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Real Training For The Real World
Learn practical skills that bridge the gap between traditional education and real-world experience.
Commercial Lines Assistant Training
Content
Developed by Industry Experts
Licensed agents, underwriters, and agency executives have collaboratively developed this practical day-in-the-life workshop content.
Understand Insurance Marketplace
The use of third-party services and policy placement through outside agents and brokers adds complexity to administrative tasks in comparison to non-insurance industries.
Thoughtful Proactive Processing
Understanding the entire process gives unlicensed assistants the confidence to ask questions and provide proactive support, instead of waiting for instructions on next steps.
Prioritizing & Escalation Strategies
Emphasizing the importance of servicing standards ensures an exceptional insured client experience and provides guidelines for prioritizing and escalating time-sensitive tasks.
Entry-Level Curriculum
Objectives
Introduction to Commercial Lines Servicing
Tru Flow Plumbing
What workflows are triggered when Robert Jones of Tru Flow Plumbing purchases a new service truck?
Module 08 - Policy Endorsement
Reasons why the insurance company and insured client change the policy
How to submit a change request
Guidelines for unlicensed administrative support.
Module 11 - Automobile Proof of Insurance
Difference between financial responsibility and third-party proof of coverage.
Proof of financial responsibility workflow (Auto ID Card)
Third-party proof of insurance workflow (Certificate of Insurance)
Thomas Property Management
The bank is refinancing a mortgage for a location managed by Thomas Property Management. What is required for lender insurance compliance?
Module 09 - Liability Proof of Insurance
Who needs a liability proof of insurance?
What is the most common format and documentation required?
How can the documentation be evaluated for completeness?
Module 10 - Property Proof of Insurance
Who needs a property proof of insurance?
What is the most common format and documentation required?
How can the documentation be evaluated for completeness?
Mary's Donuts
Is Mary's Donuts required to comply if the insurance company recommends servicing the fire extinguishers?
Module 12 - Loss Control Recommendations
Evaluating loss control recommendations
The insured's role in the workflow.
Prioritizing loss control recommendations
Module 13 - Nonrenewals
How is a nonrenewal different from a cancellation?
What is the nonrenewal process from the carrier's perspective?
What is the workflow for processing nonrenewal notices when received in the office?
John's Excavating
The insurance company has requested that John's Excavating submit payroll reports. What will happen if they ignore the request?
Module 14 - Premium Audit
Who completes premium audits?
What is an exposure basis?
What types of audits can you expect?
Austin Eats
Linda Matthews of Austin Eats has just received a notice of cancellation. Does the policy need to be replaced?
Module 15 - Cancellations
How is a notice of cancellation different from a policy cancellation?
What is the workflow when the insurance company initiates the cancellation?
What is the workflow when the insured initiates the cancellation?
Module 16 - Reinstatements
How is a rescission different from a reinstatement?
What is the reinstatement process from the insurance company's perspective?
What are the most common reinstatement reasons?
Contact
+1 (404) 835-0767
11am - 7pm EST, Monday - Friday
3343 Peachtree Rd NE Ste. 145-232, Atlanta, GA 30326
