15 credit NYS self-study insurance CE bridge course. (BR, C3, LB, C1, LSB, LA, PC, TLA, ADJP license classes) Course can be submitted for Non-Approved CFP credits. e-book & study guide(.pdf) Online 50 question multiple choice exam with instant grading and immediate re-takes. Proctoring with an Approved NYS Monitor included and coordinated. Materials emailed after purchase. Credit reported to NYS within 24 hours.



Synopsis: In "Customer Service Basics" we explore the core competencies of customer service to help the insurance professional understand and meet the needs of their consumers. Customer service has evolved throughout history and thus, this course explores questions of ongoing interest and importance. Discussed topics include;

Relationships with consumers.

Building communication skills to communicate effectively.

Analyzing consumer behaviors.

How to critically evaluate characteristics of good customer service.

15 credit NYS self-study insurance CE bridge course. (BR, C3, LB, C1, LSB, LA, PC, TLA, ADJP license classes) Course can be submitted for Non-Approved CFP credits. e-book & study guide(.pdf) Online 50 question multiple choice exam with instant grading and immediate re-takes. Proctoring with an Approved NYS Monitor included and coordinated. Materials emailed after purchase. Credit reported to NYS within 24 hours.



Synopsis: This 3 part course focuses on the main elements of Fraud, Principles of Ethics and Anti-Money Laundering issues.

Part 1 - Fraud investigation strategies, key terms, fraud schemes and emerging issues related to insurance fraud.

Part 2 - Potential ethical situations and decisions insurance professionals face when processing claims, engaging in sales or meeting with clients.

Part 3 - Anti-money laundering issues to familiarize insurance professionals with the laws, regulations and criminal business that make this practice a crime

15 credit NYS self-study insurance CE bridge course. (BR, C3, LB, C1, LSB, LA, PC, TLA, ADJP license classes) Course can be submitted for Non-Approved CFP credits. e-book & study guide(.pdf) Online 50 question multiple choice exam with instant grading and immediate re-takes. Proctoring with an Approved NYS Monitor included and coordinated. Materials emailed after purchase. Credit reported to NYS within 24 hours.



Synopsis: In "Keys" we explore the core competencies of customer service to help the Insurance professional understand and meet the needs of potential clients. Discussed topics include;

How to deal with consumer behaviors.

The psychology behind transactions.

How customer service experiences can be properly analyzed.

Building communication skills.

15 credit NYS self-study insurance CE course for Title Agents only (TLA Licenses)

e-book & study guide(.pdf)

Online 50 question multiple choice exam with instant grading and immediate re-takes.

Proctoring with an Approved NYS Monitor included and coordinated.

Materials emailed after purchase. Credit reported to NYS within 24 hours.

Table of Contents:

Understanding Title Insurance

Types of Title Insurance Policies

Title Insurance Underwriting

Properly Pricing Title Insurance Coverage

Searching Property Records

A look at the Secondary Mortgage Market

Ethics and the Title Insurance Regulatory Environment in New York

NY Title Insurance Forms and Endorsements

NYS Title Insurance Resources

What Consumers Should Look For When Selecting a Title Insurance Agency

Title Insurance and Settlement Company Best Practices

15 credit NYS self-study insurance CE course for Title Agents only (TLA Licenses)

e-book & study guide(.pdf)

Online 50 question multiple choice exam with instant grading and immediate re-takes.

Proctoring with an Approved NYS Monitor included and coordinated.

Materials emailed after purchase. Credit reported to NYS within 24 hours.

Table of Contents: Understanding Title Insurance

Types of Title Insurance Policies

Title Insurance Underwriting and Rates

Properly Pricing Title Insurance Coverage

Searching Property Records

A look at the Secondary Mortgage Market

Understanding the Regulatory Enviorment

NY Title Insurance Forms and Endorsements

NYS Title Insurance Resources

Title Insurance and Settlement Company Best Practices

15 credit NYS self-study insurance CE bridge course. (BR, C3, LB, C1, LSB, LA, PC, TLA, ADJP license classes)

Course can be submitted for Non-Approved CFP credits.

e-book & study guide(.pdf)

Online 50 question multiple choice exam with instant grading and immediate re-takes.

Proctoring with an Approved NYS Monitor included and coordinated.

Materials emailed after purchase. Credit reported to NYS within 24 hours.

Synopsis: In today's insurance marketplace, those who work only with the same types of customers day in and day out are likely to be giving up the opportunity to serve a large majority of the population. Cultural Competency for Insurance written by Susan Wright CLU, ChFC, RHU, REBC discusses: Our changing demographics.

Building Ethnic and multicultural rapport

How Insurance is marketed and sold in other areas of the world.

15 credit NYS self-study insurance CE bridge course. (BR, C3, LB, C1, LSB, LA, PC, TLA, ADJP license classes)

Course can be submitted for Non-Approved CFP credits.

e-book & study guide(.pdf)

Online 50 question multiple choice exam with instant grading and immediate re-takes.

Proctoring with an Approved NYS Monitor included and coordinated.

Materials emailed after purchase. Credit reported to NYS within 24 hours.

Synopsis: Best Practices in Insurance is a 15 Credit NYS self-study Insurance CE course created by CE Live Instructor Fred Wootan, CPCU, CLU. It addresses the best practices and methods that an agent should employ to best serve the insurance consumer. The insurance agents’ responsibilities vary depending on the line of business, the type of client, the insurance company relationship and the overall business environment. Key principles include;

Perform your work in a superb way.

Recognize that the work involves interaction with human beings.

Every day offers the opportunity to excel and add value.