Agency Operations CISR - Via Live GoTo Webinar
Wednesday, May 5, 2021 (8:00 AM - 4:15 PM) (MDT)
Description
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:
- Legal & Ethical Requirements
- The Insurance Agency
- The Insurance Industry and Marketplace
- Communication
- Agency Workflow
- Account Management
- Errors & Omissions
Live GoTo Webinar
Wednesday, May 5, 2021 (8:00 AM - 4:15 PM)
(MDT)
Class begins at 8am. Lunch is at 12:00 pm There is no partial credit. You must attend the entire class to receive CE. The CE filing fee is INCLUDED in your registration. Your CE will be reported to your home state by the National Alliance. They are allowed up to 30 days to do so. If your license renews inside that 30 day period, you must request rush processing the day of the class. There is a $25 fee payable to the National Alliance for rush certificates.
Registered Guests
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