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Event Details

CISR Agency Operations

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Date:
Tuesday, June 13, 2017
Time:
7:30 AM - 5:15 PM Eastern Daylight Time
Description: 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.</p></ul> <p><b>Continuing Education: </b>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. <h3>Class Schedule</h3><p>7:30am-8:00 am: Registration<br>8:00am-12:00pm: Class<br>12:00pm-12:45 pm: Lunch on own<br>12:45pm-3:45pm: Class <br> 3:45pm-4:15pm: Q&A and Review<br>4:15pm-5:15pm: Exam (optional if not earning designation)</p> <strong>Registration</strong>: Cost is $175 before May 30, 2017; $195 thereafter.
Instructor(s): Barbara T. Rutherford, CIC, CPIA, AAI, CPIW, AU, AINS, AIS
Notes: 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.

Location:
Location:
The Main Street America Group
4601 Touchton Rd E, Bldg 300
Jacksonville, FL 32246
UNITED STATES
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