CISR Agency Operations

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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:

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

State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide

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