Association for Independent Agents | IIAN

 

WHAT WILL BE COVERED Professionalism: Developing professionalism and professional relationships Functions of the Independent Agency, including: Relations with companies and relations with customers Automation in the agency Agency systems, including: Applications, policy issuance, binders, certificates of insurance, claims processing, renewals, cancellations and billing Ethics and Legal Obligations [+]

This course, like Commercial Casualty 1, will strengthen the participant's ability to have productive, assured interactions with customers in the area of commercial casualty exposures and coverages. The course focuses on Business Auto, Workers Compensation. [+]

It is recommended that attendees take the CISR Personal Residential class prior to the CISR Personal Lines - Miscellaneous or have a working knowledge of the Homeowners Policy Form.  This course addresses the exposures created by watercraft, recreational vehicles and business activities.  Prompting clients to identify these exposures is crucial, because the ISO Homeowners and ISO Personal Auto Policies provide very limited coverage.  Also provided is an analysis of the coverage offered through personal umbrella or excess liability policies.  ◾Watercraft◾Recreational vehicles◾Business Activities◾Personal Umbrella/Excess [+]

Improve your cross-selling abilities with up-to-date knowledge of commercial property coverage, and learn how to qualify a risk and reduce E&O exposure.  Overview of the ISO CPP, all property coverage forms, building & personal property forms, cause of loss forms, overlooked endorsements and more. [+]

Get an overview of the Risk Management process and detailed information on the five steps of the Risk Management Process: Risk Identification, Risk Analysis, Risk Control, Risk Financing and Risk Administration. [+]