PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH SWISS RE. IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!
This new course is the second module in a new risk management series designed to familiarize new and seasoned agents with agency procedures and processes when interacting with customers and servicing accounts. The Service Essentials module covers these and other objectives:
What you need to know about E&O and an Agent’s Duties
Compliance with State and Federal Laws
Role of Agency Procedures
Servicing Customer Accounts and Critical Importance of Documentation
Course #229097 | 3 OGI | Instructor: Brian Ross
Member Registration - VIRTUAL $84
Non-Member Registration - VIRTUAL $120
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