Seminars

IBAO Education

We continually develop new in-class seminars that touch on everything from industry issues to general business topics.

We have a great vantage point of the industry as a whole. Our facilitators are some of the best in the business – active brokers chosen for their expertise, insurance company personnel and independent consultants – all dedicated to providing quality education (let us know if facilitating is something you’ve always wanted to do). We also offer customized courses tailored to your brokerage and location so tell us if you’re looking for something specific.

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Seminars

Seminar
Build Your Own Succession Plan

7 Management Hours. Proactively plan the transition of your business to ensure you have greater choice around how and when you exit. Create an integrated succession plan that protects your equity, strengthens your business, meets stakeholder needs and strengthens family/partner connections.

This program helps entrepreneurial and family business owners plan their exit strategy while engaging their successors in the process.

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Seminar
Training Insurance Producer Systems (TIPS)

16 Technical Hours. An interactive sales, technical and E&O avoidance training program for commercial producers. Learn how to design solid programs for your clients that strategically position coverage, and refine technical and sales abilities to improve closing ratios.

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Seminar
Errors & Omissions Loss Control

3 Management Hours. In order to qualify for your brokerage’s Loss Control Credit and in accordance with attendance and position requirements, the Errors & Omissions Loss Control seminar must be taken every three years if your brokerage has been claims-free for this period.

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Seminar
Beyond Best in Class (BBiC)

20 Management Hours. More than an education program, BBiC is a road map to success and a black belt in industry leadership. It’s where brokers clear their mental clutter of the past and move towards the best version of themselves.

A premier five-part advanced program centered on the principles of collaboration and innovation. Acquire the knowledge and insights you need to foster meaningful change in your business, and the tools to transform the way you think about and manage your brokerage.

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