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  • Creating and Managing Successful Customer Relationships

  • Course Description

    This course introduces the participant to, and develops their skills in, successfully creating and managing insurance client relationships. Information and exercises will help improve understanding of these responsibilities and how to respond to the challenges of being an insurance producer.

    The challenges faced and issues raised in performing these responsibilities including risk identification, exposure based sales, and the legal issues facing producers, will also be discussed.

    This course consists of eight (8) sections of material delivered in a 1/2 day period.

    Course Outline

    Section 1 Introduction  
    Section 2 What Does the Client Expect?  
    Section 3 Meeting Client Expectations  
    Section 4 Understanding the Client  
    Section 5 Effective Client Communication  
    Section 6 Identifying and Responding to Client Needs  
    Section 7 Sales Synergy  
    Section 8 Client Relationship Management  


    Continuing Education Credits – ID #33394

    1) Alberta Insurance Council 3.75 hours General, Adjuster, Life, Accident & Sickness Certificate
    2) General Insurance Council of Manitoba 3.75 hours
    3) General Insurance Council of Saskatchewan 3.75 hours Technical

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