Seven Steps To Personal Lines Success - #7 Account Development Techniques/E&O Tips & Traps/Personal Lines Claims

WHO SHOULD ATTEND:

This course is geared towards those people who have a good understanding of the various personal lines policies and want to account round them within their agency, minimize any E&O exposures and be helpful during the claims process.

This course is part of a certificate program called the Seven Steps to Personal Lines Success. Each course can certainly be taken as a standalone class, but if you are interested in seeing the full series, the courses involved and earning the certification, that information can be found HERE.

CLASS TOPICS:

  • How to Round out your Clients Account
  • Avoidance of E&O exposures
  • “Fast Fixes” for important E&O considerations
  • Providing Efficient and Helpful Claims Services

REGISTRATION:          8:30 a.m.

CLASS TIME:               9:00 a.m. - 5:00 p.m.

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