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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: Waitlist
Start Date: Aug 04, 2020
End Date: Aug 04, 2020
Price: $180


*CE Hours vary by State

Accommodations


Minnesota IIA&B Webinar Event
Aug 04, 2020


Minnesota IIA&B Webinar Event, WB 55369

Agenda

*CST timezone

Topic Date Time Speaker
Join Webinar Aug 04, 2020 07:30-08:00
Legal & Ethical Requirements Aug 04, 2020 09:00-10:00 Elizabeth A. Rise
CIC
The Insurance Agency Aug 04, 2020 09:00-10:00 Elizabeth A. Rise
CIC
The Insurance Industry and Marketplace Aug 04, 2020 10:00-11:00 Elizabeth A. Rise
CIC
Communications and Technology Aug 04, 2020 11:00-12:00 Elizabeth A. Rise
CIC
Lunch Aug 04, 2020 12:00-12:45
Agency Workflow Components Aug 04, 2020 12:45-13:30 Elizabeth A. Rise
CIC
Agency Workflow Steps Aug 04, 2020 13:30-14:15 Elizabeth A. Rise
CIC
Account Management Aug 04, 2020 14:15-15:15 Elizabeth A. Rise
CIC
Errors & Omissions Aug 04, 2020 15:15-15:45 Elizabeth A. Rise
CIC
Q&A and Review Aug 04, 2020 15:45-16:15
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Elizabeth A. Rise | Bio


Elizabeth Rise began her insurance career in 1975 as an agent for the Burd and Rise Insurance Agency of Halstad, MN. Elizabeth and her husband, Harlan, owned and managed the agency until their retirement at the end of 2008. She is a member of the National Faculty of The National Alliance, instructing at numerous CIC institutes, CISR courses, and Dynamics of Service courses around the country. Elizabeth has served as president of the Board of Governors of the Society of Certified Insurance Service Representatives (CISR). She holds a Bachelor of Arts degree in Business Administration from Mayville State University, Mayville, ND. Liz received her CIC designation in 1977. Elizabeth and Harlan reside in Melbourne Beach, FL, and Miltona, MN. The couple has two daughters and Elizabeth is active in her church and community organizations.