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Upcoming Live Courses

Self-Audit or Self-Destruct

Self-Audit or Self-Destruct

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Quick Overview

Agents and Brokers are used to learning the hard way—by Getting Sued. We have audited too many offices and seen the same trends over and over again…producers and support staff are doing it their way.

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Duration 1 hour
Location Online Webinar
Formats Live
Instructor Laurie InfantinoLaurie Infantino

Learn how to Self-Audit/Peer-Audit with a Self-Audit Form

Insurance Broker/Agents face the growing pains from mergers, acquisitions, internal growth and automation. There are agencies that still operate the old way with paper files. Other offices are decreasing paper records and transitioning to electronic. And there are those agencies that pride themselves as being paperless working exclusively through their agency management system. Bottom line, if proper file documentation is not completed, it really does not matter where the information (or lack thereof) is to be maintained.

This class will INCLUDE a File Management/Documentation Self-Audit Form for everyone to use in their offices. The form includes the pertinent audit items and will allow you to mathematically score the files. The course will give you important guidelines to improve your management of accounts:

  • Setting up basic procedures
  • How to set up self-audit protocols
  • Utilize the self-audit file management form included
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