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CSIP Module 3 Interactive Immersion

September 18, 2024, 9:00 AM - 5:00 PM

As a customer service representative, your ability to deliver excellent service to your clients is critical to your brokerage’s success. In this four-part program, you will explore every aspect of brokerage operations from a customer service perspective. You will develop the skills required to ensure that your office maintains a consistent, high quality, customer service approach in all market conditions. The Customer Service for the Insurance Professional program is an excellent resource, whether you are new to the insurance brokerage field or a seasoned professional.


Module 3:

Office procedures and brokerage workflows and their impact on Client Service

  • E&O Liability Exposure
  • Office Efficiency
  • Industry Issues

Recommended for individuals who benefit from peer-to-peer interaction and prefer learning in a group environment.

It must be noted that to fully participate in this online course, attendees must have access to a webcam, headphones, microphone, and computer. Once registered the textbook will be sent to you.


CSIP Module 3 Interactive Immersion MEMBERS $250.00Register now18 left
This registration type is restricted to members.
CSIP Module 3 Interactive Immersion NON-MEMBERS $315.00Register now19 left