Agency Management & Customer Service-The Keys to Success


NJ Course Code: #0314760 –   3 Credits

PA Course Code:# 105203 –     3 Credits

Advanced course for all insurance professionals in the agency system. Discussion will include current industry conditions and trends occurring in the industry by looking at the issues from the company, agent and the perspective of insureds. Agency management and customer service issues will be explored and discussion will include current management, goal setting with focus on revenue, retention, servicing areas and ways to improve upon existing methods. Professional ethics and account development will also be discussed with participants providing insight to their own organization and suggestions for improving their agency service.