Mastering Customer Service Essentials
This workshop focuses on key customer service essentials: identifying
customer needs, understanding your clientele, and building customer-centered policies. By adopting a modern and insightful approach, you will empower your team to not only meet but exceed customer expectations.
Understanding Legal Issues with Homeowners & Insurance
This highly interactive session is designed to equip insurance professionals with knowledge and understanding to handle and address key legal issues which may arise in homeowners’ policies.
Mastering Customer Service Essentials
At the end of the session, participants will:
- Understand customer needs identification
- Gain an appreciation for understanding clientele and segmentation
- Understand building robust customer-centered policies
- Gain an insight into metrics and continuous improvement
Understanding Legal Issues with Homeowners & Insurance
At the end of the session, participants will:
- Understand the types of ownership, how ownership can be conveyed in language of the documents
- Become familiar with the key elements of:
- Agreement for Sale
- Deed of Conveyance
- Certificate of Title
- Certificate of Comfort
- Deed of Mortgage
- Pre-sold homes
- Deed of gift
- Understand how to address insurance issues in various circumstances such as:
- Multiple owners, one named insured
- Death of the insured, or a co-owner
- Death of the policyholder – letters of administration / Probate
- Divorce
- Minors
- Administration of Estates
- Understand the role of the Power of Attorney for insurance purposes