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Contact Center Annuities Learning Path

General Knowledge

15-Minute Industry Overview

Life of an Insurance Policy

Exceptional Customer Service

Annuity Basics and Participants

Ethical Conduct in the Insurance Industry

Managing Time and Stress

Targeted Development

Foundational

Meeting Customer Needs with Insurance and Annuities (LOMA 281)

Improving the Bottom Line: Insurance Company Operations (LOMA 291)

Customer Service for Insurance Professionals (ACS 101)

Proficiency

The Policy Lifecycle: Insurance Administration (LOMA 302)

Insurance Marketing: (LOMA 321)

Retirement Savings & Investments (SRI 121)

Expertise

Operational Excellence in Financial Services (LOMA 335)

Risk Management & Product Design for Insurance Companies (LOMA 371)

Certificate in Regulatory Compliance Essentials

Leadership Development

Resource Magazine

Contact Center Committee

Fellow Life Management Institute (FLMI)

Webinar: The Future of Contact Centers

Customer Experience Conference

Customer Service & Operations Benchmarking Surveys

InfoCenter Brief: Annuity Innovations — Connecting with Consumers

InfoCenter Brief: Insurance Call Center Standards & Metrics