Expand your understanding of Commercial Lines Insurance

Expand your understanding of Commercial Lines Insurance

Take your business to the next level with our Small Business Commercial Lines course, currently exclusive to ASNOA affiliates. Whether you're a seasoned professional or a wide-eyed beginner, this course will help you sell commercial policies more confidently. This course is FREE for ASNOA Affiliates.

Take your business to the next level with our Small Business Commercial Lines course, currently exclusive to ASNOA affiliates. Whether you're a seasoned professional or a wide-eyed beginner, this course will help you sell commercial policies more confidently. This course is FREE for ASNOA Affiliates.

SmallBusinessCommercialLines

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WHAT IS THIS COURSE

The “Small Business Commercial Lines Course” provides knowledge and understanding of the basics of Small Business Commercial Insurance principals, coverages, agency management, customer services, best practices and sales. The goal is to provide a working knowledge of Small Business ACORD applications and ISO policy forms for Business Owners Policy BOP, Commercial Auto-CA, Workers Compensation-WC and Umbrella –UM.

WHY SHOULD I ENROLL

This program provides tools, resources and best practices, along with informative marketing ideas to put a plan in place for selling Small Business Commercial Lines insurance with confidence.

SBCL Course Agenda

Chapter 1: Introduction to Small Commercial Business Insurance

Tuesday, September 24, 2019
Lesson 1 – Definitions

  • Master definitions of Insurance 101, Risk, Perils and gain basic knowledge of regulations

Lesson 2 – Best Practices

  • Interact with a mock prospect and utilize quote sheets
  • Grasp how to transfer information from quote sheets onto the ACORD 125 Commercial Insurance Application and its importance to an underwriter and your records
Chapter 2: Intro to Business Owner's Policies (BOP)

Tuesday, October 1, 2019 | 10:00 AM - 12:00 PM CST
Lesson 1 – The Basics of BOP & ACORD 160

  • Learn the various classifications that are eligible for Small Business Commercial Insurance
  • Discover various resources to assist you with risk management and learn how to utilize checklists to identify coverage needs for new prospects
  • Master how to take the information collected, review and complete a BOP ACORD 160 application by section to quote online or for submission to a carrier

Thursday, October 3, 2019 | 10:00 AM - 1:00 PM CST
Lesson 2 – Business Owners Coverage Form: BP 00 03 07 13

  • Discover how to identify coverages, optional coverages, as well as exclusions on a BOP ISO Coverage Form: BP 00 03 07 13
Chapter 3: Intro to Commercial Auto

Tuesday, October 8, 2019 | 10:00 AM - 12:00 PM CST
Lesson 1 – Intro to Business Auto

  • Learn how to identify what types of vehicles qualify for Commercial Auto
  • Grasp the definitions of each symbols 1 – 9 and 19 of a business auto claim
  • Master how to complete the Business Auto Section application: ACORD 127

Thursday, October 10, 2019 | 10:00 AM - 1:00 PM CST
Lesson 2 – Business Auto Coverage Form: CA 00 01 10 13

  • Discover how to identify coverages and additional coverages, as well as exclusions on the CA ISO form: CA 00 01 10 13
Chapter 4: Intro to Worker's Compensation

Tuseday, October 22, 2019 | 10:00 AM - 12:00 PM CST
Lesson 1 – Intro to Workers Compensation

  • Learn how to identify WC classifications and how to utilize NCCI
  • Review Experience Modifications, Contractors Credit, Officers/Partners Exclusions and Audits
  • Master how to complete a Workers Compensation Application: ACORD 130

Thursday, October 24, 2019 | 10:00 AM - 1:00 PM CST
Lesson 2 – Review the Workers Compensation Coverage Form: WC 00 00 00 C

  • Grasp how to identify coverages and exclusions WC ISO form: WC 00 00 00 C
Chapter 5: Intro to Commercial Umbrella

Tuesday, October 29, 2019 | 10:00 AM - 1:00 PM CST
Lesson 1 – Intro to Umbrella and Excess Liability

  • Learn the basic differences between Umbrella vs Excess Liability
  • Master how to complete an Umbrella Application: ACORD 131

Wednesday, October 30, 2019 | 10:00 AM - 12:00 PM CST
Lesson 2 – Review the Commercial Liability Umbrella Coverage Form

  • Study how to identify coverages, exclusions on the commercial umbrella coverage form: CU00014W
Chapter 6: Intro to Commercial Marketing

Thursday, October 31, 2019 | 10:00 AM - 12:30 PM CST
Lesson 1 – “Have a Plan, Work your Plan”

  • Learn how to put a marketing plan in place utilizing available free resources and track your progress

Live Online Course

Like to have a live instructor when you learn? You can register for live online courses to train along peers and interact with the trainer in real-time. The course takes approximately six weeks, covering one chapter per week.

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Graudates who recommend SBCL
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New business written by graduates in the past year
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Total University graduates

Our Graduates

★★★★★

Kathy's SBCL Course is a great way to get an overview of each commercial line so you have at least a basic knowledge to get started. It also provides a great deal of resources to help you learn and start selling CL.

Joe Seitzer
Homeland Insurance Group

★★★★★

I have been writing commercial business for several years and didn't realize all of the resources available to me. If you are new to commercial lines, it would give you the best start. Learning the ACORD apps and the resources available are priceless! As someone who has worked with commercial lines, it fills in the gaps and makes it easier to close the sale.

Melinda Moffit
Bob Moffit Agency

★★★★★

The course gives you an understanding of each line of business so that you can feel confident in the product you are selling. Make sure you devote the time to really dig in and pay attention as there is such a wealth of knowledge at your fingertips without you having to go find it all yourself.

Mary Robinson
Scott Loveland Insurance

★★★★★

The class was very informative to get you better familiar with the ACORD forms and the information you need to know to help your customers better.

Jasmine Lindsay
Westside Insurance Agency

Katherine Bova Website Creative

Our Trainers

Katherine Eraci-Bova

I’ve been working in the independent agency sector since 1980 and have been a member of the ASNOA Team since 2005. I’ve attended the Travelers School for Commercial Lines Insurance. I lead the ASNOA Education Department and have trained hundreds of ASNOA Affiliated Agencies and their staff throughout the US using live classroom training, webinars and recorded sessions.

I have a proven track record giving guidance to agents by setting best practices, developing workflows within an agency and teaching agents how to utilize their Agency Management System. I present at multiple Applied Net Conferences, participate on the Product Advisory Committee, and continually strive to make day to day processes easier.

Overall, I take pride in assisting new ASNOA Agents transition into the independent agency sector, as well providing ongoing training for new agent’s staff.

Register for Small Business Commercial Lines

Registration is currently open for: Fall Semester

You must be an ASNOA member in good standing and able to commit to all six weeks of coursework to participate. In order to start your registration process, please fill out the interest form below. Not everyone who signs up will be able to enter the class. Seats are intentionally limited to give each participant more opportunity to ask questions and receive personal training. This allows for a more relevant and practical experience that is proven to help your business grow. If you are not selected, you will be entered into a waitlist for when the next course schedule opens.