Learning Tracks Index
Learning Track Index
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New Client Onboarding
Comprehensive roadmap for delivering exceptional client experiences throughout the onboarding and servicing process.
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Navigating Insurance Jargon
Enhance your verbal and vocal communication skills to better navigate a demanding insurance market.
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Personal Insurance Advisor Training Plan
A path for agencies to grow their personal insurance employee’s expertise as high net worth personal insurance advisors.
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Liability Insights: Navigating Terms, Coverage and Emerging Risks
Liability insurance is a critical but often misunderstood component of risk management.
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How To Read a Flood Elevation Certificate
Understanding a Flood Elevation Certificate is essential to helping your clients navigate the flood insurance landscape.
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Water Security: Simple to Use Options that Dramatically Reduce Risk & Claims
Insightful information on helping clients avoid risks and consequences associated with water damage.
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Flood: A Comprehensive Overview
How flood insurance is evolving, the role of data analytics in underwriting, and challenges the market is facing.
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Pre-Renewal Process
Renewal time is a good time to revisit coverages that may have been rejected in the past.
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Severe Weather, Claims Results, and the Renewal Conversation
Extreme weather events are growing in frequency and severity, and the damage they cause is increasing too.
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Tools to Prevent a Claim
What documentation is needed to substantiate value, and how to inventory collections efficiently.
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A Unique Insurance Policy for Wealthy Americans
Exploring alternative residence & citizenship by investment.
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Loss Prevention for HNW Clientele
Case studies in loss prevention for the High Net Worth insurance broker/agent.
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Intimate Risks of the Affluent Household
The hidden areas of risk associated with the domestic staffing industry.
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Disaster Planning - How to Start Building a Disaster Blueprint for your Clients
In order for a family to plan for a disaster, you have to understand what hazards your client families are facing, understand what assets are at risk, and measure how those hazards may impact your client families well-being.
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Disaster Planning Blueprint Tools: Client Checklist & Broker Facilitation Guide
Help clients prepare before disaster strikes with this two-part resource package designed to support meaningful, proactive conversations about risk and readiness.
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The New Frontier in Relationship Management with Family Offices
What do families of wealth truly value in their relationships with their advisors?
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Understanding the Family Office
The most prevalent considerations for insurance professionals to employ when safeguarding a family’s wealth and well-being.
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Selling to the Next Generation
As generational wealth transfers accelerate, insurance professionals must adapt how they communicate, build trust, and deliver value to the next generation of high-net-worth clients.
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2024 ACPRIA Educational Assets
These educational assets include interactive activities, games, and informational campaigns, serving both as memory aids and as engaging methods for reinforcing key industry concepts.
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2023 PRMA Summit Job Aids
This collection brings together six foundational resources designed to deepen your understanding of the forces shaping today’s high-net-worth insurance landscape.
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Cause & Effect: Insurance Companies & Expense Cuts
Help clients prepare before disaster strikes with this two-part resource package designed to support meaningful, proactive conversations about risk and readiness.
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You Found a Referral Partner, Now What? Best Practices for Working with a COI
Best practices for developing and maintaining COI relationships and creating lasting business partnerships.
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Building Your Private Client Referral Network
How insurance professionals can strategically build, maintain, and leverage referral relationships within the high-net-worth (HNW) market.
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Be a Professional Advisor Not an Order Taker
As high net worth insurance advisor you must place yourself equal to any professional such as a Doctor, Dentist, Attorney, CPA or Wealth Manager.
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Be Passionate About Client Passions
Many clients have passions, and having financial means enables them to live their passions. Take note, literally.
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The Chef Doesn't Wait Tables: Properly Introducing Your Support Staff
A lesson about onboarding clients
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Using Your Voice Effectively
Actionable tips for clear communication and influence, helping you strengthen your impact both personally and professionally.
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Presentation Skills: Storytelling
Learn some easy and actionable tips to use the art of storytelling with your clients and prospects.
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Presentation Skills: Visually Appealing Presentations
Quick tips to organize your content, build your slides, and include images to make your presentations pop.
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Navigating Turbulent Times: Essential Soft Skills for a Hard Market
In a challenging P&C insurance market, certain soft skills can significantly contribute to navigating difficulties and achieving success.
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Key Leadership Practices for Virtual Teams
Work teams everywhere have been forced to shift quickly to a work-from-home setting.
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Trends in Recruiting: Attracting and Retaining the Right Talent
Trends in recruiting on a macro basis, in the insurance industry and more specifically some of the challenges in the Private Client arena.
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Ego Management: Who is the Star of this Scene?
A life lesson in agency dynamics. Sales & Service teams are equally important.
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Create a Big Impact on Your Agency’s Learning
Remote and hybrid work environments present real challenges when it comes to learning, connection, and engagement.
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Creating a Learning Culture in your Agency
It all starts with creating a Learning Culture, one where employees are encouraged, supported, and motivated to pursue learning opportunities.
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Creating a Private Client Group
This article will help agencies who are interested in improving service for high-net-worth clients.
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Service Team Considerations
The key considerations agencies should address when structuring and communicating their client service model, particularly during onboarding
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Building Your Brand and Network
How to identify and connect with centers of influence in the high wealth space.
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Nurturing Relationships to Solidify and Cultivate Business
Clients and centers-of-influence tend to be the best source of business, and these relationships are important assets that when properly engaged can generate plentiful referrals.
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Successfully Build Your Personal Brand to Create a Network and Win New Clients
Private Client Professionals can build their own brand based on their interests and passions to develop a network, and ultimately win new clients.
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Grow Your Business with Social Media
Tips and best practices for increasing and leveraging your social media accounts in as little as 10 minutes a day.
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Advancing Your Career Virtually
How to grow and evolve your career in a rapidly changing, digital-first world.
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Designations
The insurance industry utilizes designatory letters to indicate an individual’s commitment to furthering professional excellence in the insurance field.
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Women in Leadership: Career Paths
The role of mentorship, thoughtful challenge, and consistent support in helping women navigate their career paths and grow into impactful leaders within the industry.
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Women In Leadership: The Voice of Leadership
How women leaders inspire confidence, influence outcomes, and lead with clarity and authenticity across professional environments.
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Women in Leadership: Executive Presence
Review some of the most common pitfalls women face and discuss tools for us to improve our executive presence, including confidence, decisiveness, emotional intelligence, and physical presence.
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Women in Leadership: Power Networking
Is networking the same for men and women? Is it sometimes more difficult for women to network than men?
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Self-Care Practices: A Disciplined Approach to Personal Wellbeing
While workplace leaders need to address the dynamics of workplace culture, individual workers need to learn to protect and preserve their personal health and wellbeing.
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E&S Insurance for High Value Homes
The market forces that drive certain homes into the Excess and Surplus Lines market, and address the benefits to consumers and brokers that changes in the market have brought about.
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E&S Markets as a Resolution for Tough to Place Risks
How rising costs, inflation, and the pandemic have shaped this new and emerging product lineup that we are using for our clients in every region that wasn’t even a thought a few short years ago.
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Earn Your Spot to the Top: Submission Tips from an E&S Underwriter
Tips on what information is helpful to include in submissions to make the underwriting process smoother and improve the chances of receiving a prompt response.
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Excess & Surplus Lines (E&S) 101
Can you clearly explain how E&S differs from the standard market? How about articulating what surplus lines means to an insured?
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Excess & Surplus Lines (E&S) 101 Cheat Sheet
Quick reference guide from the material covered in the E&S 101 Webinar.
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Hard to Place Risks
Explore the factors impacting the insurance markets today for hard-to-place risks and what you can do in your practice to navigate the current market challenges.
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What Are Captives & How Do They Work?
Define captive insurance and the things you should know in the event you are ever approached by clients.
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What You Need to Know About Private Client Excess and Surplus Insurance
Valuable insights into the unique risks and needs of high-net-worth individuals while highlighting the importance of engaging an expert to best navigate this specialized market segment.
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Excess & Surplus | ACPRIA 2024
Panel discussion on the research and findings of the 2024 ACPRIA E&S Group.
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Reinsurance 101
Do you feel equipped to talk with your clients about reinsurance? Can you explain how the purchase of reinsurance affects their pricing?
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Reinsurance 101 Cheat Sheet
This Reinsurance Cheat Sheet is your one-stop-shop for all higher level reinsurance concepts.
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Reinsurance 101 Presentation Slides
Presentation slides for the Reinsurance 101 Webinar.
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A Deeper Dive Into Reinsurance Cheat Sheet
Download the cheat sheet from the A Deeper Dive Into Reinsurance webinar.
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Cost-Saving Solutions: Art and Heirloom Claims
Dealing with high valued artwork and priceless heirlooms can be intimidating. When should you call in an expert? How do you know who is qualified?
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Next Gen and Alternative Assets in the Art World
Next-gen collecting, including NFTs, the sneaker market, lab-grown diamonds, the ultra-contemporary art market, and other interesting alternative assets.
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Protecting Passions Collections: Coverage and Risk Management
Private Collections insurance coverage for fine art, jewelry, wine and other precious objects is among the most important and personal to clients, but often the least understood.
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Protecting Wine Collections: A Risk Manager's Perspective
A risk manager faces particular challenges regarding a wine collection, beginning with determining its existence. Add to that issues with storage, record-keeping, and valuation, and you have an asset that warrants special attention.
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Picasso or Porsche? Understanding Collections as a Financial Asset
Whether it be Fine Art, Sports Memorabilia, Wine or Collector Cars, this webinar will identify what passionate assets are (topics can be catered to the audience), their collector trends and will provide an in-depth discussion on understanding them as a financial asset to better serve their clientele.
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Equine Owners: Risk Management 101
Horse ownership comes with unique risks and owners may lack the proper protection under their personal insurance programs.
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Cybersmart: Understanding and Mitigating Cyber Risk
The key threats to the high net worth and provide advice to help reduce the associated risks.
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Digital Threats and Risk Management Solutions
How to protect your client's digital identity, keeping it out of the hands of sophisticated threat actors, fraudsters, and other criminals.
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Personal Cyber Risk Revealed: How to Protect Clients in a Digital World
Cybercrime statistics, how criminals obtain and use personal information, and the impact of notable data breaches.
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Intro to Cyber Insurance for Private Clients
From online shopping and banking to social media and mobile smart home applications, devices hold valuable information that hackers can use to steal data or money, engage in identity theft or even gain access to your home.
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PRMA Claims Story: Mysterious Disappearance
How a high net worth carrier handled a “mysterious disappearance” loss, covering the full custom replacement cost of a diamond set even when it exceeded the insured value.
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PRMA Claims Story: Shipwrecked
How a high net worth carrier responded swiftly after a newly purchased yacht sank in a storm, issuing payment within 72 hours—even before the policy invoice was received.
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PRMA Claims Story: Red, Red, Wine?
How a client’s scheduled wine collection was deemed a total loss after a wildfire scare led him to submerge the bottles in his pool, causing the labels to float off and eliminating their identifiable value.
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