Professional DevelopmentManagement

Customer Service for the Insurance Professional

As a customer service representative, your ability to deliver excellent service to clients is critical to your brokerage’s success. Explore all aspects of brokerage operation from a customer service perspective and build your client engagement and communication skills.

Duration On Demand

Next Session Jan 01 - Dec 31

Format Online

Upcoming Sessions

Jan 01 - Dec 31, 2025 | (Role of the Broker)

Jan 01 - Dec 31, 2025 | (Adding Value to Your Brokerage)

Jan 01 - Dec 31, 2025 | (Brokerage Operation)

Jan 01 - Dec 31, 2025 | (Industry Issues)

Select your session from the drop-down.

This four-part program explores all aspects of brokerage operations. This program is offered through correspondence and requires a mentor at your brokerage.

There’s no exam to complete the CSIP program. Contact the IBAO when you have completed all the courses.

Work at your own pace with the assistance of a mentor (manager or owner) from your brokerage. At the end of each module, you'll have multiple choice and short answer questions as review of the content. A certificate will be issued once IBAO has been notified by your mentor confirming that all modules and requirements have been completed.