Agency Operations
CISR Agency Operations
can transform you into an indispensable team player in any insurance agency or
give you confidence to move into another position. As you work with colleagues
and customers, you’ll discover an enhanced self-assurance and a greater
understanding of the dynamics within insurance organizations. Also,
understanding how agencies function is essential training for both insurance
agency and company personnel.
Topics:
- Legal &
Ethical Requirements
- The Insurance
Agency
- The Insurance
Industry and Marketplace
- Communication
and Technology
- Agency Workflow
Concepts
- Agency Workflow
Steps
- Account
Management
- Errors & Omissions