Strong relationships are at the heart of every successful insurance transaction. In this course, you will explore the key roles and interconnections among participants of the insurance process. You will acquire the skills and behaviors essential to building rapport, earning trust, and fostering long-term success. Through real-world examples and actionable strategies, you will discover how to strengthen your professional relationships and enhance credibility in every interaction. 

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

This course provides a comprehensive overview of Errors and Omissions (E&O) in the insurance industry, with a focus on understanding liability, consequences, and prevention strategies. Participants will explore key regulations, the roles and responsibilities of licensed and unlicensed staff, and the varying degrees of authority within an agency. The course also emphasizes fiduciary duties to clients, insurers, and other stakeholders, and highlights the top ten most common E&O mistakes made by CSR's and account managers - along with practical tips to avoid them.  

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

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.

This learning module explores different time management strategies for balancing client's requests and agency demands. The learner will also develop techniques to prioritize agency duties, avoid procrastination, manage a workload and manage a workspace. 

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

This learning module introduces the learner to the four communication styles. The learner will identify their own communication style and learn techniques for communicating with others such as clients, team members, managers and carrier underwriters. 

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

This learning module helps the learner review the four communication styles often used and discussed in relationship management. The module also demonstrates for the user how to build trust with clients. A section on managing conflict provides ready to use tips. 

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

Making a confident, first impression requires attentiveness and understanding the client's needs - known and unknown. This course covers how to use a variety of questioning styles to uncover key information to gain a deeper understanding of the client's risk management needs. 

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