Product Details

CSIP - Brokerage Operations

Member: $185

Non-Member: $350

Clients base their insurance decisions not just on price and coverage but also on the reputation of the brokerage and the quality of its customer relations. As a Customer Service Representative (CSR), your direct contact with clients places you in an ideal position to retain clients, build the client base through referrals, and cross-sell additional products and services, according to the needs of your clients. Add value to the bottom line of your brokerage with consistently high-quality customer service in all market conditions. Gain confidence and new ideas to not only meet but also exceed your clients' expectations.

Module Contents:

  • Review office procedures
  • Understand the impact of work flows on customer service, errors and omissions, exposures, and efficiency
CSIP - Brokerage Operations