Agency Operations

This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.

Topics:

·         Legal & Ethical Requirements

·         The Insurance Agency

·         The Insurance Industry and Marketplace

·         Communication

·         Agency Workflow

·         Account Management

·         Errors & Omissions