Course Catalogue
ITAC Inc & MRD Training & Consulting Inc
We know our industry is headed into a crisis with a gap in knowledge, staffing issues and excessive workloads, and we have a solution to help. We have developed a learning and development program partnered with interactive coaching to assist your brokerage in developing entry-level staff while your seasoned employees focus on what they do best: dealing with clients.
Together, we tailor your plan to offer the learning content needed, the hands-on guidance with new employees and the accountability to get it done.
Our courses are self-paced so that you can study in your own time. Course materials includes assignments, quizzes, videos, practice exams and access to live webinars.
ITAC ~ MRD
Course Catalogue
Table of Contents
03 - Coaching
Together, we tailor your plan to offer the learning content needed, the hands-on guidance with new employees and the
accountability to get it done.
04-05 - Licensing
- RIBO LEVEL ONE LICENSING ( BROKER )
- RIBO LEVEL ONE LICENSING EXAM PACKAGE
- RIBO LEVEL TWO UNRESTRICTED PREP – TECHNICAL
- RIBO LEVEL TWO UNRESTRICTED LICENSING – MANAGEMENT
- RIBO EQUIVALENCY PREPARATION
- RIBO EQUIVALENCY AUTO PREPARATION
- RIBO AUTO ONLY EQUIVALENCY
- OTL LICENSING COURSE ( AGENT )
- OTL AGENT LICENSE PRACTICE EXAM PACKAGE
- TRAVEL HEALTH EXAM
- CAIB – LEVELS 1 – 2 – 3 – 4
- FUNDAMENTALS OF INSURANCE – EXAM PREP COURSE
- HARMONIZE LIFE LICENSING QUALIFICATION PROGRAM ( HLLQP )
06 - CAIB Courses
- CAIB LEVEL I
- CAIB LEVEL II
- CAIB LEVEL III
- CAIB LEVEL IV
07 - HLLQP Program
HARMONIZED LIFE LICENSING QUALIFICATION PROGRAM
The HLLQP features the following online products:
- 100% online delivery
- Study schedule
- Condensed Study Notes
- End-of-Chapter Quizzes
- Need-to-Know Videos
- Mock Exams
- Online certification exams (proctored electronically) – 3 attempts per module
- Detailed exam feedback reports
- Webcast tutorials
08-18 - Technical Courses
- BROKER BASICS
- OVERVIEW OF THE SPF No 1. AND COMMON ENDORSEMENTS
- INTRODUCTION TO QUOTING AUTO INSURANCE
- WORDING REVIEW: HOMEOWNERS COMPREHENSIVE PACKAGE
- OVERVIEW OF COMMON HOMEOWNERS ENDORSEMENTS
- EVALUATORS / REPLACEMENT COST CALCULATORS
- INTRODUCTION TO CCDC
- CCDC 2
- PERSONAL LINES PROPERTY 101 PROGRAM
- FROM FURNACE TO WOODSTOVES AND EVERYTHING IN BETWEEN
- INTRODUCTION TO FARM INSURANCE
- TRAVEL INSURANCE
- DEMYSTIFYING SUBSCRIPTION POLICIES
- THE SHARING ECONOMY AND INSURANCE
- EMPLOYMENT PRACTICES LIABILITY
- ENVIRONMENTAL IMPAIRMENT LIABILITY
- SOCIAL HOST LIQUOR LIABILITY
- HIGH NET WORTH CLIENTS
- TRADE CREDIT INSURANCE
- EQUIPMENT BREAKDOWN
- DRONES HERE, DRONES THERE, DRONES EVERYWHERE
- INSURING UNIQUE HOMES
- SURETY BONDS
- MANUFACTURERS AND WHOLESALERS
- CRIME AND FIDELITY
- INSURING HERITAGE HOMES
- DIRECTORS AND OFFICERS INSURANCE
- BUILDER’S RISK & WRAP UP LIABILITY
- E&O / PROFESSIONAL LIABILITY
- BUILDING CONSTRUCTION 101
- CYBER SECURITY BEST PRACTICES
- CERTIFICATE OF INSURANCE
- ONTARIO AUTO ENDORSEMENTS
- UNDERWRITING THE ONTARIO AUTO APPLICATION
- THE UMBRELLA POLICY
- THE AUTO INSURANCE INDUSTRY
- MANUFACTURED HOMES & TRAILERS
- CANNABIS & THE INSURANCE INDUSTRY
- SPECIAL COVERAGE PERSONAL LINES
- WATER WATER WATER
- WILD ABOUT WATERCRAFT
- OIL & GAS INDUSTRY AND INSURANCE
- UNDERSTANDING FINANCIAL STATEMENTS
- UNDERSTANDING THE CVOR ( AUTO )
- FLEET AND GARAGE AUTO
- COMMERCIAL AUTO ENDORSEMENTS
- INTRODUCTION TO COMMERCIAL AUTO
- UNDERSTANDING AND SELLING ONTARIO ACCIDENT BENEFITS
- CONDOMINIUM INSURANCE
- COMMERCIAL AUTO 101
- PRODUCT LIABILITY
- CYBER LIABILITY
- LIFE LEASES
- COMMERCIAL INSURANCE: BUSINESS INTERRUPTION – THE BASICS AND BEYOND
- COMMERCIAL INSURANCE: COMMERCIAL EXTENSIONS AND ENDORSEMENTS
- COMMERCIAL INSURANCE: INTRODUCTION TO COMMERCIAL PROPERTY
- COMMERCIAL INSURANCE: INTRODUCTION TO COMMERCIAL GENERAL LIABILITY
- COMMERCIAL INSURANCE: COMMERCIAL RISK ASSESSMENT
- COMMERCIAL INSURANCE 101 AND BEYOND
19 - Ethics Courses
- HOW TO AVOID CONFLICTS OF INTEREST
- A GUIDE TO WORKPLACE INTEGRITY
- WHISTLEBLOWING IN THE WORKPLACE
- SOCIAL MEDIA AND ETHICAL CHALLENGES
- CONFLICT OF INTEREST
- BUSINESS ETHICS FOR THE INSURANCE PROFESSIONAL
20-21 - Management Courses
- LEADING WITH EMOTIONAL INTELLIGENCE
- LEADING THROUGH DIFFICULT TIMES
- LEADING REMOTE TEAMS
- ESSENTIAL MANAGEMENT SKILLS FOR THE INSURANCE PROFESSIONAL
- UNDERSTANDING THE ONTARIO TAKE-ALL-COMERS RULE
- MANAGING DIFFERENT GENERATIONS IN THE WORKPLACE
- MENTAL HEALTH AWARENESS IN THE WORKPLACE
- CONFLICT MANAGEMENT IN THE WORKPLACE
- CHANGING THE CORPORATE CULTURE
- MINIMIZING E&O RISK: UNDERSTANDING ETHICS AND MISCONDUCT RULES IN ONTARIO
22-23 - Personal Skills
- BUILDING RESILIENCE IN THE WORKPLACE
- UNDERSTANDING IMPOSTER SYNDROME
- TAPPING INTO YOUR UNCONSCIOUS BIAS
- BUILDING SELF ESTEEM
- DIVERSITY AND CULTURE IN THE WORKPLACE
- LISTENING TO UNDERSTAND AND NOT RESPOND
- NOTE TAKING TO PROTECT YOUR E&O
- NEGOTIATION SKILLS
- PERSONAL BRANDING & NETWORKING
- CONFLICT MANAGEMENT IN THE WORKPLACE
- TAKING YOUR TIME BACK
- WEATHERING THE EMAIL STORM
24-26 - MRD Compliance Package
MRD’s Compliance Program includes all of the following On-Demand Training Programs
- CUSTOMIZED EMPLOYEE MANUAL
- RIBO CODE OF CONDUCT
- AODA
- UNDERSTANDING THE ONTARIO TAKE ALL COMERS RULE
- DISCRIMINATION IN THE WORKPLACE
- UNDERSTANDING PIPEDA
- DIVERSITY BASICS
- HOW TO BE AN ALLY FOR DIVERSITY & INCLUSION
- POWER & PRIDE: THE ORIGINS OF PRIDE MONTH
- BEYOND PRIDE: YEAR-ROUND ACTION
- A GUIDE TO WORKPLACE INTEGRITY
- ADVANCE PROBLEM SOLVING
- DOING THE RIGHT THINGS: A GUIDE TO GOOD BUSINESS ETHICS
- INFORMATION SECURITY BASICS
- WHAT IS SOCIAL ENGINEERING
27 - e-Campus Details
- What is an eCampus? What’s its purpose?
The purpose of the eLearning Campus (or eCampus) is to provide essential training in an online format that your employees can complete from any internet-connected device (computer, smartphone or tablet). The employee can complete as per a timeline created by you, the employer, with the added bonus of being able to revisit the content as often as needed – even after the course is completed. Each online piece will include text, images, videos (where training has been pre-recorded with slides or screen captures) and quizzes. This combination accommodates many learning styles and aims to keep learners engaged. - Benefits of an eLearning Campus
– To have a centralized platform for all existing training programs.
– To provide an online platform for adding future online courses and programs
– To have a record of student transcripts showing all courses that have been successfully completed.
– Introduce new processes, updates to company policies, or software applications.
28 - Contact Us!
CONTACT ITAC TODAY!
Suzy Maclellan
Insurance Training & Consulting ITAC Inc.
suzy@itacinc.com
www.itacinc.com
902-468-8631
250 Brownlow Ave, Suite 18
Burnside, Nova Scotia
B3B1W9
CONTACT MRD TODAY!
Melanie Needham
MRD Training & Consulting Inc.
melanie@mrdconsulting.ca
www.mrdconsulting.ca
519-803-1299
Mount Forest Office
Mount Forest, Ontario
ITAC ~ MRD
Learning Options
ONLINE: on your time & at your own pace
WEBINAR: Live instructions and recorded
SEMINARS: At our location & off-site training available
TESTIMONIALS
What Our Students Say
I just had a wonderful experience with Suzy, and Cathy from ITAC. I have been out of Insurance for quite some time, and my confidence in myself to pass the CAIB 1 was quite low. This program and the hands-on education I received from ITAC were just the experience I needed. Not only did they constantly remind me that if I followed the program and put in the work, I would pass, but they also took time out of their days to respond to any questions I had. I passed with flying colours, thanks to the ITAC program.
Kristen H.
Personal Lines Account Manager
I highly recommend ITAC for anyone training for general insurance. I breezed through the exam because of the way ITAC had broken down each chapter and compiled videos for refresh. Cathy was always an email away and I felt 100% supported and wanted to share in my success. Passed on the first try because of this course.
Thank you Cathy and ITAC.
Maggie Aveve Myatt
Recommends ITAC Inc.
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