CISR Agency Operations Webinar

Description:  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.

**This course is a live webinar.  The ZOOM link to access this webinar will be sent to all registered participants 1-2 business days prior to the course.**

Topics include:

• Legal & Ethical Requirements
• The Insurance Agency
• The Insurance Industry and Marketplace
• Communication and Technology
• Agency Workflow Concepts
• Agency Workflow Steps
• Account Management
• Errors & Omissions

CE Credit:  7 Hours 

Registration:  7:30 am - 8:00 am 
Class Time:  8:00 am - 3:45 pm 
Optional Exam Review:  3:45 pm - 4:15 pm 
Exam:  4:15 pm - 5:15 pm 

Course Materials: Notebooks will be provided the day of class. However, if you are interested in reviewing in advance for the exam, the notebook will be available in your National Alliance PROfile account approximately 5 days prior to class.  The notebook will only be available to those who have registered to take the course.  To view your National Alliance profile and obtain a copy of your book, click here or contact 800-633-2165.