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01/24/2023 Agency Operations - CISR (Webinar)
January 24, 2023
Online
CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you 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. 

Topics:

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

Agenda • Instructor and More