Total Credits: 3 including 3 CE Credit
This course qualifies for the 3 hr Swiss Re premium discounts!
Agents completing this course will be provided with an overview of contract law relating to insurance policy language and the understanding and interpretation of policy language. Included also will be the rules of reading policies, understanding how to read exclusions and exceptions to exclusions, and interpreting keywords and phrases.
Recent comment after the class:
The refresh was an outstanding idea because, with automation being what it is today, we tend to shortcut and rely on the carrier to do our jobs. This course grounded me back to the basics and I needed it. I am glad that it will be available for all newcomers to the industry.
COVERAGE ESSENTIALS: Policy Analysis - Timed Outline (255.3 KB) | Available after Purchase |
IMPORTANT_CE Credit Instructions_Read Before Webcast_Updated (752.6 KB) | Available after Purchase |
COVERAGE ESSENTIALS: Policy Analysis Student-Guide (2.1 MB) | Available after Purchase |
COVERAGE ESSENTIALS: Policy Analysis Course Slides (2.1 MB) | Available after Purchase |
Nancy Germond is the Executive Director, Risk Management and Education, for the Independent Insurance Agents & Brokers of America, the “Big I.” She is located in Phoenix, Arizona. With almost four decades of risk management experience, her unique insights and abilities help businesses better understand and manage their risk. Nancy has authored scores of risk management-related articles, and white papers and has consulted and presented to public-sector and private-sector insurance organizations. She is a licensed P&C agent and adjuster.
A second-generation insurance professional, Nancy was the first risk manager of the City of Prescott, Arizona, and has worked in the private and public sectors as a claim and risk manager. Nancy holds a B.A. in Communication from Mills College and a Master’s degree in sociology from Lincoln University. She also holds the Associate in Risk Management, the Associate in Claims designation from the Insurance Institute of America, the Insurance Training Professional Designation from the Society of Insurance Trainers and is a Senior Professional in Human Resource Management.
Kim began her insurance career in 2000, purchased her father’s agency in 2005 and sold her agency to Assured Partners of Texas in 2018. She continued to work as Director of Commercial P &C Operations until December 2019. After a brief retirement, Kim began working for IIAT as an Agency Coach. Her focus was supporting agencies to maximize their potential with a focus on operation, employees and profitability. She drew on her experience of owning and operating Hutson Insurance Group for almost 20 years. She then expanded her focus to include Education Director where she managed the IIAT curriculum offerings to their members as well as teaching classes. Kim continues to share her experience to help educate and grow insurance professionals teaching and creating educational content for the industry.
Mon, Nov 25, 2024 - 11:00am to 02:02pm MST
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Tue, Dec 03, 2024 - 08:00am to 11:02am MST
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Mon, Dec 16, 2024 - 11:00am to 02:02pm MST
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Fri, Jan 10, 2025 - 11:00am to 02:02pm MST
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Tue, Jan 28, 2025 - 02:00pm to 05:02pm MST
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Tue, Feb 04, 2025 - 08:00am to 11:02am MST
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Fri, Feb 21, 2025 - 11:00am to 02:02pm MST
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Thu, Mar 13, 2025 - 02:00pm to 05:02pm MDT
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Wed, Mar 26, 2025 - 08:00am to 11:02am MDT
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Wed, Apr 02, 2025 - 11:00am to 02:02pm MDT
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Tue, Apr 22, 2025 - 02:00pm to 05:02pm MDT
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Thu, May 08, 2025 - 08:00am to 11:02am MDT
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Fri, May 23, 2025 - 11:00am to 02:02pm MDT
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Tue, Jun 03, 2025 - 02:00pm to 05:02pm MDT
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Wed, Jun 18, 2025 - 08:00am to 11:02am MDT
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Tue, Jul 08, 2025 - 11:00am to 02:02pm MDT
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Thu, Jul 24, 2025 - 02:00pm to 05:02pm MDT
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Tue, Aug 05, 2025 - 08:00am to 11:02am MDT
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Wed, Aug 20, 2025 - 11:00am to 02:02pm MDT
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Mon, Sep 08, 2025 - 02:00pm to 05:02pm MDT
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Tue, Sep 23, 2025 - 08:00am to 11:02am MDT
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Tue, Oct 07, 2025 - 11:00am to 02:02pm MDT
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Wed, Oct 22, 2025 - 02:00pm to 05:02pm MDT
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Thu, Nov 06, 2025 - 08:00am to 11:02am MST
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Fri, Nov 21, 2025 - 11:00am to 02:02pm MST
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Tue, Dec 02, 2025 - 02:00pm to 05:02pm MST
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Wed, Dec 17, 2025 - 08:00am to 11:02am MST
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