Practical Application of Personal Risk Management

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This course will help you to understand the complexities of serving high net worth clients. Develop a first-class Personal Lines Risk Management Division within an agency and feel confident with the added value knowledge provides for complex personal lines accounts.

Topics Covered:

  • Managing Your Book of Business; Commitment and Confidentiality
  • Mitigation and Managing the Claim Process
  • Development of a PL Risk Management Division
  • Admitted vs. Non Admitted (Standard vs. Surplus Lines)
  • Panel Discussion – Markets; Dealing with the Client

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