4. Lifecycle Risk Management

A truly successful high net worth insurer knows the importance of flexibility, customization and client relations.  Throughout this segment, you will experience how the events of a client’s life can drastically impact their personal risk management needs and discover how to customize your management and communication plan to fit each individual client.  You will also learn to manage key relationships within the client's network and maintain high levels of client satisfaction to reduces errors and omissions claims.

Course Details 
Complete the following in addition to the final assessment to receive a certificate of completion:
 

Learning Modules

  • Online Learning Course:  New Client Onboarding and Relationship Management
  • Online Learning Course:  Risk Management Reviews, Pre-renewal and Renewal
  • Online Learning Course:  Moments of Truth, Claims, E&O's and Client Satisfaction/Loyalty
  • Expert's Corner:  Fostering a "Wow" Customer Experience Webinar
  • Case Study Assignment: Strategies for Building Strong Relationships
  • Expert's Corner:  Strategies for Building Strong Relationships Case Study Assignment Review & Discussion Webinar
Estimated Learning Commitment 
8 Hours

Continuing Education Credits for P&C Producer Approved State
State Specific CE Requirements
 
4 Credits 6 Credits 7 Credits 7.5 Credits
NE FL, GA, OK, WA LA, TX IN
 
8 Credits
AZ, CO, CT, DE, IA, ID, IL, KS, KY, MA, ME, MI, MN, MO, MS,
MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, VA, WI, WY
Access PRMA Academy for enrolled participants