Power of Prevention: Agency Risk Management Essentials of Sales

This three-hour class Essentials of Sales specifically targets sales functions in the agency. Agents hold a variety of titles in agencies: Producer, Account Executive, or Sales Agent, for example. In some agencies, Account Managers or CSRs (Customer Service Representatives) are also responsible for sales. No matter what your title, if you sell or assist in sales, this class provides valuable insights to help reduce your E&O exposure. 

PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH BOTH SWISS RE AND UTICA! IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!

This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim and then provides specific processes and procedures to follow in the agency's daily operations to prevent E&O claims.

Basic Course Information

• What You Need to Know About E&O and an Agent's Duties
• Compliance with State and Federal Laws
• Role of Agency Procedure
• The Sales Process/Renewals/Retention/and Documentation 
   

• What You Need to Know About E&O and an Agent's Duties
• Compliance with State and Federal Laws and Complying with Carrier Contracts
• The Role of Agency Procedures and Working with Excess & Surplus Lines and Residual Markets
• Marketing and Technology and E&O Claims Reporting