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Event Details

CISR Agency Operations

Tuesday, April 11, 2017
7:30 AM - 5:15 PM Eastern Daylight Time
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.

Continuing Education: This course has been approved by the FL Department of Financial Services for seven (7) hours of CE credits, course #83897 6-PC,#83899 1-ETH;#83898 6-ADJ, #83900-1 ETH.

Class Schedule

7:30am-8:00 am: Registration
8:00am-12:00pm: Class
12:00pm-12:45 pm: Lunch on own
12:45pm-3:45pm: Class
3:45pm-4:15pm: Q&A and Review
4:15pm-5:15pm: Exam (optional if not earning designation)

Registration: Cost is $175 before March 28, 2017; $195 thereafter.
Rebecca Lathrop, CIC, CPIA
Topics include: Legal & Ethical Requirements; The Insurance Agency; The Insurance Industry and Marketplace; Communication and Technology; Agency Workflow Components; Agency Workflow Steps; Account Management; and Errors & Omissions.

Holiday Inn Fort Myers Airport @Town Cen
9931 Interstate Commerce Dr
(239) 561-1550
Fort Myers, FL 33913
Online registration is closed. Call 850-893-4155 x335 for assistance.