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Commercial Lines Training Contact: Becky Nerim-Gallegos

  • New agent training
  • Commercial Lines Procedures
  • AMS360
  • Acord Applications
  • All other Commercial Lines training

Personal Lines Training Contact: Gretchen Underwood

  • New agent training
  • TAG website
  • Personal Lines procedures
  • All Personal Lines carriers

Hartford  Training Avaiable on EBC (Product Guides available on homepage)
Hartford School Webinars incorporate specific activities to expand the participants’ understanding and application of technical insurance coverages as a means of further differentiating themselves in the marketplace. 


 If you have someone new in your office that needs website training for Zurich Small Business or if you just need a refresher you can access Zurich’s online website training by clicking the link below.

Once the page opens, you will be able to click on the link for the training that you want.

For Commercial Lines: Log onto Progressive’s website –
  • Choose the “Online Training” option under the “Support” menu; open the “Products” tab.  Select the Course Name of the training that you would like to take.  Some of the Commercial Lines training courses are “Business Auto”, “Truck Run”, “Commercial Video”, “Get Hooked on Tow”, “Commercial Endorsements”, “Commercial Auto New Agent Training”, and “Commercial Quoting”.
  • Select your name from the “Select User” box or if your name is not there, select “Create New User” to enter your name.  Then the training course that you selected will begin. 


For Personal Lines: please use the following link for Personal Lines Training


Available Training on Carrier Sites 
Safeco  (Product Guides available on homepage)
Learn to Sell & Service Safeco:
  • Agent Learning Center How to Sign Up for Training 
  • [PDF] Installing AT&T Connect and FAQs  [PDF]  
Most Popular Support
  • Quoting and Issuing Umbrella  [PDF]
  • Setting Up Automatic Payment (EFT) [PDF]
  •  Issuing Policies with E-signature [PDF] Changing the Producer of Record [PDF] 
 System Support
  • Security Profile Manager
  •  Business Billing & Policy Inquiry
  • Personal Billing & Policy Inquiry Messaging Systems Claims  

·         Agent HQ Overview (PI9AHQ)
·         Builders' Risk Coverage and its Application to Going Green (IM0004)
·         Changes in ATLAS3 (PI9ATL)
·         Master Pac and Pac Plus

Colorado Casualty-CL
  • BASIC AGENTS’ PORTAL WEBCAST TRAININGThis webcast training is designed to show an agent the features of Colorado Casualty’s Agents’ Portal website.  The session averages 45 minutes to 1 hour in length. 2nd Monday each month beginning @ 3:00 p.m. Mountain Time or 2:00 p.m. Pacific Time  
  • COMMERCIAL IQ WEBCAST TRAININGThis webcast training is designed to show an agent how to Quote & Submit New Business using the Commercial IQ system.  This session averages 1.5 hours in length.2nd Tuesday each month beginning @ 9:30 a.m. Mountain Time or 8:30 a.m. Pacific Time

American Modern