Course Catalogue

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Online Training Programs

Munn Insurance Policies & Procedures

This is a mandatory compliance module for employees.

Munn - Welcome to the Munn eCampus!

This gives a quick overview of the eCampus:

  • what it is
  • how it works
  • how to watch videos
  • whom to contact for help

Marketing - Munn Insurance

Brian King delivers the Munn Insurance Marketing presentation (recorded October 2018).

Munn - Introduction to Accounting

Laura gives an overview of Accounting at Munn Insurance.

Fundamentals of Insurance - Full Course

 
With this course, you are preparing to challenge the government licensing exam.  There is a lot of information covered in this course - it is an overview of the insurance world.  ITAC wants you to pass your exam the first time and offers this online course as pre-work for classroom, although many have successfully passed just using this online piece.  Your introductory email from ITAC will contain instructions - make sure to follow all instructions.  If you require assistance in getting organized (creating a study plan) or to clarify content or if you are experiencing technical difficulty, you can contact cathy@itacinc.com.

Munn - Applied Training Tracker

The purpose of this module is to track your progress on Applied University.

Munn Sales - Applied University Training Tracker

This module lists the introductory courses you should be taking at  Applied University Training.  

Munn - Introduction to Blue Butler

Meggan gives an overview of Blue Butler.

Fundamentals of Insurance - Practice Exam Only

Prerequisite: it is important that before you start these online practice exams that you have either:
  • reviewed the Fundamentals of Insurance - Full Course online with ITAC Inc.
  • attended the General Licensing class at ITAC Inc.
  • read the entire IBAC Fundamentals of Insurance manual.
 
This online program provides randomly generated tests to help you practice for your upcoming licensing exam. The questions are divided into sections General, Commercial Property, Personal Lines, Liability, Automobile, Accident & Sickness, and Brokers Ethics. The pass mark for each test is 90% and the program will tell you which questions you answered incorrectly.  It is recommended that you review your textbooks and other resources to look up any topics you are struggling with on the online tests. 

Munn - Introduction to Rating Services

This course is your introduction to Epic (customer/broker management system) and Rating Services (your quoting tool). 

Munn - Completing Applications in Epic

When the quote has been accepted by the client, it is time to do the application with the client and then send off for processing.  This course looks at completing auto and property (home) applications in Epic.

Munn - Endorsements / Change Requests

Meggan runs through the endorsements workflow.

Munn - Introduction to Portals

This course is your jump-start point to learning portals.

Munn - Residual Workflow

Meggan reviews Residual Markets and related workflow.

Munn - Handling Claims

Meggan reviews claims handling in Epic.

Munn - Focusing on Retention

Meggan runs through an important presentation on Retention.

Munn Sales - Introduction to Epic & Rating Services

Aaron runs through the Applied Epic and Rating Services applications. 

Munn Sales - Blue Butler

Gage demonstrates the BlueButler system and how it works in the Sales process.

Munn Sales - Applications (Auto)

Gage runs through an auto quote through to the new auto insurance application.

Munn Sales - Applications (Home)

Gage completes a home application in Epic.

Munn - ezITVs

Meggan runs through the ezITV application.

Munn Training - SNAP Premium Financing

This is an overview of the SNAP Premium Financing tool to create quotes for clients.

This webinar was recorded on April 25, 2019.

Munn Training - Indio [Commercial] Presentation

Munn Training for both the Commercial Sales and Services teams.

Overview of the SPF No. 1 and Common Endorsements

This mini-course provides an overview of the Automobile Standard Policy Form No. 1.

 

The wording used in this course is the 2016 version from the Government of Nova Scotia.  It is similar to other Canadian Provinces.  

 

Upon reviewing this course, you are encouraged to look at your own auto policy to compare and contrast coverage.  If you live in another province, even a Maritime province, you will still find variations among the SPF#1s due to differences in our laws and our governments.

 

Wording Review - The Homeowners Comprehensive Package (IBC 1155) Form

This mini course does a quick review of a Homeowners Insurance Package policy which includes:

  • The Homeowners Comprehensive IBC 1155 wording - which is Section 1 of a package policy covering personal lines property
  • The Homeowners Liability IBC 1164 wording - which is Section 2 of a package policy covering personal lines liability.
  • NOTE: These wordings are not sold in today's market; however, they serve as a template - a basis upon which today's Insurers have built on to create their package policies.

 

The IBC 1155 and IBC 1164 are a good introduction to familiarize yourself with Homeowners wordings.

 

Overview of Common Homeowners Endorsements

This course is a continuation from the Homeowners wordings course.  The focus is on the common homeowners endorsements we sell today.


Like with the other wording review courses, the discussion is general because every insurer offers their own version with their own twist in terms of limits and deductibles offered, coverage, extensions and exclusions to these endorsements.


Even though it is a general discussion, it does go through the endorsements in detail.  You may want to review the video a couple of times over.  As always, we recommend that you pull similar wordings from one or two of your insurers to start and compare and contrast between them.

Wording Review - Homeowners Liability

This mini course does a quick review of the Homeowners Liability IBC 1164 Wording; a template wording developed by IBC (Insurance Bureau of Canada). 

Webinar: Overland Water

This webinar goes into more detail on Overland Water coverage available in our industry today (originally recorded in November and December 2018).


The purpose is to help Brokers develop a comfort level with the terminology and the offerings that are available for our Insureds.

Munn - Evaluators Supplemental Training

Munn - Handling Cancellations

Meggan runs through the process of handling cancellation requests that come in from clients.

Munn - Remarket / Rewrites

Kayla reviews a policy to be remarketed (moved or re-written with another insurance company).

CAIB Level I

Level I explores all aspects of Personal Lines Insurance Coverages. Topics covered include government regulation, homeowners wordings and extensions, farm coverage, automobile insurance & endorsements and broker ethics.

CAIB Level II

Level II explores many aspects of commercial property coverages. Topics covered include: risk assessment, named perils & broad form wordings & extensions, transportation & contractors’ coverages, crime & business interruption.

CAIB Level III

Level III advances further into Commercial Lines coverages. Topics covered include: the law & liability exposures, the commercial general liability (CGL) wording and other liability wordings, marine cargo & aviation insurance, surety bonds and risk management.

CAIB Level IV

Level IV explores the many aspects of the management process within the insurance brokerage. Topics covered include the functions of planning, organizing, staffing, directing & controlling. Also included are marketing & automation.