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Webcast

The NEW AIAM 220 Organizational Workflow


Total Credits: 1 including 1 CE Credit

Average Rating:
   111
Categories:
AIAM Training
Faculty:
Jeff Odom
Duration:
1 Hour
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

AIAM 220 examines how to get the work done more efficiently. The webinar topics include backlog and setting up workflows for each position in the agency.

Outline

  1. Introduction
  2. Unauthorized Entities
    1. Erisa and Mewas
    2. Penalties
  3. Business Process
    1. Customer Service Representative
    2. Producer
    3. Principal
  4. Workflow Defined
    1. Set of tasks-grouped chronologically into processes
  5. Agency Management Workflow for prevention of Errors and Omissions
    1. Speed and Accuracy
    2. Back and forth of material
    3. Backlog
  6. Positions in the Agency
    1. Title, Department, Supervisor
    2. Summary of responsibilities
    3. Primary accountabilities
    4. Nature and scope: How the position into the department
  7. Types of Organizational Structures
    1. Line-One direct relationship between the different levels in the agency
    2. Function- Direct authority
    3. Line and Staff –for large agencies
  8. Business Workflow of Errors and Omissions Procedures
    1. Risk Transfer
    2. Potential Claims
    3. Files with relative information
  9. Reduce E&O Claims
    1. Compliance with agency standards
    2. Clear communication
    3. Complete and thorough process of applications
    4. Prompt and prudent placement of insurance
    5. Compliance with company guidelines
    6. Timely transmittal of claims
    7. Constant monitoring
    8. Continued education on new issues and process
  10. Conclusion

Course Materials

Faculty

Jeff Odom's Profile

Jeff Odom Related Seminars and Products

Education Instructor & Insurance Analyst

Florida Association of Insurance Agents


Jeff graduated from FSU in 1988 and began his insurance career as both a general lines and life and health insurance agent with an independent insurance agency. He moved to the education side of insurance by taking a position with the Department of Financial Services (formerly Department of Insurance), working in the continuing education section. Jeff spent his last four years there the administrator of Continuing Education. At FAIA, Jeff's duties include writing, updating, and revising FAIA's Florida Insurance Research Library, and teaching.


Dates

Mon, Apr 08, 2024 - 12:00pm to 12:52pm CDT
Tue, Apr 23, 2024 - 01:00pm to 01:52pm CDT
Mon, May 06, 2024 - 08:00am to 08:52am CDT
Tue, May 21, 2024 - 09:00am to 09:52am CDT
Tue, Jun 04, 2024 - 10:00am to 10:52am CDT
Thu, Jun 27, 2024 - 12:00pm to 12:52pm CDT
Wed, Jul 10, 2024 - 01:00pm to 01:52pm CDT
Thu, Jul 25, 2024 - 08:00am to 08:52am CDT
Thu, Aug 08, 2024 - 09:00am to 09:52am CDT
Tue, Aug 20, 2024 - 10:00am to 10:52am CDT
Tue, Sep 10, 2024 - 12:00pm to 12:52pm CDT
Fri, Sep 20, 2024 - 01:00pm to 01:52pm CDT
Mon, Oct 14, 2024 - 08:00am to 08:52am CDT
Wed, Oct 30, 2024 - 09:00am to 09:52am CDT
Wed, Nov 06, 2024 - 10:00am to 10:52am CST
Tue, Nov 19, 2024 - 12:00pm to 12:52pm CST
Fri, Dec 13, 2024 - 01:00pm to 01:52pm CST
Mon, Dec 23, 2024 - 08:00am to 08:52am CST

State Specific Details

State Approval Information Details KS - This course is approved for 1 hour of credit - #6000114218

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