Personal Lines Insurance: A P&C Sales & Service Guide
A Comprehensive Guide to Building a Successful Property & Casualty Insurance Career
4.14 (33 reviews)
149
students
1.5 hours
content
Mar 2025
last update
$29.99
regular price
What you will learn
Understanding Insurance Agency Structures – Learn the different types of agencies and how they operate.
Mastering P&C Sales Styles & Strategies – Explore various sales techniques to match different client needs.
Unlocking Sales & Growth Opportunities – Identify ways to increase sales, cross-sell, and expand your book of business.
Providing Exceptional Service & Retention – Learn best practices for customer service, policy reviews, and client retention.
Building a Strong Referral Network – Discover strategies to generate consistent referrals and grow your client base.
Effective Policy & Deductible Discussions – Gain confidence in explaining coverage options and guiding clients.
Navigating Claims Conversations – Understand how to handle claims discussions with clients professionally.
Why Loss Ratios Matter – Learn how loss ratios impact your agency and how to manage risk effectively.
Field Underwriting Essentials – Understand the basics of risk assessment and underwriting in P&C insurance.
Building Lasting Client Relationships – Develop trust and long-term relationships to ensure repeat business.
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3064810
udemy ID
28/04/2020
course created date
08/05/2020
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