Enhance your expertise in Professional and Management Liability through three different workshop options. Whether you're just starting out or looking to refine your coverage or sales skills, these workshops are designed to meet your needs.
Foundations Workshop: Building Your Expertise
You will learn coverage fundamentals in a fun, collaborative way with a group of agents and brokers from across the country.
Session 1: Introduction to Professional and Management Liability: What Coverages Should You Sell Customers?
Session 2: What Are Claims-made Policies?
Session 3: Translating Professional Lines Jargon
Next Level Workshop: Deepening Your Knowledge
These more advanced sessions are designed for agents and brokers who have completed our foundational series or have a working understanding of professional and management liability coverages.
Session 1: Exploring the Three Sides of D&O Coverage: Why Are They Important to Our Insureds?
Session 2: Delving into Errors and Omissions: Identifying the Coverage Your Professionals Need
Workshop: Growing Business Through Professional Lines: 3 Keys to Success
This is a practical, conversation-focused workshop designed to help you turn common challenges into opportunities for growth. We’ll explore simple, effective ways to strengthen customer conversations, expand thinking beyond GL and Property, and introduce Professional Lines with greater confidence. Whether you’re newer to Professional Lines or looking to sharpen your approach, this session focuses on becoming a more trusted advisor—not just another option in a crowded market. You’ll walk away with clear strategies you can apply right away to support stronger relationships and drive meaningful results.
How Will These Workshops Help Me?
These are live, highly interactive online learning experiences designed for those who are new to writing and selling professional and management liability coverage. You will learn coverage fundamentals in a fun, collaborative way with a group of agents and brokers from across the country. This is a series of 3 classes that are one hour long each.
Our goal is to give you a base-level knowledge of these coverages so you can sell and properly advise your clients. We will delve into common industry and coverage terms. Please be aware that the series is not designed to teach you about USLI products or guidelines; however, we are happy to provide you with this information outside of the series.
Meet the Facilitators
Jen Ostiguy
Second Vice President, Assistant Director of the School of Insurance Training and Development
888-523-5545 ext. 2092
Julia Yeng
Second Vice President, Training Specialist, USLI University
888-523-5545 ext. 2808