SAMPLE Course Agenda – 3 hours
Today’s Objectives
1. TAP Defined
2. TAP Benefits
3. TAP Activities
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TAP Defined
- Total
Focus on Everything, All, Complete
- Account
Focus on Client not Coverage
- Protection
Focus on Exposure vs protection
- Benefits for
Clients
Agency
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TAP – to start
- Total Account Information –
- Total Account Evaluation – Risk Management
- Total Account Recommendations – TAP
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TAP – forever
- Total Account Annual Review – Current Protection
- Total Account Annual Review – Current Exposures
- Total Account Recommendations –
- Benefits
Client’s Protection & Security
Agency’s Relationship & Retention
Carrier’s Profit & Stability
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TAP Renewal Review Process
- uncover risks and exposures
- ask appropriate questions on unfamiliar risks
- identify proper SIC codes
- reference appropriate ACORD forms
- build custom questionnaires and checklists
- minimize E&O exposure
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TAP Account Development
- uncover gaps or overlaps in coverage
- evaluate total account coverage needs
- understand account eligibility
- properly complete ACORD forms
- use proper policy and endorsement forms
- identify key underwriting concerns
- uncover unusual exposures and relevant court cases
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Better Retention insures proper protection
- build relationships
- get to know your customer
- identify changing wants and needs
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Finally, use what you know
Develop a plan to implement some changes in workflow and procedures to better
- provide the right coverages
- service your business
- keep up to date
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