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06/05/2024 Agency Operations - CISR (Classroom)
June 5, 2024
Ethical & Legal Requirements

Ethical behavior benefits and common issues.

Managing the Insurance Agency

Healthy culture, service factors, and risk management basics.

The Insurance Industry and Marketplace

Markets, financial stability, and rating.

Risk Management & Agency Processes

Basics of the risk management process.

Managing Coverage Information Exchange

The risks and management of exchanging coverage information to customers.

Managing the Agency Workflows & Procedures

The basics of new and renewal processes for agency procedures.

Account Management

Tools to assess financial health.

Errors & Omissions

Negligence, common causes of claims, and action steps.

Agenda • Instructor and More