Description

Agency Operations – CISR

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. As you work with colleagues and customers, you’ll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential training for both insurance agency and company personnel.

Topics:

Legal & Ethical Requirements

The Insurance Agency

The Insurance Industry and Marketplace

Communication and Technology

Agency Workflow Concepts

Agency Workflow Steps

Account Management

Errors & Omissions

CANCELLATION POLICY: No refund for cancellations within five business days of a class. Changes made within 10 business days of the class will incur a $30 processing fee. Substitutions are permitted with prior written notification. NO SHOWS WILL NOT be refunded!

IIABSC gladly complies with Title III of ADA

BE ON TIME! Class begins promptly as scheduled with registration from 7:30am - 8:00am. Please remember that if you arrive more than 10 minutes late after the class begins, you WILL NOT receive CE credit.