Insurance Agent Training
Searching For Insurance Agent Training?
Need Insurance Agent training for you and/or your staff? Then you’ve come to the right place!
Some of the best financial careers today are found in the insurance industry. Insurance is a trillion-dollar industry that continues to grow. It is a service that every person needs, and starting a career in insurance can be very rewarding!
The Agent Broker Training Center offers Insurance Agent training for individuals who are either beginning a career in insurance or who are already established but would like to improve or expand their knowledge with additional insurance agent training.
We offer state-approved insurance licensing and exam prep courses, exam preparation for securities licenses, and certifications, designations, and specialized training for areas such as claims adjusting, how to sell annuities, LTC plans, etc.
Insurance Agent Licensing Courses
The Agent Broker Training Center offers the following Insurance Agent licensing courses:
Life and Health Insurance
Insurance Licensing is regulated at the state level and, as such, each state government establishes its own insurance licensing requirements and examination procedures. Click here to see your state’s requirements.
Property And Casualty Insurance
A license is a requirement for selling property and casualty insurance in the United States. The license is obtained by upon successful completion of an entry-level exam that tests the applicant’s knowledge of general insurance concepts, insurance provisions and policies, and contract law. Click here to find P and C insurance exam prep and pre-licensing courses.
Considering a career as an adjuster? Each state establishes its own adjuster requirements and exam procedures. To find the right adjuster license for you, simply click HERE and choose your state.
Grow Your Revenues With Ancillary Business Offerings
Studies show that the companies that provide three or more services to their customers keep those customers far longer than if they provided only one service. As such, you can grow your revenues by offering one or more of the services listed below:
Securities Licensing – Sell Stocks, Bonds, And Mutual Funds
Series 6 Licensing
A Series 6 license qualifies an individual to sell investment company securities, mutual funds, variable annuities, and variable life insurance products.
Series 7 Licensing
A Series 7 license qualifies a candidate for the solicitation, purchase, and/or sale of all securities products, including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, and variable contracts.
Series 63 Licensing
A Series 63 Uniform Securities Agent State Law license qualifies individuals to sell securities across state lines.
Offer Cafeteria Plan Administration
Cafeteria Plans, under Internal Revenue Code Section 125, permits tax breaks on insurance premiums and certain medical and child care expenses. Like anything involving the government, ther are specific rules you must follow, so rather than trying to manage plan administration itself – especially for performing anti-discrimination testing, handling reimbursement requests, and the like – many organizations outsource administration.
Our award-winning Cafeteria Plan Training & Certification Program includes numerous “Examples”, “Administrative Tips”, “Procedural Recommendations”, and “Interactive Q&A” (with answer rationale provided!). You can even test to become a “Certified Cafeteria Plan Administrator”, and use your designation on your business card.
For more details or to order this course, go to Cafeteria Plan Training & Certification Program
Offer Retirement Plan Administration
ABTrainingCenter offers 401(k) certification, Defined Benefit, and other Training and Certification programs that show your clients and prospects that you have received in-depth training in for these specific administrative areas. And being certified allows you to use your designation on your website, business cards, and other marketing materials in order to gain retirement plan business.
We offer Training & Certification Programs for:
- 401(k) Plans
- Defined Benefit Plans
- Cash Balance Plans
- Required Minimum Distributions
- Plan Loans
- Spousal Rights & Consent Requirements
- Qualified Domestic Relations Order (QDROs)
Offer Workers Compensation Guidance And Administration
Employers generally must offer Workers Compensation benefits to employees to cover lost wages and medical costs related to an injury.
Whether these benefits spiral out of control or are properly managed depends on the workers compensation administrator. Unfortunately, many orgnizations of all sizes don’t have someone who specifically handles workers comp, let alone take specialized training to identify and address fraud or properly handle claims, doctor relationships, or certain return-to-work requirements.
TrainingCenter offers several training courses, including:
- How Workers’ Compensation Works
- Workers’ Comp Training Seminar
- Workers’ Comp 101: The Whats, Whens, And Whys
- Workers’ Comp Cost Savings Tips
- Tips For Tracking, Monitoring, And Managing Your Workers’ Comp Claims
. as well as a Workers Comp Specialist certication.
Offer Payroll Services
In today’s day and age, organizations have several options for paying their employees: they can do it themselves manually, they can do it themselves with the help of an online service, they can outsource it to companies like ADP or Paychex, or they can outsource it to their accountant or broker.
To handle payroll directly for your customers, become a “Certified Payroll Administrator”.
Earn An Insurance Agent Certification
360training.com can help you start your career in the Insurance industry through our pre-licensing courses and continuing education courses. Let us help you start your career as an Insurance Adjuster or Insurance Sales professional today!
Categories For Insurance Education
Industry Top 10 Courses
Top 10 courses for Insurance Education
Free Industry Courses
Free Courses for Insurance Education
360 Training is the best online training module classes available. I will highly recommend 360 training to family, friends and colleagues.
I have already recommended this course to another individual. It is very comprehensive and efficient.
I like 360 Training because I can study at my own pace. I also like the variety of courses to choose from.
I been using you Guys for years to satisfy this CE TX requirement and have found you to be be efficient and easy to use. The courses are interesting. Priced right. See you next year!
The course was user friendly
Excellent quality material. Easy reading. Very user friendly website. Thanks!
I used another CE company for my last license renewal. I returned to 360 training because 360 training is far superior.
Very user friendly
The annuity course was one where you really had to read and understand.
Very simple but thorough process!
More About Insurance Education
We are the largest Insurance CE provider in the industry. We have helped 1,000’s on Insurance Professionals start a new career.
360training.com is the industry leader in online training for insurance licensing and insurance continuing education.
As a nationally-approved education provider, our course content is constantly being updated to align with the ever-changing information presented in state exams. Additionally, our programs are 100% online so you can study and pass quickly and start earning fast. Our goals is to provide the simplest to use online course which is cost effective and generates the highest first time pass ratio of any provider.
Texas Insurance Adjuster:
Our online Texas Insurance Adjuster course is TDI (Texas Department of Insurance) approved to replace the state exam. Once you successfully pass our online Texas Insurance Adjuster course, you will become eligible to submit your application to TDI to become a Texas licensed adjuster. The Texas adjuster license is one of the most sought after licensed in the nation for an insurance professional.
The Texas Adjuster License is valid in Texas and recognized in various US states via reciprocity agreements. Licensing requirements vary and regulations change frequently, so applicants are encouraged to check with their respective state regulatory authorities for current licensing guidelines.
Insurance Continuing Education:
360training offers the largest CE offering in the industry. We provide quality online insurance continuing education courses to insurance agents and financial planners. Our online insurance CE course catalog includes state-specific insurance CE courses, like NAIC 4-hour annuity CE, long-term care CE, flood insurance training, ethics, law and many more. Classroom equivalent insurance CE courses are also available in Texas and Utah.
Since most states require an insurance professional to complete CE at least every 1-2 years, staying on top of your CE is vital to the success of your career. Our Unlimited CE package allows you to have access to all of our state specific approved CE course for a full year. Once you have completed each courses, you will have access to each certificate of completion. 360training will also submit your course credits to DOI for you.
Health Insurance Courses, Classes and Training Programs
Health insurance courses are designed for students who are training for careers as health insurance specialists. Continue reading below to explore some typical health insurance training courses and their content.
Career training for health insurance specialists is offered by community colleges, technical colleges and continuing education departments of 4-year colleges. Health insurance training programs are career programs that typically result in a certificate of completion. These classes can prepare students to take the Certified Medical Insurance Specialist (CMIS) exam. The CMIS credential is awarded to students who successfully pass the exam. You will explore the following areas in your classes:
- Financial tracking software
- Worker’s compensation
- Insurance claims
- ICD and CPT systems
Find schools that offer these popular programs
- Health Care Administration
- Health Information and Records Admin
- Health Information Technology
- Health Management and Clinical Administration
- Health Unit Coordinator
- Health Ward Supervisor
- Medical Administrative Assistant or Secretary
- Medical Claims Examiner
- Medical Facilities Management
- Medical Insurance Billing and Coding
- Medical Insurance Services
- Medical Office Computer Technologies
- Medical Office Management
- Medical Office Specialist
- Medical Receptionist
- Medical Staff Services
- Medical Transcriptionist
List of Courses
Students learn the definition and usage of terms related to insurance, anatomy, physiology and medicine in this course. Proper usage and pronunciation of medical terminology is important for accurate communication with patients, doctors and health insurance companies. This is one of the first courses in a health insurance training program. Dental terminology also may be included in this class.
Billing and Coding
Health insurance specialists train in the international classification of disease (ICD) and common procedural terminology (CPT) classification and coding systems. Codes are used in patient billing, insurance claims and for statistical purposes by the insurance company and the government. Accurate coding is vital; a wrong code could result in the claimant being denied health insurance coverage.
In this course, students learn to initiate and track a health insurance claim through the claims process. Preparing electronic and paper claims are covered. The course includes instruction on how to resolve denied claims, appeal denied claims and correct billing errors. Types of claims, such as workers compensation claims or Medicare claims, are dealt with specifically.
This health insurance training course includes instruction in the software applications and electronic communications used in medical offices. Word processing applications and financial tracking software are reviewed, and students learn to access online spreadsheets and databases and to use electronic billing systems.
Medical office workers take this overview course to learn the basics of human anatomy and physiology. Emphasis is on disease, as well as the medical procedures and laboratory tests used in treating illness. In some programs, a course in medical terminology may fulfill this requirement.
Contractual Risk, Insurance and Indemnities
In every organisation care is taken to manage risks, by seeking to eliminate those that can be removed, and reducing and managing the remainder. Part of this process involves developing robust contracts which apportion risk equitably and include a structure of indemnities with contractors, supported by a comprehensive insurance regime. In addition, it is important that contract personnel understand contractual risks and what insurance can (and cannot) do to remove the financial consequences of such risk; remembering always that insurance only mitigates the effect of risk, it does not make the risk itself go away. This Contractual Risk, Insurance and Indemnities training course is designed to:
- Provide an understanding of contract structures, and how and why contracts are drafted in particular ways
- Provide an understanding of some of the main clauses in different types of agreements
- Help participants to understand the meaning of insurance arrangements, and the terminology used
- Ensure participants appreciate the effect of insurance, and it limitations in the management of risk
- Explain how to use contract provisions to reduce the risk of disputes, and where disputes do arise, some of the methods by which disputes are resolved in international contracting
WHO SHOULD ATTEND?
- This intensive EuroMaTech training course is suitable for all personnel involved with contracting, whatever their background:
- Risk Management
- Those new to the function, preparing for a major project, or experienced managers looking for a refresher will also benefit from this EuroMaTech training course
- A more in depth understanding of the elements of a contract
- How to analyse complex contact documents, and understand the inter-relationship between clauses
- How to develop effective indemnity regimes
- Appropriate type and form of indemnities in different contracts
- How to use indemnities to manage risks
- The limitations of indemnity clauses
- How to link indemnity and insurance arrangements
- What types of insurance are available in a contracting context
- How to develop insurance clauses
- The latest thinking in dispute resolution techniques
The Contractual Risk, Insurance and Indemnities training course will combine conventional teaching with a high level of participation; including an interactive approach to involving participants in discussion of topics; exercises; and encouraging participants to bring their own experiences forward for discussion and debate.
The EuroMaTech training course starts by looking at how contracts are used to address and mitigate the impact of commercial and other risks, and to assist in the management of those risks that remain. It will explain how contracts are out together, and the additional issues that arise when contracting internationally.
It will then look at insurance arrangements within a contractual context, and how these interface with the indemnity regimes commonly found in many international contracts. Finally, it will address how to use the contract to minimise disputes, and various methods of resolving any disputes that do arise, including some alternative methods that are not traditional in commercial contracting, but are becoming more popular, such as mediation.
Day 1 – COMMERCIAL RISK AND MITIGATION THROUGH THE CONTRACT
- The need for contracts
- Identifying risk
- Risk mitigation or impact mitigation?
- Intellectual property
- Types and nature of contracts
- Definition of terminology i.e. Conditions of contract & terms of contract etc
- Different legal systems – how to look for common practices but understand the differences
Day 2 – HOW AND WHY CONTRACTS ARE DRAFTED
- Why we use contracts
- Formation of a Contract
- Oral or written?
- The key elements of a contract
- Terms and Conditions of contract
- Liquidated damages/penalties
- Limits of liability
- Suspension and termination
- Acceptance and Certificates
- Agency issues
- The basic structure of a contract
- Incorporating documents by reference
- Standard Forms
- Incorporating tender documents
- Letters of Intent or Award
- Letters of Comfort or Awareness
- Side Letters
- Bank bonds and Guarantees
- Parent Company Guarantees
Day 3 – INSURANCE
- The purpose of insurance
- What insurance covers, and what it does not
- Limits on cover
- Duty to disclose information
- Meaning of “All Risks”
- Relationship with risk management
- Types of insurance used in contract clauses
- Workmen’s compensation/employers’ liability
- Third party/liability insurance
- Property damage
- Professional indemnity/errors and omissions
- Construction All Risks
- Motor and aviation
- Marine insurance
- Hull and machinery
- Protection and indemnity (“P&I Clubs”)
- Other relevant insurances
- Goods in transit
- Business interruption
- Unfair calling cover (bonds and guarantees)
- Export credit insurance
- Insurance for projects
- Who arranges?
- For whose benefit?
- Extension to subcontractors (National Oilwellcase)
- Terms – involving contractors
Day 4 – INDEMNITIES
- Meaning of indemnities
- Making indemnities work – irrespective of negligence or breach of duty (thePiper Alphalitigation)
- Link with insurance
- Cross indemnities
- Catastrophe risks
- Value of covenant
- Issues with indemnities under Civil Law system
- Third parties
- Liability in negligence – relationship with contract conditions
- Claims handling
- Managing claims under project policies
- Making timely claims
- Involving insurers
- Resolving disputes
- Self insurance
Day 5 – RESOLVING DISPUTE
- Staged Dispute Resolution clauses
- Enforcement of Judgments and Awards
- New best practices in dispute resolution
- Early Neutral Evaluation
- Expert determination
- Pendulum Arbitration
Want this Seminar for your Organisation
Please let us know if you wish to conduct this seminar on an in-house basis