LIVE, INSTRUCTOR-LED INSURANCE EDUCATION
One-Week
Small Commercial
Build the foundation. Bring it to the account.
Nine focused modules connect Small Commercial coverage to the questions producers and account managers encounter every day.
Five consecutive weekdays. Nine modules. 18 hours of live instruction.
Typically delivered live online; private-group arrangements can be customized.
Explore the nine modules View tuitionLive virtual learning
Nine two-hour modules
Friday afternoon
Podcasts and flashcards
PRACTICAL SMALL COMMERCIAL FOUNDATIONS
Understand the coverage behind the conversation.
For producers and account managers building their Small Commercial knowledge, this core program connects policy structure, business exposures, and practical coverage analysis.
Participants read policy language, work through examples, and explain the reasoning behind a coverage recommendation. Daily homework is additional to live instruction.
THE CORE PROGRAM
Nine modules. A connected foundation.
MODULE 1 · 2 HOURS
Introduction to Commercial Lines
MODULE 2 · 2 HOURS
BOP Property
MODULE 3 · 2 HOURS
BOP Liability
MODULE 4 · 2 HOURS
Commercial Auto
MODULE 5 · 2 HOURS
Workers Compensation
MODULE 6 · 2 HOURS
Experience Mod
MODULE 7 · 2 HOURS
Umbrella / Excess
MODULE 8 · 2 HOURS
COIs, Contractual Liability, Additional Insureds & Hold Harmless
MODULE 9 · 2 HOURS
Business Income
ROOM TO LEARN AND APPLY
A week designed around the work.
Monday–Thursday
11:00 a.m.–1:00 p.m. and 2:30–4:30 p.m. Eastern.
Friday
11:00 a.m.–1:00 p.m. Eastern. Friday afternoon is reserved for the online exam.
Learning between sessions
Daily homework reinforces the coverage concepts and prepares participants to bring questions into the next discussion.
PIF Certificate of Achievement:
Small Commercial Coverage Professional
Complete the course and earn at least 75% on the online multiple-choice exam to receive the PIF Certificate of Achievement: Small Commercial Coverage Professional.
Adapt the module mix.
For a private group, a core module can be exchanged for Surety; Claims Made and EPLI; E&S and Specialty Markets; or Claims Handling for Non-Claims Professionals.
Included in tuition
The class ends.
The learning keeps going.
Twelve months of access to virtual flashcards and the Mack and Mia Deep Dive Podcasts, beginning two months before the first day of class.
Build familiarity.
Start exploring terminology and coverage concepts with the flashcards before live instruction begins. Practice is encouraged; prior mastery is not expected.
Connect the ideas.
Bring your questions to class. Use live discussion, policy analysis, daily homework, and case studies to turn familiar words into practical understanding.
Revisit. Reinforce. Apply.
Return to the flashcards and listen to Deep Dive conversations as you encounter coverage questions back at the agency. Your access continues through the remainder of the 12-month period.
A second way to learn
Meet Mack and Mia.
The Deep Dive Podcasts bring policy language, underwriting, and claim scenarios into clear, engaging conversations. Erik develops and shapes the content from his insurance and classroom experience.
Use an episode to revisit a class topic or approach a difficult concept from a different angle.
Explore the Deep Dive Podcasts ↗Practice in smaller steps
Make room for repetition.
The PIF Commercial Lines Primer uses interactive flashcards to help participants revisit commercial insurance concepts before, during, and after class.
Try the PIF Commercial Lines Primer. Explore 10 sample questions, no password required.
Try the Demo ↗A core program. Your agency’s context.
Keep the foundation.
Make the application yours.
These are substantive core programs, fully customizable to the agency’s needs. We can adjust the emphasis, pace, cases, and selected topics around your people and the accounts they serve.
Bring your industries.
Build exercises around the operations, contracts, property, vehicles, and coverage questions that matter to your book of business.
Bring your client situations.
For a private group, we can develop examples around specific agency client situations using appropriately anonymized facts. The curriculum becomes relevant to the work waiting back at the office.
Our target class size is 10–25 participants. Smaller private groups may be accommodated based on calendar availability. Contact PIF to discuss your group size, delivery format, and preferred dates.
TUITION PER PARTICIPANT
One week of instruction. Learning that continues.
One-Week Small Commercial
$1,295
Includes all nine core modules, 18 hours of live instruction, the online exam, and 12 months of virtual flashcard and Mack and Mia Deep Dive Podcast access beginning two months before the first day of class.
Discuss your team’s trainingAn achievement earned through learning.
Recipients of the PIF Certificate of Achievement: Small Commercial Coverage Professional have demonstrated foundational Small Commercial coverage knowledge by completing the program and earning at least 75% on the online multiple-choice exam.
The program develops the ability to recognize business exposures, read relevant policy language, identify potential coverage gaps, and explain coverage recommendations.
Experience behind every class
Erik teaches every PIF program.
Erik Leeming brings more than 30 years of insurance experience, including eight years with Hartford School of Insurance (HSI), where he was part of the instructional team that developed and delivered training for a broad cross-section of the nation’s Top 100 insurance brokerages.
Today, he carries that commitment to exceptional instruction forward at the Professional Insurance Foundation through personalized teaching, rigorous coverage analysis, and learning that continues beyond the classroom.
Explore the teaching approach and participant expectations → · Meet Erik →Build your agency’s foundation.
Discuss your participants, priorities, and preferred timing with Erik.
Discuss your team’s trainingTRAINING OPTIONS
Our training is not pulled from a public course calendar. Each program is selected, adapted, or built around the participants, their roles, and the coverage challenges they encounter on the job.
Designed for the Way Your Team Works
CUSTOMIZED TEAM TRAINING
Built around your organization’s roles, experience levels, accounts, and objectives. Programs can support onboarding, skill development, or an entire team initiative.
IMMERSIVE COMMERCIAL LINES PROGRAMS
Multi-day training that builds practical policy knowledge through ISO and NCCI forms, realistic claim scenarios, collaborative exercises, and knowledge checks.
FOCUSED COURSES & WORKSHOPS
Targeted instruction addressing a particular coverage line, technical challenge, or development need without requiring a full-length program.
A TWO-WEEK PROGRAM, AT A GLANCE
See How the Learning Comes Together
This sample Commercial Lines program shows how PIF moves participants from policy structure and coverage fundamentals to disciplined analysis, stronger recommendations, and more confident client conversations.
The subject matter, sequence, exercises, and assessments can be adapted to the organization and the people participating.
POLICY LANGUAGE COMES FIRST
Learn the Structure. Read Any Policy.
The foundation of every PIF class is understanding how an insurance policy is built. Participants learn how declarations, insuring agreements, definitions, exclusions, conditions, endorsements, limits, and coverage forms work together to determine whether and how coverage applies.
We begin with ISO and NCCI policy language because these forms provide the essential framework for understanding commercial insurance. Participants then use those same analytical skills to navigate carrier-specific and proprietary forms.
The goal is not to memorize one policy. It is to develop the confidence and discipline to read, interpret, compare, and apply any policy placed in front of them.
That is what it means to Know The Policy™.
READY TO START A CONVERSATION?
Let’s Build the Right Training for Your Team
Tell us who you are developing, where the knowledge gaps are, and what stronger performance should look like. PIF will work with you to shape live, instructor-led training that connects policy language to the decisions your people make every day.
Email - erik@knowthepolicy.com
Phone - 480.360.0325