IINB- Fundamental of Financial


NB [Carte]
Date and Time: août 15, 2019 1:00 PM AST - 3:00 PM AST
Melanie Needham, FCIP, CRM
MRD Training & Consulting Inc.

Fundamentals of Financial - Webinar:

In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents, this seminar will focus on how to achieve greater efficiency and minimize paperwork, how to manage customer expectations and suggestions for controlling errors and omissions exposures.  The facilitator will provide suggestions for eliminating the use of certificates of insurance as much as possible and educating clients to harmonize the service relationship when it comes to paperwork. 

This seminar will be very informative for Agents, Brokers and Underwriters.

No refunds; substitutes welcome.

CE:  2 RIBO Credits

Registration Deadline:  Wednesday, August 7, 2019.


Le prix de ce séminaire varie en fonction de votre adhésion. Les prix n'incluent pas les taxes

Description des frais Montant
Member $50.00
Non-Members $55.00