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.
- Legal & Ethical Requirements
- The Insurance Agency
- The Insurance Industry and Marketplace
- Communication and Technology
- Agency Workflow Concepts
- Agency Workflow Steps
- Account Management
- Errors & Omissions
Important: Proctor Requirement Reinstated for CIC & CISR Exam-Takers
As of 2/1/21, The National Alliance has reinstated the requirement for a disinterested third-party proctor to monitor students taking online exams for designations including CIC and CISR. (They had relaxed the requirement due to COVID-19.) Exam takers must submit proctor information in their National Alliance profile account prior to taking the exam. There is a new “Proctor” button in the course history section for this purpose. Full details and how-to videos are available on The National Alliance website: Click Here
Please note: Taking the test is NOT required to earn CE for this course.
||Begins 30 minutes prior to the class start time
||8:00 am to 5:00 pm
||Members: $192/ Non-Members: $192
||National Alliance Number