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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. 

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

Learning Objectives

• 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 
   

Major Subjects

• Avoiding Agency Errors & Omissions Claims
• Documentation of Customer and Carrier Interactions
• How Customer Service Representatives Can Manage Insurance Client/Carrier Interactions

INSTRUCTOR

Nancy Germond

Executive Director

Independent Insurance Agents & Brokers of America

Kim Hutson

CONTINUING EDUCATION

This webinar course is approved for 3 hours of Wisconsin continuing education credit. Attendees must be present during the webinar to receive CE credits. Swiss Re Risk Management Credit Approved

REGISTRATION INFORMATION

Course fee is $84.00 for IIAW members, $120.00 for non-members. 

After purchasing your ABEN webcasts, you will immediately receive a purchase confirmation that will contain instructions on testing your system and accessing your ABEN account. Additionally there will be 3 e-mail reminders sent out prior to the event; 1 week 1 day and 2 hours prior to the event! The same access instructions will be provided.

CANCELLATION POLICY

A registrant may reschedule a prior registration to another airing date of the class and if there is no other date that will work into your schedule, a refund can be processed. ABEN can also transfer your registration to someone else in your office. There is no penalty for these requests. All of these requests are handled directly by the CE21 Help Desk at 877-602-9877 or by e-mailing to help@aben.tv