SOLUTION PROVIDORS GUIDE

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1 SOLUTION PROVIDORS GUIDE THE P WER OF SITE

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3 A.D. Banker & Company (Booth #5) Since 1979, licensing candidates have trusted familyowned and operated A.D Banker & Company to provide them with information needed to pass insurance and securities licensing exams. To maintain those licenses, we also offer continuing education and product specific training to meet regulatory requirements. AchieveGlobal (Booth #22) We Transform Organizational Performance through Employee Development AchieveGlobal provides exceptional development in interpersonal business skills providing those in the insurance industry, the workforce they need for positive business results. There are things technology can t do: Think. Learn. Solve problems. Listen. Motivate. Explain. We re experts in developing these skills, and, in the 21st century, it s these skills that turn your strategies into business success. Located in over 40 countries, we offer multi-language, learning-based solutions globally, regionally, and locally. American Educational Institute (Booth #23) American Educational Institute provides self-study courses in coverage and claims law. AEI students learn to identify the legal issues in the claims they handle and to resolve them effectively. Our programs include Legal Principles, Liability, Property, Workers Compensation, Automobile, and Fraud. Professional designations are earned upon successful completion of each program, and our courses are approved for college and continuing education credit. Balbresky Consulting Services (Booth #9) Insurance Training for Bottom Line Results Balbresky Consulting Services in partnership with PMI International offers a full array of Business Skills for the Insurance Community. Over 1000 programs form the basis of our curriculum which is always customized to the specific requirements of each client. Our network of insurance training professionals deliver instructor led or blended learning experiences to allow for a degree of connectivity to the insurance world unattainable by generic training organizations. Whether your functional area is Claims, Underwriting, Sales/Marketing or other business areas; if your product line is P&C, Life, Health, or Reinsurance; if your employee experience level is new to insurance or seasoned professional you will always find a level of customization that fits your needs. Our success is measured by helping our clients achieve their business goals through exceptional employee development. Communispond (Booth #17) Since 1969, Communispond has provided communication coaching for more than 300 of the Fortune 500 companies. During that time, we have helped more than 500,000 professionals improve their ability to communicate and strengthen their skills in a variety of specific areas, from presentations to sales, management interpersonal communication and media skills. ExamFX (Booth #19) ExamFX provides online license training dedicated to the Insurance and Financial Services sectors. Always-up-to-date courses and concise content delivers the highest pass rates in the industry. Courses address multiple learning styles and provide tools for managers to track their associates. With ExamFX, Smart Learning + Partnership = Results Fierce, Inc. (Booth #16) We provide: Fierce, Inc. is a global leadership development and training company that drives results by improving workplace communication. Award-winning programs to strengthen leaders, improve engagement, and transform cultures Innovative techniques to build authentic, energizing, and rewarding relationships with colleagues and customers Bold methodologies to inspire solutions through the art of skilled conversations Grounded in the principles pioneered in our best-selling books, our training programs build on the original concepts and expand them through practice and application. Tailored to any organization, Fierce principles and methods translate across the globe, ensure individual and collective success, and develop skills that are practical, easy-to-learn, and can be applied immediately. Contact us for a complimentary needs analysis: [email protected] (856) insurancetrainingbypaul.com practicalmgt.com/insurance-industry

4 Haag Education LLC (Booth #13) Haag s Education Department draws on the expertise of Haag engineers to create our certification programs, training seminars, and reference books and tools. The Haag Certified Inspector (HCI) Commercial and Residential courses are Haag s premier comprehensive training programs. Designed for intermediate level professionals who meet experience requirements, the HCI courses teach students to assess damage to all major types of residential (steep-slope) or commercial (low-slope) roofs. We also offer over 20 on-site seminars, many for Continuing Education credit, and are establishing a growing library of online courses, including our most recent release, Composition Roofs Damage Assessment (2 hrs). To support you beyond the classroom, Haag offers a free mobile app for Android and iphone. Its many features include a digital Pitch Gauge, inspection checklists, and a link to your local weather information. Similarly, Haag s handy reference books and tools are created by our expert engineers to support you in the field. They include the Composition, Tile, Wood and Built-Up Field Guides and our popular Shingle Gauges for estimating a shingle s warranty. HelmsBriscoe (Booth #7) HelmsBriscoe offers Insurance Industry Meeting and Event Planners an easy alternative to the time consuming process of researching, negotiating and contract the right location for your next event. Regardless of how big or how small your event may be. HelmsBriscoe will work with you as a resource to streamline the process and help you deliver a successful event anywhere in the world. Experience for yourself why more companies trust HelmsBriscoe with their conventions, meetings and events. Kaplan Financial Education (Booth #10) Kaplan Financial Education is a leading global provider of financial education and exam prep products. We ve helped hundreds of thousands of professionals prepare for Insurance Pre-Licensing and Securities exams as well as maintain their licensure through our full line of Continuing Education courses. Our products deliver the complete experience, surrounding you with the resources to achieve your goals. Mimeo.com (Booth #12) Mimeo is the service of choice for businesses that are looking for a reliable, high quality solution for printed materials and digital epublished content. Mimeo works directly with the software on your computer to deliver content physically or virtually to anywhere in the world. National Association of Subrogation Specialists (NASP) (Booth #14) The National Association of Subrogation Professionals (NASP) is the world's largest insurance subrogation association and leader in subrogation education. NASP's mission is to enhance the stature and effectiveness of subrogation and recovery professionals through education, training and the exchange of information. Polestar Performance Programs (Booth #24) Polestar is a national insurance-only sales coaching company supporting insurance carriers (claims, underwriters and field marketing) and agencies (producers and service teams). Carriers and agencies find Polestar s behavior-based, over-time approach innovative and long-lasting. We also offer agency performance consulting (Jump Start) and a FastStart offering which gets new Producers up and running quickly while providing the solid foundation necessary for long term success. The Institutes (Booth #15) The Institutes are the leader in delivering proven knowledge solutions that drive powerful business results for the risk management and property-casualty insurance industry. The Institutes knowledge solutions include the CPCU designation program; associate designation programs in areas such as claims, risk management, underwriting, and reinsurance; introductory and foundation programs; online courses; research; custom solutions; assessment tools; and continuing education (CE) courses for licensed insurance professionals and adjusters through their CEU.com business unit. The Institutes are affiliated with the CPCU Society, a community of credentialed insurance professionals who promote excellence through their technical expertise and ethical behavior and The Griffith Insurance Education Foundation, a non-profit educational institution that promotes the study and teaching of risk management and insurance. The National Alliance for Insurance Education & Research (Booth #4) The National Alliance for Insurance Education & Research provides continuing education online, in the classroom, and inhouse. Over 2,500 annual programs are conducted in US, Mexico, and the Caribbean. The insurance and risk management programs meet any agency or company s education needs. Programs include the CIC, CISR, CRM, CSRM designations, sales and service classes, producer school, and advanced seminars.

5 SITE (Booth #6) The true Power of SITE is in our organization s ability to connect insurance training professionals better than any other training organization. Stop by our booth while you are at conference and discuss ways you can get engaged, get involved and get connected with other training professionals. SITE 2014 Conference - It is not too early to get the budget approved to attend next year s event! The theme for next year s conference is Waves of opportunity; Oceans of Success. Stop by the booth to find out more about the Coconut Point Resort in beautiful Bonita Springs, FL. Vale Training Solutions (Booth #20) Vale offers Adjuster and Estimator training beginning to advanced. Programs available in Property, Auto and Casualty. Vale also offers over 600 knowledge building online courses. Other services include Career Path Consultation/Design, Claim Audit, On-Location Training, Facility Rental, Guest Speaking, and Webinars. Solomon Exam Prep (Booth #25) Solomon Exam Prep has helped thousands pass their securities licensing exams, including the Series 6, 7, 63, 65, 66, 24, 26, 55, 62, 79, 82, and 99 exams. The Solomon system includes online, print, audio, video, live and mobile to address the learning needs of all kinds of test takers.

6 A.D.Banker&Company exam prep and continuing education Insurance Continuing Education A.D.Banker&Company provides you with Continuing Education solutions nationwide. Our company provides quality training to those who must earn and maintain a professional license. We design and deliver our courses to insurance, banking and other professions that have ongoing professional continuing education requirements. We provide courses in three formats Classroom, Self Study and Online making it easy for each student to find the method of study that is best for them. Each course provides accurate, quality study materials that have produced outstanding results. The Choice is Yours! Live Class Live classes offer a positive, interactive exchange of real examples that encourage and motivate. Learn from the experience of other professionals and come away with exciting ideas to grow your business and further your career. Online Complete courses at your own pace in the environment of your choice. Online CE is the ideal solution for busy professionals with flexibility in their learning experience. Self-Study A wide variety of professional texts to enhance your knowledge, while offering convenient printed reference material. Study and test at your own pace. Annuity Suitability Crop Risk Ethics Flood General/Bridge Homeowners Valuation Life & Health Long Term Care Partnership Medicare Property & Casualty

7 What if you had a 21st Century Workforce? It s a digital age. One where people are freed to learn, think, collaborate, and create, allowing technology to do the routine. Serving those in the Insurance Industry across the world, AchieveGlobal inspires employees to better sell, service and lead the 3 core disciplines for an organization in the digital age. There are things technology can t do. Think. Learn. Solve problems. Listen. Motivate. Explain. People with these skills have a bright future in the 21st century. AchieveGlobal provides exceptional development in interpersonal business skills giving insurance companies the workforce they need for business results. Located in over 40 countries, we offer multi-language, learning based solutions globally, regionally and locally. Developing the st century workforce TM

8 Claims Law Training Practical, Flexible, Interactive Students earn professional designations upon completion of each program. Programs include: Legal Principles Liability Property Fraud Workers Compensation Automobile The Senior Claim Law Associate (SCLA), AEI s highest designation, is earned by completing Legal Principles and three other programs

9 Certified Training, Coaching, Consulting Insurance Industry Focus After a great deal of research, PMI has partnered with Paul Balbresky, ITP (Insurance Training Professional), principal of Balbresky Consulting Services (BCS), an exceptional insurance training consultancy, to provide an industry specific curriculum. These workshops deal with real world management issues, interactions with customers, claimants and agents, and are instructed exclusively by insurance training professionals. How We Help Customized Training To Your Business Clients come to us with frustrations, not just with staff performance or results issues, but also with concerns about what they have experienced with previous training. Common complaints include: training that had no measurable results, content that was not relevant to their industry, their company or the jobs of those being trained, the training didn t stick, and most often it didn t give a good return on investment. Unfortunately, too many companies share these concerns maybe you have had similar experiences? We help our clients build staff development solutions that address these issues. Our process involves you and your business units in designing and developing a learning strategy that will meet your business needs, surpass your expectations and respect your budget. We help clients validate the sources of staff performance issues, communicate with participants and managers about the development they are to embark upon, what they can expect from it, their involvement and how to best prepare for success during and afterwards. [email protected] (856)

10 Communispond BE PERSUASIVE HERE VISIT US AT BOOTH #17 Since 1969, Communispond has provided communication coaching and training for more than 300 of the Fortune 500 companies. In the past 44 years, Communispond has helped more than 500,000 professionals worldwide overcome organizational challenges such as presenting, writing, selling, and day-to-day interpersonal skills. Whether communicating formally or informally, communication is the key to professional success. communispond.com

11 ExamFX is the leader in online license training to the Insurance and Financial Services sectors. Everyone is different. Some people learn best through reading. Others by listening. We have the learning tools to accommodate all types of learning styles. Find out how ExamFX keeps students engaged and on track to pass the first time. SECURITIES Series 6 & 63 Series 7 Series 65 Series 66 Series 24 Series 26 INSURANCE Life, Accident & Health Property & Casualty Adjusters All Lines & Limited visit us at the ExamFX booth examfx.com Copyright ExamFX 2013 ExamFX Overbrook Road Leawood, KS CONTINUING EDUCATION Insurance Policy Types Variable Products Personal Lines Ethics Plus more! Smart Learning + Partnership = Results

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15 Knowledge is power. How powerful are you? Proven Knowledge. Powerful Results. Learn more about how The Institutes will help you turn knowledge into power. Visit for more information and to watch helpful videos on how you can achieve powerful results! It s really pretty simple. When you re more knowledgeable, you make better business decisions. And better business decisions yield measurable and meaningful results. Whatever you need, The Institutes proven knowledge will help you achieve powerful results with a variety of flexible, customer-focused options, including: Respected Credentials Only The Institutes have the wide range of respected credentials including CPCU, AINS, AIC, ARM, ARe, AU, AAI, and many more. More than letters after your name, they provide in-depth understanding and practical skills. Flexible Online Learning Enhance your technical knowledge in a few hours without leaving the office. The Institutes cost-effective courses cover accounting to underwriting and everything in between. Continuing Education Through our new CEU.com business unit, we deliver high quality, affordable, and convenient online CE courses. We ll even keep track of your credits for you. Visit to learn more. Custom Applications The Institutes collaborate with corporate customers to leverage our unique content and develop customized solutions that achieve their unique organizational goals. Insightful Analysis Our IRC division conducts vital public policy research on important current issues in property-casualty insurance and risk management American Institute For Chartered Property Casualty Underwriters 720 Providence Road, Suite 100 Malvern, PA (800) [email protected]

16 For over 75 years, Kaplan Financial Education has helped hundreds of thousands of professionals prepare for Insurance Prelicensing and Securities exams and helped them maintain licensure through our full line of Continuing Education courses. Join an entire community of dedicated professionals and educational leaders! Insurance Licensing Insurance Continuing Education Securities Licensing

17 TCM Marketplace Training Content Management TM AN ECOSYSTEM CONNECTING LEARNERS TO COURSEWARE The Marketplace Training Content Management (TCM) solution allows training organizations to focus on the training curriculum instead of the technology that supports them. It s an ecosystem that allows you to set up an online storefront with training materials for your network to view, print, download or deliver digitally. The result is improved efficiency of your training organization from instructional design to classroom. It s a solution where the management of content, packaging of materials, global distribution, and reporting of content delivery occurs in one single self-administered platform. VISIT BOOTH #12 FOR MORE INFORMATION

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19 Getting a designation is all very well, but in the end, of hard work...i do more before does it really help? It s not a matter than most put in the entire day. So I m motivated, and career driven, but I still don t have an insurance or risk management designation. Which one should I choose? Does it even matter? Statistics show that having a designation increases? I attend continuing income, aids in career advancement for sure, but do I have the education courses every year to keep my license, but I still don t have a designation. Why don t I have an insurance or risk management designation? Does it help? Absolutely. You will notice the difference after your first course. In fact, 99 of the top 100 U.S. brokers attend our programs and 100% of the WARD S Top 50 Property Casualty Companies choose The National Alliance programs. When you learn more you earn more. Which designation do I choose? Go to for a full description of CIC, CRM, CISR, and CSRM. Do I have the time? Courses are offered in the classroom, on the and we can bring our experts to you with in-house programs. wide web with online courses Get started today with The National Alliance The official sponsor of insurance and risk management education or

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21 Prepare. Anytime. Anywhere. I failed the 63 three times over the course of four years. I passed the first time after taking your course. Senica Omernik, Farmers Insurance, Stevens Point, WI Your system rocks!!! Edward Giaco, TaxCheck USA Investments Broadview Heights, OH Your exam prep is the best! Passed both the 6 and 63 using Solomon and I recommend it to everyone. Karen, Colorado Springs, CO SolomonExamPrep.com

22 COURSE LISTINGS for Appraisers, Adjusters and Estimators Practical Instruction. Exceptional Results. Professional Knowledge and Skill Development SM ValeTrainingSolutions.com

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24 Society of Insurance Trainers & Educators 1821 University Ave W, Ste S256 St. Paul, MN (p) (f)