Online Education for New Employees                         Scroll down for date order and registration.

How Do These Classes Work?                                                                                                               2018 Schedules   2019 Schedules

Brought to you by the Managing Education Resource Group (MERG) in conjunction with PIA of Wisconsin, Inc.  For more information on curriculum and all course processes contact Sue Radwan at 517-256-4786 or 

Employees log on to the course each week. There’s no travel, no interruption to daily agency activity and, most importantly, no time out of the office! Your new employee can connect with other rookies, bounce questions off the facilitator and learn in manageable pieces in the comfort of their home or office.

A 30 minute self-managed process, during the week prior to start date, will familiarize the student with the online campus. Staff are available to assure you are ready to go on the following Monday. Time to complete the courses are three hours weekly.

Time online is less than one hour a week. Work can be completed off-line, then pasted online. Supervisors can access weekly progress reports.

New Agency Employee Orientation

If you have a new employee on board or are planning a new hire, this course is for you!  This 7 week program is designed for unlicensed employees with less than 12 months experience in the agency.

Your New Employee Will:

  • Build a foundation of knowledge about insurance.
  • Explore the big picture of insurance, including terms and key concepts.
  • Discover how the agency delivers service to customers.
  • Learn the importance of E&O prevention techniques.

Delivering Quality Service

This 6 week course fills in gaps of knowledge & experience for your new employee!

Are you confident your rookies know:
  • Quality Customer Service?
  • Impeccable work habits?
  • Errors/Omissions prevention procedures?
Students Will Learn How To:
  • Develop relationships through active listening.
  • Take ownership of the customer’s problem.
  • Speak positively in negative situations.
  • Help confused or irate customers.
  • Clarify expectations and confirm work plans.
  • Minimize E&O risk through proper documentation and consistently following standard procedures in the agency.
  • Explore the workflows within the agency’s system to create a “big picture” understanding of the tasks assigned.

Personal and Commercial Coverage Basics

Personal Lines Curriculum (for employees with 3-9 months experience)
Wk 1: Introduction to Property Insurance
Wk 2: Introduction to Liability Insurance
Wk 3: Dwelling Insurance
Wk 4: Homeowners Insurance
Wk 5: Personal Auto Insurance
Wk 6: Miscellaneous Personal Insurance
Commercial Lines Curriculum (for employee with 3-12 months experience)
Wk 1: The Commercial Package Policy & the BOP
Wk 2: Commercial Property Insurance
Wk 3: Ocean & Inland Marine Insurance
Wk 4: Commercial General Liability Insurance
Wk 5: Commercial Auto Insurance
Wk 6: Commercial Crime Insurance
Wk 7: Workers Compensation
Wk 8: Miscellaneous Commercial Insurance
New Agency Employee Orientation - $265 PIA Member, $320 Non Member
Delivering Quality Service -$265 PIA Member, $320 Non Member
Personal Lines Coverage Basics - $285 PIA Member, $340 Non Member
Commercial Lines Coverage Basics - $295 PIA Member, $350 Non Member

Available Classes

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Online Education for New Employees
September 17, 2018
October 15, 2018
November 19, 2018
January 14, 2019
February 18, 2019
March 11, 2019
April 15, 2019
May 20, 2019
June 17, 2019
July 15, 2019
July 16, 2019
August 19, 2019
August 20, 2019
September 16, 2019
October 14, 2019
November 18, 2019

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Professional Insurance Agents of Wisconsin
6401 Odana Road | Madison, WI 53719
Phone: (608) 274-8188 | Toll Free (800) 261-7429
Fax: (608) 274-8195 | Toll Free (866) 203-7461