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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

Course Links

Commercial Casualty 
Commercial Property
Personal Auto
Personal Residential
William T Hold Seminars
Dynamics of Service
IA&B Registration Policies

Registration Fee

$189

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.

2012 Dates & Locations

Date & Topic

Location/Hotel Information

CE Approvals 

Daily Schedule

Register

Jul 24

Agency Operations

Woodlands Inn & Resort
1073 Highway 315
Wilkes-Barre, PA 
18702

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8
Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Jul 25

Agency Operations

Crowne Plaza Reading
1741 Papermill Road
Wyomissing, PA  19610

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8
Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Sep 12

Agency Operations

IA&B Headquarters
5050 Ritter Road
Mechanicsburg, PA  17055

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Sep 25

Agency Operations

Doubletree Resort by Hilton
2416 Willow Street Pike
Lancaster, PA  17602

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Oct 10

Agency Operations

Springhill Suites Hotel
17280 Valley Mill Road
Hagerstown, MD
  21740

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Oct 25

Agency Operations

Crowne Plaza Pittsburgh South
164 Fort Couch Road
Pittsburgh, PA
  15241

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Nov 29

Agency Operations

Hilton Garden Inn White Marsh
5015 Campbell Blvd
Baltimore, MD  21236

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Dec 4

Agency Operations

IA&B Headquarters
5050 Ritter Road
Mechanicsburg, PA  17055

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Dec 5

Agency Operations

HYATT House Plymouth Meeting
Plymouth Meeting
501 Germantown Pike
East Norriton, PA  19401

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register