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
IMPORTANT PAYMENT INFORMATION:
1. Only payment secures your seat in this course.
2. If payment is not received within 10 days of the registration date, your enrollment will be cancelled.
3. The fee for this course increases to $205 if the registration and/or payment is received within 14 days of the program's start date.