Five Ways RMI Sales Coaches Can Help You Achieve Success
A career in insurance sales can be rewarding – both emotionally and financially – but the pathway to success isn’t always obvious, is it? You
New Academy Release: Fundamentals of Life & Health Insurance
The National Alliance for Insurance Education & Research announces the launch of a new Life & Health Insurance publication, authored by Tom Faulconer, CFP, CLY, ChFC, CASL,
Four Questions to Ask Before You Outsource Producer Coaching
Today’s talent market is competitive. Coaching can provide an edge as you seek to retain and attract top producers. As a leader, you navigate the
2022 Outstanding CSR of the Year State Winners Announced
Each year, a group of exceptional insurance professionals are selected to represent their states and then compete to become the National Outstanding CSR of the
5 Things About the New Certified Environmental Strategist (CeS) Course
The Certified Environmental Strategist (CeS) self-paced course, created by Chris Bunbury, Environmental Strategist and President of Environmental Strategist, Inc., educates insurance professionals/risk managers about how to coach clients to manage and transfer
A technique involving one party transferring the uncertainty of loss to another party or parties. More their environmental exposures.
The National Alliance Releases New Course – Certified Environmental Strategist
The Certified Environmental Strategist (CeS) course educates on how to advise clients as they manage and transferA technique involving one party transferring the uncertainty of loss to another party or parties. More their environmental exposures.
Noelle Codispoti Hired as CISR High School Program Director to Lead National Growth & Student Engagement
The National Alliance of Insurance Education & Research welcomes Noelle Codispoti, CPCU, ARM as Director of the CISR High School Program. The Certified Insurance Service Representative (CISR)
Who Will Be the Next Outstanding CSR of the Year?
Every spring, hundreds of CISRs submit nominations to become the next Outstanding CSR of the Year. Originally established to recognize exceptional account managers, CSRs, and
When Has The Employee Reported To Work?
If you’ve dealt with Workers’ Compensation coverage, you know that only injuries arising in, or out of, the course and scope of employment are compensable.
The National Alliance for Insurance Education & Research Announces 2022 CIC and CISR Board Officers and new CISR Board Members
The National Alliance announces leadership changes to the Certified Insurance Counselors (CIC) and Certified Insurance Service Representatives (CISR) Board of Governors. Serving on the CIC
NEW Self-Paced Courses: Intro to Commercial/Personal Lines, Flood, Ethics, Workers Compensation
The National Alliance for Insurance Education & Research has launched five self-paced insurance license renewal and introductory classes on the topics of EthicsMoral principles of
Are We Equipped to Insure Cyber Warfare?
Recent tensions in eastern Europe are giving an increased cause of concern on cyber security. With the U.S. working to counter the tensions, a more
The National Alliance Re-Opens LIVE In-Person Classroom Programs
The National Alliance for Insurance Education & Research announces the availability of in-person classes in California, Louisiana, Nevada, Texas, and Washington. Facilitated by active insurance
FSU College of Business, Dr. William T. Hold and The National Alliance celebrate a 10-year partnership, No. 1-ranking
Florida State University, Dr. William T. Hold and The National Alliance for Insurance Education and Research recently celebrated a decade of a partnership that has spawned the
National Alliance Brings CISR High School Program to Laredo School District Thanks to 2022 Spencer Educational Foundation Grant
The National Alliance for Insurance Education & Research is a proud recipient of a 2022 Spencer Educational Foundation grant to support and expand the Certified Insurance
The Deadly Astroworld Festival: Risk Management and Crowd Control Lessons
Learn from CRM Academic Director Sarah Warhaftig, CRM, JD as she reflects on the crowd control/management of the 2021 Astroworld Festival. Learn how a CRM Control of RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More course can help you be better prepared for Crisis ManagementAct or process of managing a crisis to prevent the occurrence of a catastrophic loss, if possible, and reduce the impact of catastrophic losses to the organization. More.
FREE Instructor-Led Webinar: CGL Endorsements That Belong on the Naughty List
We’re making a list and checking it twice, and these endorsements are right at the top of the naughty list. Understanding how endorsements can negatively
FREE Instructor-Led Webinar: Commercial Property Problems Your Clients Will Be Thankful You Understand
It is the season to give thanks, and your client will be thankful that you understand three important property coverage problems and how to fix
FREE Instructor-Led Webinar: Is Your Agency Ready for a Brand Refresh? Here Are 5 Clues
A firm’s leadership must clearly understand, embrace and communicate its brand and culture direction. Your brand is like a house. A fresh coat of paint will look nice for a while. That’s a tactic. But consider the foundation and the framing underneath the paint: Are
The Face Masks in School Conundrum
School and district riskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time; the difference between expected lossesProjection of the frequency and/or severity of losses based on loss history, probability distributions, and statistics; the expected loss projection is commonly called a "loss pic" or "loss pick." More and
Texas Nominee Named 2021 National Outstanding CSR of the Year
Darnella Rodriguez, CIC, CRM, CISR, Account Manager for Higginbotham, in Austin, Texas, has been awarded the most prestigious honor available to insurance customer service representatives: National Outstanding
Elite Women 2021
This year’s Elite Women, chosen by IBA, aren’t just dedicated to the insurance industry – they are trailblazers forging a path for colleagues and future industry
FSU College of Business Ranks No. 1 for Dr. William T. Hold/The National Alliance Program in Risk Management and Insurance
Florida State University College of BusinessIncludes trade, profession, or occupation. More undergraduate RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice of protecting an organization from financial harm by identifying, analyzing,
A Cautionary Tale: Champlain Towers Condominium Collapse
As details begin to emerge about the collapseThe caving in or giving way of a building or structure. More of the Champlain Towers Condominium South
7 Tips for Computing and Supporting Business Income Loss
By Keith Wilts, CIC, CPCU: Keith provides education and support to the insurance community in the understanding and applicationThe statement of information given when a
Aaron and Sara Hoffman– CIC Tag Team
A Dynamic Duo Aaron and Sara Hoffman take partnership to a whole new level. They have been partners in almost everything since 1995. Married for 26
Business Income Insurance – Asking the Right Questions
By Keith Wilts, CIC, CPCU: Keith provides education and support to the insurance community in the understanding and applicationThe statement of information given when a
Insurance Coverage Lessons: Surfside Building Collapse
By now, every riskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time; the difference between expected lossesProjection of the frequency and/or severity of losses based on loss history, probability distributions, and statistics; the expected loss projection is commonly called a "loss pic" or "loss pick." More and actual losses.
2021 Outstanding CSR of the Year State Winners Announced
Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to compete for the National Outstanding CSR of the
How to Get Results from Your New Producer
By Diane Masterson, CIC, CPCU Twenty-five years ago my businessIncludes trade, profession, or occupation. More partner, Ken Fields, and I were tapped to create a
Producer Compensation – A Deadly Basket of Snakes?
Bill Toll, CIC Too many agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy) to undertake certain
Positive Mindset Through Mental Health Exercises
J. Karl Sherril, Jr. CIC, CRM, MBA Introduction “Hello, how are you?” Never before has this simple phrase meant more than it does today as
Managing Cyber Exposure: 2020 and Beyond – Part 1
How is the insurance marketplace responding? The industry is seeing an increased interest on coverages related to cyber liabilityLegal responsibility or fault. More, specifically, first
Characteristics of a Successful Producer—the Insurance Implications
Paul Z. Martin, CPCU AgencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy) to undertake certain activities
Managing Cyber Exposure: 2020 and Beyond – Part 5
E&O Exposures and RiskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More ManagementThe practice of protecting an organization from financial harm by identifying, analyzing, and controllingThe actions a risk manager takes to assess, regulate, and monitor work-in-progress and completed work; an element of the managerial process. More riskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More at the lowest possible cost. More:
Changing Insurance Education for a Changing World
By: Paul Martin, CPCU When the pandemic hit, the team at The National Alliance for Insurance Education & Research had to pivot quickly. We were forced to
The National Alliance CISR (Certified Insurance Service Representatives) High School Program Expands into Birmingham School System
May 3, 2021 – Austin, TX – The National Alliance today announces the expansion of the CISR High School Program into seven high schools in Birmingham,
Jonathan Thomas Jr., CISR– A Student Success Story
Wanting to expand his knowledge regarding the insurance industry, Jonathan Thomas earned his CISR designation this year while attending the University of Georgia (UGA). Regarding
Commercial General Liability Policy: The Insurance MVP
There are dozens of property policies that provide protectionAs related to property, the safeguards, equipment and measures provided by the building ownerThe individual or entity controlling all rights, benefits, and privileges of a life insurance contract. This may or may not be the insured. Ownership may be assigned or transferred by written request of the current owner. or occupant to
New CIC Board Members Welcomed at The National Alliance for Insurance Education & Research
March 24, 2021, Austin, TX – The National Alliance is proud to announce that Board Members Denise D. Brown, CIC, CPCU, AINS, AIC, ARM, CISC, CRIS,
New Academy Board Members Welcomed at The National Alliance for Insurance Education & Research
March 24, 2021, Austin, TX – The National Alliance is proud to announce that Cameron Alford, UACRM, ARM, Jill M. Bisco, Ph.D., CIC, CRM, CSRM, Pamela B.
On-demand, Online ACORD Forms Training Now Offered from The National Alliance for Insurance Education & Research
The National Alliance released a new online, self-paced ACORD form training as part of a new insurance bootcamp series. The new ACORD Bootcamp trains insurance agents
The Value of a Cyber Policy for a B2B Insured
By Chris Christian, CIC, RPLU Most insureds who are aware of cyber coverage think immediately of large retailers and credit card breaches or of healthcare
Keeping It Together When It All Falls Apart
By: Paul Martin, CPCU and Dustyne Bryant, CIC, CISR, MBA The past year has stretched everyone. There has been so much uncertainty all around: job
To Mandate or Not to Mandate
The COVID-19COVID-19 is a disease caused by a new strain of coronavirus. 'CO' stands for corona, 'VI' for virus, and 'D' for disease. Formerly, this disease was referred to as '2019 novel coronavirus' or '2019-nCoV.' For more information on how the COVID-19 pandemic has impacted the insurance industry visit https://www.scic.com/covid-19-conversations/ More vaccine is slowly becoming available. While the vaccine is free to all Americans, employers face a series of challenges and risks.
The National Alliance for Insurance Education & Research CISR High School Program Exam Success
Austin, TX – January 12, 2021 – The National Alliance for Insurance Education & Research received recognition on local Lansing news station FOX News 47 for
Homeowners’ Endorsements– the Details Make the Difference
By: Jerry Kennedy, CIC Properly covering an insured’s home is no simple task. Often, when a client is buying a new home, they’re too busy
Is It Covered? The Lack of Coverage for COVID-19 Under Standard Business Income and Extra Expense Coverage Forms
By: Paul Burkett, J.D., CPCU, CIC, CRM, ARM, ALCM Across the country, agencies and their clients are concerned about coverage under standard BusinessIncludes trade, profession,
Fiduciary Liability Insurance: Under-loved and Under-utilized
By Richard (Dick) G. Clarke, CIC, CPCU, RPLU As insurance products go, fiduciary1) under common lawBody of law consisting of prior precedents or rulings by judges and juries as to the facts of a case. These rulings form codes of conduct that apply to situations involving tort or contract law. Sometimes, common law is referred to as stare decisis, "let the decision stand" or res judicata, "the matter has been decided." More, liabilityLegal responsibility or fault. More imposed upon a party who stands in a
Press Release: New CSR Podcast Series – Episode 2: I’m Your Agent, Let’s Talk About Sex.
Austin, TX, November 23, 2020 – The National Alliance for Insurance Education & Research recently launched a new podcast series titled Awkward Insurance. The podcast is intended for Insurance
Do You Need Uninsured/Underinsured Motorist Coverage If You Have Health Insurance?
Dwight M Kealy, J.D., MA, CIC, AAI Does your insuredPerson(s) protected under an insurance contract. really need Uninsured/Underinsured Motorist (UM/UIM) coverage if they have health
The Health Plan 401(k) Has Arrived
By Brian Gilmore, J.D. January 1, 1980, was a momentous day in the employeeA person in the service of another under a contract of hire,
The Privilege of Proximity–A Deep Dive Into Subrogation
Paul Martin, CPCU, Director of Academic Content One of the real pleasures of working with The National Alliance for Insurance Education & Research is being around
Protecting and Insuring Wine Collections
By Neil Kaplan, J.D., DipWSET, AAA It was wildfire season in California. Fires were raging through the hills, threatening lives and property. One wine lover’s
Josh Kroeger, UACIC—A Student Success Story
After a 14-year career in professional baseball, Josh Kroeger, UACIC has transitioned careers into the riskThe chance of loss; the uncertainty of loss; the variation from the expected outcome over time; the difference between expected losses and actual losses. More managementThe practice of protecting an organization from financial harm
CRC Group Funds National Alliance High School Program at Duncanville ISD
CRC Group Funds National Alliance High School Program at Duncanville ISD Austin, Texas – October 23, 2020 – The National Alliance for Insurance Education & Research announces the
What is Actual Cash Value?
David Walker, CIC, CRM, ARM, AAI, LIC, discusses this important definition; most think it is replacement costThe cost to replace damaged property with like kind and quality without taking into account depreciation. More minus depreciation, but this answer may be just the default response due to a lack of knowledge.
The History of Rough Notes Magazine
In this Resources webinar, President & CEO, Walter J. Gdowski, uncovers the unique history behind the insurance industry’s most recognized publication, Rough Notes Magazine. Rough Notes Magazine began in the late 1800’s and is
New Mexico Nominee Named 2020 National Outstanding CSR of the Year
Austin, TX October 13, 2020 – Judi Vaughn, CIC, CISR, Account Manager for Kysar Leavitt Insurance AgencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to
Board Appoints William J. Hold President and CEO of The National Alliance for Insurance Education & Research
August 26, 2020, Austin, TX—The CIC, CISR, and Academy Board of Directors appointed William J. Hold as President and CEO of The National Alliance for Insurance
The National Alliance for Insurance Education & Research Releases Insuring Healthcare Providers Course
This course is part of the PROFocus SeriesNational Alliance PROFocus SeriesNational Alliance PROFocus Series courses are open to all insurance and risk management professionals! Dues-paid National Alliance designees are eligible for update credit! PROFocus Series Courses—available in both classroom and instructor-led online formats—deliver high-level insurance and risk education for ALL industry, insurance, and risk management practitioners. These specialty courses are designed to build your industry-specific business and increase your income. Tap into the essentials and get answers to your most challenging questions about the specialty area you are in or... More courses are open to all insurance and risk managementThe practice of protecting an organization from financial harm by identifying, analyzing, and controlling risk at the lowest possible cost. More professionals! Dues-paid National Alliance designees
2020 OUTSTANDING CSR of the Year STATE WINNERS Announced
AUSTIN, TX August 20, 2020 – Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to compete for
The Power of Female Insurance Producers
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director Joan E. Sansing, CIC, ARM, AAI- Faculty- Dynamics of SellingThe Dynamics of SellingThe Dynamics of Selling Series is a multi-day insurance specific sales training course. Designed and taught by leading, insurance sales professionals who are active in the industry. The series takes the sales process, sales management, and agency/company relations to a new level. While many generic sales programs are available, Dynamics of Selling remains the only “insurance specific” sales training in the industry. The Dynamics Series is for you if you are: • a new Producer just beginning your sales career... Series is a multi-day
Are You Insuring A Pandemic Pod?
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director The pandemic is lasting longer than we ever thought, and we’re all looking for new ways
New to the Insurance Industry? What’s the Next Step?
In this interview Mitch Dunford speaks with Paul Gaglioti, CIC, President of Diversified RiskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the
The Top Three Reasons Your New Salesperson is Struggling
By Carletta Clyatt, The Omnia Group, Inc. Whether talented salespeople are born or made remains a topic of debate, with the answer undoubtedly lying somewhere
What’s That Sound? Could It Be Opportunity Knocking?
By Kenneth L. Fields, MSM, CIC, CPCU, CLU, ChFC About 10,000 baby boomers (76.4 million people born from 1946–1964) turn 65 every day in the
Refuting Myths and Misconceptions About Residential Water Damage: Inform and Encourage Clients to Adopt a Mitigation Mindset
By Anne Martin As a high-net-worth personal lines riskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation from the expected outcome over time; the
The National Alliance for Insurance Education & Research Offers 30 Insurance and Risk Management Topics at the 2020 Online Ruble MEGA Seminar
Austin, TX, April 6, 2020 – Registration is open for The National Alliance for Insurance Education & Research 2020 Online Ruble MEGA Seminar. Dues-paid designees can attend
Starting, Buying, Selling, and Perpetuating Insurance Agencies
You and your agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy) to undertake certain activities for
What Got Us Here Won’t Get Us There: An Insurance Agency’s Roadmap to a Thriving Future
By Laura Sherman, CPRM, CAPI As we insurance agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy)
Article: Are You Asking the Right COVID-19 Questions for Your Clients?
We are living in unprecedented times. COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and
Creating a Culture of High Performance
By Carletta Clyatt With the pending arrival of Spring, many of us are inspired to contemplate new beginnings, fresh starts, and improved ways of being.
Mind the Millennial Gap
By Kelly Surles, CIC, CPRM, CISR, ACSR As one of the cities that is consistently on lists of the best places to live, or work,
Top 5 Things Every CSR Should Do
Customer Service Representatives are the backbone of the independent insurance agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent
Social Media for Your Insurance Agency: When, Why and How
Social media marketing can guide your insurance agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or proxy) to undertake
Producer Compensation: How Does Your Agency Stack Up?
Attracting and retaining talent remains among the top insurance agencyA relationship, express or implied, wherein one party (principalThe entity whose performance is being guaranteed in a surety bond. More) delegates authority to another person (agent or
Aviation Insurance: Kobe Crash & Out of Control Claims
Last month’s tragic helicopter crash that killed NBA star Kobe Bryant, his daughter and seven others is putting aviation coverage on many insurance professionals’ minds
OCSRY 2018 Winner
Watch the 2018 OCSRY award winner, Ashley Fitzsimmons, as she talks about her experience in riskThe chance of lossA reduction in value. More; the uncertainty of lossA reduction in value. More; the variation
Discourse, Discord, and Defamation: When Does the CGL Respond?
In the tumult of our modern public discourse, do you ever wonder how someone can blatantly…
Cultivating Leadership at the University Level
Filling the gaps in industry talent that will result from the retirement of baby boomers…
Keep Your Fingers on the Pulse of Customer Service
The CSR Profile, first published in 1995, has become the essential reference…
What’s that Sound? Could It Be Opportunity Knocking?
About 10,000 Baby Boomers (76.4 million people born from 1946–1964) turn 65 every day…
Difficult Clients Are a Part of Business: How you handle them sets you apart
Anyone who has worked in agencyA relationship, express or implied, wherein one party (principal) delegates authority to another person (agent or proxy) to undertake certain activities for the principal. The agent's limit of authority and discretionary power depends upon the agreement between the parties. https://youtu.be/s_hHkK95lbA More sales or service has a story about a difficult client or two…
Experiential Education—The Butler University Captive Way
In less than a decade, the insurance industry is set to experience a major talent gap…
Marijuana: New Markets and Legal Uncertainty
We’re hard at work, putting together new National Alliance courses on the trend toward legalizing marijuana…
Embracing Change: Positioning Your Business for the Future
As we continue to witness the transition of insurance distribution within our industry, the role…
Helping Your Commercial Clients through a Property Claim: From Basics to Business Interuption
Maintaining client relationships is critical for insurance brokers and agencies, especially…
Interested in Internships?
Internships represent a growing avenue for employers to attract and evaluate potential employees…
Drive into the future with the 2018 ISO PAP
One thing is for certain—Personal Lines is not static! We have seen more coverage revisions…
2018 National Outstanding CSR of the Year©
Presented here are the top five essays submitted for the 2018 Outstanding CSR of the Year® award. Competitors from across the nation shared their insights related
Socially Conscious Tech—To Address Life’s Challenges
Few would dispute that life brings challenges to all of us. People confront and sometimes struggle with those challenges in different ways. For those who
Opioids at Work: Employer Actions to Address the Risk
By Sue Mathiesen Our nation is facing the deadliest drug crisisAny critical incidentAn event that disrupts normal activities and may become a loss, claim or business interruption. More that involves death, serious injuryAn injury resulting in death, serious impairment of body function, or permanent serious disfigurement. More, or threat to people; damage to environment,
