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"Ops In A Box"



Chapter 1 - Basic Principles of InsuranceChapter 2 - Starting an Independent Insurance Agency

Chapter 3 - How to Attract Markets

Chapter 4 - Technology

Chapter 5 - Office Organization

Chapter 6 - Accounting
Chapter 7 - Your Agency and the Law

Chapter 8 - Hiring Practices

Chapter 9 - Filing Systems

Chapter 10 - Business Letter Writing

Chapter 11 - Customer Service Work Flow

Chapter 12 - Errors and Omissions for CSRs

Chapter 13 - Agency Processing

ACORD sets the standards for insurance forms. Since these forms are continually updated, we have provided the link directly to the ACORD site, so that you can determine the best level of usage for your office. Please visit their site and call them directly if you have questions, or call one of the instructors at FAIA.

Chapter 14 - Department of Insurance Guide

  • DOI/DFS

    As of January 1, 2003, the Department of Insurance is called the Department of Financial Services. Complete information about this state office and its functions can be found at their website:
    http://www.myfloridacfo.com/
Chapter 15 - Rolling a Book of Business

Chapter 16 - Advertising and Marketing

Chapter 17 - Ethics

Chapter 18 - Professional Relationships

Chapter 19 - Sources of Revenue

Chapter 20 - Training/CE

Chapter 21 - Agency Perpetuation Planning



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