Course curriculum

    1. 30/60/90 Day Key Milestones | Checklist (2 minutes)

    2. Role Expectations (5 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. Compliance and Risk Management Chapter Assignment (30 minutes)

    5. Compliance and 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 (10 minutes)

    1. Project Management (60 minutes)

    2. Time Management (90 minutes)

    1. Jira Tasks for Compliance (5 minutes)

    2. Confluence for Compliance (4 minutes)

    3. VisualPing for Compliance (60 minutes)

    1. Using Jira for Teams/Tickets/Emails Inquiries (5 mintues)

About this course

  • Free
  • 26 lessons

Additional 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.

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