CPL Course Catalog and Demos


Program Submission Development

Program Submission Development
Learning Objectives:
To provide the information necessary to assemble a complete program submission, whether that is for a start-up program or an existing program
To explain how to market programs, how to conduct a carrier evaluation, and how to protect the confidentiality of program data.

Financial Overview of Property Casualty Insurance

Financial Overview of Property Casualty Insurance
Learning Objectives:
To understand the insurance cycle as well as the financial cycles of carriers and producers
To analyze financial statements for different groups
To explain key financial measures for insurance entities
to grasp the basics of captive accounting and insurance industry regulation.

Ethics And Leadership

Ethics And Leadership
Learning Objectives:
To understand the business case for ethics and to identify the key aspects of ethical leadership, including specific leadership behaviors and actions that demonstrate ethics.

Underwriting

Underwriting
Learning Objectives:
To identify the important and critical elements of sound, sustainable underwriting guidelines
To understand the essential elements of a letter of authority
To explain how to gather and evaluate information in the underwriting process
To describe the purpose of risk control services

Marketing

Marketing
Learning Objectives:
To understand the benefits and basics of marketing
To gain skills in conducting marketing and competitor analyses, developing marketing strategies, and creating marketing plans

Risk Management

Learning Objectives:
To understand the principles, benefits, and costs associated with risk management
To apply the risk management process to a PA’s own business and to the businesses of clients

Strategic Thinking and Planning

Strategic Thinking and Planning
Learning Objectives:
To understand the relevance of strategic thinking
To apply the strategic thinking process to develop an organizational strategic plan

Claims

Learning Objectives:
To understand the claims handling, reporting, and settling processes
To effectively manage litigation
To avoid E&O claims related to a book of business

Actuarial

Actuarial
Learning Objectives:
To become knowledgeable about the actuarial principles and practices that program administrators must understand to operate effectively and profitably

Systems and Operations

Systems and Operations
Learning Objectives:
To describe the components of a basic program administrator information technology infrastructure and ways to evaluate its effectiveness
To describe the policy production process, customer relationship management, and considerations regarding developing IT systems

Program Administrator Contracts

Program Administrator Contracts
Learning Objectives:
To gain the skills necessary to analyze program administrator contracts
To understand the legal basis of contracts and the agency relationship
To know how to protect intellectual property and expiration ownership

Mergers and Acquisitions

Mergers and Acquisitions
Learning Objectives:
To understand the steps involved in the perpetuation planning process and the keys to success
To understand the steps in the acquisition process