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Business and Institutional Compliance Training Services

Formal and informal training sessions have been conducted for business and institutional clients.  For additional examples of insurance training or PREA training, or to discuss your specific needs, please contact us. 

Insurance and Risk Management Related Compliance and Training

Our insurance and risk management consultants have developed and conducted the following training:  

How Claims Impact Insurance Costs. 


One small claim can have a multiplier effect on insurance costs increasing your premiums and operating costs for years.  Find out the many ways that a claim impacts your bottom line...and what you can do about it.

Looking For Coverage? 


All insurance policies can be difficult to understand, filled with small print, and designed to protect the insurance company and confuse policyholders.  Is that your experience?  This presentation will show you a quick and easy way to understand what a policy covers.  Find out why all insurance policies include an insuring agreement, conditions, exclusions and definitions and what that means to you and your client.

Commercial Insurance Distribution Channels. 


This presentation will help you understand the ways that commercial insurance policies are sold, processed and serviced.  Admitted and non-admitted insurers, surplus lines coverage, and insurance department oversight will be reviewed and how they impact agents, brokers, direct writers, intermediaries, managing general agents, policyholders… and you.

PREA Related Compliance and Training


Our Prison Rape Elimination Act (PREA) auditors and consultants have developed PREA policies and procedures for correctional agencies.  Some examples of PREA and other related correctional compliance and training include:


  • PREA: What It Is and How it Impacts You

  • PREA: History, Requirements, Compliance 

  • PREA: Changes and Updates

  • Special Response Teams

  • Defensive Tactics

  • Firearms

  • Mental health populations

  • LGBTQ Issues

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