DEPARTMENT OF INSURANCE

Provider Information

PR01805: Zurich Agency Services Inc.
PSI Provider Number:	S17193
Provider Type:	Independent
CE Certification Date:	1/21/2019
PL Certification Date:
Address:	1299 Zurich Way 8th Floor Schaumburg, IL 60196
Contact:	Bart Shachnow
Telephone:	917-406-6766
Status:	Active
Termination Date:	N/A
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Continuing Education Course Information [View Pre-License Course Information]

If a status is Pending or Pending Replacement click on it for more details.

Active Course Information

Course Number	PSI Course Number	Course Name
12	C27798	Advanced Concept in Business Interruption Ins
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property and Casualty	Classroom	1/5/2021	N/A

Course Number	PSI Course Number	Course Name
32	C23788	Analyzing Financial Statements of the Middle Marke
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	PSI Course Number	Course Name
1	C13630	Builder''s Risk Insurance Essentials
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property	Classroom	1/21/2019	N/A

Course Number	PSI Course Number	Course Name
61	C25891	Captives:AnImportantAlternativeRiskTransferStra-Cl
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom	6/9/2023	N/A

Course Number	PSI Course Number	Course Name
60	C25892	Captives:AnImportantAlternativeRiskTransferStrat-W
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom - Webinar (Classroom)	6/9/2023	N/A

Course Number	PSI Course Number	Course Name
76	C27116	Case Studies In Life Science Risk Management-Class
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom	6/6/2024	N/A

Course Number	PSI Course Number	Course Name
74	C27119	Case Studies In Life Science Risk Management-Web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom - Webinar (Classroom)	6/6/2024	N/A

Course Number	PSI Course Number	Course Name
73	C26842	Casualty Insurance Trends And Developments-Class
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom	3/18/2024	N/A

Course Number	PSI Course Number	Course Name
72	C26843	Casualty Insurance Trends And Developments-Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom	3/18/2024	N/A

Course Number	PSI Course Number	Course Name
71	C26791	Climate Change Risk Management And Insurance-Class
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom	3/4/2024	N/A

Course Number	PSI Course Number	Course Name
70	C26792	Climate Change Risk Management And Insurance-Web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom - Webinar (Classroom)	3/4/2024	N/A

Course Number	PSI Course Number	Course Name
65	C26527	ConstructionContractAnalysisintheSuretyBondUnderwr
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom	12/20/2023	N/A

Course Number	PSI Course Number	Course Name
64	C26528	ConstructionContractAnalysisintheSuretyBondUnderwr
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom	12/20/2023	N/A

Course Number	PSI Course Number	Course Name
89	C101163	ERM FOR THE MIDDLE MARKET ORGANIZATION WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property and Casualty	Classroom - Webinar (Classroom)	7/8/2025	N/A

Course Number	PSI Course Number	Course Name
33	C23790	ERM for the Middle Market Organization
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	PSI Course Number	Course Name
31	C23789	Employee Benefits for the Middle Market Organizati
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	PSI Course Number	Course Name
26	C28332	Fire Codes, Standards and Ins Underwriting-Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom - Webinar (Classroom)	10/4/2021	N/A

Course Number	PSI Course Number	Course Name
82	C100307	GLOBAL LEGISLATIVE AND REGULATORY TRENDS IN AI & DATA PROTECTION
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom	9/20/2024	N/A

Course Number	PSI Course Number	Course Name
83	C100308	GLOBAL LEGISLATIVE AND REGULATORY TRENDS IN AI & DATA PROTECTION WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom - Webinar (Classroom)	9/20/2024	N/A

Course Number	PSI Course Number	Course Name
78	C27113	Group Captive Risk Management Programs-Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Property and Casualty	Classroom	6/6/2024	N/A

Course Number	PSI Course Number	Course Name
79	C27110	Group Captive Risk Management Programs-Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Property and Casualty	Classroom - Webinar (Classroom)	6/6/2024	N/A

Course Number	PSI Course Number	Course Name
88	C101162	INSURANCE PROGRAMMING FOR CURRENT & EMERGING LOSS EXPOSURES WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property and Casualty	Classroom - Webinar (Classroom)	7/8/2025	N/A

Course Number	PSI Course Number	Course Name
68	C26696	ISO Commercial General Liability Update-Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Casualty	Classroom	2/7/2024	N/A

Course Number	PSI Course Number	Course Name
69	C26697	ISO Commercial General Liability Update-Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Casualty	Classroom - Webinar (Classroom)	2/7/2024	N/A

Course Number	PSI Course Number	Course Name
15	C27799	Identifying Ins Needs through Financial Statement
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property and Casualty	Classroom	1/5/2021	N/A

Course Number	PSI Course Number	Course Name
35	C80130	Ins Programming for Current & Emerging Exposures
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	PSI Course Number	Course Name
80	C27215	Insuring The Life Sciences Company-Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/26/2024	N/A

Course Number	PSI Course Number	Course Name
81	C27214	Insuring The Life Sciences Company-Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	6/26/2024	N/A

Course Number	PSI Course Number	Course Name
37	C80132	International Risk Management for the Middle Marke
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	PSI Course Number	Course Name
66	C26556	InternationalChallengesForDirectors&OfficersIns-Cl
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom	1/8/2024	N/A

Course Number	PSI Course Number	Course Name
67	C26555	InternationalChallengesForDirectors&OfficersIns-We
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom - Webinar (Classroom)	1/8/2024	N/A

Course Number	PSI Course Number	Course Name
85	C100804	LOSS SENSITIVE VS. GUARANTEED COST INSURANCE PROGRAM
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom	2/26/2025	N/A

Course Number	PSI Course Number	Course Name
84	C100803	LOSS SENSITIVE VS. GUARANTEED COST INSURANCE PROGRAM WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom - Webinar (Classroom)	2/26/2025	N/A

Course Number	PSI Course Number	Course Name
87	C101161	MIDDLE MARKET ORGANIZATIONAL STRUCTURES WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property and Casualty	Classroom - Webinar (Classroom)	7/8/2025	N/A

Course Number	PSI Course Number	Course Name
34	C80131	Middle Market Organization Structures
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	PSI Course Number	Course Name
9	C24399	Minimizing&Insuring Against Losses from H20 Damage
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom	10/29/2020	N/A

Course Number	PSI Course Number	Course Name
40	C80154	PFAS:An Emerging Risk-Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	5/2/2022	N/A

Course Number	PSI Course Number	Course Name
41	C80153	PFAS:An Emerging Risk-Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	5/2/2022	N/A

Course Number	PSI Course Number	Course Name
90	C101164	PROTECTING AGAINST INSURANCE MALPRACTICE CLAIMS WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom - Webinar (Classroom)	7/8/2025	N/A

Course Number	PSI Course Number	Course Name
24	C10791	Problem-Solving Ethical Challenges in Ins Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Classroom	4/7/2021	N/A

Course Number	PSI Course Number	Course Name
10	C27818	Property Insurance: Avoiding Coverage Gap
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property and Casualty	Classroom	1/5/2021	N/A

Course Number	PSI Course Number	Course Name
36	C80133	Protecting Against Insurance Malpractice Claims
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	PSI Course Number	Course Name
77	C27117	Single Parent Captive Risk Management Programs-Cla
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Property and Casualty	Classroom	6/6/2024	N/A

Course Number	PSI Course Number	Course Name
75	C27118	Single Parent Captive Risk Management Programs-Web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Property and Casualty	Classroom - Webinar (Classroom)	6/6/2024	N/A

Course Number	PSI Course Number	Course Name
11	C27819	Surviving a P&C Hard Market
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom	1/5/2021	N/A

Course Number	PSI Course Number	Course Name
6	C23516	The Art and Science of Insurance Policy Analysis
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom - Webinar (Classroom)	10/14/2020	N/A

Course Number	PSI Course Number	Course Name
28	C19474	TheSpplyChainisOnly as Strg as Th Weakest Link Web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom - Webinar (Classroom)	10/7/2021	N/A

Course Number	PSI Course Number	Course Name
2	C18779	Trends in CyberSecurity Insurance and Risk Mngt
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom	5/7/2019	N/A

Course Number	PSI Course Number	Course Name
86	C101157	UNDERSTANDING THE MIDDLE MARKET ORGANIZATION WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom - Webinar (Classroom)	7/8/2025	N/A

Course Number	PSI Course Number	Course Name
30	C80134	Understanding the Middle Market Organization
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	PSI Course Number	Course Name
38	C80136	Underwriting the Middle Market Organization
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	PSI Course Number	Course Name
55	C25237	Urgent Underwriting Issues In Property Exposures-C
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom	1/26/2023	N/A

Course Number	PSI Course Number	Course Name
54	C25238	Urgent Underwriting Issues In Property Exposures-W
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Classroom - Webinar (Classroom)	1/26/2023	N/A

Course Number	PSI Course Number	Course Name
7	C23517	What Brokers need To Know About Commercial Underwr
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Classroom - Webinar (Classroom)	10/14/2020	N/A

Course Number	PSI Course Number	Course Name
23	C11836	Workers Compensation Medical CaseManagement-Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Casualty	Classroom	5/7/2021	N/A