Description

PLEASE NOTE - THIS CLASS IS APPROVED FOR PREMIUM DISCOUNTS WITH SWISS RE.  IF YOUR STATE HAS AN ACTION ITEM FOR YOU AFTER COMPLETING THE CLASS, IT WILL BE INCLUDED IN THE HANDOUTS/MATERIALS SECTION!

This new course is the third module in a new risk management series designed to familiarize new and seasoned agents with agency procedures and processes when holding a position of management within the agency. The Management Essentials module covers these and other objectives: What you need to know about E&O Understanding Agent’s Duties Compliance with State and Federal Laws Carrier Relationships and Contracts The Role of Agency Procedures Working with Excess and Surplus Lines and Residual Markets Marketing and Technology Reporting and E&O Claim.  Instructor: Brian Ross