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OVERVIEW AND TOPICS
Negligence, common causes of claims, and action steps.
Ethical & Legal Requirements
Ethical behavior benefits and common issues.
Managing the Insurance Agency
Healthy culture, service factors, and risk management basics.
The Insurance Industry and Marketplace
Markets, financial stability, and rating.
Risk Management & Agency Processes
Basics of the risk management process.
Managing Coverage Information Exchange
The risks and management of exchanging coverage information to customers.
Managing the Agency Workflows & Procedures
The basics of new and renewal processes for agency procedures.
Account Management
Tools to assess financial health.
Errors & Omissions
Negligence, common causes of claims, and action steps.