Duties and Responsibilities for Level 3 Agents and Nominees in British Columbia

Canadian Accredited Insurance Broker Program (CAIB)

• CAIB 1
• CAIB 2
• CAIB 3
• CAIB 4
   
• CAIB 1 Exam Preparation Course
• CAIB 2 Exam Preparation Course
• CAIB 3 Exam Preparation Course
• CAIB 4 Exam Preparation Course

Customer Service for the Insurance Professional (CSIP)

Continuing Education Courses (CE)

Personal Lines CE Courses:

• Insuring Owners and Occupiers of Stratas and Life Leases (2 Technical Credits)
• Homeowners Property Coverages (3 Technical Credits)
• Other Personal Lines Property Forms, Miscellaneous Floaters, and Endorsements (3 Technical Credits)
• Personal Liability Insurance and the Law (3 Technical Credits)
• An Introduction to Farm Insurance (3 Technical Credits)
• Personal Automobile Insurance Coverages - The Basics (3 Technical Credits)
• Travel Insurance  (3 Technical Credits)

Commercial Lines CE Courses:

• The New Commercial General Liability Form - Part 1 (2 Technical Credits)
• The New Commercial General Liability Form - Part 2 (2 Technical Credits)
• The New Commercial General Liability Form - Part 3 (3 Technical Credits)
• Introduction to Commercial Property Insurance - Commercial Property Defined (2 Technical Credits)
• Introduction to Commercial Property Insurance - Commercial Property Insurance Policies (4 Technical Credits)
• Underwriting Commercial Property Insurance (3 Technical Credits)
• Commercial Property Policy Forms - The Declarations Page (1 Technical Credit)
• Commercial Property Policy Forms - The Named Perils Form (1 Technical Credit)
• Commercial Property Policy Forms - Commercial Building, Equipment and Stock Broad Form (3 Technical Credits)
• Commercial Property Policy Forms - Commercial Package Policies (1 Technical Credit)
• Additional Commercial Property Forms - Dealing with Policy Exclusions and Broadening On-premises Coverage (4 Technical Credits)
• Additional Commercial Property Forms - Insuring Off-Premises Exposures (1 Technical Credit)
• Miscellaneous Commercial Property Forms - Bailee's Insurance and Inland Transport (2 Technical Credits)
• Miscellaneous Commercial Property Forms - Contractor's Insurance and Specialized Dealer's Policies (2 Technical Credits)
• Business Interruption Insurance  (6 Technical Credits)
• Commercial Liability - A Legal Perspective (3 Technical Credits)
• The Commercial General Liability Policy (6 Technical Credits)
• Commercial General Liability - The Policy Form (5 Technical Credits)
• Commercial General Liability - Additional Policy Sections (2 Technical Credits)
• Commercial General Liability - Miscellaneous Policy Forms (1 Technical Credit)
• Commercial Automobile Exposures (3 Technical Credits)
• Crime Insurance (6 Technical Credits)
• Surety Bonds (3 Technical Credits)
• Risk Management Basics (3 Technical Credits)
• Ocean Marine & Aviation Insurance (3 Technical Credits)
• Excess Liability and Umbrella Coverages (2 Technical Credits)

CE Courses for Level 3 Licensees:

• Planning (2 Technical Credits - Level 3 Licensees only)
• Organizational Structure (1 Technical Credit - Level 3 Licensees only)
• Legal and Operational Forms (2 Technical Credits - Level 3 Licensees only)
• The Broker and the Brokerage (1 Technical Credit -Level 3 Licensees only)
• Human Resources (3 Technical Credits - Level 3 Licensees only)
• Leading (2 Technical Credits - Level 3 Licensees only)
• Insurance Brokerage Agreements (2 Technical Credits - Level 3 Licensees only)
• Selecting Insurance Markets (2 Technical Credits - Level 3 Licensees only)
• Attracting an Insurance Company Appointment (1 Technical Credit - Level 3 Licensees only)
• Broker--Insurance Company Relations (1 Technical Credit - Level 3 Licensees only)
• Introduction to Marketing (1 Technical Credit - Level 3 Licensees only)
• How Progressive Brokers Use Marketing (2 Technical Credits - Level 3 Licensees only)
• Marketing Management (1 Technical Credit - Level 3 Licensees only)
• Client Segmentation (2 Technical Credit - Level 3 Licensees only)
• Selling vs. Buying (1 Technical Credit - Level 3 Licensees only)
• Building Long-term Relationships (2 Technical Credits - Level 3 Licensees only)
• Technology (3 Technical Credits - Level 3 Licensees only)
• The Value of a Brokerage (2 Technical Credits - Level 3 Licensees only)
• Financial Management Tasks (1 Technical Credit - Level 3 Licensees only)
• Income and Expense Management (2 Technical Credits - Level 3 Licensees only)
• Income Tax Considerations (1 Technical Credit - Level 3 Licensees only)
• Financial Analysis (1 Technical Credit - Level 3 Licensees only)
• Monitoring (1 Technical Credit - Level 3 Licensees only)
• Mentoring - A Key Component in Personal and Professional Development (2 Technical Credits - Level 3 Licensees only)

Miscellaneous CE Courses

• History and Legal Aspects of Fire Insurance (1 Technical Credit)
• Safety Essentials for Insurance Brokers  (3 Professional Credits)
• Ethics for Insurance Brokers (6 Technical Credit)

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