Agency Operations and Sales Management

Agency Operations and Sales Management

Course Overview

This course focuses on insurance agency formation and the environment in which producers work. It describes and applies organizational management principles to the agency environment, reviews how to develop the public image of the insurance agency with an insurance consumer, and proposes solutions to the various issues agency principals and managers face. It covers this through the following broad areas of study:

  • Agency Formation and Environment
  • Organizational Management
  • Agency Sales Management
  • Personal Production Plans

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