AAI 83—Agency Operations and Sales Management
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Bottom-Line Benefits

  • Increase confidence and efficiency through effective sales and negotiations techniques
  • Improve efficiency by learning to more effectively manage agency operations
  • Increase customer confidence with heightened knowledge of ethical and professional responsibilities

Level: Intermediate

AAI 83 Segment A Topics Include:

  • Agency Formation/Environment
  • Organizational Management
  • Agency Management
  • Personal Production Plans

AAI 83 Segment B Topics Include:

  • Producer-Insurer Relations
  • Agency Image
  • Agency Growth/Customer Communications
  • Market Segmentation/Target Marketing

AAI 83 Segment C Topics Include:

  • Agency Information Technology
  • Management of Customer Services
  • Financial Management
  • Legal and Ethical Responsibilities

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