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CISR Agency Operations - Omaha - In Person & Webinar: November 9, 2022

November 9, 2022

Description

This Agency Operations CISR class will be taught by Tom Greco CIC, CPCU. In order to earn CE or designation credits, you will need to attend all seven hours and reply to all roll calls throughout the day.

Time

7:45am - 8:00am Registration; 8:00am - 4:00pm (CST) CISR Class

Contact Information

Independent Insurance Agents of Nebraska
Name: Leslie Monismith
Email: leslie.monismith@biginebraska.org

WHAT WILL BE COVERED IN THIS COURSE:

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 and 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.

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