This level takes 52 weeks to complete. The focus of this level is sales & marketing. It includes:

  • Personal Lines Marketing Plan
  • Commercial Lines Marketing Plan
  • Employee Benefits Marketing Plan
  • Sales Management Training
  • Creating a Referral Program
  • Review of Producer Compensation Plans

It also includes optional electives including:

  • Perpetuation Plans
  • Customer Advisory Boards
  • Quality Circles

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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