P & C Producer Learning Path Library

Checklists and Reading Assignments

 General

•  3 Key Concepts
•  P&C Learning Path at a Glance
•  P&C Proficiency Definition

Sales

•  Prospecting Plan
•  Cold Calling Checklist
•  Initial Meeting Pre-Call Plan
•  Initial Meetings Checklist
•  Solution Development Checklist
•  Presentation Development Checklist
•  Presentation Delivery Checklist

Discussion Guides

General

• Accounting
• Business Etiquette & Producer Ethics
• Industry Overview
• Marketing

Sales

• Creating a Business Plan
• Sales Process

Job Shadows

• Account Executive
• Benefits
• Claims
• Loss Control
• Relationship Management
• Underwriting

Discussion Guides

Coverages

• Business Income
• Commercial Auto
• Commercial General Liability
• Commercial Property
• Commercial Crime
• Cyber Coverage
• D&O
• Employment Liability
• Errors and Omisssion
• Fiduciary
• Inland Marine
• International
• Kidnap and Ransom
• Mechanical Breakdown
• Ocean, Cargo, Transit
• Product Recall
• Pollution and Enviornmental
• Specialty Lines
• Umbrella
• Workers Comp