Zurich Academy for Select Brokers
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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.

For more information on this or other programs please contact:

Featured program

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Featured program 

Ethical behavior and the California Consumer Privacy Act of 2018
Credits/Hours: 3 (eligible for California ethics credit)

In 2018, Governor Jerry Brown signed the California Consumer Privacy Act (CCPA) of 2018 (AB-375). The bill provides significant and expanded privacy protections to consumers and imposes new requirements on businesses to ensure that those protections are properly carried out. The act, which will become effective on January 1, 2020, has significant implications for insurance producers in terms of how we handle data as well as the businesses the industry insures.

This program reviews the California statute in depth, analyzing the consumer protections incorporated into the law, who must comply, penalties and remedies for noncompliance. The program also compares the CCPA with the General Data Protection Requirement (GDPR) implemented by the European Union and explains why compliance with the GDPR will not necessarily be adequate to comply with the CCPA.

Finally, the program explains the linkage between privacy and ethical behavior and why insurance practitioners have an added duty of responsibility to maintain and protect consumer information.

Course highlights:

  • Understand the general purpose and objectives of the California Consumer Privacy Act (CCPA) of 2018.
  • Learn why the CCPA has global implications, given the size and importance of California’s economy and consumer population.
  • Understand how the law broadens privacy protections beyond other privacy laws in the U.S. and around the world.
  • Understand the connection between privacy and ethics and the additional demands and responsibilities imposed on the insurance industry and its practitioners in the protection of consumer privacy.

Frequently asked questions (FAQs)

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 bart.shachnow@zurichna.com

Contact us

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.