Insurance C.E. Classes – Maximize Your Insured’s Claims Experience!
Business by Design’s Continuing Education (C.E.) Classes focus on:
Frequency & Severity ‐ Insurance Professionals and Vendors can impact loss frequency and loss severity more than you might think. Business by Design’s CE Classes focus on real‐world, realclaim experiences, often using actual claims to prepare you to positively impact your next claim.
Jerry is an experienced & approved C.E. provider ‐ Jerry’s 3+ decades of “hands‐on” claims experience, combined with C.E. classroom experience from his nearly 30,000 attendees, creates an interactive classroom experience aimed at helping mitigate costs while maximizing your insured’s claims experience. Skip the online classes…come learn something you’ll use in the future to positively impact your claims and help your book of business stay strong.
Agents plan ahead…and so should you! Plan your classes in advance and promote them in advance before your agents & adjusters schedule with someone else. Contact Jerry today & start locking down dates and topics.
Jerry can be reached at jwinkley@business-by-design.biz or you can find out more here on our website: www.business-by-design.biz.
Property / Casualty
| CIAW Course Names | Hours | Class Description |
|---|
| Fire: Pack-outs & Personal Property – Smoke Claims | 3 | (Contents & Pack-Out) Personal Property is a major expense in fire damage claims and how they’re handled directly impacts the overall claims cost and the customer’s satisfaction. “Pack-outs & Personal Property” is a 3 hour class focused specifically on contents restoration, the pack-out and pack-back process, and will provide answers to many common questions about whether contents should be restored or replaced. |
| Fire: Picking Up The Pieces | 3 | (Structure, Contents, Claims Process) Major fire losses are overwhelming to insureds. “Picking Up The Pieces” is a 3 hour overview of the entire claims process, from the point when the fire truck leaves until the insured’s loss is closed. Team work from vendors, agents, and adjusters is critical and this class focuses on maximizing team-work so that everyone wins. |
| Water: Water Damage | 3 | (Water Damage Overview) “Water Damage” claims are very common claims. Good intentions and misguided responders can quickly escalate claims costs. We’ll focus on true claims, the science behind them, and focus on what are the right things to do in lowering the overall claims cost and improving the insured’s claims experience. We’ll also focus on water loss prevention tips. |
| Water: Water Claims In Direct Repair Programs | 3 | (Water Mitigation Program Benefits & Overview) This class was developed in teamwork with property claims adjusters. In addition to prevention and the science of drying, this 3 hour class focuses specifically on the water damage claims process, the importance of accurate and complete documentation, and the claims handling process working through direct repair programs. |
| Water: Finding Signs Of Pre-Existing Water Damage | 1 | (Claims Prevention Course) “Finding Pre-Existing Water Damage” is a one-hour CE Class which pulls together nearly 3 decades of home inspections and water damage experience. It prepared you to notice visible signs of prior or on-going water damage, as well as signs hinting that mold may be a concern. It teaches how to look for things that others just walk right past and gives common sense guidelines to quantify minor vs. major concerns. |
| Storm: Storm Damage & Emergency Preparedness | 3 | (Storm Damage Overview) “Storm Damage & Emergency Preparedness” is a 3-hour overview of various types of property claims. Class involvement, along with Q&A, will focus on topics including, roofs, hail, flooding, tornado, lightning, ice dams, freezing, and more. |
Trauma
| CIAW Course Names | Hours | Class Description |
|---|
| Trauma: Trauma, Crime Scene & Bio-Hazard | 4 | If your insureds ever needed you…they’ll really need you when they experience a claim from a trauma, a crime scene, or a bio-hazard. Critical, and costly, decisions are often required with barely a moment’s notice, so having a cool-head with some experience of how to respond will make a huge impact in the life of your insured and the overall cost of the claim. This topic can be a bit “heavy” so we’ll mix in some true & light-hearted stories…and we’ll avoid any overly graphic photos. (NOTE—this is a 4 hour class) |
Hoarding
| CIAW Course Names | Hours | Class Description |
|---|
| Hoarding: Helping Hoarders | 3 | We all have more “stuff” than we need, but dangerous “hoarding” can greatly alter the risk that you insure. And claims that should be very simple can become quite difficult when dangerous hoarding is involved. This class is built around true stories of insurance claims that intersected with dangerous and tragic hoarding. We will also spend time looking at ways to help hoarders so that after the claim is closed, they are in a better place in life than before. |
Mold
| CIAW Course Names | Hours | Class Description |
|---|
| Mold: Mold – Answers To A Growing Problem | 3 | How much mold is required before it becomes dangerous? Is there a good mold vs. a bad mold? How quickly does mold grow after a water loss..and how can you tell if the mold problem was pre-existent before the water loss? True case studies and good science will be reviewed with practical answers that will help you & your insureds if they encounter mold during a claim. |
Ethics
| CIAW Course Names | Hours | Class Description |
|---|
| Ethics: It Matters What You Believe | 3 | People do business under differing ethical assumptions, but not every ethic will lead you to the same decision. As a class, we’ll test common ethical systems with real life case studies. You may actually have fun, but you’ll also find yourself challenged, as you work with your assigned group in explaining, defending, and evaluating the decisions you make. |
| Ethics: Blinded By The Light | 3 – One Hour Classes | Ethics – Blinded By The Light is comprised of three 1-hour CE Classes that can be offered together or separately. (1) “Captain Jack Sparrow’s True North” helps us explore our ethical compass. (2) “When The Light Is In Your Eyes” explores the pressures of business, the fear of failure, and the allurement of “success,” and how each can blind us ethically. (3) “Beginning With The Moral End In Mind” helps us examine how morals can drift and helps us learn from the mistakes of others who were “blinded” by the light of their work experience. |
| Ethics: Ethics & Broken Windows | 1 | The social theory of “The Broken Window Syndrome” quickly illustrates the importance of ethics in our career. Even a slight ethical compromise can eventually become a downward spiral of poor choices eventually leading into dilemmas we never imagined. Will your ethic guide you where you want to end up in your career? “Ethics & Broken Windows” is a short one-hour Ethics class to help us all make sure we stay on the ethical path leading where we want to end. |
| Ethics: Insurance Fraud | 1 | “Insurance Fraud” is a class true case studies reminding us of how important every transaction we make is. It will also help us spot problems that should be reported, and help us learn “red flags” to watch for in claims handlings and in peer relationships with others in the industry. |
| Ethics: Where Did I Learn My Ethics? NEW 2018 | 3 | “Where Did I Learn My Ethics?” is an interactive Ethics class for insurance professionals. Attendees evaluate “common sense” and “basic ethics”, as well as look at how and when we adopt those ethics. Can we each have our own individual definition of right & wrong? Who defines right & wrong and does it matter? Explore how our ethics impact the world around us. |
Theft
| CIAW Course Names | Hours | Class Description |
|---|
| Theft: Theft Prevention & Workplace Violence NEW 2018 | 3 | Theft Prevention & Workplace Violence is all about prevention, whether preventing problems or preventing them from occurring again. Insurance professionals can assist insureds in preventing many claims from occurring and giving peace of mind after an event occurs by implementing well thought through changes. |
Odor
| CIAW Course Names | Hours | Class Description |
|---|
| Odor: Why Does It Stink? NEW 2018 | 3 | This odor class is designed to help insurance professionals assist their insureds during water, fire, and mold claims. The knowledge is especially useful when lingering problems exist, whether real or imagined. Focus will also be spent on current methods & equipment for odor removal. |
P / C
| CIAW Course Names | Hours | Class Description |
|---|
| P / C: Hidden Hazards & Underwriting NEW 2018 | 3 | What signs quickly tell a trained eye that a property has had prior water damage? How can you tell if a wall has mold inside just by looking at it? Learn field underwriting tips to quickly spot these and many more hidden hazards. |
Interested In Even More Variety? For additional variety, we offer continuing education courses outside of the mitigation topics which we can co-teach with a local subject matter expert.
These classes offer variety while still giving you exposure. Some samples are listed below.
…Theft Prevention (taught with your local Community Policing Officer)
…Commercial Fraud and Workplace Violence
…Accident Investigation (can be taught with your local law enforcement department’s trainers)
…Understanding Floors & Replacement Cost (can be taught with a local floor covering retailer)
…Other topics – Auto Body Repair, Paintless Dent Removal, Etc.
Notes: Business by Design’s 2015 Rate Sheet
- Courses listed above are private material created and/or registered through Business By Design.
- Additional courses (not listed) are available to ServiceMaster Franchise Owners through the ServiceMaster Home Office (Service Connection). We are an approved instructor for those classes as well.
Continuing Education Classes – Schedule Now
