Essential Skills for the Insurance Broker & Agent


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CIP130 - Essential Skills for the Insurance Broker & Agent



This course provides an overview of insurance business practices from the broker's perspective and begins by introducing the broker as an insurance intermediary. Students learn the needs of personal lines clients and small commercial risks and the skills that typical grocer will use to perform effectively. Students will follow the progress of a risk from initial contact with the client through the evaluation and application process, to binding and policy documents. Major product lines and common policy transactions handled by brokers will be reviewed.

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