Customer Relationship Management and Brokerage Management Systems

This online course provides new brokers, or those wanting a refresher, with information and skills needed to understand the concept of Customer Relationship Management (CRM) and how brokers can employ a Brokerage Management System to assist in an effective implementation of CRM. You will come to define CRM; list the benefits of adopting CRM within an organization; explain why retention is vital in today’s insurance environment; describe a “touch point” and how to maximize its value; list the steps in the core CRM Process; and understand how a Broker Management System can help to integrate and manage data about clients.

Credit: 1 Technical Credit

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