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Attention: This course is not approved for State reported continuing education credits.
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Designated participants are only allowed to register for this course.
This Online MEGA is allowed only for CIC, CRM and CPRM Dues Paid designees.
To earn designation update credit in this course, you MUST have paid your annual dues. Please click the link to Pay your Dues
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In the case of multiple licenses, please enter your resident state license information as CE credit will only be processed for one state. Modifications to your CE request may be made up until the last day of the course through the My Courses tab in your PROfile. Certain states have rules regarding repetition of courses, please review those requirements prior to requesting CE credits.
The State of Nevada has only approved this course for 3 credits of Property & Casualty and 3 credits of Ethics.
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OVERVIEW AND TOPICS
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.
