Personal Lines Training


Offers the ability for CSRs to complete simulated comparative raters and online carrier quoting processes in preparation for the real thing.


Keep CSRs engaged with learning, increasing their concept comprehension and retention.


Provide new-to-the-industry staff with a foundational understanding for each personal line of coverage.


Ensure learners are both comprehending and retaining concepts before moving forward within the program.


Teaches key insurance terminology so learners can fully comprehend the more complex concepts.

Task training for seven lines of coverage

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Tasks Learned

  • Utilize Proper Insurance Terminology
  • Analyze Quote Request/Intake Forms
  • Complete Comparative Raters
  • Analyze Replacement Cost Estimate Reports
  • Understand CLUE Reports
  • Compile Submissions
  • Compare & Contrast Quotes
  • Prepare Proposals
  • Binding Coverage
  • Process Binder Requests
  • Policy Checking
  • Process Policy Change Requests

Lines of Coverage

  • Homeowners
  • Personal Auto
  • Dwelling Fire
  • Personal Umbrella
  • Personal Articles Floater
  • Earthquake
  • Flood

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