Certified Insurance Service Representatives national designation program

Agency Operations ^{^UM/FF}

This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.

Topics:

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

_^FF This course has been approved for E&O loss prevention credit by Fireman's Fund.

_^UM This course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: (800) 424-4244.