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Writing Small Business Accounts

Writing Small Business Accounts

Highlights

  • Delivered Online

  • 1 hour

  • Beginner level

Description

Instructor-led via Zoom. Struggling to approach small businesses in your community as an insurance agent? We’ve got you covered! Our course is designed to equip you with the tools and knowledge to confidently navigate this market. This high-level overview will guide you through identifying niche markets, researching potential clients, and winning their business. Learn how to tailor your approach, stand out from the competition, and build successful relationships with local entrepreneurs.

Imagine this:

  • Your agency standing out from the rest.

  • Becoming a trusted insurance agent for local entrepreneurs.

  • Building lasting relationships.

Our program is packed with:

  • Information on how to write small business accounts,

  • Identifying niche market and risks associated with that market.

  • Coverages related to the chosen risk.

A high-level coverage review is included, and the student is introduced to a tool to help gather information needed to provide a quote to the insured. The final steps of the process involve reviewing the quote and presenting it to the client.

Frequently Asked Questions

  • What is the Refund Policy?

    Thank you for your trust in Insurance Centers of America, Inc. Education. Our goal is to provide you with a quality learning experience enabling you to enhance your insurance carrier. If you are not entirely satisfied with your experience, you may request a refund per the following terms:

    All Classes except Pre-Licensing

    Refunds will be provided up to 30 days before the start of the enrolled course. Within 30 days before your class start date, you can contact us to reschedule the class on a different date at no additional charge. Once a class has started, there are no refunds. You may reschedule your course at a 50% discount rate on your original purchase.

    Pre-Licensing Instructor Led

    Our goal is to have you successfully complete your state license exam on your first attempt by utilizing the materials provided and actively participating in the instructor-led classes. Should a student not pass the state exam, we will provide the two (2) days of exam preparation at no additional charge if taken with 60 days of your initial exam attempt.

    Self-Study Pre-licensing & Web CE

    Please refer to the WebCE.com

    Texts Books/Workbooks

    There are NO REFUNDS on textbooks or workbooks once these materials have been received by the student.

    How to Request a Refund

    All refund requests must be made through the link in the My Account on the ICA Insurance Education website. No telephone or verbal requests will be accepted.

      All refund requests must include the following:
    • 1. Purchaser Name
    • 2. Student Name (if different than purchaser)
    • 3. Order Number
    • 4. Class you want refunded
    • 5. Reason for refund request

    Access to Class Materials

    Students will have access to the class and materials for 60 days after date of enrollment.

Dates

  • • to
    3 spaces left
    Delivered Online
    $37

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