Essential Skills for the Insurance Broker and Agent (C130)

Course Code: IMPG 5500

Academic Year: 2022-2023

This course gives an overview of insurance business practices from the broker's perspective. This skills-based course concentrates on the needs of personal lines clients and small commercial risks. It begins by introducing the broker as insurance intermediary and gives insight into the skills that a typical broker needs to perform effectively. You will follow the progress of a risk from initial contact with the client through the evaluation and application process, to binding and policy documents. In this course, you will also review the major product lines and common policy transactions that a broker handles. Students will also examine current issues in insurance brokerage with guest speakers who are current practitioners.