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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

E-mail: customerservice@cpcuiia.org

Phone: (800) 644-2101

Fax: (610) 640-9576

Mail: AICPCU/IIA
720 Providence Road
Suite 100
Malvern, PA 19355-3433

Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.

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