The NEW AIAM 220 Organizational Workflow
Total Credits: 1 including 1 CE Credit
- Average Rating:
- 164
- Categories:
- AIAM Training
- Faculty:
- Jeff Odom
- Duration:
- 1 Hour
- License:
- Expires 30 day(s) after program date.
Description
AIAM 220 examines how to get the work done more efficiently. The webinar topics include backlog and setting up workflows for each position in the agency.
Outline
- Introduction
- Unauthorized Entities
- Erisa and Mewas
- Penalties
- Business Process
- Customer Service Representative
- Producer
- Principal
- Workflow Defined
- Set of tasks-grouped chronologically into processes
- Agency Management Workflow for prevention of Errors and Omissions
- Speed and Accuracy
- Back and forth of material
- Backlog
- Positions in the Agency
- Title, Department, Supervisor
- Summary of responsibilities
- Primary accountabilities
- Nature and scope: How the position into the department
- Types of Organizational Structures
- Line-One direct relationship between the different levels in the agency
- Function- Direct authority
- Line and Staff –for large agencies
- Business Workflow of Errors and Omissions Procedures
- Risk Transfer
- Potential Claims
- Files with relative information
- Reduce E&O Claims
- Compliance with agency standards
- Clear communication
- Complete and thorough process of applications
- Prompt and prudent placement of insurance
- Compliance with company guidelines
- Timely transmittal of claims
- Constant monitoring
- Continued education on new issues and process
- Conclusion
Course Materials
Important CE_Credit Instructions_ABEN (0.73 MB) | Available after Purchase |
AIAM 220 Organizational Flow (1.5 MB) | Available after Purchase |
Faculty

Jeff Odom Related Seminars and Products
Education Instructor & Insurance Analyst
Florida Association of Insurance Agents
Jeff graduated from FSU in 1988 and began his insurance career as both a general lines and life and health insurance agent with an independent insurance agency. He moved to the education side of insurance by taking a position with the Department of Financial Services (formerly Department of Insurance), working in the continuing education section. Jeff spent his last four years there the administrator of Continuing Education. At FAIA, Jeff's duties include writing, updating, and revising FAIA's Florida Insurance Research Library, and teaching.
Dates
Thu, Jun 05, 2025 - 3:00 PM to 3:52 PM EDT
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Fri, Jun 20, 2025 - 9:00 AM to 9:52 AM EDT
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Wed, Jul 02, 2025 - 11:00 AM to 11:52 AM EDT
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Tue, Jul 22, 2025 - 1:00 PM to 1:52 PM EDT
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Thu, Aug 07, 2025 - 3:00 PM to 3:52 PM EDT
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Fri, Aug 22, 2025 - 9:00 AM to 9:52 AM EDT
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Thu, Sep 04, 2025 - 11:00 AM to 11:52 AM EDT
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Fri, Sep 19, 2025 - 1:00 PM to 1:52 PM EDT
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Thu, Oct 09, 2025 - 3:00 PM to 3:52 PM EDT
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Fri, Oct 24, 2025 - 9:00 AM to 9:52 AM EDT
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Tue, Nov 04, 2025 - 11:00 AM to 11:52 AM EST
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Wed, Nov 19, 2025 - 1:00 PM to 1:52 PM EST
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Thu, Dec 04, 2025 - 3:00 PM to 3:52 PM EST
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Fri, Dec 19, 2025 - 9:00 AM to 9:52 AM EST
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