CISR Agency Operations
Registration: 8:00am - 8:30am
Class Time: 8:30am - 3:30pm
Optional Test: 4:00pm - 5:00pm
Member Price:
All 2008 CISR Member Price: $130.00 / Non Member Price:
$130.00
Course #: C69595
Credits: 6 GEN
Description of Course
Topics Covered:
- Minimizing E&O exposures
- Proven techniques for updating, streamlining, and professionalizing your
agency
- Critical issues facing agencies; how to head off customer problems
- Legal and ethical obligations of insurance personnel
- Developing professional relationships with companies and clients
- Agency workflow concepts and automation
- Agency systems-from new business to cancellations