Personal Lines Class Curriculum for an Insurance Coverage Professional Designation:

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Core requirements (11 core mandatory classes):

 

• Insurance to Value

• Ordinance & Law

• Schedules

• Umbrellas

• UM/UIM

• Flood

• Co-insurance

• Homeowners

• Personal Auto

• Explaining coverages to clients

• Explaining rate increases to clients

 

Plus, Two Electives:

• Incoming calls to new clients

• Incoming calls to existing clients

• Guns/Jewelry-Risk Management Preference

• Renewal Engagement

• Prospect – 80% Coverage A

• Liability Limits

• Explaining negative underwriting decisions to clients

• HO-3 vs HO-5

• Dwelling coverages

• Learning to be a Claims Advocate