CISR: Agency Operations

2021 Class

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.

CLASS TOPICS:

  • 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.

REGISTRATION: Begins 30 minutes prior to the class start time
CLASS TIME: 8:00 am to 5:00 pm
CEUs: 7
GL NUMBER: 210569
PRICE: Members: $192/ Non-Members: $192
PROMETRIC NUMBER: National Alliance Number
When
3/23/2021 8:00 AM - 5:00 PM
Eastern Daylight Time
Where
Hotel 1620 180 Water Street Plymouth, MA 02360

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