Agency Operations

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30.0030.00
$30.00
-+
  • Course Delivery: On Demand
  • Credit Hours: 1
  • Language: English
  • Credit Type: A and H
  • Difficulty: Intermediate
  • Audience: Licensed California Insurance Professionals

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Description

This course is designed to encompass key issues in the business of agency operations. It looks at the various aspects of risk management, and outlines the workings of the insurance markets as they exist today. To highlight the importance of procedural issues, the course also focuses on issues of Errors and Omissions, and links the same to various aspects of the agency business.

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Course Objectives

Upon completion of the course the student will: Learn about Insurance Agency Operations Familiarize the student with the concept of Risk Management, its purposes and implementation process within the Agency. Educate the student about different types of insurance markets as well as insurance company evaluation. Familiarize the student with the ethical and legal responsibility pertaining to Insurance Agency Operations. Learn about sales and marketing within the agency. Familiarize the student with Errors and Omissions, and with E&O planning. Understand agency finances including financial management, accounting records, agency accounting and etc.

 

Regulatory Information

Agency Operations - California Department of Insurance

  • Name:
  • California Department of Insurance
  • Phone:
  • 916-492-3500
  • Fax:
  • 916-445-5280
  • Website URL:
  • http://www.insurance.ca.gov/
  • Email Address:
  • license.bureau@insurance.ca.gov
  • Address:
  • 300 Capitol Mall, Ste.1700
  • City:
  • Sacramento
  • State:
  • CA
  • Zip:
  • 95814
 

End of Course Instructions

Congratulations! You have successfully completed your online course; you may now print your certificate(s) online.

 

Quiz Information

You will not be required to pass the quizzes to move on to the next lesson.

 

Exams

You will be required to pass the final exam with a 70% in order to receive course credit.

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