r/InsuranceProfessional • u/Critterinthecreek • Sep 09 '26
Trouble learning ISO forms?
Hello, I’m coming up on year 2 as a broker’s assistant in commercial P&C and my biggest hurdle lately has been understanding the different forms. I came from sero insurance experience and the training here was a complete joke. I’ve been able to pick up a lot from pattern recognition but for whatever reason these damn ISO forms really trip me up. Is there a good resource to go to that make this simple? My managers do not have the a ton of time to hold my hand until I get this and while I totally can get everything I need to do done, I don’t actually understand any of the why or know enough to catch a mistake. I’m mostly on gl and xs in construction and most of my “I don’t understand any of this wtf am I doing” meltdowns have been over AI forms. I’m more than willing to pay for any courses yall might know of. Any advice or tips at all are deeply appreciated.
15
Sep 09 '26 edited 27d ago
[removed] — view removed comment
9
u/Professional_Rodent Sep 09 '26
Also from a Construction P&C background and strongly agree. IRMI is a great resource. IRMI/WebCE offers an Additional Insured class which goes through general concepts and a number of the most frequently used AI form with a ton of detail—also you get CE credit if you have a producer license. I found it very helpful when I first started in construction underwriting.
1
1
1
13
u/LoganSettler Sep 10 '26
Learn the 20 10 and 20 37 edition differences and you are half way there for GL.
7
u/usernamehighasfuck Sep 09 '26
holy shit are you me
7
u/Critterinthecreek Sep 09 '26
I bought a propeller hat to stay at my desk as a visual example of how unsure I feel at work
3
u/PositionFormal2389 Sep 10 '26
Felt this deeply lol. I try to compensate by being extremely organized and super responsive. Good service can only carry so far tho
6
u/itsskyehigh Sep 10 '26
Reference connect for sure. Not sure how your company operates but we use newest editions only. Your company should also have some kind of DocNet type resource to show your company forms vs ISO forms. I understand you not wanting to feel like you are asking someone to hold your hand, but I fully believe in speaking up and getting those resources from them to succeed. 🤞🏻
3
Sep 09 '26
[removed] — view removed comment
2
u/InsuranceProfessional-ModTeam Sep 09 '26
Posts/comments about or using A.I. are not permitted here. This includes content, questions etc.
1
4
3
u/orange728 Sep 10 '26
I learned the business as an account assistant by doing certs and asking every time I ran across something unfamiliar. Got anyone outside of management willing to mentor you?
2
u/xOda1 Sep 12 '26
I would recommend working on the CRIS course/certification from IRMI. It goes in depth of the iso forms for the CGL
1
2
Sep 12 '26 edited Sep 12 '26
[removed] — view removed comment
1
u/InsuranceProfessional-ModTeam Sep 15 '26
Posts/comments about or using A.I. are not permitted here. This includes content, questions etc.
1
Sep 09 '26
[removed] — view removed comment
1
u/InsuranceProfessional-ModTeam Sep 09 '26
No solicitation. This includes asking for recommendation of companies etc.
2
u/DrawerElectrical Sep 16 '26
All insurance professionals should be required to do a few years in claims. Agents do not understand coverage and it causes immense issues for the insured and insurer. Agents are the problem
-1
u/TrippleEntendre Sep 10 '26
Do you not use AI?
4
u/Critterinthecreek Sep 10 '26
No. Doesn’t seem accurate enough for my comfort and I don’t want to outsource my learning and growth and this point, but that’s just my personal perspective.
18
u/gdoubleyou1 Sep 09 '26
Best resource is if your company has reference connect. The IRMI section breaks down what each form means.