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Seven Steps To Personal Lines Success - #1 - Homeowners

This course is geared towards those people who have a good understanding of the various personal lines policies and want to account round them within their agency, minimize any E&O exposures and be helpful during the claims process.

This course is part of a certificate program called the Seven Steps to Personal Lines Success. Each course can certainly be taken as a standalone class, but if you are interested in seeing the full series, the courses involved and earning the certification, that information can be found HERE.

  • Homeowners policy eligibility and requirements,
  • ISO coverage forms and edition changes
  • Property & Liability coverage,
  • Endorsements

Read Class Reviews...
I really enjoy the instructors humor when presenting, she made the class fun. She also did an excellent job welcoming your input, opinions and stories/challenges that we have or had.
M. Cornell, Reinbold Ins. Agency, 2015

Great Instructor. Knowledgeable and professional. Thank you.
L. Paquette, Moulton Ins. Agency, 2015

This is the ideal class for new and experienced professionals.
M. Martin, AFCO Credit Corp. 2015

Cancellation/Refund Policy: There will be a $35.00 penalty fee if we are not notified in advance of three (3) business days of the scheduled class. Failure to cancel will result in loss of full registration fee.

Late Registrants: Please call 48 hours in advance of a class to ensure availability. A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class.

Book Options:  A pdf manual is available for this class at no extra charge. Should you choose this option at checkout, you will receive an email with a link to download the pdf three days prior to the class date. If you choose to purchase a Hard Copy Book for an additional $10, it will be available for you at the class site.

Date:  August 15, 2017

Time:  9:00 AM – 5:00 PM

Please call 48 hours in advance for availability. A $10.00 charge will be added to all registrations received within 24 hours of class.
Location:        The Hotel Northampton
                        36 King St.
                        Northampton, MA 01060
                        Phone:  413-584-3100

Price: $95.00 members / $190.00 non-members

CEUs: 7 – please note that CEUs need to be added to your order when you check out.

GL Number: 251360        Prometric Number: C46438


CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
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