This level takes 52 weeks to complete. Its purpose is to reassess every procedure in the agency, and to create an agency-specific procedures manual for:

  • Personal Lines
  • Commercial Lines
  • Accounting
  • Life & Health

To view a sample of a Commercial Lines Procedures Assessment, click here.

It also includes optional electives including:

  • Disaster Recovery
  • Strategic Agency Planning
  • Goal Setting
  • Intranet Development

To view a sample class, place your mouse on the screen below to view the player control, then click the play button.

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