- Legal environment and licensing
- Planning and managing the brokerage
- Marketing and markets
- Sales management
- Human resources
- Financial management
- Growth
- Technology
- Continuity planning
- Professionalism and professional liability
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- Introduction to risk management
- Exposure identification and analysis
- Marketing, quoting, and biding risks
- Refining the sales and marketing process
- Insurance wordings and coverages – part one
- Insurance wording and coverages – part two
- Manufacturers and distributors
- Contractors
- Builders risk
- Monitoring and modifying the risk management plan
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- The role of insurance intermediary
- Overview of broker "soft" skills
- Practical risk analysis
- Completing the application
- From binder to policy
- Analyzing risks and coverages: property
- Analyzing risks and coverages: automobile
- Analyzing risks and coverages: liability
- Overview of common insurance transactions
- Broker’s role in claims process
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- Regulatory influences
- Other influences
- Company organization
- Distribution networks and plant management
- Organizational planning
- Reinsurance
- Program and product development
- Internal audits
- External audits
- Book management
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- The experienced underwriter
- Underwriting specialty lines—part 1
- Underwriting specialty lines—part 2
- Needs analysis
- Loss analysis and rating
- The influence of the law and government
- Manuscript wordings
- Alternative risk transfer
- International business
- Retention and reinsurance
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- Introduction to Underwriting
- Underwriting the Risk: Overview
- Underwriting the Applicant
- Underwriting the Risk: Property
- Underwriting the Risk: Liability
- Underwriting the Risk: Automobile
- Pricing the Risk
- Underwriting Relationships
- The Underwriting Environment
- The Underwriting Temperament
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- Introduction to claims management
- Claims processes, procedures, controls, and measurements
- Reserving practices
- Claims audits
- Recoveries
- Managing Litigation
- Catastrophe claims management
- Class actions
- Privacy laws
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