Personal Insurance Training that Doesn't Cost a Thing

Personal Insurance Training that Doesn't Cost a Thing

ASNOA University's personal insurance training was created to give you confidence, basic knowledge, resources and tools to sell Personal Lines Insurance. Our mission is to provide you with the knowledge necessary to increase revenue and efficiency in operating your agency. This course is FREE to ASNOA Affiliates.

ASNOA University's personal insurance training was created to give you confidence, basic knowledge, resources and tools to sell Personal Lines Insurance. Our mission is to provide you with the knowledge necessary to increase revenue and efficiency in operating your agency. This course is FREE to ASNOA Affiliates.

ASNOA University Personal Insurance Training

Understand personal insurance at a deeper level

Learn all the definitions you never knew, principles around salesmanship, best practices, and how to give your best elevator pitch to close the sale.

Interact with experts and peers in small groups

Take advantage of a live instructor who can answer questions, expand into concepts, and administer quizzes throughout the course.

Explore all of Applied Epic's capabilities

Learn how to efficiently utilize your agency management system to track sales growth and goals. Get tips on how to handle entering difficult policies.

Personal Insurance Training Course Syllabus

Current Semester: Winter Semester (December 3 - 17)

Chapter 1: Introduction to Personal Lines Insurance

December 3, 2019 | 10:00 AM - 12:00 PM CST
o Lesson 1 – Definitions

  • Master definitions of Insurance, Risk, Perils and gain basic knowledge of Insurance Principles
  • Utmost of Faith
  • Insurable Interest
  • Principles of Indemnity
  • Principles of Contribution
  • Principles of Subrogation
  • Principles of Loss Minimization
  • Principle of “Causa Proxima”

o Lesson 2: Best Practices

  • Role in the Agency
  • Being Organized
  • Standard Operating Procedures
  • Take an Exam – Must pass by 70% or higher before moving on with the next chapter (you are allowed 3 attempts)
Chapter 2: Personal Lines Auto Policy

December 5, 2019 | 10:00 AM - 12:00 PM CST
o Lesson 1: The Basics of an Auto Policy

  • Definitions
  • Purpose of the Dec Page

o    Lesson 2: Analyze the Auto Policy

  • Liability Coverages & Deductibles
  • Medical
  • Uninsured
  • Damage to Others
  • Conditions and Provisions
  • Endorsements
  • Additional Insured & Additional Interest
  • Exclusions
  • Misc. Coverages
  • Claims
  • Case Studies
  • Take an Exam – Must pass by 70% or higher before moving on with thenext chapter (you are allowed 3 attempts)
Chapter 3: Personal Lines Homeowners Policy

December 10, 2019 | 10:00 AM - 12:00 PM CST
o Lesson 1: The Basics of a Homeowners Policy

  • Definitions
  • Purpose of the Dec Pages 
  • Review various other homeowner forms, HO3, HO4, HO5

o    Lesson 2: Analyze the Homeowners Policy

  • Liability Coverages & Deductibles
  • Conditions
  • Endorsements
  • Additional Insured & Additional Interest
  • Exclusions
  • Misc. Coverages
  • Claims
  • Issues in Home policies- cancel, death, non-renewals
  • Case Studies
  • Take an Exam – Must pass by 70% or higher before moving on with the next chapter (you are allowed 3 attempts)
Chapter 4: Personal Lines Umbrella

December 12, 2019 | 10:00 AM - 12:00 PM CST
o Lesson 1: The Basics of an Umbrella Policy

  • Definitions
  • Purpose of the Dec Pages 
  • Review the importance of the umbrella
  • Homeowners policy
  • Auto policy

o    Lesson 2: Analyze the Umbrella Policy

  • Liability Coverages & Deductibles
  • Conditions
  • Endorsements
  • Exclusions
  • Misc. Coverages
  • Claims
  • Case Studies
  • Take an Exam – Must pass by 70% or higher before moving on with the next chapter (you are allowed 3 attempts)
Chapter 5: Personal Lines Customer Service & Marketing

December 17, 2019 | 10:00 AM - 12:00 PM CST
o Lesson 1: Servicing Clients

  • Endorsements
  • Cancellations
  • Claims
  • Cross-Selling
  • Personal Insurance Review
  • Workflows

        Lesson 2: Marketing

  • Carriers
  • Powerhouse Learning
  • ASNoA Toolkits

§ Take an Exam – Must pass by 70% or higher before moving on with the next chapter (you are allowed 3 attempts)

ASNOA University Personal Insurance Training

Take quizzes and tests to keep yourself on track to succeed.

There will be quizzes throughout each personal insurance training to help with your learning process. You will be required to take an exam at the end of each chapter. Don't worry, you can re-take the exam up to three times. Exams are open-book and do not require a monitor. You must pass each exam with a 70% or better to receive your diploma.

ASNOA University Personal Insurance Training

About the Presenter:
Laura Hamilton, PLCS, SBCS
Education Manager

Laura Hamilton has been in the insurance industry since 2005 in a captive agent until the agency owner realized that the grass is greener on the other side and joined ASNOA.

Since 2007, Laura has primarily specialized in personal insurance training as part of the ASNOA family. She focuses on creating online tutorials, resources and trainings to help eliminate redundancies with customer service. She also helps agents in individual trainings on remarketing, report management, standard operating procedures, and agency management systems.

Laura has continued to develop training procedures that are implemented every day by other trainers. Every month, Laura hosts and creates a web session called Live with Laura. This web session gives a stronger focus on specific features within the management system and to guide users to better operate their agency. To see a schedule of upcoming Live with Laura's check out our Events Calendar.

Laura continues to develop classes to help other agents and customer service reps make the best of their insurance skills by developing a Personal Lines Coverage Course. This personal insurance training course gives producers a better understanding of personal lines coverage and customer service skills. See all of the classes Laura teaches by exploring the ASNOA University or subscribing to the ASNOA Training YouTube Channel!

Register for Personal Lines Coverage Course