Description

6 hrs. NC General 

Format: Online 

Course objectives: During this workshop, participants learn:

• specific tools for analyzing consumer need
• how to utilize risk identification techniques to gather pertinent prospect information;
• skills necessary to assimilate information gathered into customized coverage recommendations;
• how to prepare a complete submission; and
• tips for preparing and presenting a comprehensive insurance proposal.

Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.