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Customer Service for the Insurance Professional (CSIP)

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Do you feel prepared to provide top quality customer service to your clients?

Clients base their insurance decisions on the quality of their interactions with their service provider, in addition to price and coverage. This places brokers in an ideal position to build their client relationships and nurture new clients through referrals. By knowing the needs of each individual client or business brokers are able to cross sell additional products and services to best meet the coverage requirements of their clients. By doing this, brokers can significantly add to the value to the bottom line of their brokerage, as well as, enhance the level of service they provide.

The CSIP course is divided into four separate modules that deal specifically with the role of the Customer Service Representative. It examines every aspect of the brokerage operation from a customer service perspective and focuses on the job functions of those that deal with clients.

This program will help ensure that a brokerage maintains a consistent, high quality, customer service approach in all market conditions and is an excellent resource for anyone new to the insurance brokerage field. It can also be a great refresher for seasoned employees.

Students work through the program at their own pace with the assistance of our approved instructor.  

CSIP MODULE 1: THE ROLE OF THE BROKER

  • Quality Service and its Benefits
  • Client Expectations
  • Client Service Roles
  • Communication Skills

CSIP MODULE 2: ADDING VALUE TO YOUR BROKERAGE

  • Selling Skills
  • Client Negotiation
  • Public Relations
  • Time Management

CSIP MODULE 3: BROKERAGE OPERATIONS

  • Automation
  • Office Procedures
  • Errors and Omissions
  • Money Handling

CSIP MODULE 4: INDUSTRY ISSUES

  • The Broker and the Law
  • Inadequate Coverage
  • Industry Organization
  • Career Development

 

There are no examinations to write for CSIP and only employees of IBANS member brokerages are eligible to take this course.

Completion of the course does not affect or change license levels.

Students receive a certificate of completion at the successful conclusion of each module.