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Center for Curriculum and Transfer Articulation
Insurance Direct Sales Lab
Course: CSR263

First Term: 2009 Fall
 Laboratory   2 Credit(s)   6 Period(s)   4.8 Load  
Subject Type: Occupational
Load Formula: S


Description: Practical application of procedures for servicing insurance policies. Includes quote and application processes in addition to communicating with Field Inspection Underwriters (FIU). Also covers memberships transfers and procedures for servicing cancelled policies as well as rewrites



MCCCD Official Course Competencies
1. Demonstrate procedures for generating auto quotes. (I)
2. Demonstrate procedures for generating motorcycle quotes. (II)
3. Complete home quotes. (III)
4. Complete an umbrella quote. (IV)
5. Use system tools to generate an earthquake insurance quote. (IV)
6. Complete a standard flood insurance policy quote. (IV)
7. Retrieve and verify quotes. (V)
8. Use system tools to complete applications. (V)
9. Convert a quote to an application. (V)
10. Use system tools to communicate with Field Inspection Underwriters (FIU). (VI)
11. Demonstrate procedures for transferring memberships. (VII)
12. Separate a policy. (VII)
13. Use system tools to research cancelled policies. (VIII)
14. Demonstrate procedures for servicing cancelled policies. (VIII)
15. Use system tools to rewrite a new homeowner policy. (VIII)
MCCCD Official Course Competencies must be coordinated with the content outline so that each major point in the outline serves one or more competencies. MCCCD faculty retains authority in determining the pedagogical approach, methodology, content sequencing, and assessment metrics for student work. Please see individual course syllabi for additional information, including specific course requirements.
 
MCCCD Official Course Outline
I. Automobile Quotes
   A. Required Information
      1. Drivers
      2. Members of Household
      3. Incidents
      4. Vehicles
   B. References
   C. Coverage
   D. Procedures
      1. Systems
      2. Screens
II. Motorcycle Quotes
   A. Required Information
      1. Riders
      2. Members of Household
      3. Incidents
      4. Vehicle
   B. Estimated Annual Mileage Statement (EAMS)
   C. Coverage
   D. Procedures
      1. Systems
      2. Screens
III. Homeowner Quotes
   A. Required Information
   B. Replacement Value
   C. Protection Class
      1. Definition
      2. Determination
   D. Coverage
      1. Considerations
      2. Needs
      3. Endorsements
   E. Procedures
      1. Systems
      2. Screens
IV. Special Quotes
   A. Umbrella Policies
      1. Definition
      2. Features
      3. Eligibility
      4. Procedures
   B. Earthquake
      1. Policy Basics
      2. Resources
      3. Procedures
   C. Flood
      1. Resources
      2. Procedures
V. Policy Services
   A. Calls
      1. Types
      2. Maintenance
   B. Quotes
      1. Verification
      2. Retrieval
      3. Review
   C. Applications
      1. System
      2. Procedures
      3. Conversion
VI. Field Inspection Underwriter (FIU) Communication
   A. Tools
   B. Procedures
VII. Membership Transfers
   A. Territories
      1. Types
      2. Characteristics
   B. Impact
   C. Products
   D. Procedures
   E. Separation
      1. Requirements
      2. Procedures
   F. New Accounts from Separation
      1. Requirements
      2. Procedures
VIII. Cancelled Accounts
   A. Research
      1. Homeowner
      2. Automobile
   B. Rewrites
      1. Homeowner
      2. Automobile
      3. Cross-Sell
   C. Reinstatements
      1. Homeowner
      2. Automobile
   D. Servicing
      1. Homeowner
      2. Automobile
 
MCCCD Governing Board Approval Date:  10/27/2009

All information published is subject to change without notice. Every effort has been made to ensure the accuracy of information presented, but based on the dynamic nature of the curricular process, course and program information is subject to change in order to reflect the most current information available.