Professional Designation: Personal Lines

Certified Coverage Professional

Personal Lines Class Curriculum for an Insurance Professional for Client Protection Designation:

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