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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:
  • Critical Issues Facing Insurance Agencies
  • Legal and Ethical Obligations of Insurance Personnel
  • Agency Workflow Concepts and Automation
  • Minimizing Errors & Omissions Exposures
  • Understanding Agency Systems