Customer Service for the Insurance Professional Program

Insurance brokers are in the business of customer service. Your ability to deliver an exceptional customer experience is critical to your professional success and that of your brokerage.
In this four-part program developed by the Insurance Brokers Association of Canada, you will explore every aspect of brokerage operations from a customer service perspective, honing the skills required to ensure your office maintains a consistent, high quality, customer-first approach in all market conditions. 

About the Course

In partnership with the Insurance Brokers Association of Manitoba, the Customer Service for the Insurance Professional (CSIP) program is delivered in four separate modules over the span of four months. Each module consists of a day-long webinar, which is eligible for six (6) CE credit hours (for a total of 24). There is no final examination. Students successfully completing all four modules will receive a certificate of completion. CSIP is suitable for new brokers, seasoned producers, and brokerage leaders alike.

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


There are currently no courses scheduled at this time.

Course fees are $250 per module (inclusive of GST), for a program total of $1,000. Students must register for each module separately by clicking below.

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
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