Course curriculum

    1. Welcome to the Course (2 minutes)

    1. 30/60/90 Day Milestones (5 minutes)

    2. Roles & Expectations (5 minutes)

    1. Monthly Workflow Planning (2 minutes)

    1. Surplus Lines Risk Management (5 minutes)

    2. Risk Identification in Surplus Lines (5 minutes)

    3. Regulatory Compliance for Surplus Lines (5 minutes)

    4. Risk Management Chapter Assignment (30 minutes)

    5. Risk Management Chapter Quiz (10 minutes)

    1. Advanced Regulatory Frameworks (7 minutes)

    2. Compliance Reporting Requirements (10 minutes)

    3. Consumer Protection Mechanisms (4 minutes)

    4. Consumer Protection Mechanisms | Case Study Assignment (30 minutes)

    5. Surplus Lines Compliance: Pitfalls and Consequences (60 minutes)

    6. Regulatory Riddle Room: The Escape Room Story (10 minutes)

    7. Chapter Quiz

    1. Overview of State Trust Laws (3 minutes)

    2. Internal Controls and Audit Readiness (4 minutes)

    3. Compliance State Research Tool (5 minutes)

    4. The Power of Documentation (4 minutes)

    5. Chapter Quiz (10 minutes)

About this course

  • Free
  • 30 lessons
  • 1.5 hours of video content

Additional products

View more products

Instructor(s)

Wendi Lee

Learning and Development Manager

Wendi Lee is the Learning & Development Manager at InsCipher, where she strategically plans and leads innovative training programs for both internal and external participants. Wendi is dedicated to fostering a culture of continuous learning and empowering individuals to reach their full potential.

Chris Brown

Technical Trainer

Chris Brown is the Technical Trainer at InsCipher, with over a decade of experience in learning design and development and over three decades in the insurance industry. She excels at simplifying complex technical concepts and creating engaging training programs. Known for her compelling presentation skills and dedication to continuous improvement, Chris consistently enhances the learning experience for her students.

Trifon Tsvetkov

Contractor

Trifon is a seasoned project manager with expertise in InsCipher's platform and tools. He adeptly balances his responsibilities between the Learning & Development (L&D) team and Marketing, where he excels in creating comprehensive internal training content and managing our Intercom help articles.

SLAP: Surplus Lines Accounts Payable Essentials

Your fast track to surplus lines AP success.

Enroll today