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2026 Summer Workshop

July 6, 2026 - August 28, 2026

 
  • 16 Live Classes (Mondays & Fridays 1PM - 2PM EST)
  • 8 Self-Paced Assignments (Wednesdays)
  • Session Recordings
  • Group Chat

Introduction to Commercial Lines Servicing

  1. SECTION ONE: INTRODUCTION

    12 lessons

    1. Module 1: Insurance Marketplace

      1. 1:1 - Marketplace Organization
      2. 1:2 - Commercial Insurance Distribution
      3. 1:3 - Independent Agency System
      4. 1:4 - Market Access Comparison
      5. 1:5 - Admitted vs Non-Admitted
      6. 1:6 - Insurance Company Appointments
      7. 1:7 - Insurance Marketplace Quiz

    2. Module 2: Commercial Lines Servicing

      1. 2:1 - Commercial Lines Insurance
      2. 2:2 - Commercial Lines Policy Navigation
      3. 2:3 - Commercial Lines Team
      4. 2:4 - Commercial Lines Servicing Workflows
      5. 2:5 - Commercial Lines Servicing Quiz

  2. SECTION TWO: POLICY NAVIGATION

    25 lessons

    1. Module 3: Commercial General Liability

      1. 3:1 - Navigate General Liability Policy
      2. 3:2 - General Liability Declarations
      3. 3:3 - General Liability Forms Schedule
      4. 3:4 - General Liability Coverage Form
      5. 3:5 - General Liability Quiz

    2. Module 4: Business Automobile

      1. 4:1 - Navigate Business Auto Policy
      2. 4:2 - Business Auto Declarations
      3. 4:3 - Business Auto Forms Schedule
      4. 4:4 - Business Auto Coverage Form
      5. 4:5 - Business Auto Policy Quiz

    3. Module 5: Workers' Compensation

      1. 5:1 - Navigate Workers Compensation Policy
      2. 5:2 - Workers' Compensation Information Page
      3. 5:3 - Workers' Compensation Forms Schedule
      4. 5:4 - Workers' Compensation Coverage Form
      5. 5:5 - Workers' Compensation Quiz

    4. Module 6: Commercial Umbrella

      1. 6:1 - Navigate Umbrella Policy
      2. 6:2 - Umbrella Declarations
      3. 6:3 - Umbrella Forms Schedule
      4. 6:4 - Umbrella Coverage Form
      5. 6:5 Umbrella Quiz

    5. Module 7: Commercial Property

      1. 7:1 - Navigate Commercial Property
      2. 7:2 - Commercial Property Declarations
      3. 7:3 - Commercial Property Forms Schedule
      4. 7:4 - Commercial Property Coverage Form
      5. 7:5 - Commercial Property Quiz

  3. SECTION THREE: WORKFLOWS

    48 lessons

    1. Module 8: Endorsements

      1. 8:1 - Introduction to Endorsements
      2. 8:2 - The Endorsement Process
      3. 8:3 - Processing and Prioritizing Endorsements
      4. 8:4 - Tru Flow Plumbing New Truck Purchase
      5. 8:5 - Endorsements Quiz

    2. Module 9: Liability Proof of Insurance

      1. 9:1 - Introduction to Proof of Liability Insurance
      2. 9:2 - The Certificate of Insurance
      3. 9:3 - Processing and Prioritizing Liability POI
      4. 9:4 - Thomas Property Management Refinance
      5. 9:5 - Liability Proof of Insurance Quiz

    3. Module 10: Property Proof of Insurance

      1. 10:1 - Introduction to Proof of Property Insurance
      2. 10:2 - The Evidence of Property
      3. 10:3 - Processing and Prioritizing Property POI
      4. 10:4 - Thomas Property Management Refinance
      5. 10:5 - Property Proof of Insurance Quiz

    4. Module 11: Automobile Proof of Insurance

      1. 11:1 - Introduction to Auto POI
      2. 11:2 - Auto Proof of Insurance
      3. 11:3 - Processing and Prioritizing Auto POI
      4. 11:4 - Tru Flow Plumbing New Truck Purchase
      5. 11:5 - Automobile Proof of Insurance Quiz

    5. Module 12: Loss Control Recommendations

      1. 12:1 - Introduction to Loss Control Recommendations
      2. 12:2 - The Inspection Process
      3. 12:3 - Processing and Prioritizing Recommendations
      4. 12:4 - Fire Extinguishers at Mary's Donuts
      5. 12:5 - Loss Control Recommendations Quiz

    6. Module 13: Premium Audit

      1. 13:1 - Introduction to Premium Audit
      2. 13:2 - The Audit Process
      3. 13:3 - Audit Results
      4. 13:4 - Processing and Prioritizing Audits
      5. 13:5 - John's Excavating Workers Compensation Audit
      6. 13:6 - Premium Audit Quiz

    7. Module 14: Nonrenewals

      1. 14:1 - Introduction to Nonrenewals
      2. 14:2 - The Nonrenewal Notice
      3. 14:3 - Processing and Prioritizing Nonrenewals
      4. 14:4 - John's Excavating Nonrenewal Notice
      5. 14:5 - Nonrenewals Quiz

    8. Module 15: Cancellations

      1. 15:1 - Introduction to Cancellations
      2. 15:2 - The Notice of Cancellation
      3. 15:3 - Cancellation-Insured Request
      4. 15:4 - Processing and Prioritizing Cancellations
      5. 15:5 - Austin Eats Notice of Cancellation for Non-Pay
      6. 15:6 - Austin Eats Cancel - Rewrite
      7. 15:7 - Cancellations Quiz

    9. Module 16: Reinstatements

      1. 16:1 - Introduction to Reinstatements
      2. 16:2 - The Reinstatement Process
      3. 16:3 - Processing and Prioritizing Reinstatements
      4. 16:5 - Reinstatements Assessment
      5. 16:4 - Austin Eats General Liability Policy Reinstated

  4. FINAL EXAM

    1 lesson
    1. Final Exam

Dolly Ryden, Irvine CA

My aim was not specifically to transition into the insurance industry, but rather to secure a role in customer service, whether it involves external or internal customers. Through engaging in Workflow Tutor courses and weekly one-on-one sessions with Veronica, I have significantly enhanced my understanding of the specific requirements essential for efficiently performing my duties as an Accountant Coordinator, thereby supporting my team effectively. The self-paced modules and pre-recorded sessions were particularly valuable aspects of the learning process. I would recommend Workflow Tutor to individuals entering the insurance industry or those already within it seeking a deeper comprehension of workflow nuances related to common tasks. Veronica is exceptionally knowledgeable, articulate, and instrumental in guiding individuals toward success in their endeavors.

Flecia Bussey, Loganville GA

After working in Transportation/ Logistics for over 20 years, I started to lose the joy I once had. I decided to look for other opportunities and after much research I chose to transition to the insurance industry. I found out about Workflow Tutor, but I was a little hesitant because most insurance courses seem to be a quick 40 hr course and a test. However, Workflow Tutor is self-paced and easy to follow with the option of one -on-one instruction. It provided me with a basic knowledge of the insurance industry. That foundation allowed me to take my time and make sure this is the direction I wanted to go in before fully committing. Since starting with workflow Tutor, I have completed an internship and landed a job with a great insurance firm where I am able to continue growing in knowledge. If you are looking to get started or have already started but need additional support, I would recommend Workflow Tutor. It really simplifies processes so that you can understand the insurance industry. I like that it is affordable, and I am able to access Workflow Tutor 24/7 at my convenience. Most of all, I love that my instructor, Veronica Ross, was patient, responsive, and very supportive. Her method of teaching is not a โ€œone size fits allโ€. Her vast knowledge and resources are exceptional. Having no clue, I was a little intimidated by this industry. However, Thanks to Workflow Tutor, I am now enjoying it and looking forward to continued growth.