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Event Details

CISR Agency Operations

Tuesday, November 05, 2019
7:30 AM - 5:15 PM Eastern Standard 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 October 22, 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)

Embassy Suites Orlando Lake Buena Vista
4955 Kyngs Heath Rd
(407) 841-1000
Kissimmee, FL 34746
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