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CISR Agency Operations

March 24, 2026 8:00 AM - 4:00 PM (EDT)

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:

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

Pricing

Members $161

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Contact Information

Maine Insurance Agents Association
Name: Shannon Gorman
Phone: (207) 623-1875
Email: shannon@maineagents.net
Details: We bring this designation course to Maine agents in partnership with the Mass Assoc Independent Agents.