Agency Operations CISR - via Live Online GoTo Webinar
Wednesday, July 14, 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
Class begins at 8am. You will receive two GoTo Webinar session invitations, one for the morning and one for the afternoon. Please be logged onto the webinar and ready to by 8:00 am. 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.
For exam takers, there will be an exam window the week following this CISR class, typically from Monday at 12:01 am CST to Wednesday at 12:59 pm CST. Participant’s will access the exam from their National Alliance PROfile page.
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