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

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

CISR Agency Operations is approved for Loss Control Credit for Utica policyholders in Delaware, Maryland and Pennsylvania. No CISR Seminars are approved by Westport for Loss Control Credit.

Course Links

IA&B Registration Policies
Registration Form

Commercial Casualty I - NEW
Commercial Casualty II - NEW
Commercial Property
Elements of Risk Management - NEW
Life & Health Essentials (online only)
Personal Auto
Personal Lines - Miscellaneous - NEW
Personal Residential

William T Hold Seminars
Dynamics of Service

Registration Fee

$189

Daily Schedule

Registration 7:30 am
Seminar 8 am - 3:45 pm
Q&A/Review 3:45 - 4:15 pm
Exam* 4:15 - 5:15 pm

*Exam required only if earning the designation

2013 Dates & Locations

Date & Topic

Location
Facility Information

CE Approvals

July 10

Agency Operations

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