Insurance Journal's Academy of Insurance

Insurance Journal

You have no items in your shopping cart.

Two ways to register

1. Buy the single session!

2. Become a member

just $39/month

For $39/month you get all of these:
  • FREE access to 40+ live classes over the next year!
  • Unlimited access to 350+ on-demand courses in our library.
  • PLUS exclusive coverage skills tests, Q+A sessions w/instructors, discounts on our conferences and more!

Become a Member


Sign in to access this session and all materials.

Self-Audit or Self-Destruct

Self-Audit or Self-Destruct

Double click on above image to view full picture

Zoom Out
Zoom In

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.


Can't make it Thursday? Register now and we'll send you the recording.

Get access for just $39! Become a member and get access to this course, PLUS our library of 350+ on-demand courses!

Add Items to Cart Add to Cart
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
Add Items to Cart Add to Cart