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CISR Agency Operations

January 28, 2025 8:00 AM - 3:45 PM (EST)

Description

22% of surveyed CSRs expressed an interest in advancement opportunities in agency management. -CSR Profile

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

Approved for the Utica E&O discount.

Time

Optional Q&A session from 3:45 - 4:15 pm (following the webinar) for persons working on the CISR designation.

Location

Live Webinar

Instructor:
Lori Rummelt-CIC,CPIA

Pricing

$191

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Contact Information

Name: Carol Throckmorton
Phone: 804-486-4219
Email: carol@piavadc.com

Instructor: Lori Rummelt, CIC,CPIA

This course is approved for 6 OGI & 1 ETH CE credits in Virginia.

State CE credit is approved in all states. To determine specific credits for your state, contact the Risk & Insurance Education Alliance.

Exam: Optional Q&A session from 3:45 - 4:15 pm (following the webinar) for persons working on the CISR designation. The 1-hour optional exam opens at 4:15 pm at the close of the webinar. It stays open through Thursday at 11:59 pm CENTRAL time the following week. The exam is not required for CE credits.

Webinar System Requirements: Reliable internet connection and working speakers. No microphone or webcam is needed.

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