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How to insure the Modern Family
This course will follow Margaret as she prepares to call on Ginger and Fred, a couple she met while taking scuba diving lessons. Ginger has recently moved from her apartment into Fred´s lakefront home and they have many questions. Margaret wants to be prepared.
Fred has it all. An uncooperative ex-wife, kids in college, cars, boats, expensive gun collection and a lakefront home with all the toys.
Now he has invited his girlfriend to move in with all her possessions and her kids, ages 13 & 15.
What could go wrong? Let us count the ways in this entertaining yet educational tutorial series.
The "How to Insure" Online Training Courses are a practical hands-on program that explores the insurance needs of a customer. Each course follows a producer as he or she uses the Risk Evaluation System to work with a client in a specific industry. These courses are risk-specific, not coverage-specific and are designed to be introductory, not in-depth. They can help a producer, CSR and others in an agency gain the confidence necessary to pursue and work with a different industry niche.
Throughout this course, we will be providing regular updates on how our agent is progressing with the customer. At these updates, we will take time to review the course material with a short quiz. After you answer the quiz question, the correct answer will be shown.
You will learn why the answers given on an application affect coverage.
It will help you be better able to explain your recommendations for coverage.
How to Close More Sales
How to use the 4 R's to increase Sales
The Importance of Independent Agents
How to explain Personal Auto Coverages
How to explain Homeowners Coverages
Seven Rules of Working Effectively