CSIP: Module 3

May 25 - May 26, 2023

As a customer service representative, your ability to deliver excellent service to your clients is critical to your brokerage’s success. In this four-part program, you will explore every aspect of brokerage operations from a customer service perspective. You will develop the skills required to ensure that your office maintains a consistent, high quality, customer service approach in all market conditions.

The Customer Service for the Insurance Professional (CSIP) program is an excellent resource, whether you are new to the insurance brokerage field or a seasoned professional.

Modules are taught over the course of a 4-month period consisting of a 2 day webinar session.

About the Course

Module 3: Office Procedures, Workflows & Their Impact on Client Service

  • E&O Liability Exposure
  • Office Efficiency
  • Industry Issues

Date & Time

May 25, 2023
8 - 11 a.m. 

May 26, 2023
8 - 11 a.m. 

Note: Details on how to connect to the webinar will be sent to registrants' e-mails at least 24 hours prior to the start of the event.

Text and course confirmations will be sent once registration and payment have been processed by IBAS. 

6 General CE hours are awarded for each completed module.

As there is no examination for this certificate program, participates must attend the full webinar workshop session in order to receive the completion certificate. Missed modules can be rescheduled for the next available session at an additional cost of $25 per webinar.

Schedule

Schedule
Event Date
CSIP: Module 3 May 25, 2023, 8:00 - 11:00 AM
CSIP: Module 3 May 26, 2023, 8:00 - 11:00 AM