Agency Operations and Sales Management

Course Overview

This course focuses on insurance agency formation and the environment in which producers work. It describes and applies organizational management principles to the agency environment, reviews how to develop the public image of the insurance agency with an insurance consumer, and proposes solutions to the various issues agency principals and managers face. It covers this through the following broad areas of study:

  • Agency Formation and Environment
  • Organizational Management
  • Agency Sales Management
  • Personal Production Plans

Learning Objectives

After completing this course, you will be able to: -

  • Confidently communicate with customers by utilizing proven sales and negotiation techniques.
  • Set yourself apart as a valuable contributor to organizational success with thorough knowledge of managing agency operations.
  • Generate customer loyalty and retention by showing your commitment to professionalism.

Module 1: Course Overview

Module 2: Agent's Duties and Remedies

Module 3: Insurance Producers and Agency Law

Module 4: Producer Licensing

Module 5: Insurance Agency Contracts

Module 6: Legal Forms of Organization

Module 7: Operating Affiliations

Module 8: Organizational Management and Planning

Module 9: Organizational Management and Organizing

Module 10: Organisational Management and Leading

Module 11: Organizational Management and Controlling

Module 12: Agencies and Sales Management

Module 13: Sales Management Systems

Module 14: Agency Sales Management Planning-Developing a Process

Module 15: Sales Management Organizational Structure

Module 16: Agency Sales Management Operations-Staffing and Producer Hiring

Module 17: Agency Sales Management Operations-Producer Compensation and Performance

Module 18: Agency Sales Management Case Study

Module 19: Personal Production Plan Process

Module 20: Personal Production Plans Summary

Module 21: Time Management

Module 22: Negotiation

Module 23: Personal Production Plan Case Study

Price: $235

This Course includes:

   Text-based content

   5 Weeks