Keeping Personal Lines Business, Renewals & Retention
NJ Course Code: #0314772 – 3 Credits
PA Course Code: #107631 – 3 Credits
Advanced Personal Lines Course targeted to agency and company personnel handling the personal lines client. The seminar reviews the fundamentals of account review and retention but is targeted to the advanced personal lines customer service representative, producer or agency supervisor, managing the process as well as the account. The course provides customer renewal & retention procedures and ideas, underwriting considerations including claims information and coverage coordination issues.