Agency Operations

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Available
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Instruction Hours 7
Topics Agency Operations
Programs Certified Insurance Service Representatives (CISR)
Start Date Aug 27, 2020
End Date Aug 27, 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 
Springfield, MO
August 27, 2020
7:15 AM Registration
Oasis Hotel and Convention Center
2546 North Glenstone Ave.
Springfield, MO 65803
417-866-5253

This event is being conducted by the Missouri Association of Insurance Agents

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

Lorie Estelle

Bio Detail

Lorie Estelle is a Regional Manager for Capital Premium Financing, a premium finance company that serves all 50 United States. She works from her Lenexa, Kansas location with her corporate office being in Draper, Utah. Lorie brings over 30 years of experience in both the insurance and lending industries. She has served the Midwest territory for her entire career, being on both the company and the general agency sides. In addition she gained much additional knowledge while working in the mortgage acquisition business in the last decade. She also has studied CPCU coursework. Lorie has worked with hundreds of independent agencies throughout the Midwest in various company capacities. Both her company and general agency experience provide unique perspectives to her present interest in sharing with others through education and her work with Capital Premium Financing. She is looking forward to working with other insurance professionals.