CISR Agency Operations


This course is geared towards students who have a basic understanding of insurance and how an agency works but want to make themselves an indispensable team player in the agency. This class will also let you work with others with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations.

This course is part of a National Designation program called the Certified Insurance Service Representative (CISR) program. Each course can certainly be taken as a standalone class, but if you are interested in seeing the courses involved and earning the designation, that information can be found HERE.


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

REGISTRATION:         7:30 a.m.

CLASS TIME:               8:00 a.m. - 4:00 p.m.

For in-person classes, the exam is given from 4:00 p.m. - 5:00 p.m. 
For webinar classes, the exam will be available online as of 5:00 p.m. and you will have three days to complete it.


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