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CISR-Agency Operations-Tacoma, WA (20191203WAAO)
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CISR-Agency Operations-Tacoma, WA (20191203WAAO)

CISR-Agency Operations

When: Tuesday, December 3, 2019
Registration 7:30 am; Class 8:00-3:45 pm; Lunch 12:00-12:45 (on own); Optional Exam 4:15-5:15 pm
Where: Propel Insurance
1201 Pacific Ave
Ste 1000
Tacoma, Washington  98402
United States
Presenter: Corey Wilkins, CIC, LUTCF
Contact: Pam Busch
888-246-4466 x115

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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


Agency Workflow

Account Management

Errors & Omissions

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