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Pacific Mountain Central Eastern

OVERVIEW AND TOPICS


Ethical behavior benefits and common issues.
Healthy culture, service factors, and risk management basics.
Markets, financial stability, and rating.
Basics of the risk management process.
The risks and management of exchanging coverage information to customers.
The basics of new and renewal processes for agency procedures.
Tools to assess financial health.
Negligence, common causes of claims, and action steps.

COURSE DETAILS


DURATION
7 Hours

PRICE
$175

FORMAT
Webinar

CE CREDIT
Varies by State

INSTRUCTION LEVEL
Intermediate

FINAL EXAM
Nov 14, 2025 - Nov 20, 2025

FACULTY BIO


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