CISR Agency Operations - Live Webinar
Wednesday, February 18, 2026
Receive a solid foundation on proper insurance practices that is applicable to all lines of insurance including ethics, communication/technology, agency work flow, account management, and E&O.
Topics:
- Ethical & Legal Requirements
- Managing the Insurance Agency
- The Insurance Industry and Marketplace
- Risk Management & Agency Processes
- Managing Coverage Information Exchange
- Managing the Agency Workflows & Procedures
- Account Management
- Errors & Omissions
Instructor:
Patrick Deem CIC
Learn more about the CISR Designation
Learn more about the CISR Elite Designation