CISR Agency Operations (incl.Ethics) Location IIAA classroom
A Number of highly relevant agency operations topics have been combined into a one-day course that will really make a difference from day one. This course is applicable for agencies and professionals in all lines of insurance.
Topics of this course include: Factors that affect how and agency distributes its products and services; the difference between an agenct and a broker; and the standard of care an agent owes to those they come in contact with. Additional discussion will involve the insurance marketplace and basic insurance licensing requrements, including the importance in dealing with properly licensed, financially stable insurers, and issues involving excess and surplus lines agents/brokers. You'll also learn why you need to understand basic risk management techniques and how to properly communicate with clients and carriers. A portion of the course is devoted to basic financial statement analysis, due to the critical nature of the past financial performance of a business.
The Agency Operations course concludes with a discussion of expectations and professional responsibilities within the agency, including the ethical and legal behavior characteristics for agents. Seminar start at 8:00 sharp (check in 7:30-8:00). Lecture ends at 3:30 with 1 hour test for designee candidates at 4:00.
Seminar earns 7 hours of state CE credit including one 1 hour of Ethics.
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