Marketing

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Level: Beginner

Why you need this course:
After completing this course, you’ll have a basic overview of insurance marketing systems, the role of the insurance producer, marketing management, and advertising.

Upon successful completion of this course, you should be able to:

  • Describe the legal relationship known as agency.
  • Describe the responsibilities of the agent and the principal in any agency relationship.
  • Describe each of the following types of insurance agents’ authority:
    • Express authority
    • Implied authority
    • Apparent authority
  • Summarize the various types of insurance marketing systems and alternative distribution channels.
  • Describe typical compensation arrangements for insurance producers.
  • Describe advertising methods used by insurers, producers, and producer trade associations.
  • Describe the various aspects of marketing management.
  • Describe how states regulate producers’ activities.
  • Discuss unfair trade practices as they relate to insurance

Cost: $20 per Professional Development Hour (PDH). Information on PDHs provided can be found here.

Marketing Topics Include:

  • The legal relationship known as agency
  • The responsibilities of the agent and the principal in any agency relationship
  • Different types of insurance agents’ authority, including express authority and implied authority
  • Various types of insurance marketing systems and alternative distribution channels
  • Typical compensation arrangements for insurance producers
  • Advertising methods used by insurers, producers, and producer trade associations
  • Various aspects of marketing management
  • How states regulate producers’ activities
  • Unfair trade practices as they relate to insurance

Phone: (800) 644-2101 (U.S. and Canada)
(610) 644-2100 (Outside the U.S. and Canada)
Fax: (610) 640-9576
Mail: The Institutes
720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Success is available Monday through Friday, 8 a.m. to 6 p.m. eastern time.

For retail ordering information, contact Customer Service or shop online. Or take a look at our full catalog.

E-mail: CustomerSuccess@TheInstitutes.org
Phone: (800) 644-2101

Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.

Interested in corporate multi-user information, volume discounts, or learning management system (LMS) compatibility? Contact the Institutes´ Regional Sales Executive in your area.


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