Agency Operations

Self-Paced Online Course

29% of surveyed CSRs expressed an interest in advancement opportunities in agency management. —CSR Profile

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you the 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.

Ethical behavior benefits and common issues.
Healthy culture, service factors, and risk management basics.
Markets, financial stability, and rating.
Basics of the risk management process.
The risks and management of exchanging coverage information to customers.
The basics of new and renewal processes for agency procedures.
Tools to assess financial health.
Negligence, common causes of claims, and action steps.

NEW Features & Benefits

Knowledge Checks &
Quizzes

Animation & Live
Footage

Practical & Relevant
Content

Closed
Captions*

Information Kiosk and
Learning Resources

20-Question
Review Exam

Designee Update
Credit

8 Credit Hours
(Varies by State)

Save Progress &
60-Day Access*

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