CISR Agency Operations

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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:

  • The Insurance Agency
  • The Insurance Marketplace
  • Communication Skills
  • Basics of Risk Management
  • Basics of Financial Statement Analysis
  • Personal and Commercial Lines: Due Diligence and Account Management
  • Other Account Servicing
  • Claims Processing
  • Professional Responsibilities: Ethical and Legal Behavior 

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