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OVERVIEW AND TOPICS
Legal & Ethical Requirements
Ethical behavior benefits and common issues.
The Insurance Agency
Healthy culture, service factors, and risk management basics.
The Insurance Industry and Marketplace
Markets, financial stability, and rating.
Communications and Technology
Managing risk across all media.
Agency Workflow Components
Agency quality control and technology support.
Agency Workflow Steps
Business development workflows and reducing E&O exposures.
Tools to assess financial health.
Errors & Omissions
Negligence, common causes of claims, and action steps.