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 Oct 06, 2020
End Date Oct 06, 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 
Gaylord, MI
October 6, 2020
7:30 AM Registration
University Center
80 Livingston Blvd.
Gaylord, MI 49735
989-652-7500

This event is being conducted by the MAIA

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

Richard Goolsby

Bio Detail

Rick Goolsby worked as a principal and producer in Goolsby Insurance Agency in Milford, Ohio (near Cincinnati). He worked in property and casualty sales, and gravitated to life insurance sales, where he built a team of insurance producers. Rick was appointed corporate president and served in that capacity until the agency was sold. Rick's training career started with insurance licensing classes in Ohio and graduated into teaching continuing education courses for insurance agents in Ohio and surrounding states. Rick earned his CIC designation in 1983 and began speaking for the Society of Certified Insurance Counselors in 1991, achieving National Faculty status in 1994.