- $297
Commercial Insurance Production & Structuring
- Course
- 42 Lessons
Commercial Insurance Production & Structuring for Agents teaches how to evaluate business risk and structure complete insurance solutions. Learn how to work with general liability, workers’ compensation, commercial property, auto, E&O, D&O, and cyber insurance. This course focuses on building stronger policies, increasing deal size, and positioning yourself as a trusted risk advisor.
Contents
Module 1 - Commercial Lines Overview
What Commercial Insurance Is
Core Commercial Coverages
Understanding Business Risk
How Policies Work Together
The Agent’s Role in Commercial Insurance
Course Downloads
Module 2 - Coverage Knowledge That Drives Sales
General Liability (GL)
Commercial Property Insurance
Workers’ Compensation
Commercial Auto Insurance
Explaining Coverage to Clients
Course Downloads
Module 3 - Professional Liability, E&O, and D&O
What Professional Liability / E&O Covers
Understanding the Difference (Context Matters)
Directors & Officers (D&O) Insurance
When to Recommend Each Coverage
Explaining These Coverages to Clients
Course Downloads
Module 4 - Cyber Insurance & Modern Risk
What Cyber Insurance Is
Common Cyber Risks for Businesses
What Cyber Insurance Covers
Identifying Clients Who Need Cyber
Positioning Cyber Insurance to Clients
Course Downloads
Module 5 - Risk Assessment & Policy Structuring
How to Assess a Business
Identifying Coverage Gaps
Structuring Complete Coverage
Avoiding Underinsurance
Presenting a Structured Solution
Course Downloads
Module 6 - Quoting, Presenting, and Closing
Preparing for the Quote
Reviewing Quotes Before Presenting
Presenting Commercial Insurance
Handling Commercial Objections
Closing Commercial Accounts
Course Downloads
Module 7 - Retention & Account Growth
Why Retention Matters
The Renewal Process
Annual Policy Reviews
Cross-Selling Opportunities
Building Long-Term Relationships
Course Downloads