C131 – Advanced Skills for the Insurance Broker and Agent
This course, building on the foundation of C130, is immediately useful to the intermediate broker with several years of experience. It addresses the more complex insurance needs of commercial clients through the risk management principles of exposure identification, risk analysis, identifying risk management options, and implementing a risk management plan; followed by a brief discussion of various terms, conditions, and clauses in commonly used wordings. We then analyze three categories of commercial clients—manufacturers and distributors, contractors, and builders’ risks—using a case study process. We close by considering the broker’s continuing task of monitoring and modifying the risk management plan including monitoring the progress and insurance needs of commercial clients once their initial policy has been placed.
Chapter Outlines:
- Introduction to Risk Management
- Exposure Identification and Analysis
- Marketing Strategies and Market Comparison
- Case Studies and Coverage Analysis: Commercial Automobile
- Case Studies and Coverage Analysis: Commercial Liability
- Case Studies and Coverage Analysis: Specialty Covers
- Manuscript Wordings
- International Sales
- Client Service and Communications
Past Exams Without Answers:
