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CISR-Agency Operations - Portland, OR (20190910ORAO)
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CISR-Agency Operations - Portland, OR (20190910ORAO)

CISR-Agency Operations

When: Tuesday, September 10, 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: Portland Airport Sheraton Hotel
8235 NE Airport Way
Portland, Oregon  97220
United States
Presenter: Kathleen Fraley, CIC, CPIW
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.