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Seven Steps To Personal Lines Success - #7 Acct Development Techniques/E&O Tips & Traps/PL Claims

WHO SHOULD ATTEND:
This course is geared towards those people who have a good understanding of the various personal lines policies and want to account round them within their agency, minimize any E&O exposures and be helpful during the claims process.

This course is part of a certificate program called the Seven Steps to Personal Lines Success. Each course can certainly be taken as a standalone class, but if you are interested in seeing the full series, the courses involved and earning the certification, that information can be found HERE.

CLASS TOPICS:
  • How to Round out your Clients Account
  • Avoidance of E&O exposures
  • “Fast Fixes” for important E&O considerations
  • Providing Efficient and Helpful Claims Services

Read Class Reviews...
This class was very educating! Loved it!
L. Santiago, Partners Insurance, 2015



COURSE DETAILS & POLICIES:
Cancellation/Refund Policy: There will be a $35.00 penalty fee if we are not notified in advance of three (3) business days of the scheduled class. Failure to cancel will result in loss of full registration fee.

Late Registrants: Please call 48 hours in advance of a class to ensure availability. A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class.

Book Options:  A pdf manual is available for this class at no extra charge. Should you choose this option at checkout, you will receive an email with a link to download the pdf three days prior to the class date. If you choose to purchase a Hard Copy Book for an additional $10, it will be available for you at the class site.

Date:  June 27, 2017

Time:  9:00 AM – 5:00 PM



Location:        Association Headquarters
                        91 Cedar Street
                        Milford, MA 01757
                        Phone:  508-634-2900

Price: $95.00 members / $190.00 non-members

CEUs: 6 – please note that CEUs need to be added to your order when you check out.

GL Number: 251380        Prometric Number: C46444

    


CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
 
 
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