Professional Designation: Personal Lines

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

Get in Touch

Burand Insurance Education, LLC

Additional Insurance Consulting Services are available at Burand & Associates, LLC. Visit us at:

215 S. Victoria Ave, Suite E, Pueblo, CO 81003

t: 719.485.3868

Burand Insurance Education, LLC is an advocate of agencies which constructively manage and improve their contingency contracts by learning how to negotiate and use their contingency contracts more effectively. We maintain that agents can achieve considerably better results without ever taking actions that are detrimental or disadvantageous to the insureds. We have never and would not ever recommend an agent or agency implement a policy or otherwise advocate increasing its contingency income ahead of the insureds' interests.

A complete understanding of the subjects covered on this Web site may require broader and additional knowledge beyond the information presented. None of the materials on this site should be construed as offering legal advice, and the specific advice of legal counsel is recommended before acting on any matter discussed on this site. Regulated individuals/entities should also ensure that they comply with all applicable laws, rules, and regulations.

© Copyright

2018-2021 Burand Insurance Education, LLC