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CISR-Agency Operations - Richland, WA (20190605WAAO)
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CISR-Agency Operations - Richland, WA (20190605WAAO)

CISR - Agency Operations

6/5/2019
When: Wednesday, June 5, 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: PayneWest Insurance
390 Bradley Blvd
Richland, Washington  98352
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.