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CLASSROOM: CISR Agency Operations

August 15, 2024 8:00 AM - 4:15 PM (CDT)

Description

CISR Agency Operations - Classroom Session

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. As you work with colleagues and customers, you’ll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential training for both insurance agency and company personnel. 

Topics:

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication and Technology
  • Agency Workflow Concepts
  • Agency Workflow Steps
  • Account Management
  • Errors & Omissions

Faculty: Rick Harvey, CIC, CISR


This course qualifies for the following in all states: 

  • 7 hours of continuing education credit
  • Annual CISR update credit
  • 1 of the 5 courses required to earn the CISR designation
  • 1 of the 9 courses required to earn the CISR Elite designation

Learn more about earning and keeping your CISR designation at www.scic.com/cisr

Time

Class will be held from 8:00 AM - 3:45 PM. Students should arrive at the Big I Arkansas office between 7:30 AM - 8:00 AM to allow time to complete the check-in process before class begins.

An optional review/Q&A session will be held from 3:45 PM - 4:15 PM for students taking the exam to earn their CISR designation.

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Contact Information

Big I Arkansas
Name: Alyssa Chunn
Phone: (501) 221-2444
Email: alyssa@bigiarkansas.com
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