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CISR-Agency Operations - Bellevue, WA (20190129WAAO)
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CISR-Agency Operations - Bellevue, WA (20190129WAAO)

CISR Agency Operations

1/29/2019
When: Tuesday, January 29, 2019
7:30 am Registration; Class 8:00 am-3:45 pm; Lunch 12-12:45 pm (on own); Optional Exam 4:15-5:15 pm
Where: AAA of Washington
3605 132nd Ave SE
Bellevue, Washington  98006
United States
Presenter: Corey Wilkins, CIC LUTCF
Contact: Pam Busch
888-246-4466 x115


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Agenda   Faculty Bios

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


A special thank you to our KKlub Members for their support.