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Event Details

CISR Agency Operations

Tuesday, June 25, 2019
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.

Continuing Education: This course has been approved by the FL Department of Financial Services for seven (7) hours of CE credits, course #107396 6-GEN,#107397 1-ETH.

Registration: Cost is $195 before June 11, 2019; $225 thereafter.

Instructor(s): David Thompson, CPCU, AAI, API
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.

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)

Please note the venue change from the Crowne Plaza to the Miami Airport Marriott across the street.
Miami Airport Marriott
1201 NW 42nd Ave, Bldg A
(305) 649-5000
Miami, FL 33126
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