Agency Operations Learning Guide - January 2024 Edition - Digital PDF

This is the Digital PDF. Upon purchase, you'll receive an email with download instructions. This learning guide covers Agency Operations, part of the Certified Insurance Service Representative designation program. This learning guide covers eight main sections: ·       Ethical & Legal Requirements ·       Managing the Insurance Agency ·       The Insurance Industry and Marketplace ·       Risk Management and Agency Processes ·       Managing Coverage Information Exchange ·       Managing the Agency Workflows and Procedures ·       Account Management ·       Errors & Omission Section 1: Ethical & Legal Requirements In this section, you will develop a necessary understanding of ethical behavior and its benefits, identify ethical issues and apply ethical decision-making strategies to them, as well as learn to distinguish between ethical and legal responsibilities. The standard of care and professionalism to which insurance agents are held when conducting business will be exam