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Hartford School of Insurance

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Virtual Personal Lines School

This comprehensive virtual program is designed to enhance the performance of new personal lines staff, enabling them to differentiate themselves in the marketplace and increase revenue production while decreasing the learning curve. Through highly interactive exercises and case-studies, students gain an in-depth understanding of the personal insurance market and coverage offerings, as well as carrier underwriting and pricing practices.

This program will help personal lines staff members build a profitable book of business. Students will gain confidence by developing successful sales and service techniques that assist in attracting new prospects and retaining existing clients. Upon completion of the program, students will earn their PLCS (Personal Lines Coverage Specialist) designation. 

The two-phase virtual program provides a solid foundation through a structured in-agency self-study phase followed by an intensive one-week virtual training session with a limited class size to ensure highly effective, interactive, hands on instruction.

Who is this program for?

  • New Producers
  • CSRs
  • Account Managers who will be responsible for acquiring Personal Lines business in agencies or brokerage firms.
     

Program Structure

PHASE 1
In-Agency
  PHASE 2
Virtual
Self-study reading and activities 1-week live, instructor-led virtual training

 


This program is offered in the following format:
 
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Full virtual delivery details below

image  Click to watch HSI's Personal Lines School video

Click on Expand All to See Full Descriptions

Program Learning Objectives

Upon completion of this program, the Personal Lines staff member will have been taught to:

  • Employ a consultative approach to recognize a client’s potential exposure to loss
  • Analyze insurance contracts, identify key exclusions and recognize coverage gaps
  • Select endorsements tailored to a client’s needs
  • Differentiate between carrier pricing programs to ensure customers receive the best value
  • Recommend insurance solutions customized to a client’s personal exposures
  • Further differentiate themselves from competitors through acquisition of the Personal Lines Coverage Specialist (PLCS) professional designation
 
Virtual Delivery Details

Hartford School of Insurance Virtual training programs contain the exact course content and curriculum as our in-person classroom programs but are delivered through an online/virtual, synchronized format via the Internet and telephone.

This comprehensive program is divided into two important, interrelated phases:

  1. Phase I (in Agency): This is a self-paced introduction to insurance concepts and coverage that will be further developed in phase II. Successful completion of this phase prepares the personal lines staff member to effectively engage in classroom dialogue, activities, and help ensure successful retention of the material.

    Reading assignments will be received via mail approximately 4 weeks prior to course. 

    Reading assignments consist of The National Underwriter Coverage Specialist materials and include the following topics:

    • Insurance Principles
    • Introduction to Homeowners Insurance and Endorsements
    • Introduction to Personal Auto Coverage 
    • Introduction to Personal Umbrella Coverage 
    • Insuring to Value, and more 
       
  2. Phase II (Instructor-Led Virtual/Online): Phase II is a fast-paced, in-depth program incorporating activities, case studies and exercises. Students practice the skills of determining exposures, analyzing coverage terms/conditions and ultimately selling to the insured with confidence. Assessments validate the participant’s comprehension of material. At the end of the program, students will also have the ability to test to earn the nationally-recognized Personal Lines Coverage Specialist (PLCS) Designation.

    The one-week virtual session runs full days Monday through Friday and is conducted remotely via the Internet and telephone. The virtual program includes interactive activities, application sharing and an online chat feature to connect with the instructor and other students.

    Participation in the one-week virtual phase is a full day commitment Monday thru Friday and require students to give 100% of their daily focus and time for the duration of the program. The students are given mandatory assignments to work on and complete before, in between and after daily virtual sessions. 

    Daily Morning Session: 11:00am - 1:00pm Eastern Time; 10:00 - 12:00pm Central Time; 9:00 - 11:00am Mountain Time; 8:00 - 10:00am Pacific Time

    Daily Afternoon Session: 2:30 - 4:30pm Eastern Time; 1:30 - 3:30pm Central Time; 12:30 - 2:30pm Mountain Time; 11:30am - 1:30pm Pacific Time

    Students must attend both sessions

Miscellaneous Information:

  • Links to access the online sessions will be sent to each student approximately one week before the start of class.
  • Virtual programs are not filed for CE credits.
  • Self-study pre-work and class materials will be mailed to the student four weeks before the start of the program. Please note: pre-work can not be sent unless your tuition is paid in full.
  • Students who complete self-study and pass the program exam will receive the Personal Lines Coverage Specialist (PLCS) designation.
  • Sessions are hosted by Adobe Connect. To test your system requirements and compatibility prior to your session, use the System Check Tool
     

For additional questions or guidance about this program, please contact one of our Sales Consultants at 800-772-0208

 
Continuing Education Credits
  • Classroom Programs:  Click here to view Continuing Education (CE) credit hours filed in your state.


    Students wishing to obtain CE Credits must be licensed prior to attending the program. Please note: CE credit hours are subject to change per insurance department regulation and reviews.
     

  • Virtual Classroom Programs: Because these programs do not include traditional classroom training, these programs are currently not filed for CE credits in any state.

Have a CE question? Call our Training Coordination service team at 800-772-0208.

 
Tuition


Tuition: $1,295 and includes all training materials.

Your pre-work course material will be mailed to you 4 weeks prior to your classroom start date.

Please note: registrations received less than 2 weeks from the start of class, or those looking to expedite the shipping of materials, will be charged a rush shipping fee. Tuition must be paid in full prior to receiving pre-work material.

Travel, lodging and meals are separate costs and paid by the participant. Tuition can be paid using Master Card, Visa, American Express or check.


If your primary work location is in Connecticut, Hawaii, New Mexico, South Dakota or West Virginia you are required to pay state tax on non-continuing education courses.

 
Cancellation Policy
  • Cancellations received more than 30 days prior to start of the program will receive a full refund.
  • No refunds will be issued for cancellations received less than 30 days prior to the start of the program. Students will be given one opportunity to transfer to another session, preferably within the same calendar year.
  • Refunds are not available for transferred programs.
 
PLCS Designation


Personal Lines Coverage Specialist (PLCS) Designation

Hartford School of Insurance is proud to announce the National Underwriter Company PLCS Designation. Created with the learning needs of new insurance producers, agents, managers, CSRs and corporate staff in mind, Hartford School of Insurance’s Personal Lines School combined with the PLCS designation curriculum is a complete professional learning program available for industry professionals seeking to master the subject of personal lines coverage.

Students earning the PLCS designation have demonstrated extensive knowledge in a critical functional area of property and casualty insurance practice insurance policy coverage and will have applied that knowledge in real-life case study exercises.


How do students obtain the designation throughHartford School of Insurance?

The PLCS designation is a two-phased program. Students who attend the Personal Lines School where the National Underwriter material was utilized within self-study (phase I) are eligible for the PLCS designation. The designation is awarded to students who subsequently complete the class (phase II) components of the Program with a grade of 70% or better on each exam. Students who do not meet the requirements may pursue the designation directly through The National Underwriter Company.

Benefits
Benefits of earning the PLCS Personal Lines Coverage Specialist Designation:

  • Holders of the industry's only coverage-specific designation have demonstrated advanced coverage expertise and career professionalism.
  • Industry and peer recognition for advanced knowledge in coverage areas.

Click Here to view the PLCS Professional Designation Flyer

 

Program Reviews

About our Customer Reviews

The Hartford publishes reviews so you can read about actual experiences our customers have shared. The reviews on this site are individual descriptions of costs, savings amounts, and customer experiences with our products and services that will vary based on their unique circumstances. Please note that each review is presented in its original form after having been reviewed by The Hartford and reviews are not representative of all customers.

Guidelines for reviews

The Hartford publishes reviews in order that site visitors may learn from actual experiences our customers have shared.

The Hartford applies several guidelines in the consideration of customer reviews for publication on our web site.

In general, reviews are published if they are relevant to the experience and not defamatory.

While the application of publishing guidelines is a subjective process, the following are frequent reasons which may prevent posting of a review:

  • Derogatory, abusive, threatening or offensive language and statements will disqualify a review from being published.
  • In order to protect our customers' privacy, and that of our employees and business partners, reviews containing personally identifiable information will not be published.
  • We do not publish reviews citing exact premium and settlement amounts.
  • We do not publish reviews that include a description of illegal activity or reference pending or current litigation.
  • We do not edit, correct, or modify ratings or reviews, regardless of content or tone.

Program Reviews

 

Click below to enroll

Tuition: $1,295


Virtual/Online
Nov. 13 - Nov. 17    CLOSED

 

2018 Classes

 

Virtual/Online
Feb. 26 – Mar. 2   Enroll

Virtual/Online
May 14 – May 18  Enroll

Have Questions?


Contact Hartford
School of Insurance!

800-772-0208

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Scott
Failla

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Marissa
McDonnell

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