Course Catalogue

Module A-1-Licensing

• Fundamentals of Insurance - Full Course
• Fundamentals of Insurance - Practice Exam Only

Module A-2-Orientation

• Navigating Epic and Reception Training
• Overview of the Procedure Manual (Personal Lines)
• Policy: HIG Underwriting Guidelines (Personal Lines)
• Policy: Huestis Accounts Receivable Policy
• TAM Basics
• Written Review of Key Learning Points

Module B-1-Theory

• Overview of Common Homeowners Endorsements
• Overview of the SPF No. 1 and Common Endorsements
• Wording Review – Homeowners Property

Module B-2-Workflows 1

• Huestis New Hire: Policy Changes (Auto)
• TAM Demonstrations: Policy Changes

Module B-2-Workflows 2

• Huestis New Hire: Claims

Module B-2-Workflows 3

• Huestis New Hire: Cancellations
• Workflow - NSF / Reinstatement

Module B-3-Professional Development

• Personal Lines Workflows Seminar
• Peter Morris talks: Once and Done
• Wording Review - Homeowners Liability
• Wording Review – Homeowners Property