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

CISR Agency Operations

 Export to Your Calendar 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: Map this event »
AAA of Washington
3605 132nd Ave SE
Bellevue, Washington  98006
United States
Presenter: Corey Wilkins, CIC LUTCF
Contact: Pam Busch
888-246-4466 x115

Online registration is available until: 1/28/2019
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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.