Description

29% of surveyed CSRs expressed an interest in advancement opportunities in agency management. —CSR Profile

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

State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

Faculty:

Jay Williams

Registration closes on the Monday prior to class 

Continuing Education

Attendance at this seminar qualifies for a total of seven hours of continuing education credit, which includes one hour of ethics and one hour of legislative credit in Oklahoma for P/C and Adjuster licenses.

Cancellation Policy

We realize that “life gets in the way” and sometimes our stakeholders cannot avoid canceling, transferring and registering late for events. It is important to understand that every event that we host involves both hard and soft costs to the organization and we must be good stewards of our resources. 

Hotel Information

Need a hotel? 

BIGiOK is pleased to offer ou a discounted rate at the Ellison, Oklahoma City, A Tribute Portfilio Hotel - (6201 N. Western Ave. OKC, OK 73118) CLICK Here to make your reservation. Please use code "E2498" to get our special BIGiOK Discounted Rate.

ALSO! Please see special rates with Embassy Suites in Oklahoma City. https://www.hilton.com/en/book/reservation/deeplink/?ctyhocn=OKCOKES&corporateCode=0003219176

If canceling within one week of class, we will not be able to offer a refund. You may be able to transfer funds from one class to a future class for free if a member to the Association. 

If transferring from onsite to online, we will charge a 25% fee within 10 days of the class.

Exam Procedures

The exam will take place right after class, opening at 4:15PM (CST) the day of class through Thursday of the following week at 11:59PM (CST) UNLESS there is a holiday occurring. Questions regarding this exam process can be directed to The National Alliance.