CISR Agency Operations Seminar

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:

• Functions of the independent agency, including Automation in the Agency
• Agency Systems including Applications, Certificates of Insurance, Cancellations, Policy Issuance, Claims Processing, Billing, Binders and Renewals.
• Ethics and Legal Obligations
• Insuring Commercial Casualty
• Analysis of General Liability, Workers Compensation and Commercial Auto Policies Endorsements
• Qualifying the risk with specific questions and analyzing specific risk exposures.

Program Specifics:

• Search & Register
• CE Approvals
• Seminar Specifics
• CISR FAQ

Related Courses:

• CISR ON-LINE - NOW AVAILABLE!
• Marathon Weeks
• William T. Hold Seminars
• Dynamics of Service
• CIC Institutes