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Training & Professional Development

As part of our commitment to delivering exceptional client experiences and ensuring compliance with Errors & Omissions guidelines, we are embarking on a focused initiative to enhance our training and retraining efforts at Risman Insurance Agencies.

Key Focus Areas:

  1. Standardized Processes: We are streamlining our procedures to ensure consistency across the board. This includes the introduction of checklists tailored to each insurance carrier, designed to navigate increased rates effectively and avoid unnecessary remarketing.
  2. Efficiency Tools: To optimize your workflow, we’re introducing text and email templates. These resources are crafted to save you valuable time while maintaining professional communication standards.
  3. Client Engagement Enhancement: Simplified intake processes for rewrites will now include client questionnaires, allowing for a more thorough understanding of their needs. Additionally, renewal review emails will enable clients to schedule appointments proactively, ensuring their ongoing satisfaction.

Your Input Matters:

We value your insights as we implement these changes. Your feedback on what works well and areas needing improvement is crucial as we shift our focus towards enhancing client service and satisfaction.

Looking Ahead:

Expect further updates as we continue to refine our approach. Katie will be reaching out to schedule one-on-one training sessions with the Personal Lines team to ensure everyone is equipped to excel in these new initiatives.

Thank you for your dedication to excellence at Risman Insurance Agencies. Together, we are building a stronger foundation for our clients and our team.