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Event Information
GRAO14 CISR Agency Operations
Date: January 15, 2014
Location: WMU - Grand Rapids

 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:

·         Legal & Ethical Requirements

·         The Insurance Agency

·         The Insurance Industry and Marketplace

·         Communication

·         Agency Workflow

·         Account Management

·         Errors & Omissions


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