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: Connecting with Customers (LOMA 321)
Retirement Savings & Investments (SRI 121)
Expertise
Operational Excellence in Financial Services (LOMA 335)
Risk Management & Product Development for Life 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