Agency Operations

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Available
Seats Available
More Information
Instruction Hours 7
Topics Agency Operations
Programs Certified Insurance Service Representatives (CISR)
Start Date Mar 04, 2020
End Date Mar 04, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication and Technology
  • Agency Workflow Components
  • Agency Workflow Steps
  • Account Management
  • Errors & Omissions 
Lincoln, NE
March 4, 2020
7:30 AM Registration
IIA of Nebraska
8231 Northwoods Dr Ste B
Lincoln, NE 68505
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This event is being conducted by the IIA of Nebraska

This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.

Topics Covered::

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication and Technology
  • Agency Workflow Components
  • Agency Workflow Steps
  • Account Management
  • Errors & Omissions 
Faculty

Faculty Name

Michael Greco

Bio Detail

Michael Greco (Tom) is a producer for UnicoGroup Agency in Lavista Ne. He was President of Greco Insurance Agency, a family owned agency in Papillion, Nebraska that merged with UnicoGroup in 2009. He holds the CIC and CPCU designations and is a graduate of the University of Nebraska at Omaha. Tom has served on the Independent Insurance and Brokers of America as the state national director for Nebraska as well as past president of the Nebraska association. Tom is currently active with Agents Council on Technology (ACT) He has also served on the national board of the education committee for AMS and has taught classes on agency management systems.