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

CISR-Agency Operations

 Export to Your Calendar 9/10/2019
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: To be determined
Portland, Oregon 
United States
Contact: Pam Busch
888-246-4466 x115


Online registration is available until: 9/9/2019
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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.