Targeted Development
Foundational
- Meeting Customer Needs with Insurance and Annuities (LOMA 281)*
- Improving the Bottom Line: Insurance Company Operations (LOMA 291)*
- Customer Service for Insurance Professionals (ACS 101)
*FLMI Level 1 Certificate in Insurance Fundamentals awarded upon completion of these two courses
Proficiency
- The Policy Lifecycle: Insurance Administration (LOMA 302)
- Regulation of Life Insurance Products, Sales & Operations (AIRC 421)
- Insurance Marketing: Connecting with Customers (LOMA 321)
Expertise
Leadership Development
Industry Designations
Networking & Learning Events
Research on Customer Service
- Tiered Customer Service: Are Insurers Offering This to Policyowners?
- Service and Operations Priorities