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Week of Webinars: Account Management and Broker Services – #387034
This course provides insurance brokers with an overview of account management service models, which are critical for client retention and success in group insurance. Topics addressed include the obligations brokers are entrusted with, and how agents can put their best-faith efforts into supporting clients. The course addresses technical components of the group insurance business and modern service models — as the role of brokers becomes more diverse and expansive. Also discussed are underwriting, group variances, key ACA compliance items, service issues, enrollment presentations, eligibility changes, planning for open enrollment, client education, and more.

Your enrollment in this course will help you evaluate and enhance your client service models.

Presented By: Paul Roberts

Jun 9, 2022 09:00 AM in Pacific Time (US and Canada)

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