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Online Training Programs

Welcome to Founders Insurance

This is the orientation course for Founders Insurance Group Inc. employees.

 

Founders PowerBroker Basics

This course runs through the basics of PowerBroker for Founders Insurance employees.


It is important that you complete this course and re-visit as per management's request to keep up with any updates/changes to the system and/or processes. 

 

Founders Training Receptionist Basics

Welcome to Founders Insurance Receptionist Basics.


This mini course is valuable to all staff members because there will be times when you have to sit at Front Desk (to fill in for vacations, or to fill a gap during the day when the receptionist staff are on break or in a training session, etc.)

 

Founders Training IT Policy

All staff must take this course.  The content of this course will be updated as required. 

Founders Training Data Entry is Key!

Our database is our main tool here at Founders Insurance.  This is where all our notes go about our clients, our day-to-day activities and it's a source of information for management so they can ensure everything is working well - if it's not, our database reports should be able to help management quickly identify issues so steps can be taken to correct.


Taking a few extra seconds now to enter data in correctly, can save us time down the road.  You'd actually be amazed to see how much time your steps today can save us all down the road.


Please take the time to review the course content and correct anything that you are currently not doing or doing incorrectly.


Much appreciated!

Founders Training - Policy Changes

Darnise runs through common policy changes in PowerBroker.

Founders Training - New Auto Policy

Ready to start quoting?  Or do you need a refresher?


Watch Darnise run through the steps of writing an auto policy using Applied Rating Services and PowerBroker.

Founders Training - Handling Substandard Renewals

For Founders staff. A refresher on this process for 2019.

ITAC's CSR Circle of Success

This is a professional development course for Brokers/Agents who deal with a multitude of clients day-in and day-out.  It examines different personality and communication styles to foster an understanding of the different styles you will run into and how to adapt your own style to better communicate with your clients, build trust, strengthen client relationships and in turn, strengthen your insurance book.

Evaluators / Replacement Cost Calculators

This course goes beyond the software training (Applied ITV, ezITV, RCT, etc.) and discusses the common questions Brokers need to ask clients to plug into the software.

 

Personal Lines Account Manager Training

This Personal Lines Account Manager Training serves as a jump-off point for new Brokers and a refresher for experienced Account Managers.

Commercial Lines Account Manager Training

This Commercial Lines Account Manager Training serves as a jump-off point for new Brokers and a refresher for experienced Account Managers.

Founders Training Computer Tips & Tricks

Cathy shows some tips and tricks to help improve your productivity at work.

 

The software applications reviewed in this course include:

  • Applied Rating Services
  • PowerBroker
  • MS Outlook
  • MS Word
  • Brovada Nexcentre
  • Internet Explorer and Google Chrome

Overview of the SPF No. 1 and Common Endorsements

This mini-course provides an overview of the Automobile Standard Policy Form No. 1.

 

The wording used in this course is the 2016 version from the Government of Nova Scotia.  It is similar to other Canadian Provinces.  

 

Upon reviewing this course, you are encouraged to look at your own auto policy to compare and contrast coverage.  If you live in another province, even a Maritime province, you will still find variations among the SPF#1s due to differences in our laws and our governments.

 

Wording Review - The Homeowners Comprehensive Package (IBC 1155) Form

This mini course does a quick review of a Homeowners Insurance Package policy which includes:

  • The Homeowners Comprehensive IBC 1155 wording - which is Section 1 of a package policy covering personal lines property
  • The Homeowners Liability IBC 1164 wording - which is Section 2 of a package policy covering personal lines liability.
  • NOTE: These wordings are not sold in today's market; however, they serve as a template - a basis upon which today's Insurers have built on to create their package policies.

 

The IBC 1155 and IBC 1164 are a good introduction to familiarize yourself with Homeowners wordings.

 

Overview of Common Homeowners Endorsements

This course is a continuation from the Homeowners wordings course.  The focus is on the common homeowners endorsements we sell today.


Like with the other wording review courses, the discussion is general because every insurer offers their own version with their own twist in terms of limits and deductibles offered, coverage, extensions and exclusions to these endorsements.


Even though it is a general discussion, it does go through the endorsements in detail.  You may want to review the video a couple of times over.  As always, we recommend that you pull similar wordings from one or two of your insurers to start and compare and contrast between them.

Webinar: Overland Water (November 2018)

This webinar goes into more detail on Overland Water coverage available in our industry today (originally recorded in November and December 2018).


The purpose is to help Brokers develop a comfort level with the terminology and the offerings that are available for our Insureds.

Review: Homeowners Insurance

This mini course is a review of the Comprehensive wording (property and liability) and common homeowners endorsements.

Fundamentals of Insurance - Full Course

 
With this course, you are preparing to challenge the government licensing exam.  There is a lot of information covered in this course - it is an overview of the insurance world.  ITAC wants you to pass your exam the first time and offers this online course as pre-work for classroom, although many have successfully passed just using this online piece.  Your introductory email from ITAC will contain instructions - make sure to follow all instructions.  If you require assistance in getting organized (creating a study plan) or to clarify content or if you are experiencing technical difficulty, you can contact cathy@itacinc.com.

Fundamentals of Insurance - Practice Exam Only

Prerequisite: it is important that before you start these online practice exams that you have either:
  • reviewed the Fundamentals of Insurance - Full Course online with ITAC Inc.
  • attended the General Licensing class at ITAC Inc.
  • read the entire IBAC Fundamentals of Insurance manual.
 
This online program provides randomly generated tests to help you practice for your upcoming licensing exam. The questions are divided into sections General, Commercial Property, Personal Lines, Liability, Automobile, Accident & Sickness, and Brokers Ethics. The pass mark for each test is 90% and the program will tell you which questions you answered incorrectly.  It is recommended that you review your textbooks and other resources to look up any topics you are struggling with on the online tests. 

CAIB Level I

Level I explores all aspects of Personal Lines Insurance Coverages. Topics covered include government regulation, homeowners wordings and extensions, farm coverage, automobile insurance & endorsements and broker ethics.

CAIB Level II

Level II explores many aspects of commercial property coverages. Topics covered include: risk assessment, named perils & broad form wordings & extensions, transportation & contractors’ coverages, crime & business interruption.

CAIB Level III

Level III advances further into Commercial Lines coverages. Topics covered include: the law & liability exposures, the commercial general liability (CGL) wording and other liability wordings, marine cargo & aviation insurance, surety bonds and risk management.

CAIB Level IV

Level IV explores the many aspects of the management process within the insurance brokerage. Topics covered include the functions of planning, organizing, staffing, directing & controlling. Also included are marketing & automation.