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 first module in a new risk management series designed to familiarize new and seasoned agents about agency procedures and processes when selling or assisting in sales. The Sales Essentials module covers these and other objectives:
What you need to know about E&O
Understanding Agent’s Duties
Compliance with State and Federal Laws
Role of Agency Procedures
The Sales Process
Retention and Service Documentation
Course #229095 | 3 OGI | Instructor: Brian Ross
Member Registration - VIRTUAL $84
Non-Member Registration - VIRTUAL $120
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