RIBO Management CE Courses

These RIBO Management accredited courses are all included as part of the ILS General CE Course Subscription

The ILS General CE Course Subscription contains over 185 provincially accredited courses including 21 courses that are RIBO accredited in the Management Category.

NEW COURSE Insurance Distribution Channels

Total of 2 RIBO Management CE

Demand for insurance products and services remains as strong as ever but there has been a fundamental shift in the channels consumers choose to make their purchases. Insurance is generally bought directly through an insurer (through its captive agents, the web or other direct channels) or through independent agents and commercial brokers who provide access to the products of several insurers. Agreements bind brokerages and insurance companies together. The terms of these can vary according to the companies involved. These agreements will document the relationship that exists between the two parties.
By the end of this course you will be able to:
• Explain independent and direct channels of insurance distribution in Canada
• Describe agreement between a broker and an insurer
• Describe factors considered by a brokerage to choose an insurer
• Describe factors considered by an insurer to choose a brokerage


NEW COURSE Relations between Brokers and Insurers

Total of 2 RIBO Management CE

Brokerages often regard themselves as being independent of insurance companies, yet their very existence depends upon the insurance company that assumes the risks represented by the policies the broker sells. This tie, in which the broker is the intermediary between the consumer/client and the insurance company, is articulated in the agreements forged between the two entities. Upon completion of this course you will have a strong understanding of the elements of broker agreements.


Privacy Rules and Guidelines for all Producers Parts 1 and 2

Total of 4 RIBO Management CE

Who should take this course? Brokers & all Office Staff. This course is designed for all practicing brokers, including any and all support and administrative staff that collect, use or disclose a customer’s personal information in the course of their duties.

Topics covered:
Understanding Privacy Laws
• Definitions
• general requirements
The Principles Begin with Accountability
• 10 principles of the privacy code
• Principle 1 – Accountability

Identifying Purposes and Consent
• Principle 2 – Identifying Purposes
• Principle 3 – Consent
• Principle 4 – Limiting Collection
• Principle 5 – Limiting Use, Disclosure and Retention
• Principle 6 – Accuracy
• Principle 7 – Safeguards
• Principle 8 – Openness
• Principle 9 – Individual Access
• Principle 10 – Challenging Compliance

PIPEDA Explained - Legislated Privacy Standards for Every Business Parts 1 - 3

Total of 6 RIBO Management CE

The courses in this series include:
Part 1. Becoming PIPEDA Compliant: How to Build A Privacy Protection Policy for Your Brokerage
Part 2. Becoming PIPEDA Compliant: How to Build A Privacy Protection Policy for Your Brokerage
Part 3. Becoming PIPEDA Compliant – The Role of the Privacy Commissioner

These courses focus on the specific internal guidelines and procedures you can implement in your brokerage to safeguard the privacy rights defined in PIPEDA and other relevant laws.

Ethics and the Insurance Professional Parts 1 - 3

Total of 6 RIBO Management CE

Insurance brokers are faced with a variety of ethical decisions every day, in their dealings with clients, insurance companies and other brokerage staff. This three-part video course is designed to help insurance professionals better understand the ethical conflicts they may face in their business dealings.

This online video training course also discuses how in your job as an insurance broker, your personal values may be in conflict with those of the management in your brokerage.

Finally, you will be provided with approximately 30 scenarios that call for you to make a decision on how you would have acted in that situation. Your answer will then be evaluated as to whether that behaviour was ethical.

Steps to Becoming a Great Boss

Total of 2 RIBO Management CE

In this course, we will identify the rules for getting and keeping the best employees under the following headings:

  • The Great Boss Success Formula
  • Follow the Leader
  • Will the Real Boss Stand Up?
  • Lose Customers or Lose Employees
  • Mediocrity
  • Hire Slow
  • Hiring is a Promise
  • Delegate
  • Pay Attention!
  • Well-done!
  • Confronting
  • Be Firm, Fair, and Friendly
Build a Motivated Workforce

Total of 1 RIBO Management CE

In this course, we will look at skills required of all effective leaders in order to recognize and reward employees.

Developing a Customer Service Program for your Business

Total of 3 RIBO Management CE

Developing a Customer Service Program for your Business

People today are making their buying decisions based on how they want to be treated. They want to experience great service and they will search out businesses who will provide it. If customers don’t get what they want from us, they’ll go to a competitor.


  • Why Do We Need a Formal Customer Service Program?
  • Designing a Customer Service Program for Our Brokerage
  • Components of a Formal Customer Service Program
  • Element One – Developing a Service Strategy
A Structured Approach for Terminating Employees

Total of 1 RIBO Management CE

Whether you are faced with terminating an employee because of down-sizing or because that employee no longer fits within the company, there are certain steps to take to ensure this difficult task is done professionally and legally. This course examines the process to take and considerations to remember when terminating an employee.


  • When Should You Fire an Employee?
  • Planning Prior to the Termination
  • The Termination Interview
How to Analyze Effectiveness of Your Customer Service Program

Total of 2 RIBO Management CE

The service experts all agree that every time a customer leaves our premises, they will form an opinion of how well they have been served. If we do a good job in meeting their service expectations, they will be satisfied, tell others, and come back. If we don’t do a good job, they won’t be back and worse still, they will tell others about we’ve failed them.

The message provided in this workshop is simply this: Develop a formal customer service program before your competitors do – it will help you to grow and prosper!

Improving Your Management Skills - Parts 1 and 2

Total of 2 RIBO Management CE
This course examines the skills required of all effective leaders. An examination into how to set standards, create a strategic vision, decision making and crisis and change management is included. An in-depth review of interpersonal relationships and organizational tasks including hiring and firing is included.

This course is based off of information found in the book “Rules & Tools for Leaders – A Down-to-Earth Guide to Effective Managing” by Major General Perry M. Smith, Ph.D.
• Thirty Important Leadership Fundamentals
• Taking Over
• Setting Standards
• Creating a Strategic Vision
• Establishing Priorities
• Making the Big Decisions
• Decentralizing and Getting Feedback
• Leading During Change and Crisis.
• Dealing with the Downside
• Handling the Media
• Working for the Big Boss – 9 Types of Bosses and What Makes Them Tick
• Hiring – How to Recruit and Select the Right People
• How to Take Care of your People – Rewarding and Promoting Employees
• How to Counsel Associates re: Performance Issues
• Complimenting Creatively to Promote Individual and Organizational Morale
• Teaching and Reading – Two Duties of All Leaders
• Firing Employees – It Goes with the Territory

Basic Customer Service Skills - Parts 1 and 2

Total of 2 RIBO Management CE

What gives insurance brokerage a competitive advantage? In many cases, great customer service helps propel the success of one brokerage over another. This course examines how creating happy customers is reflected in the ‘bottom line’ of an insurance brokerage.


  • Achieving a Competitive Advantage
  • First Impressions Are Important
  • Acknowledge Customers – Always
  • Greet Customers Warmly – Act Like You’re Happy to See Them
  • Be Enthusiastic About What You Do – Attitude Does Make a Difference
  • Product Knowledge
  • Be Reliable
  • Be Willing to Go the Extra Mile
Developing a Formal E and O Program for the Brokerage (PL or CL Brokers) - Part 3

Total of 4 RIBO Management CE

While protecting insurance consumers with E&O insurance is a good thing to do, a primary focus of the brokerage should be on adopting and implementing a formal E&O program that applies to everyone in the brokerage.

The best way to control the brokerage’s E&O exposure is to implement needed controls and procedures into every aspect of the brokerage’s operations, regardless of brokerage size.

The specific details of the brokerage’s E&O program must be in writing. When brokerage controls and procedures are not set down in writing, you really don’t have an E&O program at all. Instead, everything that is done in the brokerage to prevent E&O claims is done on a “hit” and “miss” basis. In addition, brokers may not know all the things they should be doing to prevent E&O claims. A formal E&O program will provide them with that information. Finally, when there is no formal E&O program policy, it makes it easy for the negligent broker to say after an E&O claim has been filed that “I didn’t know we were supposed to do that”. It is only logical that when there is a lack of controls, there is an accompanying increase in the potential for E&O claims.

Cyber Risks for Insurance Professionals

Total of 3 RIBO Management CE

Introduction to Cyber Risks for Insurance Professionals provides information about the many ways in which cyber risks can influence the insurance industry and participants. Taking the approach that knowledge can reduce risks, the course deals with the most common threats presently experienced and focuses on efforts to counter the threats.

Topics include:

  • The role of insurance in protecting against cyber risk.
  • An overview of the various threats experienced by the largest industries in Canada.
  • The technical terms associated with cyber risks; cybersecurity and cybercrime.
  • Risk factors and risk management topics.

Laws and legislation, and those presently under consideration, for dealing with cybercrimes

Course Page

Using Employee Feedback

Total of 2 RIBO Management CE

In this course, we will deal with:
• The importance of providing good customer service
• The role of employees in developing a Customer Service strategy
• How to empower employees
• Developing a Reward System
• Creating a Service Environment
• What Our Customers Want

Sales Management and Marketing

Total of 1 RIBO Management CE

The objective of this course is to provide you with knowledge on how to manage, maintain and increase sales to ultimately increase profits.

Topic covered include:

  • Sales Management
  • Sales Plans
  • Measurement and Monitoring
  • Sales Compliance
  • Marketing Products and Services

Course Page

Included as part of the ILScorp General Insurance CE Subscription

Become an ILScorp group member to save even more

The ILS General CE Course Subscription also includes courses accredited in the Technical and Personal Skills RIBO Categories.

ILS General CE Course Subscription | $185 (Fast, easy, done)

RIBO Management CE Category

RIBO MANAGEMENT CE: Subjects pertaining to the RIB Act and Regulations, human resources, general management, accounting and generally topics relevant to the operation of a property & casualty insurance brokerage.

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