About
We offer a variety of insurance and business training courses, available in face-to-face, live virtual, or customized and private formats. Our courses are designed to help you and your employees gain the knowledge and skills they need to succeed in today's competitive business environment.
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Face-to-Face Courses
Our face-to-face courses are held at our off-site training center. These courses are ideal for groups of 10 or more participants.
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Live Virtual Courses
Our live virtual courses are delivered via WebEx and are ideal for groups of 5 or more participants.
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Customized and Private Courses
We also offer customized and private courses that are tailored to the specific needs of your organization. These courses can be delivered in person, virtually, or a combination of both. For our clients wanting Continuing Education Credits for the courses, we take care of all of the filings.
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Details on Classes Open to the Public
Details on classes open to the public can be found on our website. These classes are offered on a variety of topics, including insurance law, risk management and Pre-Licensing.
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Contact Us
To learn more about our insurance and business training courses, please contact us today. We would be happy to answer any questions you have and help you find the right course for your needs.
Our Services
Pre-Licensing Education- Wisconsin Intermediary
Pre-Licensing Education Classes for Property & Casualty and Life & Health are offered in face-to-face class settings as well as live virtual settings. Check each course for the method of delivery.
Continuing Education - Wisconsin Intermediary
A variety of courses that meet Wisconsin's Intermediary requirements for C.E. will be offered throughout the year in either face-to-face or virtual settings. Each offering will list the delivery method.
Customized on-site
Pre-Licensing and C.E.
for insurance agencies
and companies
Would your organization like to bring Pre-Licensing or C.E. on-site for your employees? Customized classes and schedules can be arranged. Contact Martha for more information.
Course Schedule
March 6th, 2024
What Went
Wrong?
(An ethics course
based on real cases)
Dairyland Chapter of CPCU
Instructor:
Martha Lester
Via webinar. Course closed to the public.
March 11 - 15, 2024
May 20 - 24, 2024
August 5 - 9, 2024
October 7 - 11, 2024
Property & Casualty
Pre-Licensing
West Bend Mutual Insurance Company at West Bend.
Instructor:
Martha Lester
Course is closed to the public.
Monthly
Producer Training
Closed offering
Instructor:
Martha Lester
Closed offering for a private carrier via webinar
Monthly
One Hour C.E. Courses
Closed offering
Instructor:
Martha Lester
Closed offering for a private carrier via webinar.
June 3rd - 8th 2024
New Producer
Training
In-person private training
Instructor:
Martha Lester
Closed offering for a private carrier.
Cancellation Policy
If you have registered for a course and can no longer attend, we ask that you provide notice as soon as possible as our seating is limited. Students who notify us of the inability to attend no later than 48 hours prior to the course, will receive a full refund. Students who notify us less than 48 hours prior, will be subject to a $20.00 cancellation fee.
Hello
I'm Martha.
Seasoned insurance professional with over 30 years of experience in customer service, claims, sales, management, staffing, and training. I have held positions in a variety of insurance companies, including leading insurance pre-licensing and continuing education classes.
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Holding an MBA with a dual concentration in Risk Management & Insurance and Human Resources. I have also a highly-accredited insurance professional, holding the following designations:
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Accredited Advisor in Insurance (AAI)
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Associate in Claims (AIC)
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Certified Fraud Examiner (CFE)
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Certified Insurance Counselor (CIC)
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Certified Risk Manager (CRM)
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Insurance Training Professional (ITP)
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In addition, I’ve completed a Cybersecurity; Managing Risk in the Information Age program from Harvard University.
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I am passionate about helping people understand insurance and protect their financial assets. I am a skilled communicator and educator and am dedicated to providing my students with the best possible service and guidance.