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 

This is a live, virtual seminar. No exam is required for CE credit or for your CISR update. Exam is required to earn the CISR designation. 

EXAM INFORMATION The exam will be open and available at 4:15 PM the day of the class and will remain open through 11:59 PM the following Thursday. Y

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 $45 processing fee. Substitutions are permitted with prior written notification. You must complete the program in its entirety. Refunds will not be granted due to partial attendance. 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. If you experience technical difficulties during the class and cannot complete it, IIABSC will transfer your registration fee to another CISR Live webinar, but no refund will be issued. All cancellations and transfers must be submitted in writing. 

IIABSC gladly complies with Title III of ADA