Customer Service for the Insurance Professional Program

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.

About the Course

All four modules are taught over a four-month period consisting of a day long webinar for each module. 

Module 1: The Role of the Insurance Broker

  • Understanding the Broker’s Role
  • Quality Service and its Benefits
  • Client Expectations
  • Effective Communications

Module 2: Adding Value to your Brokerage

  • Selling Skills
  • Client Negotiation
  • Public Relations
  • Time Management
  • Brokerage Operations

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

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

Module 4: The Broker & the Law

  • Inadequate Coverage
  • Industry Organization
  • Career Development

Upcoming Intakes

2022

  • Module 1: September 29, 8 a.m. - 2 p.m.
  • Module 2: October 27, 8 a.m. - 2 p.m.
  • Module 3: November 24, 9 a.m. - 3 p.m.

2023

  • Module 4: January 27, 9 a.m. - 3 p.m.
  • Module 1: February 24, 9 a.m. - 3 p.m.
  • Module 2: March 24, 8 a.m. - 2 p.m.
  • Module 3: April 28, 8 a.m. - 2 p.m.
  • Module 4: May 26, 8 a.m. - 2 p.m.

 

Registration Process:

Step 1: Register for the webinar below.
Step 2: Once you have registered, it will appear in your IBAS account under My Courses.
Step 3: Once you attend the webinar, you will see your credits on your Transcript under My Courses.

Upcoming Courses
Date Course
Jan 27, 2023 CSIP: Module 4
Feb 24, 2023 CSIP: Module 1
Mar 24, 2023 CSIP: Module 2
Apr 28, 2023 CSIP: Module 3
May 26, 2023 CSIP: Module 4