JV TRAINING

A Basic Processes Training for an Insurance Agency is designed to equip new team members with the foundational knowledge and skills needed to navigate the daily operations of an agency efficiently. This training focuses on key areas such as client onboarding, policy servicing, claims handling, and sales support. Participants learn to manage essential administrative tasks, including processing applications, updating client information, and managing renewals. The training also covers communication protocols, teaching staff how to handle...