Customer Management Skills: Anticipating Needs

This learning module explores the roles within the insurance agency and helps the learner to understand the new business workflow, renewal workflow, and certificates of insurance process. The user will also learn how to build credibility and loyalty with co-workers and clients, how to develop a strong client retention strategy and understand how anticipating needs will aid in customer management. 

This course can be purchased individually or as a part of the Customer Management Skills Package.