Personal Lines CSR Workshop

Our two-day workshop follows this format (we can customize to suit your needs).

The session is designed to assist the Personal Lines CSR or Underwriter to develop an enhanced comfort level with the various coverages available.

We will provide an in-depth analysis of:

  • Property Coverage
  • Liability Coverage
  • Automobile Coverage

Two-day workshops or longer can also included discussion, demonstration and hands-on for:

  • Wordings
  • Quoting
  • Customer Service

More about our workshops

Program Benefits

  • Shared real life experience
  • Customized exercises to reflect your chosen company wordings
  • Preparation and review of submissions and applications
  • Comprehensive program

Breed confidence in your staff!!

Training is an investment, not an expense!!!
Education continues to play a critical role in the growth and development of professionals within the insurance industry. Trends indicate that training is becoming a priority to effectively compete in the changing market.

The number of mergers, acquisitions and new players has increased the benchmark to measure the level of professionalism.
Demographics indicate that long-term insurance professionals are leaving the insurance industry and are being replaced by eager yet inexperienced individuals. Recent numbers show that for every two (2) people leaving the workforce, only one of them will be replaced!

Entry-level employees need technical support…
Entry-level employees make excellent students, as they understand the competitive environment that they are entering. Employers should be willing to take the initiative to develop these employees!
Our training will provide these people with the knowledge and skills that are needed during the development of Insurance professionals.

Corporate goals and objectives will be met when your employees are adequately trained to compete in today’s rapidly changing environment.