Meet the Alliance: William J. Hold, President & CEO
At the helm of the Risk & Insurance Education Alliance is William J. Hold, M.B.A., CRM, CISR, a dynamic leader dedicated to advancing education and professional development
Meet the Alliance: Alex Lekhraj, COO
At the Risk & Insurance Education Alliance, Alex Lekhraj serves as the Chief Operating Officer, bringing his experience in technology, finance, and operations to the Alliance. With
Meet the Alliance: Mitch Dunford, CMO
At the Risk & Insurance Education Alliance, Mitch Dunford leads the charge in marketing and branding as our Chief Marketing Officer. Since 2017, Mitch has leveraged his
Expertise, Elevated: Exclusive Advanced-Topic Update Sessions
If you’re a dues-paid member holding a CIC, CRM, CISR, CISR Elite, CSRM, or CPRM designation, don’t miss out on your exclusive access to advanced learning opportunities
Meet the Alliance: Danielle Janecka, CXO
At the Risk & Insurance Education Alliance, Danielle Janecka is the heart of participant engagement as our Chief Experience Officer. With over 30 years of dedication to
Meet the Alliance: Jessica Pragliola
Meet Jessica Pragliola, our Director of People Operations, whose dedication and passion for Human Resources make her a vital force within The Alliance. A Texas State University
Gone Fishin’
How did insurance hook you? What was the pivotal moment when you knew you could see yourself in this industry? What got you excited? Who opened the
Why Relationship, Questioning, and Objection Handling Skills are Essential in Insurance Sales
In the insurance industry, the landscape of sales changes as frequently as the wind. The value of a skilled sales producer no longer rests solely on product
Risk & Insurance Education Alliance a NASBA-Approved CPE Sponsor
The Risk & Insurance Education Alliance is proud to announce its recognition as a Continuing Professional Education (CPE) Sponsor by the National Association of State Boards of
The Importance of Sharing Telematics Reporting with the Risk & Insurance Industry: Insights from SambaSafety
https://www.riskeducation.org/wp-content/uploads/2024/11/ITC-Vegas-SambaSafety-Sit-Down.mp4 Telematics technology continues to transform how insurance carriers, brokers, and fleets assess and manage risk. As discussed by Ashley Newbill, Senior Director of Product Marketing at
NEW AlliBot Subscriptions – Your Artificial Intelligent Risk Management & Insurance Knowledge Companion
The Risk & Insurance Education Alliance is thrilled to announce the launch of the AlliBot Subscription, designed to provide insurance and risk management professionals with easy, on-demand
Plan Your Future Professional Development: The 2025 Alliance Course Schedule is Now Live
The 2025 Alliance Program Schedule is live, allowing you to plan your professional development for the coming year with ease! The 2025 Alliance Course Schedule is packed with
AlliBot 2.0: Smarter, Sleeker, and More User-Friendly
At the Risk & Insurance Education Alliance, we’re always looking for ways to improve the tools we offer to help you navigate the complex world of insurance
Risk & Insurance Education Alliance and BrokerTech Ventures Launch New Insurtech Insurance Course
The Risk & Insurance Education Alliance, in collaboration with BrokerTech Ventures (BTV), is proud to introduce its latest educational initiative, the Introduction to Insurance for Insurtech Professionals module.
Meet the Alliance: Bettie Duff
Bettie Duff’s journey with the Risk & Insurance Education Alliance spans nearly five decades, shaping the organization’s legacy and growth in ways few others could claim. Her
CISR High School Engagement Opportunities
Join Us in Shaping the Future of Insurance Professionals! We are excited to invite you to participate in the 2024-2025 CISR High School Program, an initiative designed
Unlock Your Team’s Potential: Why Every Agency Needs AlliBot
A well-informed team is the cornerstone of every agency’s success. Say hello to AlliBot, an AI Knowledge Bot that provides round-the-clock access to risk management and insurance
Meet the Alliance: Media Production
At the Risk & Insurance Education Alliance, our Media Production Department is the creative force behind the compelling video and audio content that elevates our educational programs.
Life Insurance: A Vital Tool for Protecting Your Clients’ Future
As an insurance agent, you’re not just offering policies; you’re providing financial security and peace of mind to families. Life insurance represents more than a financial contract—it’s a
2024 James “Jim” T. Lawrence Memorial Scholarship Awarded to Dedicated Young Texas Agent
Honoring the past, while shaping the future. The Risk & Insurance Education Alliance is proud to announce the recipient of the 2024 James “Jim” T. Lawrence, CIC
NEW Designees from May & June 2024!
Congratulations to the 398 dedicated professionals who earned the esteemed Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified Insurance Service Representative (CISR), CISR Elite, Certified Personal
A Season of Growth with the Risk & Insurance Education Alliance
It’s the perfect season to invest in your professional growth! In the ever-evolving landscape of insurance and risk management, staying ahead requires continuous learning and adaptation. That’s
Artificial Intelligence in the Offshore Energy Sector
The offshore energy sector has been increasing their use of advanced technologies to improve efficiency, safety, and sustainability. Artificial Intelligence (AI) is at the forefront of this
How Illegal Disposal Of Waste Can Have A Negative Impact To Your Bottom Line & Solutions
“Illegal disposal of waste,” often referred to by terms such as “illicit abandonment,” “midnight dumping,” or “fly-tipping,” represents a significant environmental and economic challenge. The US EPA estimates that each year
Streamline Your Continuing Education Process with Our Comprehensive CE Services
The Risk & Insurance Education Alliance, a leader in risk management and insurance education, announces the expansion of its Continuing Education (CE) services to the public. Designed
Meet the Alliance: Faculty Administration
At the Risk & Insurance Education Alliance, our Faculty and Educational Consultants work together to deliver 1,500+ dynamic and relevant presentations to our participants. Their mission is
NEW CIC Self-Paced Course: Commercial Multiline
The Risk & Insurance Education Alliance is proud to announce the launch of its first Certified Insurance Counselor (CIC) Self-Paced course titled “CIC Commercial Multiline.” Crafted to
Optimizing AI to Work For You : Submit Your Use Case for AlliBot
In an industry as rich and complex as risk management and insurance, staying updated with the latest terms, policies, and best practices is essential. AlliBot is specifically
Meet the Alliance: Corporate Education Solutions
At the Risk & Insurance Education Alliance, our commitment to excellence in training and professional development has driven us to continuously evolve and adapt. This commitment is
The Passing of a Lovely Friend: Marietta McCain, CIC Emeritus
Marietta McCain, CIC Emeritus May 28, 1938 – June 10, 2024 With deep sadness, we announce that Marietta passed away on June 10, 2024. She was known
A Young Insurance Professional’s Perspective of the Hard Market
Navigating a hard market can be challenging for even the most seasoned insurance professionals. The landscape is marked by tighter underwriting standards, higher premiums, and reduced capacity,
2024 Outstanding CSR of the Year State Winners
Each year, a group of exceptional insurance professionals are selected to represent their states and then can compete to become the National Outstanding CSR of the Year.
Navigating RV Insurance: What Insurance Professionals Need to Know
As an insurance professional, understanding the intricacies of recreational vehicle (RV) insurance is essential for advising your clients on the coverages they need. Unlike Personal Auto Policies, RV insurance is
Risk & Insurance Education Alliance Wins Business Insurance 2024 Innovation Award
The Risk & Insurance Education Alliance, formerly known as the National Alliance for Insurance Education & Research, is proud to announce it has been honored with a
Introducing NEW Designees from March & April 2024!
We would like to congratulate and honor the 394 dedicated professionals who earned the esteemed Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified Insurance Service Representative
Meet the Alliance: Mandy Alvarado
The Risk & Insurance Education Alliance is excited to introduce you to a vital member of our team, Mandy Alvarado, the Director of Event Operations. Her journey
La ‘National Alliance’ cambia su nombre a ‘Risk and Insurance Education Alliance’
La National Alliance for Insurance Education & Research ha cambiado su nombre y logo de 55 años para mejor reflejar la evolución y los servicios ampliados de
National Alliance Revises Name to ‘Risk & Insurance Education Alliance’
Refreshed visual identity reflects expanded, modern education initiatives The National Alliance for Insurance Education & Research has changed its 55-year-old name and logo to reflect the nonprofit organization’s
Meet The Alliance: Kimberly Skarren
Introducing the individuals who propel the National Alliance for Insurance Education & Research forward, shaping the future of insurance and risk management education. We are proud to
Pawsitively Insured: A Guide to Pet Insurance for Insurance Professionals
I’ve owned pets for the better part of two decades and have never purchased Pet Insurance until becoming the owner of a miniature dachshund. Once I learned
AlliBot: An AI Knowledge Bot for Risk & Insurance Professionals
The National Alliance for Insurance Education & Research is thrilled to announce the launch of AlliBot v2.0, the Artificial Intelligence Knowledge Bot built exclusively for the risk
Meet The Alliance: Beth Benhart
Introducing you to the individuals who propel The National Alliance for Insurance Education & Research forward and shaping the future of insurance and risk education. Today, we
Advance Your Skillset This Earth Day with the Environmental Strategist Online Course
Our self-paced Environmental Strategist course arms you with the knowledge to set the bar high in environmental risk management. In observance of Earth Day, we invite you
Workers Compensation – It’s Weirdly Different
Workers compensation is a weird type of insurance. For over a century, it has established itself as a distinct species within the insurance ecosystem, bearing little resemblance
Crime Coverage in Business Risk Management
When an insurance agent or underwriter considers the risks of a customer suffering a crime loss, many issues are important and can vary widely from account to
Tips & Strategies for Acing Designation Exams: Boost your Study Game with Confidence
Navigating your way to earning a designation from The National Alliance for Insurance Education & Research is a journey that goes beyond attending “just a course”. One
Introducing NEW Designees from January & February 2024!
We would like to congratulate and honor the 283 dedicated professionals who earned the esteemed Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified Insurance Service
15-Year Designation Anniversaries
Happy anniversary to the 2,208 Designees who have displayed 15 years of commitment to knowledge, excellence, and continuous education! Certified Insurance Counselors (CICs) Full Name Company State Wanda I.
Escalating Cyber Threats & Terrorism Driving the Need for Environmental Financial Assurance
Cyber threats and terrorism – two terms that have gained increased traction in recent years. Their frequency, along with the sophistication of attacks, are on an exponential
From Crisis to Opportunity: Reshaping the Future of Insurance through Talent Initiatives
“What keeps you up at night?” This question has become standard for insurance executives across the industry, on conference stages and in boardrooms. Talent consistently tops the
An Important Condition in the CGL Policy: Separation of Insureds
The Commercial General Liability (CGL) policy, courtesy of the Insurance Services Office (ISO), exhibits a comprehensive design that shields an expansive range of organizations and individuals. A
8-Week Coaching Program for Experienced Insurance Producers
Designed specifically for seasoned insurance producers, this program aims to rejuvenate those facing professional burnout. The coaching program also focuses on enhancing modern sales tools and techniques,
10-Year Designation Anniversaries
Happy anniversary to the 1,909 Designees who have displayed 10 years of commitment to knowledge, excellence, and continuous education! Certified Insurance Counselors (CICs) Full Name Company State Abbey Rocke, CIC,
7 Characteristics of a Committed Insurance Account Manager
The article highlights the essential characteristics of a committed insurance account manager. It emphasizes technical coverage expertise, exceptional customer service skills, accuracy, attention to detail, relationship management abilities, adaptability, problem-solving skills, time management, organization, and a commitment to continuous learning as crucial qualities for success in this role.
The Role of Blanket Insurance in Commercial Property Coverage
Sometimes a commercial insured may have uncertainty as to the value of the property they own or want to insure. The insured understands that if they value
2024 Outstanding CSR of the Year Competition is Now Open
The National Alliance for Insurance Education & Research is pleased to commence the 2024 Outstanding CSR of the Year Competition. Since 1991, this prestigious competition has celebrated the
Allibot: A NEW Artificial Intelligence Learning Tool for HS Students Earning the CISR Designation
The National Alliance for Insurance Education & Research, a leader in risk management and insurance education, announces the release of Allibot, an advanced Artificial Intelligence educational tool
Meet The Alliance: Jay Williams, CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Introducing you to the individuals who propel The National Alliance for Insurance Education & Research forward and shaping the future of insurance and risk education. Today, we
The Daniela Finch Memorial Scholarship for High-Net-Worth Insurance Professionals
The National Alliance for Insurance Education & Research, a leading provider in insurance and risk management education, has collaborated with CIPC and MarketScout, a division of Novatae,
5-Year Designation Anniversaries
Happy anniversary to the 2,959 Designees who have shown 5 years of unwavering commitment to knowledge, excellence, and continuous education! Certified Insurance Counselors (CICs) Full Name Company State
NEW Online Directory Launched for Designation Holders
The National Alliance for Insurance Education & Research, a premier provider of insurance and risk management education, has unveiled its new Online Designee Directory. This directory
Elevating Your Professional Journey: Introducing Progress Report Emails
To support and enhance the careers of professionals within the risk management and insurance industry, The National Alliance for Insurance Education & Research is pleased to announce
Introducing the NEW Designees from 2023!
We would like to congratulate and honor the 2,213 dedicated professionals who earned the esteemed Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified Insurance Service
Environmental Financial Assurance for Terrorist Attacks
Disclaimer: This article is focused solely on addressing the financial implications of terrorist attacks and does not provide an overview of any moral, social, or political issues. As terrorism
Meet the Alliance: Debbie Brcka
Meet the team members at The National Alliance for Insurance Education & Research, whose dedication, expertise and vision are upholding out core values of Innovation, Imagination, Inspiration,
Garagekeepers – The Forgotten Coverage
At The National Alliance for Insurance Education & Research, we are committed to providing professionals in the risk management and insurance industry with the tools and knowledge
Meet The Alliance: Noelle Codispoti, CPCU, ARM
Introducing you to the talented individuals who are driving The National Alliance for Insurance Education & Research forward and shaping the future of the risk and insurance
2023 National Outstanding Customer Service Representative Winner – Katie Shipp, CISR, CAWC
Introducing the 2023 National Outstanding Customer Service Representative: Katie Shipp, CISR, CAWC! As a Commercial Lines Account Manager, Katie stands out for her unwavering commitment to delivering
What are Natural Resource Damages In Pollution Policies?
As an environmental insurance wholesaler, Environmental Risk Managers, Inc. (ERMI) frequently assists retail agents who have approached environmental insurance carriers directly and may not be familiar with
Preparing for Winter Emergencies
As winter storms start sweeping across the United States, it’s important to ensure that you and your loved ones are prepared for potential emergencies. Freezing temperatures and
A Year of Exciting Curriculum Improvements, Product Launches, and New Designees
At The National Alliance for Insurance Education & Research, we are committed to continuously providing professionals with the knowledge, tools, and support needed to succeed in the
Layoffs Happen- Always Be Prepared!
The insurance industry, while very resilient due to its economic importance, is not immune to financial difficulties. Historically, the industry has proven to be recession and pandemic-proof
Insuring a Safe and Festive Holiday Season
As industry leaders in risk management and insurance education, we believe that safe and responsible holiday celebrations are not just a matter of personal well-being, but a
Top Ten Characteristics of Committed Risk & Insurance Professionals
A committed risk and insurance professional is an individual who possesses specialized knowledge and skills in and has a commitment to the field of risk management and
Nebraska Nominee Named 2023 National Outstanding CSR of the Year
Katie Shipp, CISR, CAWC, Commercial Account Manager for Dodge Partners Insurance, in Omaha, Nebraska, has been awarded the most prestigious honor available to insurance customer service representatives:
The National Alliance Releases NEW Advanced Energy Course
The National Alliance for Insurance Education & Research, the leading provider of insurance and risk-management education, has launched its latest advanced course for risk and insurance professionals:
Telematics and the Insurance Industry
Telematics, the collecting of data to improve the understanding of risk and reward, continues to invade the world of insurance. As insurance companies try to understand what
Own Your Potential with Exclusive Member Benefits
Thousands of insurance and risk management professionals enhance skills, deepen knowledge, and accelerate their careers by becoming part of our exclusive member community. Dues-paying members proudly fund
SambaSafety’s Leading Integrations Coincide with 1/3 of Commercial Carriers Planning UBI Moves
The National Alliance for Insurance Education and Research has partnered with SambaSafety, a leading provider of cloud-based risk management solutions, to release their first annual research report,
Fall Into Excellence This Season
Fall begins to paint the world around us, ushering in a time for transformation. Are you ready to shift gears on your insurance and risk management journey?
Elevated Learning Experiences for Risk and Insurance Professionals
Renowned in the insurance industry for our rigor, we pride ourselves in providing top-tier education for risk and insurance professionals. But how do we ensure that our
Understanding Wildfire Risk: Essential Guide for Insurance and Risk Management Professionals
The wildfire season is intensifying, with regions like Canada, California, Texas, and Hawaii witnessing unprecedented destruction. With the U.S. Forest Service noting longer and more severe fire
Health Insurance Relief for Unemployed Film Workers Amid Strikes: A Look at MPIPHP’s Efforts
The Motion Picture Industry Pension and Health Plans (MPIPHP) recently announced a substantial effort to assist unemployed film industry workers amid prolonged strikes. The MPIPHP will extend
Time Is Running Out for Coverage on Kias or Hyundais
In 2023 vehicle owners of a 2010 – 2021 Kia or a 2015 – 2021 Hyundai (with key starters) were suddenly (nearly overnight) at an increased risk
From Intern to Employee: 10 Questions with Dylan Smith
We interviewed our former intern, Dylan Smith, for Intern Appreciation Day! Dylan is a Finance and Marketing graduate from New Mexico State University. He was honored as
Is Parametric Insurance the Answer to the Expanding Risks of Natural Disasters?
Picture the aftermath of a devastating natural disaster. Your client lost everything and now they have to deal with adjusters and a tedious claims process. Simultaneously, they
Awkward Insurance Podcast Wins Silver at the IMCA’s 65th Annual Showcase Awards
The National Alliance for Insurance Education & Research is proud to announce the prestigious recognition of their Awkward Insurance Podcast at the 65th Annual Insurance Marketing & Communications Association (IMCA)
2023 Outstanding CSR of the Year State Winners Announced
Each year, a group of exceptional insurance professionals are selected to represent their states and then compete to become the National Outstanding CSR of the Year. This prestigious
Changes in Employee Benefits Over Time in the Insurance World
Like other countries with advanced industries, the United States has seen many changes in employee benefits over the years. These benefits have gone from basic health care to pet
The National Alliance Announces Media Partnership – 2023 Insurtech Insights Conference
The National Alliance for Insurance Education & Research, a leader in professional insurance and risk management education, proudly announces its media partnership with the highly anticipated Insurtech
Hurricane Preparedness Checklist
June marks the beginning of Hurricane Season, and if you’re located in a hurricane-prone area, it’s important to have your preparations in place. Check out our quick
Investigation: A Critical Step for Claims
The insurance sector is made up of approximately 7,000 companies that collect more than $1 trillion in premiums each year. The industry’s huge scale contributes greatly to
Successful Risk Management VR Pilot – Effective Fleet Management
The National Alliance for Insurance Education & Research continues to experiment with VR (Virtual Reality) elements. Through the incorporation of innovative experiential learning techniques, the organization aims
Dive Into A Successful Summer!
The sun is shining and the summer breeze is in the air. It’s the perfect time to take your career to the next level. Whether you’re looking
Career Advancing CIC Insurance Designation
With vast opportunities for growth and innovation, the risk and insurance industry has become incredibly competitive. Both newbies and long-time risk and insurance professionals know that standing
The National Alliance Announces Continuing Education Subscription for Insurance Professionals
The National Alliance for Insurance Education & Research announces a transformative learning subscription to help insurance professionals earn quality continuing education (CE) credits and complete new employee
New Course for Insurance Professionals and CSRs: Other Personal Lines Solutions
Insurance professionals who want to enhance their knowledge of personal lines insurance can now enroll in the CISR Other Personal Lines Solutions course administered by The National Alliance for
Emerging Talent Partners Program Builds Talent Pipeline for Risk & Insurance Industry
Expanding the Risk & Insurance Industry’s Emerging Talent Pipeline The National Alliance proudly announces the rollout of our new Emerging Talent Partners Program, a funding initiative that
Laredo ISD Students Earn CISR Designation, Start Internships with IBC Insurance Agency
Seven Laredo Independent School District students earned the Certified Insurance Service Representative (CISR) designation in January through an innovative high school program. Administered by The National Alliance for Insurance Education & Research, the CISR High School Program provided the students with the opportunity to earn the nationally recognized insurance designation before graduation. The program equips students with vital pre-career exposure and technical industry training, providing them with a significant advantage as they enter the workforce.
Successful Risk Managers Have These 5 Attributes
Risk management involves crucial skills that are becoming increasingly important in today’s business world. Many companies face a variety of risks, including financial, operational, reputational, and strategic. To manage these risks effectively, they need strong risk management practices and a skilled risk manager. In this post, we will explore the essential characteristics that every successful risk manager should have.
School Districts Targeted for Cyber Attacks: Is Yours Prepared?
In September 2022, the FBI and the CISA (Cybersecurity and Infrastructure Security Agency) warned of ransomware attacks “disproportionately targeting the [K-12] education sector.” In the same month, the
Protect Your Clients from Cyber Threats: 5 Must-Know Insights on Cyber Insurance
Here are five major takeaways from our PROfocus Cyber Risk course for insurance and risk professionals working with cyber liability.
Build a Confident & Credible Career with the CIC Designation
Insurance producers understand the importance of continually improving knowledge and skills to better serve clients. One way to ensure that you stay on top of industry trends
What’s the Difference Between Phishing, Spear Phishing, Vishing, and Baiting?
Every year, cybercrime increases as criminals try to profit from unsecured company systems. Attackers are frequently searching for ransom, with 53% of cyberattacks resulting in damages of $500,000
AI Liability: 5 Key Considerations for Risk & Insurance Professionals
Artificial Intelligence (AI) technology is rapidly advancing, and it has the capacity to change the way we work and live. However, with this innovation comes a greater
Insuring Fine Art Exhibits
A crowd of art lovers and collectors in Miami, a city known for its vibrant art scene, was left shaken as a $42,000 Jeff Koons sculpture was accidentally broken
Environmental Impacts: Ohio Train Derailment
What happens when a “neighbor” contaminates your property? Who Are Your “Neighbors”?
Uncover a Business’s Environmental Footprint
An effective environmental management strategy begins with an evaluation of environmental efficiency. This evaluation identifies the various direct and indirect environmental issues that impact a business. Even
The National Alliance Launches Virtual Reality Experience in Risk Management Program
The National Alliance for Insurance Education & Research proudly announces the first phase of virtual reality experiences within their acclaimed insurance and risk management courses. Unveiled at
Who Are Your “Neighbors”?
Are your neighbors contaminators? When I coach businesses on managing and transferring their environmental exposures, some fail to look beyond their property lines and business models, often
Six Steps of the Underwriting Process
The process of underwriting involves a person or organization accepting financial risk in exchange for compensation. Most frequently, this risk entails loans, insurance, or investments. The practice
The 7 Steps of Developing & Executing an Environmental Management Strategy (eMS)
You can’t be in business without being impacted by environmental issues, exposures, liabilities, investments. But you can use them as a competitive advantage. In order to minimize risk, maximize value and optimize performance while driving your growth and profits, follow the seven steps outlined in this article to discover your business’s environmental footprint and develop your Environmental Management Strategy.
Plans for New Hires That Work
Every agency must figure out how to manage new employees, particularly ones who have little to no formal training or experience in the Insurance and Risk Management
New Year, New Goals!
As we enter a new year, think about how to set your agency up for success. Goals are the concrete aim of an organization and the end
Meet the 2022 National Outstanding CSR of the Year!
“My goal is to make sure that people feel heard and understood. I think that’s a deep driving factor for building long-lasting relationships.” Tiffanie Courtney, CIC, CISR, CRIS,
10 Pawsome Pet Insurance Questions
Amy MacDonald has worked for Nationwide Insurance for nearly 20 years and is now on the pet insurance team. She fused her personal passion for pets with
5 Practical Ways to Elevate Your Firm’s Focus On People
The recent Best Practice Study indicated that CEOs at 282 of the Best Practices agencies believe that strategic human capital structure is the most crucial factor in remaining privately held. This insight may prompt you to imagine things like HR, payroll, benefits, or regulations. But “strategic human capital structure” actually means one simple thing. People.
What is Sales Velocity and How Does Your Agency Compare?
The Independent Insurance Agents & Brokers of America (the Big “I”) publishes the annual Best Practices Study (BPS) which delivers critical financial and operational industry benchmarks to member agencies
Producer Migration: How Firms Can Stay Ahead of this Trend
Will insurance producers “lift-out” or stay? Since 1993, Reagan Consulting and the Independent Insurance Agents & Brokers of America (the Big “I”) publish the annual Best Practices Study
It’s Never Too Early To Be Planning for 2023
Explore next year’s CE options, find new learning opportunities, and sign up for designation updates. Classroom & Webinar Offerings: Certified Insurance Counselors Program (CIC) The 2023 CIC course schedule is
Pandemic-Fueled Growth: How an Insurance Education Provider Weathered COVID and Prevailed
National Alliance President & CEO Will Hold, MBA, CRM, CISR, was interviewed by Michelle Morgan, Executive Director Top Class LMS by WBT Systems for 100Reviews. They discussed digital transformation, how to provide more value for learners, and
4 Positive Employee Mindset Lessons for Leaders
Updated November 2022 J. Karl Sherril, Jr. CIC, CRM, MBA Hello, How Are You? As we make our way daily through the COVID-19 pandemic, it’s important
A Deep Dive Into Subrogation
Updated November 2022 Subrogation and the Sutton Doctrine, Made Whole Doctrine Black’s Law Dictionary (Ninth Edition) defines subrogation as the principle under which an insurer that has
3 Strategic Business Planning Concepts
Effective executive and financial management is critical to the success of an insurance company. The company’s executive management team (EMT), the team that executes critical organizational functions
How Excess Liability & Commercial Umbrella Policies Apply
In today’s business environment, insurance with high limits of liability is practically a necessity. That’s because accidents leading to liability claims for damages often exceed the limits
Do Your Clients Need Pollution Liability Coverage for Cyberattacks?
Any business utilizing computers can be vulnerable to a cyberattack; do your clients need pollution liability coverage?
Ethical Decision Making in Six Steps: Considerations for Insurance Professionals
Insurance professionals often face circumstances that force them to evaluate and decide on the right thing to do. In the insurance industry, ethical decision-making is of paramount
Commercial Inland Marine Coverages: Application and Modifications
Learn About the General Concepts Unique to Inland Marine coverages.
11 Essential Terms for Risk Management and Insurance Professionals
In the dynamic world of insurance, insurance professionals play a vital role in helping clients minimize financial losses by predicting, preparing for, and mitigating risks successfully. To
How to Create an Inclusive Culture
The risk management and insurance industry has made great strides in recent years with Diversity, Equity, and Inclusion, with some organizations beginning to realize a significant return
Wisconsin Nominee Named 2022 National Outstanding CSR of the Year
“It isn’t the large experiences that make you who you are. It’s the small ones.” AUSTIN, TX (October 2022) –Tiffanie Courtney, CIC, CISR, CRIS Senior Account Manager for M3 Insurance,
Insurance Sales Coaches Can Help You Achieve Success
A career in insurance sales can be rewarding – both emotionally and financially – but the pathway to success isn’t always obvious, is it? You may be
New Academy Release: Fundamentals of Life & Health Insurance
The National Alliance for Insurance Education & Research announces the launch of a new Life & Health Insurance publication, authored by Tom Faulconer, CFP, CLY, ChFC, CASL, CPCU, and
Four Questions to Ask Before You Outsource Producer Coaching
Today’s talent market is competitive. Coaching can provide an edge as you seek to retain and attract top producers. As a leader, you navigate the short and
2022 Outstanding CSR of the Year State Winners Announced
Each year, a group of exceptional insurance professionals are selected to represent their states and then compete to become the National Outstanding CSR of the Year. This
5 Things About the New Certified Environmental Strategist (CeS) Course
The Certified Environmental Strategist (CeS) self-paced course, created by Chris Bunbury, Environmental Strategist and President of Environmental Strategist, Inc., educates insurance professionals/risk managers about how to coach clients to manage and transfer their environmental exposures.
The National Alliance Releases New Course – Certified Environmental Strategist
The Certified Environmental Strategist (CeS) course educates on how to advise clients as they manage and transfer their environmental exposures.
Noelle Codispoti Hired as CISR High School Program Director to Lead National Growth & Student Engagement
The National Alliance of Insurance Education & Research welcomes Noelle Codispoti, CPCU, ARM as Director of the CISR High School Program. The Certified Insurance Service Representative (CISR) High School
Who Will Be the Next Outstanding CSR of the Year?
Every spring, hundreds of CISRs submit nominations to become the next Outstanding CSR of the Year. Originally established to recognize exceptional account managers, CSRs, and individuals who
When Has The Employee Reported To Work?
If you’ve dealt with Workers’ Compensation coverage, you know that only injuries arising in, or out of, the course and scope of employment are compensable. Every state
NEW Self-Paced Courses: Intro to Commercial/Personal Lines, Flood, Ethics, Workers Compensation
The National Alliance for Insurance Education & Research has launched five self-paced insurance license renewal and introductory classes on the topics of Ethics, NFIP Flood Exposures, Workers
Are We Equipped to Insure Cyber Warfare?
Recent tensions in Eastern Europe are increasing the level of concern about cyber security. With the U.S. working to counter the tensions, a more prominent bullseye has
The National Alliance Re-Opens LIVE In-Person Classroom Programs
The National Alliance for Insurance Education & Research announces the availability of in-person classes in California, Louisiana, Nevada, Texas, and Washington. Facilitated by active insurance and risk
FSU College of Business, Dr. William T. Hold and The National Alliance celebrate a 10-year partnership, No. 1-ranking
Florida State University, Dr. William T. Hold and The National Alliance for Insurance Education and Research recently celebrated a decade of a partnership that has spawned the top-ranked risk
National Alliance Brings CISR High School Program to Laredo School District Thanks to 2022 Spencer Educational Foundation Grant
The National Alliance for Insurance Education & Research is a proud recipient of a 2022 Spencer Educational Foundation grant to support and expand the Certified Insurance Service Representative
The Deadly Astroworld Festival: Risk Management and Crowd Control Lessons
Learn from CRM Academic Director Sarah Warhaftig, CRM, JD as she reflects on the crowd control/management of the 2021 Astroworld Festival. Learn how a CRM Control of Risk course can help you be better prepared for Crisis Management.
FREE Instructor-Led Webinar: CGL Endorsements That Belong on the Naughty List
We’re making a list and checking it twice, and these endorsements are right at the top of the naughty list. Understanding how endorsements can negatively impact Commercial
FREE Instructor-Led Webinar: Commercial Property Problems Your Clients Will Be Thankful You Understand
It is the season to give thanks, and your client will be thankful that you understand three important property coverage problems and how to fix them. Why
FREE Instructor-Led Webinar: Is Your Agency Ready for a Brand Refresh? Here Are 5 Clues
A firm’s leadership must clearly understand, embrace and communicate its brand and culture direction. Your brand is like a house. A fresh coat of paint will look nice for a while. That’s a tactic. But consider the foundation and the framing underneath the paint: Are they weak
The Face Masks in School Conundrum
School and district risk managers must provide school boards and administrations with the best guidance possible. As concerns over masks, mandates, and public health come to the
Texas Nominee Named 2021 National Outstanding CSR of the Year
Darnella Rodriguez, CIC, CRM, CISR, Account Manager for Higginbotham, in Austin, Texas, has been awarded the most prestigious honor available to insurance customer service representatives: National Outstanding CSR of
Elite Women 2021
This year’s Elite Women, chosen by IBA, aren’t just dedicated to the insurance industry – they are trailblazers forging a path for colleagues and future industry professionals. Women
FSU College of Business Ranks No. 1 for Dr. William T. Hold/The National Alliance Program in Risk Management and Insurance
Florida State University College of Business undergraduate Risk Management/Insurance Program is ranked No. 1 in the country, by U.S. News & World Report’s “Best Colleges 2022 Guidebook,”
A Cautionary Tale: Champlain Towers Condominium Collapse
As details begin to emerge about the collapse of the Champlain Towers Condominium South building, blame is being laid at the feet of the board of directors,
7 Tips for Computing and Supporting Business Income Loss
By Keith Wilts, CIC, CPCU: Keith provides education and support to the insurance community in the understanding and application of business income and extra expense coverages at
Aaron and Sara Hoffman– CIC Tag Team
A Dynamic Duo Aaron and Sara Hoffman take partnership to a whole new level. They have been partners in almost everything since 1995. Married for 26 years, Sara
Business Income Insurance – Asking the Right Questions
By Keith Wilts, CIC, CPCU: Keith provides education and support to the insurance community in the understanding and application of business income and extra expense coverages at
Insurance Coverage Lessons: Surfside Building Collapse
By now, every risk and insurance professional in the country is aware of the tragedy that took place in Surfside, Florida on June 24th 2021. The collapse of the Champlain Towers South Condominium was
2021 Outstanding CSR of the Year State Winners Announced
Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to compete for the National Outstanding CSR of the Year Award.
How to Get Results from Your New Producer
By Diane Masterson, CIC, CPCU Twenty-five years ago my business partner, Ken Fields, and I were tapped to create a new one-of-a kind program designed to help
Producer Compensation – A Deadly Basket of Snakes?
Bill Toll, CIC Too many agency owners and managers, producer compensation resembles a basket of snakes. It is not particularly pretty, it is constantly moving, and if
Managing Cyber Exposure: 2020 and Beyond – Part 1
How is the insurance marketplace responding? The industry is seeing an increased interest in coverages related to cyber liability, specifically first-party coverages. Where the focus once was just on
Characteristics of a Successful Producer—the Insurance Implications
Paul Z. Martin, CPCU Agency principals and managers often ask the question, “Where can I find a good producer?” For many reasons, this is typically the wrong
Managing Cyber Exposure: 2020 and Beyond – Part 5
E&O Exposures and Risk Management: The Impact on Agents Ransomware is driving 2020’s loss ratios, and it’s causing cyber insurance prices to go up. Analysts and brokers,
Changing Insurance Education for a Changing World
By: Paul Martin, CPCU When the pandemic hit, the team at The National Alliance for Insurance Education & Research had to pivot quickly. We were forced to use an
The National Alliance CISR (Certified Insurance Service Representatives) High School Program Expands into Birmingham School System
May 3, 2021 – Austin, TX – The National Alliance today announces the expansion of the CISR High School Program into seven high schools in Birmingham, Alabama. The
Jonathan Thomas Jr., CISR– A Student Success Story
Wanting to expand his knowledge regarding the insurance industry, Jonathan Thomas earned his CISR designation this year while attending the University of Georgia (UGA). Regarding his new
Commercial General Liability Policy: The Insurance MVP
There are dozens of property policies that provide protection for anything from common business buildings and personal property to one-of-a-kind types of property insured with inland marine.
On-Demand, Online ACORD Forms Training Now Offered from The National Alliance for Insurance Education & Research
The National Alliance released a new online, self-paced ACORD form training as part of a new insurance bootcamp series. The new ACORD Bootcamp trains insurance agents on how
The Value of a Cyber Policy for a B2B Insured
By Chris Christian, CIC, RPLU Most insureds who are aware of cyber coverage think immediately of large retailers and credit card breaches or of healthcare systems and
Keeping It Together When It All Falls Apart
By: Paul Martin, CPCU and Dustyne Bryant, CIC, CISR, MBA The past year has stretched everyone. There has been so much uncertainty all around: job insecurity, stretched
To Mandate or Not to Mandate
The COVID-19 vaccine is slowly becoming available. While the vaccine is free to all Americans, employers face a series of challenges and risks.
The National Alliance for Insurance Education & Research CISR High School Program Exam Success
Austin, TX – January 12, 2021 – The National Alliance for Insurance Education & Research received recognition on local Lansing news station FOX News 47 for the Certified Insurance
Homeowners’ Endorsements– the Details Make the Difference
By: Jerry Kennedy, CIC Properly covering an insured’s home is no simple task. Often, when a client is buying a new home, they’re too busy to take
Is It Covered? The Lack of Coverage for COVID-19 Under Standard Business Income and Extra Expense Coverage Forms
By: Paul Burkett, J.D., CPCU, CIC, CRM, ARM, ALCM Across the country, agencies and their clients are concerned about coverage under standard Business Income and Extra Expense
Fiduciary Liability Insurance: Under-loved and Under-utilized
By Richard (Dick) G. Clarke, CIC, CPCU, RPLU As insurance products go, fiduciary liability insurance is not old—the first policies emerged in 1975, following the passage of
Do You Need Uninsured/Underinsured Motorist Coverage If You Have Health Insurance?
Dwight M Kealy, J.D., MA, CIC, AAI Does your insured really need Uninsured/Underinsured Motorist (UM/UIM) coverage if they have health insurance? In these difficult times, people are
The Health Plan 401(k) Has Arrived
By Brian Gilmore, J.D. January 1, 1980, was a momentous day in the employee benefits field. It was the day Internal Revenue Code 401(k) went into effect,
Protecting and Insuring Wine Collections
By Neil Kaplan, J.D., DipWSET, AAA It was wildfire season in California. Fires were raging through the hills, threatening lives and property. One wine lover’s last act
Josh Kroeger, UACIC—A Student Success Story
After a 14-year career in professional baseball, Josh Kroeger, UACIC has transitioned careers into the risk management and insurance industry. During a recent interview, Josh was asked
What is Actual Cash Value?
David Walker, CIC, CRM, ARM, AAI, LIC, discusses this important definition; most think it is replacement cost minus depreciation, but this answer may be just the default response due to a lack of knowledge.
The History of Rough Notes Magazine
In this Resources webinar, President & CEO, Walter J. Gdowski, uncovers the unique history behind the insurance industry’s most recognized publication, Rough Notes Magazine. Rough Notes Magazine began in the late 1800’s and is considered the
New Mexico Nominee Named 2020 National Outstanding CSR of the Year
Austin, TX October 13, 2020 – Judi Vaughn, CIC, CISR, Account Manager for Kysar Leavitt Insurance Agency, in Farmington, New Mexico, has been awarded the most prestigious honor available to
Alex Factor, UACRM– A Student Success Story
Alex A. Factor, UACRM recently graduated from Florida State University (FSU) in Tallahassee with a Bachelor of Sciences Degree in Risk Management and Insurance. Alex began his
The National Alliance for Insurance Education & Research Releases Insuring Healthcare Providers Course
This course is part of the PROFocus Series and is open to all risk and insurance professionals. August 21, 2020 – Austin, TX: The National Alliance for
The Power of Female Insurance Producers
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director Joan E. Sansing, CIC, ARM, AAI- Faculty- Dynamics of Selling Are you a new female insurance producer? Do you want
Are You Insuring A Pandemic Pod?
Dustyne Bryant, MBA, CIC, CISR- Personal Lines Academic Director The pandemic is lasting longer than we ever thought, and we’re all looking for new ways to solve
New to the Insurance Industry? What’s the Next Step?
In this interview Mitch Dunford speaks with Paul Gaglioti, CIC, President of Diversified Risk Solutions and CEO of Harbor.ai. Learn how Paul began in the industry, and
The Top Three Reasons Your New Salesperson is Struggling
By Carletta Clyatt, The Omnia Group, Inc. Whether talented salespeople are born or made remains a topic of debate, with the answer undoubtedly lying somewhere between nature
What’s That Sound? Could It Be Opportunity Knocking?
By Kenneth L. Fields, MSM, CIC, CPCU, CLU, ChFC About 10,000 baby boomers (76.4 million people born from 1946–1964) turn 65 every day in the United States,
Refuting Myths and Misconceptions About Residential Water Damage: Inform and Encourage Clients to Adopt a Mitigation Mindset
By Anne Martin As a high-net-worth personal lines risk manager who specializes in water damage mitigation, I speak to homeowners frequently about the peril of water. Although
Starting, Buying, Selling, and Perpetuating Insurance Agencies
You and your agency are at a transition point. Maybe you’ve reached a fork in the road or need to respond to an action you can’t control.
What Got Us Here Won’t Get Us There: An Insurance Agency’s Roadmap to a Thriving Future
By Laura Sherman, CPRM, CAPI As we insurance agency professionals make plans for the future, the saying “what got us here won’t get us there” comes to
Article: Are You Asking the Right COVID-19 Questions for Your Clients?
We are living in unprecedented times. COVID-19 has disrupted our daily lives worldwide. How we work and socialize is now unfamiliar and uncertain. But the insurance industry
Creating a Culture of High Performance
By Carletta Clyatt With the pending arrival of Spring, many of us are inspired to contemplate new beginnings, fresh starts, and improved ways of being. Individual goals
Mind the Millennial Gap
By Kelly Surles, CIC, CPRM, CISR, ACSR As one of the cities that is consistently on lists of the best places to live, or work, in the
Top 5 Things Every CSR Should Do
Customer Service Representatives are the backbone of the independent insurance agency. They must possess a multitude of skills to juggle tasks, stay informed and foster relationships. Every
Social Media for Your Insurance Agency: When, Why and How
Social media marketing can guide your insurance agency to more leads, promote consumer trust and heighten engagement with your target audience. Sounds pretty good, doesn’t it? In this Nat
Producer Compensation: How Does Your Agency Stack Up?
Attracting and retaining talent remains among the top insurance agency challenges as the industry continues to face a shortage of qualified candidates intending to pursue a long-term
Aviation Insurance: Kobe Crash & Out of Control Claims
Last month’s tragic helicopter crash that killed NBA star Kobe Bryant, his daughter and seven others is putting aviation coverage on many insurance professionals’ minds right now,
OCSRY 2018 Winner
Watch the 2018 OCSRY award winner, Ashley Fitzsimmons, as she talks about her experience in risk and insurance, her passion for helping her clients, and her mission
Discourse, Discord, and Defamation: When Does the CGL Respond?
In the tumult of our modern public discourse, do you ever wonder how someone can blatantly…
Cultivating Leadership at the University Level
Filling the gaps in industry talent that will result from the retirement of baby boomers…
Keep Your Fingers on the Pulse of Customer Service
The CSR Profile, first published in 1995, has become the essential reference…
What’s that Sound? Could It Be Opportunity Knocking?
About 10,000 Baby Boomers (76.4 million people born from 1946–1964) turn 65 every day…
Difficult Clients Are a Part of Business: How you handle them sets you apart
Anyone who has worked in agency sales or service has a story about a difficult client or two…
Experiential Education—The Butler University Captive Way
In less than a decade, the insurance industry is set to experience a major talent gap…
Marijuana: New Markets and Legal Uncertainty
We’re hard at work, putting together new National Alliance courses on the trend toward legalizing marijuana…
Embracing Change: Positioning Your Business for the Future
As we continue to witness the transition of insurance distribution within our industry, the role…
Helping Your Commercial Clients through a Property Claim: From Basics to Business Interuption
Maintaining client relationships is critical for insurance brokers and agencies, especially…
Interested in Internships?
Internships represent a growing avenue for employers to attract and evaluate potential employees…
Drive into the future with the 2018 ISO PAP
One thing is for certain—Personal Lines is not static! We have seen more coverage revisions…
2018 National Outstanding CSR of the Year©
Presented here are the top five essays submitted for the 2018 Outstanding CSR of the Year® award. Competitors from across the nation shared their insights related to customer
Socially Conscious Tech—To Address Life’s Challenges
Few would dispute that life brings challenges to all of us. People confront and sometimes struggle with those challenges in different ways. For those who struggle with
Opioids at Work: Employer Actions to Address the Risk
By Sue Mathiesen Our nation is facing the deadliest drug crisis in its history. The media’s coverage of the opioid crisis has been hard to miss, and
