Premier Agency Claims Training

Everything a P&C agent needs to know to prepare customers for a claim and keep them afterwards

When an insurance agent sells an insurance policy, that agent is selling a promise – a pact – that if something happens, the company will have that customer’s back.

It is a pact that neither the agent nor the customer has any desire to test.

But it is tested, and the agent will see such tests over and over again in the course of a career. But sadly, most agents do not have any idea of what the claims process entails, how things are handled, or what an agent can do to help or harm that process.

More importantly still, most agents do not know how to prepare both the agency and the customer for a claim.

This course provides a comprehensive look at handling claims as a P&C agent – from selling the policy to the closing of a claim. Our goals will be to:

  • Reduce E&O exposure
  • Better match customers with coverages
  • Increase customer satisfaction and therefore retention
  • Make more money by retaining customers and increasing premium

This course is hosted by Paul Lytle. Paul was an adjuster for several years, working claims for several states in that time. He finally became an Agent Advocate in Houston, helping area agents with coverage questions and claims issues, before opening his own agency. Because he has worked both sides of the industry, he has become a trusted voice in claims and coverage issues.

What should you expect from this course?

Watch this video to learn about your instructor, our goals, and what your agency will get our of the Premier Agency Claims Training course!

Course Curriculum

  6 Insurance Claims Pitfalls (ebook)
Available in days
days after you enroll
Available in days
days after you enroll

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own. And on top of that, you can share the content with your staff. Feel free to use it for training CSRs, refreshers on coverages, or however else you choose!
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Your Instructor

Paul Lytle
Paul Lytle
Paul Lytle has been both adjuster and agent, and even in between as an Agent Advocate in the claims office. In that position, he worked directly with agents to fix claims problems and answer coverage questions and issues. Because of this history, he has almost a unique perspective on how claims go right and how they go wrong, and how to make sure they go right.

Get started now!