Description

ATTENTION: PLEASE ENTER YOUR EMAIL ADDRESS IN THE "YOUR CONTACT INFORMATION" BOX BELOW AND CLICK "GO" TO VERIFY YOUR MEMBERSHIP. (YOU DO NOT NEED TO LOG IN.) IF YOU BELIEVE YOU ARE A MEMBER AND IT DOES NOT ALLOW YOU TO REGISTER AFTER ENTERING YOUR EMAIL ADDRESS, PLEASE CONTACT OUR OFFICE.

E&O: Leveraging the Power of Prevention in Serving Client Needs:

This course is designed to familiarize new and seasoned agents with agency procedures and processes when interacting with customers and servicing accounts. This module covers these and other objectives:

• What you need to know about E&O
• Understanding agent’s duties
• Compliance with state and federal laws
• Role of agency procedures
• Servicing customer accounts
• Documentation

Speaker: Brandi Anderson

Agency Compliance Luncheon: 
Get the answers to your most frequently asked questions from your state association – no hype; just answers. We will also cover new laws, regulations, and other industry developments that affect you, your customers and the way you do business. 

Speaker: Matt Barton

CE Information:
The E&O course is approved for 3 ethics CE credits in Mo. & filed/pending in Kan.
The Agency Compliance Luncheon is filed/pending for 1 ethics CE credit in Mo. & Kan.
NO CE WILL BE FILED IN ILLINOIS.

Printable Flyer - to come

Cancellation Policy