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Webinar-CISR-Agency Operations (20200827WBAO)
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Webinar-CISR-Agency Operations (20200827WBAO)

CISR-Agency Operations

 Export to Your Calendar 8/27/2020
When: Thursday, August 27, 2020
8 AM to 4 PM
Where: Live Webinar
United States
Presenter: Kathy Fraley, CIC, CPIW
Contact: Amber Santiago
888-246-4466 x115


Online registration is available until: 8/19/2020
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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.