RISK MANAGEMENT
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raining of a designated person to assist with risk assessment and periodic review of renewal policies and occasional endorsed changes will save money by reducing the time required for our assistance. Training objectives will enable this person to:
m
WB01691_.gif (217 bytes) Do basic review of policy forms and endorsements for mistakes.
m
WB01691_.gif (217 bytes) Verify that policy form and endorsement editions have not been changed by the insurance company.
m
WB01691_.gif (217 bytes) Monitor all requested changes for written verification by the agent.
m
WB01691_.gif (217 bytes) Monitor and evaluate all premiums charged for each policy, including analysis of annual premium audits.

Training time will, of course, be based on the aptitude and interest of the student, however, these goals can normally be reached within ten to fifteen hours of instruction. 

Please note that this brief period of training will not be able to provide this designated person with the necessary skills for analysis of the various coverage options that will be presented in a competitive bid process.

 

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     Last modified: August 23, 2012
     Copyright 2002 Commercial Consulting Services