AIAM 320 - Professional Relationships in the Insurance Agency

Insurance is a relationship business. You make a difference to your clients, underwriters, and co-workers. We will look at developing relationships and how it improves the bottom line in the agency.

Course Outline:

                  1 Hour
I.    Introduction
II.    Encourage Honest Feedback
III.    Listen
     a.    5 Myths about listening
     b.    Listening Distractions
     c.    Effective Listener
IV.    Make A Routine
V.    Be Honest
VI.    Take Notes
VII.    Give More Than You Receive
VIII.    Turn Blunders Into Opportunities
IX.    Make It Personal
     a.    Introducing Yourself
     b.    Conversations
     c.    Questions
X.    Advantages Of Relationships
XI.    Underwriters
XII.    You Are The Relationship
XIII.    Closing