1
Renewals: The Income That Stays
Learn how renewal commissions work line by line, why kept clients drive a book, and why your contract, not the law, decides whether renewals keep coming.
4 min6-question quizStudy guide
850 University
Building a Book of Business
Renewals, who owns the book, retention and annual reviews, cross-selling, running the office, and what a book is worth.
3 video lessonsTake quizzes in 850ai
2
Retention and Annual Reviews
Learn how agents keep clients: calendaring key dates, running annual reviews, preventing lapses the right way, and the Medicare rules on chargebacks and plan switches.
4 min6-question quizStudy guide
3
Running the Office: Records, Staff and Client Money
Learn how to run an insurance office the right way: a CRM and service log, what unlicensed staff may do, how long to keep records, and how to handle client premium.
Next steps — guides & tools
FAQ
Is Building a Book of Business free on 850 University?
Yes — 3 of 3 lessons in this course are free with an 850ai account. Watch on YouTube anytime; create a free account to take quizzes and track progress.
How many lessons are in Building a Book of Business?
This course includes 3 short video lessons, each followed by a quiz when you learn inside the 850ai app.
Can I dispute errors on my credit report after this course?
850 University teaches the concepts; 850ai can analyze your credit report and generate dispute letters when you are ready. Start free at my850.ai/landing.
Put this course into action
Learn the strategy here, then let 850ai analyze your credit report and generate dispute letters tailored to your accounts.