Complex Risk Accounts Education

Stay ahead of the competition!

Unlike other coursework where the agent learns while working on their own active policy quote for a customer, the participant working with Complex Risks acts as the agent quoting a large hypothetical account. The participant works off a Request for Proposal (RFP) and must evaluate the risk for coverages currently in place, investigate coverages needed, explore risk management options and learn the underwriting process. The participant will evaluate the customers’ insurance and non-insurance needs, both current and latent, create a quote request to the carrier, prepare the final policy presentation to the client and create a sales approach unique to the client all with one on one mentoring.

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Complex Risk Accounts Courses

Insurance Sales Training & Education

Exclusive, one-on-one training and education for our affiliate agents all at no direct cost. We cover property and liability insurance for business and personal lines, beginner to advanced.

Your Power Tool for Success!

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