CISR Agency Operations - Webinar

Description

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

The CISR designation program consists of 9 programs. If you are seeking the Designation - you must complete 5 of 9 courses and pass the corresponding examinations within 3 years of passing your first course. If you wish to expand your Designation - you must complete and pass the examinations for the remaining 4 CISR classes to earn the CISR Elite Designation. 

Each program is filed for State CE 7 hours. For state CE or designation update credit - the examination is not required.