Stop! Before adding someone to your agency/company for a registration, please email membership@iianc.com to ensure the individual is set up correctly in our system to receive accurate pricing and prevent duplicate records. Otherwise, the system will default to the higher, non-member rates for anyone manually added to your agency/company listing. If you are an agent member of IIANC or work for a PARTNER company, please verify that the system is giving you member pricing before you complete your registration. 


CISR Agency Operations

CISR Agency Operations
** This course is being held in-person!!  IIANC is committed to holding this event in the safest possibly way to ensure your well being.  All COVID-19 state regulated guidelines will be followed.  This means keeping safe distances between you and your colleagues as well as wearing your masks when required.  We are so excited to see you back in class!!

Description:
  CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position.  As you work with colleagues and customers, you'll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations.  Also, understanding how agencies function is essential training for both insurance agency and company personnel.




Topics include:
  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication and Technology
  • Agency Workflow Concepts
  • Agency Workflow Steps
  • Account Management
  • Errors & Omissions


CE Credit:  7 Hours 

Registration:  7:30 am - 8:00 am 
Class Time:  8:00 am - 3:45 pm 
Optional Exam Review:  3:45 pm - 4:15 pm 
Exam:  4:15 pm - 5:15 pm 

Course Materials: Notebooks will be provided the day of class. However, if you are interested in reviewing in advance for the exam, the notebook will be available in your National Alliance PROfile account approximately 5 days prior to class.  The notebook will only be available to those who have registered to take the course.  To view your National Alliance profile and obtain a copy of your book, click here or contact 800-633-2165. 

Disclaimer:

Please note that as we continue to monitor the current Covid situation, these courses may be subject to change.  We will promptly notify you with any updates or changes to the current course calendar if this occurs.  Thank you for your understanding.

 



When
7/28/2021
Where
Hilton Garden Inn 7831 Gateway Lane Concord, NC 28027 UNITED STATES

Online Registration Instructions:
Click here to view instructions for how to register online.

IIANC Cancellation Policies & Event Disclaimers:
Click here to view cancellation policies and disclaimers for IIANC classes and events.
 

 

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