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REGISTER HERE!
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 InformationLearning 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- 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
INSTRUCTOR
Vice PresidentAssured Partners
Brian began his career in 1992 with Given/Woods Insurance Agency. He studied Insurance and Risk Management at SMU and graduated in 1994. In 1996 he left Given/Woods and started his own agency. He later merged his agency with Given/Woods when Glenn Woods retired. He sold the agency to Assured Partners in 2018 and continues to work at Assured Partners.
Kim began her insurance career in 2000, purchased her father’s agency in 2005 and sold her agency to Assured Partners of Texas in 2018. She continued to work as Director of Commercial P &C Operations until December 2019. After a brief retirement, Kim began working for IIAT as an Agency Coach. Her focus was supporting agencies to maximize their potential with a focus on operation, employees and profitability. She drew on her experience of owning and operating Hutson Insurance Group for almost 20 years. She then expanded her focus to include Education Director where she managed the IIAT curriculum offerings to their members as well as teaching classes. Kim continues to share her experience to help educate and grow insurance professionals teaching and creating educational content for the industry.
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
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