Description

This Agency Operations CISR class will be taught online only by Katie Kochenower CIC, CRM, AIP. In order to earn CE or designation credits, you will need to attend all seven hours and reply to all roll calls throughout the day. 

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

State CE credit is approved in all states.