CISR-Agency Operations
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4/16/2018
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When:
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Monday, April 16, 2018
8:00 AM-5:00 PM
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Where:
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AAA of Washington
3605 132nd Ave SE
Bellevue, Washington 98006
United States
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Presenter:
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Corey Wilkins, CIC, LUTCF
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Contact:
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Pam Busch
888-246-4466 x115
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Online registration is closed.
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« Go to Upcoming Event List
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AGENDA
Agency Operations
This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.
Topics include:
Legal & Ethical Requirements
The Insurance Agency
The Insurance Industry and Marketplace
Communication
Agency Workflow
Account Management
Errors & Omissions
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