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.






