Professionalism in Field Reporting - FIR PRO   Now Enrolling

As a Field Insurance Reporter you are the “face” of Advanced Field Services and our customers - the insurance companies and their agents. Your demeanor and actions directly reflect on the reputation and character of AFS, the insurance company and agency.

Your position requires frequent interaction with the policy holders and insurance agencies of our customers. Therefore, it is essential to conduct yourself as a professional.

FIR PRO focuses on the expected professional demeanor of the Field Insurance Reporter. This module examines professionalism as it relates to appearance, preparation, scheduling and the interaction with policy holders in person and over the telephone.

FIR PRO details the professional procedures for on-site contact with the insured, conducting personal interviews, and setting appointments.

Course Outline

I. Attempted Contact and Personal Interview


      A. What is professionalism?
      B. Appearance
      C. Identification
      D. Hours of Operation
      E. Companion
      F. Arrival
      G. No one is home
      H. Personal Interview
      I. Minor only
      J. SOmeone other than the insured
      K. Refusal

 

II. Setting Appointments


      A. Overview
      B. Time Frame
      C. Professionalism
      D. Phone Messages
      E. Setting Appointments
      F. Arrival

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