New CSR Bootcamp for Personal Line and Commercial Line Insurance

Train your new CSR with this monthly boot camp. We will focus on four hours of personal line CSR and four hours of commercialized CSR.

Commercial CSR boot camp: 

1. Product BOP training so you can explain key coverages 

2. Product Workers Comp training 

3. Insurance Certificates 101 

4. Accords 140 125 126 training 

5. How to make Changes in the Farmers system - Live Practice sessions 

6. Commercial billing Basics 

7. How to Work Your Renewals to Improve Retention on commercial 

Personal Lines: 

1. Working Alerts 101 

2. Working Renewals to improve retention in your agency 

3. Making Changes in Policy Center - Live practice samples 

4. Insurance Certificates for Auto and Home 

5. Explain Auto Coverages like a Pro 

6. Explain home coverages like a Pro 

7. Phone Skills when a claim comes into your agency