Course Catalogue

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Online Training Programs

Introduction to Commercial Liability

Introduction to Commercial Property

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.

Evaluators / Replacement Cost Calculators

This course goes beyond the software training (Applied ITV, ezITV, RCT, etc.) and discusses the common questions Brokers need to ask clients to plug into the software.


Webinar: Overland Water (November 2018)

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.

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.


ITAC's CSR Circle of Success

This is a professional development course for Brokers/Agents who deal with a multitude of clients day-in and day-out.  It examines different personality and communication styles to foster an understanding of the different styles you will run into and how to adapt your own style to better communicate with your clients, build trust, strengthen client relationships and in turn, strengthen your insurance book.

ITAC's Broker Basics

ITAC's Broker School basics course.

ITAC's Introduction to Quoting Auto Insurance

An introduction to quoting auto insurance.

ITAC's Miscellaneous Commercial Property Forms

Now that you've tackled Commercial Property, in this course, you'll examine:

  •    Miscellaneous Property Forms
  •    Crime
  •    Business Interruption  


ITAC's Underwriting Commercial Property

In this course, you will look at what goes into rating commercial property. This course is geared towards Brokers/Agents - so we'll view this topic from the perspective of the client-facing broker assisting prospects and clients with insurance that meets their needs.


ITAC's Commercial General Liability (CGL)

Delve into the CGL policy wording.

ITAC's Miscellaneous Commercial Liability Forms

Now that you've tackled the CGL, we're going to discuss the following subjects:

  •    Umbrella Liability
  •    Professional Liability (E&O Insurance and D&O Insurance)
  •    Claims Made Forms
  •    Cyber Liability
  •    Surety Bonding



ITAC's Commercial Automobile Insurance Course

This course looks at commercial auto insurance including the:

  • SPF No 1
  • SPF No 4
  • SPF No 6
  • Common Commercial Auto Insurance Endorsements

ITAC's Introduction to Risk Management

This course is an overview of the Risk Management process and how it can be used by a broker to  develop insurance portfolios tailored to fit the needs of his/her clients.

Wording Review - Homeowners Liability

This mini course does a quick review of the template Homeowners Liability wording (IBC 1164) which other Insurers have followed with a few amendments and additions.   

We recommend, after completing this mini course, you review at least one of your insurer's wordings to compare - with the liability section, you will find it is much more similar than the property wordings.


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

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. 

Review: Homeowners Insurance

This mini course is a review of the Comprehensive wording (property and liability) and common homeowners endorsements.


Review: Auto Wordings: SPF No 1

Review: Auto Wordings: SPF No 1 and common endorsements by watching the video(s) in this mini course.

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.


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.


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.


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.