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Pacific Mountain Central Eastern

OVERVIEW AND TOPICS


Initial considerations an agency faces during the planning process and how they improve the agency’s brand including value statements, vision statements and mission statements that lead to the success of an agency/organization.
What to consider when selecting a new high net-worth insurance company to represent.
Benefit and value of external high net-worth client relationships and how to develop and maintain them.
How client stewardship is applied to serve high net-worth clients and elements involved in developing a strategy for continuous client stewardship.
Importance of claims management, benefits to clients, agencies, and Insurance companies, and the agent's role when working with high net-worth clients.
Why coverage for high net-worth clients is written in the Excess & Surplus Lines (E&S) market and the various ways to access the E & S market and their characteristics.

COURSE DETAILS


DURATION
16 Hours

PRICE
$525

FORMAT
Webinar

CE CREDIT
Varies by State

INSTRUCTION LEVEL
Advanced

FINAL EXAM
Sep 16, 2024 - Sep 19, 2024

FACULTY BIO


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