Attracting an Insurance Company Appointment

When evaluating a brokerage to conduct business with, insurance companies look at several factors affecting the suitability of the brokerage, including premises, financial information, type and mix of business, other insurers represented, loss experience, human resources, business plan, and errors and omissions claims record. This course discusses those factors in detail.

Credit: 1 Technical Credits (Level 3 Licensees Only)

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