Course curriculum

    1. What you will need to know going into this course.

    1. Lesson 1: Insurance Explained

    2. Lesson 2: Main Concepts

    3. Lesson 3: Business Insurance

    4. Insurance Industry Terms and Definitions

    5. Fundamentals of Insurance Crossword Assignment

    6. Chapter 1 Quiz

    7. Meet Madeline Heintz - Project Marketing Manager

    1. Surplus Lines 101

    2. Lesson 1: Surplus Lines Insurance Explained

    3. Lesson 2: Surplus Lines Brokers

    4. Lesson 3: Regulation and Compliance

    5. Surplus Lines Terms and Definitions

    6. E&S Word Search Assignment

    7. Chapter 2 Quiz

    8. Meet Joseph Wurtz - Surplus Lines Manager

    1. Lesson 1: Admitted vs Non-Admitted

    2. Lesson 2: What is an Insurer?

    3. Lesson 3: Agent vs Broker

    4. Lesson 4: Direct vs Wholesaler

    5. Lesson 5: What does "Home State" mean?

    6. Lesson 6: "It depends on the state"

    7. Lesson 7: Surplus Lines Due Diligence, Exports List and Exempt Commercial Purchaser (ECP)

    8. Lesson 8: Stamping Fee, Surplus Lines Taxes and other state fees

    9. Chapter 3 Surplus Lines Terms and Definitions

    10. Chapter 3 Advanced Concepts Activity

    11. Chapter 3 Quiz

    12. Meet Leslie Schopp - Filing Service Account Manager

    1. Lesson 1: InsCipher Product Line and Industry Role

    2. Lesson 2: Market and Industry Context

    3. Connect Partner Sales Demo

    4. Filing Service Partner Sales Demo

    5. Tax Calculator Sales Demo

    6. Resource: InsCipher Case Study

    7. Meet Kayla Eppley - Filing Services Team Lead

    1. Terminology Test

About this course

  • Free
  • 36 lessons
  • 0.5 hours of video content

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