Resources Articles & Webinars
Valuable digital resources detailing insurance trends, highlights, and distinguished industry professionals.
Nat Alliance NOW Podcast Series
Provides nuanced conversations that deepen learning and ensure the successful completion of National Alliance programs.
Awkward Insurance Podcast Series
The podcast that strives to bridge the thrilling world of insurance with the real-life struggles of those of us in the trenches.
Risk & Reward Podcast Series
Brought to you by Butler University and providing insight on risk management, actuarial science, and insurance careers.
COVID-19 Conversations
Stay educated and informed about developments related to the COVID-19 pandemic and its impact on the industry.
Insurance Glossary
The Resources Insurance Glossary of terms is produced and maintained by The National Alliance Research Academy.
Difference Makers
A multimedia series highlighting professionals who display excellence & make positive impacts on the industry.
This Content is Made possible thanks to our Research Associates
Not Disruption, but Modernization: The Story of Hippo Insurance
As our guest, Richard L. McCathron says: “When you are in the insurance industry, you generally surround yourself with people that are somewhat risk-averse. There are
How The Insurance Industry Can Cultivate Black Talent
Tune in as host, Mitch Dunford, MBA; interviews Cameron Alford, UACRM, ARM; Darryl Coleman; and Rakeda Ervin about their personal experiences as African Americans working
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
A Candid Conversation with Meg Mckeen
Do you find yourself playing small and not putting your hand up? We cover tools to counter imposter syndrome and those negative thoughts. Are you
Insurance is Hiring
Host Dustyne Bryant, CIC, CISR, MBA, talks with Aaron Gordon, CAPI, CCIC, of Gordon Companies Insurance Services to discuss what it’s like as a rising millennial in the insurance industry.
Insurance Services Office (ISO) Homeowners 2022 Updates
The Insurance Services Office (ISO) HO 22 Updates Livestream event featured a discussion between Dustyne Bryant, CIC, CISR, MBA, Academic Director for Personal Lines, and
Learning the Role of the “Trusted Advisor”
Establishing credibility when entering a new job is difficult. This is especially true for insurance producers. It is hard to walk into an insured office
Rollin’ with My Homies
Join Dustyne as she rallies Academic Directors at the National Alliance for Insurance Education & Research to openly chat about what they love most about
Finding Your Link in the Chain
Taking risks in your career can be difficult. Do you need some advice? Host Darren Bloomfield interviews Wayne A. Bates and learns more about his
What’s Next for Certified Insurance Service Representatives?
Updating Elements of Risk Management
Process of managing uncertainty of exposures that affect an organization's assets and financial statements using five steps: identification, analysis, control, financing and administration. More and Beyond On this week’s episode, Mitch Dunford discusses the recent release of the newly revised CISR Elements of RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of
Connecting the Dots of the Insurance Industry: Past, Present, and Future
Listen in as host Darren Bloomfield has a conversation with an industry veteran. Paul G. Smith takes a trip down memory lane and covers topics
ISO Homeowners 2022 Updates– Livestream
The Insurance Services Office (ISO) has finally released an updated Homeowners multi-state filing with a tentative effective date of March 2022. Who’s ready to get
UPDATED CIC Insurance Company Operations: Revised Curriculum & New Learning Resources
In this Nat Alliance NOW podcast Mitch Dunford interviews Mandy Whorton and Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR about the new CIC
How to Get Results from Your New Producer
By Diane Masterson, CIC, CPCU Twenty-five years ago my business partner, Ken Fields, and I were tapped to create a new one-of-a kind program designed
Help Wanted: Creative Insurance Marketers Needed
Insurance does not sell itself but, are there opportunities in the industry besides working in insurance? Yes, “All the things that normal businesses have, we
Producer Compensation – A Deadly Basket of Snakes?
Bill Toll, CIC To many agency owners and managers, producer compensation resembles a basket of snakes. It is not particularly pretty, it is constantly moving,
Stay Versatile: Build a Swiss Army Skill Set
There are many career options in the Insurance Industry, and Tracy Leigh “Be Fantastically Incredible” Cotton, has embodied almost all of them. In this episode,
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 liability, specifically, first party coverages. Where the
Characteristics of a Successful Producer—the Insurance Implications
Paul Z. Martin, CPCU AgencyA relationship, express or implied, wherein one party (principal) delegates authority to another person (agent or proxy) to undertake certain activities
Supporting Those Who Save: An Interview with MedPro Group CEO
Listen in as Claire talks with Tim Kenesey, the CEO of MedPro Group, a company that has been in action since 1899. As a subsidiary of Bershire
Educate Yourself: Different Paths to Success
Dustyne Bryant, CIC, CISR, MBA, is joined by fellow Academic Director Cat Ferris, CIC, CRM, CPCU, AU, CLCS. Both hold the title of Academic Director
Managing Cyber Exposure: 2020 and Beyond – Part 5
E&O Exposures and RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of managing uncertainty of exposures that affect an organization’s assets and financial statements using five steps: identification, analysis, control, financing
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
Brad Robinson on Being the NCAA’s “Insurance Guy”
Tune in as Claire Richardson interviews Brad Robinson, MBA, CPCU; the Associate Director of Insurance & Financial RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of managing uncertainty of exposures that
Managing Cyber Exposure: 2020 and Beyond – Part 5
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR On the final installment of our Cyber ExposureA situation, practice or condition that may lead
Managing Cyber Exposure: 2020 and Beyond – Part 5
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR On the final installment of our Cyber LiabilityLegal responsibility or fault. More series, Jay Williams,
30th Anniversary of Outstanding CSR of the Year Award
It’s the 30th Anniversary of The Outstanding Customer Service Representative of the Year (OCSRY) award for The National Alliance for Insurance Education and Research. In this
30th Anniversary of Outstanding CSR of the Year Award
Join us as we celebrate the upcoming 30th Anniversary of The Outstanding Customer Service Representative of the Year (OCSRY) award for The National Alliance for
Generations of Innovations: An Interview with Mike Hylant & Andrew “Bubba” Berenzweig
Join Claire Richardson as she interviews current Chief Executive Officer of Hylant, Mike Hylant & Toledo office President, Andrew Bubba Berenzweig. Mike has over 30 years in
Commercial General Liability Policy: The Insurance MVP
There are dozens of property policies that provide protection for anything from common business buildings and personal property to one-of-a-kind types of property insured with
Treating Misinformation
In this episode of Awkward Insurance host, Dustyne Bryant, CIC, CISR, MBA, speaks with 2020 Outstanding CSR of the Year, Judi Vaughn, CIC, CISR about the misinformation
Waffles, Workers’ Compensation & Wonderful People
On this episode, Claire interviews Elizabeth Bailey, the Vice President of Workers’ Compensation & Safety at Waffle House. Elizabeth oversees the workers’ compensation programs for
New CIC Board Member 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 Member 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.
Starting Points: A Principal of Power
Tune in as Host, Bob Rogers CLU, ChFC; interviews Dustyne Bryant, MBA, CIC, CISR; and Dave Murphy about the intrinsic value of a starting point
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
Become Your Underwriter’s Favorite: New ACORD Forms Training
Tune in as host Mitch Dunford, MBA interviews course author, Alivia Cooper, CRM, CIC, and our Director of Instructional Design, Beth Ottolini; about the first
Evolve MGA: The Cyber Success of Two Brothers
During this episode, Claire Richardson talks with Michael Costello, the Co-Founder & PrincipalThe entity whose performance is being guaranteed in a surety bond. More of Evolve MGA,
Career Leaps of Faith
Tune in as host, Dustyne Bryant, CIC, CISR, MBA and Kelly Surles, CIC, CPRM, CISR, ACSR reminisce about this past year at The National Alliance. It’s no secret that 2020 was a year full of transitions, navigating relationships,
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
Getting It Right: Leadership, Technology, & Culture with Said Taiym
In the first episode of 2021, Claire Richardson is joined by U.S. Chief Operating Officer of Lockton Companies, Said Taiym. Said’s passion shows through his
Managing Cyber Exposure: 2020 and Beyond – Part 4
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR Many agents and brokers may not know about regulatory issues as they relate to cyber insurance. For
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
Managing Cyber Exposure: 2020 and Beyond – Part 3
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR In Part 3 of Managing Cyber ExposureA situation, practice or condition that may lead to
Cheerleaders Produce: Support In The Workplace
Success occurs when we support each other. In this episode, Dustyne Bryant, CIC, CISR, MBA talks with a long-time friend and colleague, Wes Dyson, CIC.
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.
2021 Update Options for All Designation Holders
The year 2020 was a challenge for everyone, and it’s impact across all industries and work environments will be felt for a long time. Despite
Getting in a Stranger’s Car: How Insurance Responds to TNC Exposures
Out of everything that was successful in 2020, the Gig Economy took the front seat. Despite many challenges experienced this year, and perhaps because of
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
2020 ISO Business Auto Policy Edition Update
In this episode of Nat Alliance NOW, Paul Martin, CPCU, Director of Academic Content for the National Alliance for Insurance and Education Research, and Allen Messer,
Managing Cyber Exposure: 2020 and Beyond – Part 2
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR In Managing Cyber ExposureA situation, practice or condition that may lead to an adverse financial consequence;
First CISR High School Student to Pass in the Nation
Tune in as we interview Monique Colizzi, BusinessIncludes trade, profession, or occupation. More & RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of managing uncertainty of exposures that affect an organization’s assets
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
Dating an Insurance Customer Service Representative
In this episode of Awkward Insurance, Dustyne Bryant, CIC, CISR, MBA, and Heath Shearon, the Mayor of Insurance Town, have a candid conversation about the
Diversity, Equity, & Inclusion: How Will You Contribute?
In the last RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or
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, fiduciary liability insurance is not old—the first policies emerged in 1975, following the
Managing Cyber Exposure: 2020 and Beyond – Part 1
Host: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR Cyber extortion is growing. RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of managing uncertainty of exposures that affect an organization’s
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
I’m Your Agent. Let’s Talk About Sex.
Host: Dustyne Bryant, CIC, CISR, MBA Not really. But just like having “the talk,” talking about insurance with your clients can sometimes be awkward and
Do You Need Uninsured/Underinsured Motorist Coverage If You Have Health Insurance?
Dwight M Kealy, J.D., MA, CIC, AAI Does your insured really need Uninsured/Underinsured Motorist (UM/UIM) coverage if they have health insurance? In these difficult times,
The Returning Workforce: A Risk Management Checklist
Sarah Warhaftig, CRM, JD As more and more companies are welcoming employees back to the workplace, a series of challenges and risks present themselves. If you
Chad Trainor & Mark Maucere: Limousines, Racecars, and Airplanes Need Insurance Too
Join us as Claire Richardson interviews Chad Trainor, ARM, Senior Vice President and Director of Operations, and Mark Maucere, Office President of CRC Insurance Services,
The Health Plan 401(k) Has Arrived
By Brian Gilmore, J.D. January 1, 1980, was a momentous day in the employee benefits field. It was the day Internal Revenue Code 401(k) went
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
High School Students Take On Insurance
The National Alliance created a high school insurance program for students last year. This program aims to fill over 400,000 insurance jobs opening in the
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
COVID-19 and Insurance — So Where Are We?
–Paul Marin, CPCU, Director of Academic Content Last January, I was intrigued by reports out of China that a new disease was spreading—something that was
Josh Kroeger, UACIC—A Student Success Story
After a 14-year career in professional baseball, Josh Kroeger, UACIC has transitioned careers into the risk management and insurance industry. During a recent interview, Josh
THB Group: A Lloyd’s of London Special
On this episode of RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance
CICs Win with MarketScout CIC Select Program
In this podcast, Mitch Dunford interviews MarketScout’s Richard Kerr, CIC, ARM and Chris Kerr, CIC, CISR about the MarketScout CIC Select program offered only to
We Didn’t Start The Fire…It Was A Gender Reveal Party
Tune in as host, Dustyne Bryant, MBA, CIC, CISR and Personal Lines Academic Director for The National Alliance for Insurance Education & Research interviews Mary-Katherine
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 cost 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
Bills Extending COVID-19 Protections to Teachers
In the early days of the COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and
Jason Ott, CAPI: The Mailroom to Private Risk Presidency
In this episode, Claire interviews Jason Ott, CAPI Aon’s President of Private Risk ManagementProcess of managing uncertainty of exposures that affect an organization's assets and financial statements using five steps: identification, analysis, control, financing and administration. More. Jason showcases his expertise in customizing loss control measures & insurance
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 (principal) delegates authority to
Remote Work Roundtable: How We Became Virtual Insurance Agencies
Tune in as Steve Anderson (President, The Anderson Network) talks to insurance and risk management professionals about the industry’s swift transformation to virtual agencies and remote
GA, Eatery Loses Bid For Coverage of COVID-19 Losses
Law360 — Allied Insurance Co. of America is not obligated to cover losses that a Georgia Cajun restaurant suffered when it closed amid the COVID-19COVID-19
From English to Actuarial Science: The Professional Journey of Karen DeToro
Join us as Claire Richardson interviews Karen DeToro, Chief ActuaryAn individual who calculates premium rates, reserves, dividends, and other important statistics. More & Chief RiskUncertainty
Keeping It Simple: Your 2020 Online Course Update Options
Tune in as host Mitch Dunford interviews President and CEO, William J. Hold, MBA, CRM, CISR and Head of Participant Experience, Danielle Janecka. Will and
Make Your Own Captive Insurance with Anne Marie & Dan Towle
On this episode of RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance
Alex Factor, UACRM– A Student Success Story
Alex A. Factor, UACRM recently graduated from Florida State University (FSU) in Tallahassee with a Bachelor of Sciences Degree in RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of managing uncertainty
Women Insurance Producers: An Interview with Joan Sansing, CIC, ARM, AAI
Tune in as Dustyne Bryant interviews Joan Sansing CIC, ARM, AAI about what it takes to be a successful female insurance producer. In addition 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
Leadership, Mentorship, and Teamwork: The Philosophy of Roxsann Wilson
In this podcast, we interview Roxsann Wilson, Vice President of RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common definitions also include: 1) chance or probability of loss, 2) uncertainty concerning loss, 3) possibility of a variation of outcomes from a given set of circumstances, and 4) difference between expected losses and actual losses. More ManagementProcess of managing uncertainty of exposures that affect an organization’s assets and financial statements
Personal Lines Insurance During COVID-19
There is a need in the industry to reach out to our clients and explore what’s changed. With the new environment, caused by the impact
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. More courses are open to all insurance and risk management professionals! Dues-paid National Alliance designees
How a $450 Scholarship Built 50 Years of Success: An Interview With Dr. William T. Hold
Tune in as Claire Richardson, President of Butler University’s chapter of Gamma Iota Sigma, interviews Dr. William T. Hold, Ph.D. CIC, CPCU, CLU of The
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 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 RiskUncertainty that may be either positive or negative arising from a given
Tort Liability: COVID- 19 Tort Liability Immunity
Many states are enacting legislation which provides immunity from tort liability for COVID_19 related illnesses. Several states have passed laws limiting legal liability for healthcare
Workers’ Comp: COVID-19 Presumptions in Workers’ Compensation
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
Difference Maker Explains Why CICs Stand Out In The Industry
Insurance professionals have such an impact on our world that integrity is ingrained in all we do. We are charged with the task of conveying
Webinar: COVID-19 Business Income, Workers Compensation, and Personal Lines Coverage Issues
1-hour Course (NO CE) COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and ‘D’ for
Dynamics of Selling: Post-Pandemic Challenges & Solutions for Mature Producers
This Q&A article was created from the podcast interview with Thomas Barrett, CIC, AAI, released on June 25th, 2020. This easy-to-read summary, includes answers to questions
Podcast: Higher Education Risk Management and the COVID-19 Pandemic
In this podcast, Steve Holland, CRM, ARM, REM, Chief RiskUncertainty that may be either positive or negative arising from a given set of circumstances. Common
Learning the Art of Insurance Sales
In this podcast, Mitch Dunford talks with 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 Co-Founder and one of the country’s top-performing insurance producers’ and agency owners, Jeff Wodicka. Tune in
Podcast: Insurance Producer Prospecting Post Pandemic
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
News: Louisiana Bill Limiting Liability in Pandemic Signed into Law
Louisiana Gov. John Bel Edwards signed into law on Saturday a bill that limits liability for businesses that could face lawsuits related to COVID-19COVID-19 is
Video: Business Income in the COVID-19 World
This 2-part video series addresses the question of coverage under standardized business income and extra expense coverage forms for COVID-19COVID-19 is a disease caused by
Podcast: Working From Home With Kids
In this 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,
Employee Benefits: The Families First Coronavirus Response Act Important Updates
Paid sick leave and expanded family and medical leave under the Families First Coronavirus Response Act The Families First Coronavirus Response Act (FFCRA or Act)
Resources Magazine Sample: Special Distance Learning Edition
Thought about taking a National Alliance online course? Here is your chance to learn more. This special Distance Learning Digital Edition of Resources MagazineResources Magazine is the official publication of the National Alliance Research Academy. Published three times a year it is an exclusive benefit for National Alliance designation dues payers. Below is a sample issue from Spring 2020. More includes all you need to know
National Alliance to Resume In-Person Educational Offerings. CIC and CISR classroom programs to be held in Austin in June.
The National Alliance for Insurance Education & Research announced that it will conduct two in-person courses after it had temporarily suspended all in-person classroom sessions due
Health Care: The Coronavirus CARES Act Important Updates.
HSAA tax-saving plan for individuals and employees participating in High Deductible Health Plans to save and pay for Qualified Medical Expenses. HSAA tax-saving plan for individuals and employees participating in High Deductible Health Plans to save and pay for Qualified Medical Expenses. HSA funds may also be used as an additional retirement savings mechanism. More funds may also
APCIA Press Release: Executive Order Threatens Stability of California Workers Compensation System
STATE ACTION: California Governor Gavin Newsom’s Executive Order presuming employee contraction of Covid-19 is compensable under workers compensation, and a press release from David A. Sampson
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
Podcast: Online Learning Options with CEO William J. Hold, CRM, CISR
In this podcast, Chief Innovation Officer, Mitch Dunford interviews William J Hold, Chief Executive Officer, about the myriad of online professional development opportunities available to
Website Resource: America’s Health Insurance Plans (AHIP) Created a Website Listing of US Health Insurance Providers and How They Are Responding to the Coronavirus (COVID-19)
This website created by the AHIP contains an alphabetic listing of US Health Insurance carriers and their response to the testing and treatment of COVID-19COVID-19
Whitepaper: Estimating the Impact of COVID-19 on Healthcare Costs in 2020– Key Factors of the Cost Trajectory
Conventional wisdom holds that COVID-19COVID-19 is a disease caused by a new strain of coronavirus. ‘CO’ stands for corona, ‘VI’ for virus, and ‘D’ for
Podcast: Agency Errors & Omissions with David Thompson, CPCU, AAI, API
The current global crisis has changed the way we live and work. In this COVID-19COVID-19 is a disease caused by a new strain of coronavirus.
Podcast: Best Practices for Working From Home with Anson Thompson, CIC, CRM
In this 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,
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
Podcast: COVID-19 Conversations: Part 1- How The CARES Act Affects Employee Benefit Plans
In this 28-minute podcast episode, The National Alliance Head of Academic Content Bob Rogers, CLU, ChFC interviews Dr. Victor Puleo CIC, CFP about The Coronavirus Aid,
Podcast: COVID-19 Conversations: Part 2 – How the CARES Act Provides Help to Individuals
In this 20-minute follow up podcast episode, The National Alliance Head of Academic Content Bob Rogers, CLU, ChFC interviews Dr. Victor Puleo CIC, CFP about
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 risk manager who specializes in water damage mitigation, I speak to homeowners frequently about the peril of
Podcast: Remote Working Technologies for Insurance Professionals
Insurance professionals must learn to navigate changes that have occurred almost overnight as a result of COVID-19COVID-19 is a disease caused by a new strain
Starting, Buying, Selling, and Perpetuating Insurance Agencies
You and your agency are at a transition point. Maybe you’ve reached a fork in the road or need to respond to an action you
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 agency professionals make plans for the future, the saying “what got us here won’t get us there”
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
Podcast: The National Alliance for Insurance Education & Research Offers You Support With Online Learning Options
The insurance industry has consistently taken a leadership role in our country and communities whenever there is a crisis. We have always responded with innovation
Podcast: COVID-19: A Conversation About Our Current Pandemic
In these uncertain times surrounding the 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 agency. They must possess a multitude of skills to juggle tasks, stay informed and foster
Social Media for Your Insurance Agency: When, Why and How
Social media marketing can guide your insurance agency to more leads, promote consumer trust and heighten engagement with your target audience. Sounds pretty good, doesn’t it?
Producer Compensation: How Does Your Agency Stack Up?
Attracting and retaining talent remains among the top insurance agency challenges as the industry continues to face a shortage of qualified candidates intending to pursue
Insuring Aircraft – An Interview with an Expert by Paul Martin & Lisa Peterson
Last year was the worst year in claims the aviation insurance industry has ever seen. With the claims not coming under control and continuing to
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
Executive Liability Insurance Trends – A Conversation with Dick Clarke
There is a tremendous amount of opportunity in Executive LiabilityLegal responsibility or fault. More for younger agents looking for a niche market to tap into
2020 Medicare Advantage Open Enrollment Period
Insurance professionals and agents play a vital role in explaining the important differences between the MedicareA federal government medical insurance plan originally for individuals age
Geeking Out With The Insurance Nerds
Who are the Insurance Nerds? Get to know the team behind the wildly popular online community offering transformational talent development and career management to risk
Navigating Medicare and Medicare Supplements
MedicareA federal government medical insurance plan originally for individuals age 65 and older or disabled. The age requirement has been raised based on year of
Retirement: The Risk of Living Too Long
There’s no single retirement plan that works for everyone. The best retirement plan is the one that works for your client’s unique needs. This episode
When the Wind Blows: Hurricane Preparedness & Response
Storms are unpredictable. Many develop and intensify rapidly and without warning. In 2017, there were 16 separate billion-dollar or more climate events including hurricanes Maria,
Cannabis Insurance: “The Hottest Emerging Trend”
Reed Rhoden CIC, CRIS, AVP/Senior Broker for M.J. Hall and Company, talks about the exposures owners face, challenges agents are uncovering, and where this segment
Driving into the Future with the 2018 ISO Personal Auto Policy
Join National Alliance’s JoAnn Clarke, Senior Academic Director and Tracy Pitre, Academic Director as they talk about the new ISO 2018 Personal AutoA land motor
How To Successfully Develop Producers
Mitch Dunford talks with Diane Masterson CIC, CPCU and Griff Griffith CPA, CIC, CRM about how they develop the skills and productivity of producers both
Employee Benefits: Taking the ‘Scary’ Out of Health Insurance Options
Kathy Kersgard, SPHR and Vice President of Human Resources at 360 Mortgage Group, LLC explains how to take the ‘scary’ out of navigating health insurance
Program Business – Part III: The Devil’s In The Details
Learn what is needed for a retail agent to successfully manage program business.
Program Business – Part II: Developing a Program in your Agency
Continue exploring the opportunities for a retail agent and the common denominators of successful program business. Richard Kerr, CEO MarketScoutJoAnn Clarke, Senior Academic Director, The
Program Business – Part I: The Basics
Program BusinessIncludes trade, profession, or occupation. More is any assimilation of common class, industry groups, or coverage. Listen to learn more. Richard Kerr, Chairman &
Anti-Bullying VideoCast
Mario Morales Jr., campus pastor for Rockpointe Church and founder/owner of Made 4 More Consulting, speaks with high school students about bullying.
Cannabis Insurance: “The Hottest Emerging Trend”
Cannabis Insurance: “The Hottest Emerging Trend” Cannabis insurance for growers and dispensaries is one of the most dynamic and interesting trends the insurance marketplace is
Bob Rankin Videocast – Succession Planning
Bob Rankin, co-founder and owner of Van Dyke Rankin Insurance, discusses why developing and implementing a succession plan is vital for continued growth.
Employee Spotlight – A Conversation with Mandy Whorton
Mandy Whorton, Academic Development, joins us to discuss her breadth of experience in risk and insurance.
OCSRY 2018 Winner
Listen to 2018 OCSRY award winner, Ashley Fitzsimmons, as she talks about her experience in the risk and insurance, her passion for helping her clients,
The Pulse of Customer Service
This fifth edition of The CSR Profile is based on 2017 survey data from over 1000 CSRs/Account Managers from across the country.
WEConnect Recovery Podcast
Daniela Tudor and Murphy Jensen, co-founders of WEConnect Recovery, discuss how their company supports healthcare ecosystems, communities, and families during long-term recovery from addiction.
Estate Planning with Allan Lazor – Critical Components to Review
Allan Lazor, Attorney at Law and former County Court Judge in Victoria County, Texas discusses the importance of proper estate planning, including medical wishes and
Cannabis – A New Frontier A Conversation with David Ross, Co-Owner of MMJ America
David Ross, Co-Owner of MMJ America in Denver, Colorado discusses his cannabis dispensary and grow operations, how he approaches risk management issues, and where he
Fresh Ideas for Recruiting Millennials: A Conversation with Kevin Gordon, PRC, AIC, Recruiting Supervisor for Amica Mutual Insurance Company
Learn about generational differences in employment expectations, career ‘lattices’ instead of ladders, and how to present insurance careers to millennials.
How Technology Transforms the Risk & Insurance Industry Part 2
Successful agencies are never comfortable. They are built on change. As technology…
How Technology Transforms the Risk & Insurance Industry Part 1
Insurtech and machine learning are influencing the risk and insurance industry…
TDI: Artificial Intelligence Meets the Auto Policy
The Texas Department of Insurance tests a new Artificial Intelligence system…
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 agency 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 crisis in its history. The media’s coverage of the opioid crisis has been hard to
The Social Breakdown: How Insurance Agencies Can Leverage Social Media
Invite customers to build relationships with you! Did you know that social media offers daily opportunities to create and share authentic content that humanizes your
Resources Articles & Webinars
Valuable digital resources detailing insurance trends, highlights, and distinguished industry professionals.
Awkward Insurance Podcast
The podcast that strives to bridge the thrilling world of insurance with the real-life struggles of those of us in the trenches.
Nat Alliance NOW Podcast
Provides nuanced conversations that deepen learning and ensure the successful completion of National Alliance programs.
Risk & Reward Podcast Series
Brought to you by Butler University and providing insight on risk management, actuarial science, and insurance careers.
COVID-19 Conversations
Stay educated and informed about developments related to the COVID-19 pandemic and its impact on the industry.
Insurance Glossary
The Resources Insurance Glossary of terms is produced and maintained by The National Alliance Research Academy.
Difference Makers
A multimedia series highlighting professionals who display excellence & make positive impacts on the industry.
