Stop! Before adding someone to your agency/company for a registration, please email 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
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

**This course is a live webinar.  The link to access this webinar will be sent to all registered participants 1-2 business days prior to the course.**

CE Credit: 7 Hours
CE Credit for this course is uploaded by The National Alliance.  

Registration: 7:30 am - 8:00 am
Class Time: 8:00 am - 3:45 pm
Optional Exam Review: 3:45 pm - 4:15 pm
Online Exam:  This is exam will be administered online through your PROfile account with The National Alliance.  Additional information regarding the exam for this course will be provided when your webinar links are sent to you.  

Course Materials:  A link to your notebook will be provided to you along with the link to access the live webinar for this course 1-2 business days prior to this course.  The notebook will only be provided to those who have registered to take the course.  A copy of the notebook can also be found in your PROfile account with The National Alliance a couple of days prior to the course.   

CLICK HERE to access your PROfile account with The National Alliance.  Difficulty accessing your PROfile account?  Contact The National Alliance at 800-633-2165 or  


12/8/2021 8:00 AM - 5:00 PM

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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