These training sessions improve knowledge in practical and basic day-to-day situations in the agency. We cover the fundamentals of insurance for the line of business being covered, understanding of coverage from a practical point of view.
DurationThese training sessions improve knowledge in practical and basic day-to-day situations in the agency. We cover the fundamentals of insurance for the line of business being covered, understanding of coverage from a practical point of view, quoting systems in the computer, how to fill out commercial applications (ACORDS), underwriting issues, cross selling, and we will bring up situations on how to avoid an E & O claim to the agency.
Our goal is to provide professional, detailed training focusing on practical skills that improve performance and provide a greater return on your training investment.
Amy Castro has over 30 years of experience in the insurance industry. Her experience encompasses personal and commercial lines of insurance.
She has worked in both company and agency levels, including agency owner, underwriter, customer service, underwriting manager, claims adjuster and marketing positions.
Describes how risk is addressed through insurance, which is an important component of an overall wealth management plan. Describes homeowners insurance, homeowners liability, homeowners medical payment coverages, and optional floaters and endorsements.
The 1-day introduction to the scoping procedure from an insurance adjuster’s standpoint. Topics include methodology behind a proper scope and expectations from the insurance carrier.
Please make sure the course you are purchasing is applicable to the type of License you hold. If you hold both a Life Only and Accident / Health License you can take a course in either category.
Understand the unique analysis methods needed to assess the financial strength and operating performance of insurance companies in the US.
How to determine if a client, and their automobiles, are eligible for a ISO Personal Auto Policy (PAP) by exploring ownerships, types of eligible vehicles, and elgible vehicle usage.
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