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Webcast

The NEW AIAM 220 Organizational Workflow


Total Credits: 1 including 1 CE Credit

Average Rating:
   164
Categories:
AIAM Training
Speaker:
Jeff Odom
Duration:
1 Hour
License:
Expires 30 day(s) after program date.

Dates


Description

AIAM 220 examines how to get the work done more efficiently. The webinar topics include backlog and setting up workflows for each position in the agency.

Outline

  1. Introduction
  2. Unauthorized Entities
    1. Erisa and Mewas
    2. Penalties
  3. Business Process
    1. Customer Service Representative
    2. Producer
    3. Principal
  4. Workflow Defined
    1. Set of tasks-grouped chronologically into processes
  5. Agency Management Workflow for prevention of Errors and Omissions
    1. Speed and Accuracy
    2. Back and forth of material
    3. Backlog
  6. Positions in the Agency
    1. Title, Department, Supervisor
    2. Summary of responsibilities
    3. Primary accountabilities
    4. Nature and scope: How the position into the department
  7. Types of Organizational Structures
    1. Line-One direct relationship between the different levels in the agency
    2. Function- Direct authority
    3. Line and Staff –for large agencies
  8. Business Workflow of Errors and Omissions Procedures
    1. Risk Transfer
    2. Potential Claims
    3. Files with relative information
  9. Reduce E&O Claims
    1. Compliance with agency standards
    2. Clear communication
    3. Complete and thorough process of applications
    4. Prompt and prudent placement of insurance
    5. Compliance with company guidelines
    6. Timely transmittal of claims
    7. Constant monitoring
    8. Continued education on new issues and process
  10. Conclusion

Course Materials

Speaker

Jeff Odom's Profile

Jeff Odom Related Seminars and Products

Education Instructor & Insurance Analyst

Florida Association of Insurance Agents


Jeff graduated from FSU in 1988 and began his insurance career as both a general lines and life and health insurance agent with an independent insurance agency. He moved to the education side of insurance by taking a position with the Department of Financial Services (formerly Department of Insurance), working in the continuing education section. Jeff spent his last four years there the administrator of Continuing Education. At FAIA, Jeff's duties include writing, updating, and revising FAIA's Florida Insurance Research Library, and teaching.


Dates

Thu, Jun 05, 2025 - 2:00 PM to 2:52 PM CDT
Fri, Jun 20, 2025 - 8:00 AM to 8:52 AM CDT
Wed, Jul 02, 2025 - 10:00 AM to 10:52 AM CDT
Tue, Jul 22, 2025 - 12:00 PM to 12:52 PM CDT
Thu, Aug 07, 2025 - 2:00 PM to 2:52 PM CDT
Fri, Aug 22, 2025 - 8:00 AM to 8:52 AM CDT
Thu, Sep 04, 2025 - 10:00 AM to 10:52 AM CDT
Fri, Sep 19, 2025 - 12:00 PM to 12:52 PM CDT
Thu, Oct 09, 2025 - 2:00 PM to 2:52 PM CDT
Fri, Oct 24, 2025 - 8:00 AM to 8:52 AM CDT
Tue, Nov 04, 2025 - 10:00 AM to 10:52 AM CST
Wed, Nov 19, 2025 - 12:00 PM to 12:52 PM CST
Thu, Dec 04, 2025 - 2:00 PM to 2:52 PM CST
Fri, Dec 19, 2025 - 8:00 AM to 8:52 AM CST

State Specific Details

State Approval Information Details

Reviews

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Overall:      4.6

Total Reviews: 164