 1: Cyber Liability Insurance: What It Is & Who Needs It
Section 2: Coverage, Exclusions, and Endorsements.
Section 3: Claims Examples and Errors Agents Make When Writing Cyber Insurance
Course Recap: Cyber Liability Insurance Essentials

Cyber Liability Insurance Quiz

Resources

Commercial Property Insurance Coverage
Section 1: Business Property Insurance: Overview & Key Considerations
Section 2: Property Valuation & Co-Insurance Principles.
Section 3: Business Income Coverage & Restoration Periods
Section 4: Specialized Endorsements & Additional Coverage
Section 5: Policy Writing Best Practices & Avoiding Common Errors
Final Recap & Summary: Commercial Property Insurance Course

Commercial Property Coverage: Multiple-Choice Quiz

Resources

Inland Marine Insurance Overview
Section 1: What Is Inland Marine Insurance?
Section 2: Coverage Areas & Policy Types
Section 3: Exclusions, Endorsements and Claims Examples
Summary: Inland Marine Insurance Course

Inland Marine Insurance Quiz

Resources

Business Auto Policy Overview
Section 1: Understanding Business Auto Coverage
Section 2: Covered Auto Designation Symbols & Policy Structure
Section 3: Common Exclusions & Coverage Limitations
Section 4: Key Endorsements & Additional Coverages in Business Auto Insurance
Section 5: Best Practices & Avoiding Common Mistakes
Recap & Summary

Business Auto Coverage Multiple-Choice Quiz

Resources

Workers Compensation Overview
Section 1: Introduction to Workers’ Compensation
Section 2: Workers’ Compensation Policy Structure
Section 3: Jurisdiction & State-Specific Regulations
Section 4: Monopolistic vs. Non-Monopolistic States
Section 5: Understanding Premium Calculation
Section 6: Employer Responsibilities & Best Practices
Section 7: Employee Leasing and PEOs
Section 8: Key Endorsements & Special Coverages
Section 9: Common Mistakes & How to Avoid Them
Section 10: Workers’ Compensation for Unique Industries
Section 11: Workers' Compensation Classifications
Key Takeaways

Workers’ Compensation Multiple-Choice Quiz

Resources

Crime Insurance Overview
Section 1: What It Is & Who Needs It
Section 2: Coverage Triggers & Discovery of Loss
Section 3: Exclusions, Endorsements, Claims Examples & Errors
Course Recap

Crime Insurance Quiz – 12 Multiple Choice Questions

Resources

Certificate of Insurance (COIs) Overview
Section 1: Understanding Certificates of Insurance (COI)
Section 2: Key Components
Section 3: Leases & COI with Waiver of Subrogation (WOS) & Primary Non-Contributory
Course Recap

Certificates of Insurance (COI) Quiz – 12 Multiple Choice Questions

Resources

Mastering the Quoting Process
Section 1: Gathering Insured’s Information
Section 2: Filling Out Acord Forms
Section 3: Obtaining Loss Runs
Section 4: Agent of Record Transfer
Section 5: Working with Underwriters to Secure the Deal
Conclusion

Prospecting And Finding the Right Clients
Section 1: Mastering Prospecting for Commercial Insurance Sales
Section 2: Cold Calling Strategies
Section 3: Networking for Success in Commercial Insurance Sales
Section 4: Sphere of Influence – Growing Your Book of Business

Engaging Prospects and Winning Appointments Overview
Section 1: Building Relationships
Section 2: Getting the Appointment
Section 3: Qualifying the Prospect
Section 4: Understanding Needs

Presentation – Selling Beyond Price Overview
Section 1: Presentation – Selling Beyond Price
Section 2: Asking for the Business
Section 3: Overcoming Objections
Section 4: Sales Tools & CRM

After the Sale
Section 1: Building Trust & Strengthening Relationships
Section 2: Continuous Follow-Ups Throughout the Year
Section 3: Annual Reviews – Ensuring Policies Remain Effective
Section 4: Asking for Referrals & Google Reviews

Section 4: Sales Tools & CRM

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