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CISR AGENCY OPERATIONS - WEBINAR

October 4, 2022

Description

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

State CE credit is approved in all states. 

Contact Information

Alabama Independent Insurance Agents, Inc.
Name: Tangerie Underwood
Phone: (205) 326-4129
Email: tunderwood@aiia.org

This course is approved for 7 hours of continuing education credit including 1 hour of Ethics CE credit. There is an optional 30-minute Q&A after the class for exam takers.  Lunch is provided.

The registration fee does not include the $7.00 CE fee.

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