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Attention: This course is not approved for State reported continuing education credits.
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The State of Nevada has only approved this course for 3 credits of Property & Casualty and 3 credits of Ethics.
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OVERVIEW AND TOPICS
CISR Agency Operations can make you a vital member of any insurance agency's team or offer you the self-assurance you need to advance to a different position. You'll gain more self-assurance and awareness of the workings of insurance organizations as you interact with coworkers and clients. Additionally, both insurance agency and insurance company workers must undergo necessary training to understand how agencies operate.
Ethical & Legal Requirements
Ethical behavior benefits and common issues.
Managing the Insurance Agency
Healthy culture, service factors, and risk management basics.
The Insurance Industry and Marketplace
Markets, financial stability, and rating.
Risk Management & Agency Processes
Basics of the risk management process.
Managing Coverage Information Exchange
The risks and management of exchanging coverage information to customers.
Managing the Agency Workflows & Procedures
The basics of new and renewal processes for agency procedures.
Tools to assess financial health.
Errors & Omissions
Negligence, common causes of claims, and action steps.