Description

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

**New testing procedure for those seeking the CISR designation**
The exam will no longer be given at the conclusion of the seminar. Participants will take an online exam any time during the exam window that begins once the class concludes and remains open until midnight on Thursday of the week following your class. (Example: Your class is on Wednesday. You will have until 11:59 pm on Thursday the next week to take your exam) Specific instructions will be sent to each participant. Exam is NOT required for CE credit.**

BE ON TIME! Class begins promptly as scheduled with registration beginning 30 minutes prior to class. Please remember that if you arrive more than 10 minutes late after the class begins, you WILL NOT receive CE credit.

CANCELLATION POLICY: No refund for cancellations within 10 business days of a class. Changes made within 10 business days of the class will incur a $35 processing fee. Substitutions are permitted with prior written notification. If you do not attend, and do not notify IIABSC 24 hours prior to the seminar, you will not be allowed to transfer your registration fee and will not receive a refund.  All cancellations and transfers must be submitted in writing

IIABSC gladly complies with Title III of ADA