Client Success and Account Development
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Explore the role of the agent/ broker throughout the Client Account Lifecycle. This course offers a comprehensive overview of each stage - from prospective client engagement to the annual account review. Learners will gain a clear understanding of the key responsibilities and communication touchpoints between the agent/ broker and underwriter as the policy progresses through its lifecycle.
This course can be purchased individually, or as part of the Introduction to Insurance Package.
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Client Success and Account Development
Begin self-paced component package.
Begin self-paced component package.
Explore the role of the agent/ broker throughout the Client Account Lifecycle. This course offers a comprehensive overview of each stage - from prospective client engagement to the annual account review. Learners will gain a clear understanding of the key responsibilities and communication touchpoints between the agent/ broker and underwriter as the policy progresses through its lifecycle.
