This item is no longer available for purchase.

CISR Agency Operations Seminar


DATE:
  September 15, 2022                                        COST:   $185.00

TIME:  7:45 am - 5:00 pm


LOCATION:
Kustom US

4814 North Shamrock Place

Tucson, Arizona 85705

Phone: (520) 323- 3261         

INSTRUCTOR: Jody Hayden, CISR, CPIW

State CE credit is approved in all states.



DESCRIPTION:  

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

 

CANCELLATION POLICY: Full refund if written notification is received seven (7) business days prior to the seminar. Cancellations received after that date will incur a $25 non-transferable fee. No shows forfeit full registration fees. ITEC reserves the right to cancel or reschedule this event. ITEC is not responsible for airfare, lodging, or other related expenses including airline penalties incurred. No transferring of funds to a future seminar will be allowed. The IIABAZ will refund cancelled registrations, minus any applicable cancellation fees.