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Webcast

The NEW AIAM 220 Organizational Workflow


Total Credits: 1 including 1 CE Credit

Average Rating:
   137
Categories:
AIAM Training
Faculty:
Jeff Odom
Duration:
1 Hour
License:
Product Setting: Expires 30 day(s) after program date.

Dates


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

  1. Introduction
  2. Unauthorized Entities
    1. Erisa and Mewas
    2. Penalties
  3. Business Process
    1. Customer Service Representative
    2. Producer
    3. Principal
  4. Workflow Defined
    1. Set of tasks-grouped chronologically into processes
  5. Agency Management Workflow for prevention of Errors and Omissions
    1. Speed and Accuracy
    2. Back and forth of material
    3. Backlog
  6. Positions in the Agency
    1. Title, Department, Supervisor
    2. Summary of responsibilities
    3. Primary accountabilities
    4. Nature and scope: How the position into the department
  7. Types of Organizational Structures
    1. Line-One direct relationship between the different levels in the agency
    2. Function- Direct authority
    3. Line and Staff –for large agencies
  8. Business Workflow of Errors and Omissions Procedures
    1. Risk Transfer
    2. Potential Claims
    3. Files with relative information
  9. Reduce E&O Claims
    1. Compliance with agency standards
    2. Clear communication
    3. Complete and thorough process of applications
    4. Prompt and prudent placement of insurance
    5. Compliance with company guidelines
    6. Timely transmittal of claims
    7. Constant monitoring
    8. Continued education on new issues and process
  10. Conclusion

Course Materials

Faculty

Jeff Odom's Profile

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

Tue, Nov 19, 2024 - 01:00pm to 01:52pm EST
Fri, Dec 13, 2024 - 02:00pm to 02:52pm EST
Mon, Dec 23, 2024 - 09:00am to 09:52am EST
Wed, Jan 08, 2025 - 11:00am to 11:52am EST
Fri, Jan 24, 2025 - 01:00pm to 01:52pm EST
Thu, Feb 06, 2025 - 03:00pm to 03:52pm EST
Tue, Feb 25, 2025 - 09:00am to 09:52am EST
Tue, Mar 11, 2025 - 11:00am to 11:52am EDT
Thu, Mar 27, 2025 - 01:00pm to 01:52pm EDT
Fri, Apr 04, 2025 - 03:00pm to 03:52pm EDT
Thu, Apr 24, 2025 - 09:00am to 09:52am EDT
Tue, May 06, 2025 - 11:00am to 11:52am EDT
Wed, May 21, 2025 - 01:00pm to 01:52pm EDT
Thu, Jun 05, 2025 - 03:00pm to 03:52pm EDT
Fri, Jun 20, 2025 - 09:00am to 09:52am EDT
Wed, Jul 02, 2025 - 11:00am to 11:52am EDT
Tue, Jul 22, 2025 - 01:00pm to 01:52pm EDT
Thu, Aug 07, 2025 - 03:00pm to 03:52pm EDT
Fri, Aug 22, 2025 - 09:00am to 09:52am EDT
Thu, Sep 04, 2025 - 11:00am to 11:52am EDT
Fri, Sep 19, 2025 - 01:00pm to 01:52pm EDT
Thu, Oct 09, 2025 - 03:00pm to 03:52pm EDT
Fri, Oct 24, 2025 - 09:00am to 09:52am EDT
Tue, Nov 04, 2025 - 11:00am to 11:52am EST
Wed, Nov 19, 2025 - 01:00pm to 01:52pm EST
Thu, Dec 04, 2025 - 03:00pm to 03:52pm EST
Fri, Dec 19, 2025 - 09:00am to 09:52am EST

Reviews

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Overall:      4.6

Total Reviews: 137