Account Rounding


NJ Course Code: #05012925 –   3 Credits

Advanced course targeted to insurance professionals handling client portfolios and the importance of rounding out their accounts. Many agents find they write many mono-line policies for clients and are not achieving quality of client relationships. Additionally, agents are subjecting themselves to additional errors and omissions exposures. The seminar reviews the fundamentals of account review whether being a prospect or an existing client. Risk management and underwriting techniques will be shared to enable the professional to provide the best level of service to their clients.