CISR Agency Operations - Webinar

CISR Agency Operations - 7/22

7 CE Hour Institute

• Seminar: 8am-3:45pm EST
• Optional exam review: 3:45pm-4:15pm EST

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

Register Here

Instructor

Scott Treen, CIC, CPIA - Jefferson, OH