Zurich Academy for Select Brokers®
We offer a wide range of both CE-accredited technical training and non-technical skill-building programs, including sales and negotiation guidance, in a productive, highly interactive and engaging environment.
Continuing education for Select Brokers®
You and your team can earn valuable continuing education credits while taking advantage of programs designed to help enhance your sales strategies and keep ahead of emerging risk management issues. Tap Zurich’s knowledge and experience in multiple subjects or talk to us about customizing a training program to address your organization’s specific needs.
Sales and business development training
Help your team get the sales, negotiation and leadership coaching and skill-building they need with our insurance-specific, highly interactive business development programs. Our customized courses complement your in-house training to help sales teams gain a competitive edge.
Advanced concepts in business interruption insurance
Commercial property insurance is a standard coverage for most businesses. It pays for losses sustained to property as a result of a covered peril. But property insurance alone does not address the loss of business income that results from property damage unless it has been expanded to provide such coverage. Over 50 percent of property losses result in business income losses. That’s why most businesses have a critical need for business interruption (BI) and contingent business interruption (CBI) coverage.
A critical part of designing an effective business income protection program is the calculation of business interruption values. The analysis of a company’s financial information is needed to calculate adequate BI and CBI values in the event of losses. Additionally, an understanding of how BI and CBI values are calculated, and how they align with the terms of the policy coverage, can help facilitate payment in the event of a claim, and the restoration of the business in as complete and rapid a manner as possible.
This program provides the producer with a comprehensive understanding of the need for these coverages, how they are structured, how to calculate the amount of coverage needed, and the most effective practices involved in documenting the claim.
- Understand the importance of business income and contingent business income coverage.
- Analyze the difference between how financial statements are prepared based on Generally Accepted Accounting Principles (GAAP) and insurance accounting used to calculate BI and CBI losses.
- Understand how the BI worksheet is calculated for different types of business (manufacturing, retail and service).
- Learn best practices for documenting a BI or CBI claim.
Zurich Academy FAQs
How are the programs delivered?
Programs are available to our Select Brokers and are generally delivered on-site at the broker’s office, on times and dates convenient for that broker. This is a value-added service we provide to our Select Brokers.
How many CE credits can I earn?
This varies depending on the content and length of the program. Our programs generally offer 1-4 continuing education credits.
In what states do you offer insurance continuing education credits?
We typically offer insurance continuing education credits in all U.S. states and most provinces in Canada. Contact us directly for state or province approval status for each individual course.
What type of CE credits are available?
Various professionals are required to complete continuing education requirements in order to satisfy licensing renewal needs. Our programs are structured to satisfy state insurance continuing education requirements and, depending on the program, may also be available to satisfy CE requirements required of attorneys, accountants and financial planners.
Where can I find the schedule?
Our programs are designed and delivered exclusively to our Select Brokers, usually at the broker’s office. Since attendance is limited to producers and staff of that broker, we do not publish a public schedule of events.
Can individuals sign up for a program?
Our programs are not available to individual producers.
In what format are programs delivered?
Most of our programs are delivered live at the broker’s office, giving brokers an opportunity to engage and interact. We also use distance learning media, including webcasts and webinars.
Who should I contact if I have additional questions and/or to discuss our broker’s interest in the program?
Contact Bart Shachnow, Director, Zurich Academy Broker Training Programs at 917-534-4637 or firstname.lastname@example.org
We design our programs to meet the needs of our Select Brokers. So, we’re always asking, what do you need? In what areas do you feel your organization needs training? Please provide us with your feedback by filling out the form below.