Introduction

Summit Commercial Solutions offers a structured 8‑week training program that prepares new and transitioning producers to advise Canadian businesses with confidence, empathy, and speed. The curriculum aligns with our mission to create value through transparency and change the way people feel about insurance, and with our people‑first culture and values. See our mission and values on the About Us page.

Who this program is for

• Early‑career producers, account managers, or client‑facing professionals moving into commercial brokerage

• Experienced personal lines or captive carrier reps transitioning to independent commercial brokerage

• Professionals from adjacent B2B sales roles who want to learn risk advisory and insurance fundamentals

Entry requirements

• Demonstrated client‑facing communication skills and a consultative mindset

• Comfort with modern, technology‑enabled workflows and documentation

• Commitment to Summit’s values of transparency, ownership, sustainability, and impact (see About Us)

• Ability to learn core coverages, industry nuances, and ethical selling practices (including compensation transparency via How We Get Paid)

8‑week syllabus at a glance

Week‑by‑week detail

Week 1 — Foundations: how an independent brokerage creates value

• Independent market access, policy curation, dedicated account management

• Ethical selling and compensation disclosure using How We Get Paid

• Client journey: marketing → discovery → placement → servicing → renewal

Week 2 — Core coverages I: liability, property, and interruption

• Commercial General Liability: premises/operations, products–completed ops, common exclusions; see CGL

• Commercial Property: covered perils vs. exclusions; protective safeguards; see Property

• Business Interruption: waiting periods, indemnity periods, extra expense; see BI

• Claims lifecycle and client advocacy; see Claims

Week 3 — Core coverages II: professional, management, cyber, product

• Professional Liability (E&O) for service firms; see Professional Liability

• Directors & Officers for governance risk; see D&O

• Cyber liability: first‑party vs. third‑party, incident response; see Cyber

• Product Liability for manufacturers/distributors; see Product Liability

Week 4 — Property & project risks

• Commercial Auto classifications, fleets, non‑owned/hired; see Commercial Auto

• Builder’s Risk (course of construction), soft vs. hard costs, wrap‑up liability; see Builder’s Risk

Week 5 — Industry verticals I: construction & realty

• Owner/GC/subcontractor risk allocation; see Contractors

• Realty operations, tenant legal liability, certificates, COIs; see Construction & Realty

• Property management professional exposure; see Property Management

Week 6 — Industry verticals II: hospitality, manufacturing, retail

• Hospitality package (property, liability, liquor, cyber); see Hospitality and Restaurants

• Manufacturing: equipment breakdown, product liability, supply‑chain BI; see Manufacturing

• Retail & Wholesale: inventory, ecommerce/cyber, product liability; see Retail & Wholesale

Week 7 — Specialized sectors

• Life Sciences: product/clinical exposures; see Life Sciences

• Health & Wellness: malpractice/professional liability nuances; see Health & Wellness

• Energy & Power: contractor and operational risks; see Energy & Power

• Cannabis: regulatory and product risk; see Cannabis

• Data stewardship and client privacy; see Privacy Policy

Week 8 — Go‑to‑market execution

• Prospecting frameworks, territory planning, and outreach cadences

• Discovery: risk interviews, loss runs, coverage audits

• Proposal curation and carrier marketing; transparent comparisons

• Renewal strategy: stewardship reports, exposure updates, marketing timelines

Learning outcomes

Graduates will be able to:

• Conduct structured discovery and translate exposures into tailored insurance programs

• Explain core coverages, limits, and common exclusions in plain language using Summit resources

• Prepare curated submissions and compare terms transparently across markets

• Guide clients through incidents and claims, advocating for fair and prompt outcomes (see Claims)

• Operate within Summit’s values and data‑handling standards (see About Us, Privacy)

How to apply

• Review our culture and values on the About Us page

• Submit your application via Careers

• Selected candidates will be contacted for interviews and enrollment details

FAQs

• Program length: 8 weeks, with structured milestones and assessments

• Format: blended learning with guided study, live sessions, and applied exercises

• Start dates: cohorts run periodically; current timing is shared during the interview process

• Cost: there is no program tuition for accepted participants

• Location: designed to support producers serving clients across Canada through Summit’s technology‑enabled workflows

Related Summit resources

• Business Insurance overview

• Core coverages: General Liability, Commercial Property, Cyber, Professional Liability, D&O, Business Interruption

• Sectors: Construction & Realty, Manufacturing, Hospitality, Retail & Wholesale, Health & Wellness, Energy & Power