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OVERVIEW AND TOPICS
Requerimientos Legales y Éticos
Ethical behavior benefits and common issues.
La Agencia de Seguros
Healthy culture, service factors, and risk management basics.
La Industria de Seguros y el Mercado
Markets, financial stability, and rating.
Comunicaciones y Tecnología
Managing risk across all media.
Componentes del Flujo de Trabajo de la Agencia
Agency quality control and technology support.
Pasos del Flujo de Trabajo de la Agencia
Business development workflows and reducing E&O exposures.
Manejo de Cuentas
Tools to assess financial health.
Errores & Omisiones
Negligence, common causes of claims, and action steps.