CISR Agency Operations - October Virtual Webinar

Includes Multiple Live Events. The next is on 10/17/2024 at 8:00 AM (EDT)

This course strengthens your self-assurance and provides a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential for both insurance agency and company personnel.

TOPICS
Legal & Ethical Requirements
The Insurance Agency
The Insurance Industry and Marketplace
Communication
Agency Work Flow
Account Management
Errors & Omissions

ABOUT THE CISR PROGRAM
Learn more about the Certified Insurance Service Representative (CISR) program here.

ADDITIONAL INFORMATION
This is an intermediate level course; participants attending should have some understanding and working knowledge of the topics listed above.

This program will qualify as an update option for those who have the CISR designation.

PROFile
All of your CIC, CISR and CRM course activity is tracked on your National Alliance PROFile. Click here to access your PROFile or obtain a new username and password.

Scott Treen, CIC, CPIA

President

Treen Insurance Agency

Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. He has more than 30 years of experience as an insurance professional. He earned a bachelor's degree from Youngstown State University in 1981 and holds the CPIA designation and earned his CIC designation in 1999. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio and is on the National Faculty for the National Alliance.

Scott has taught for CISR, CIC, LUTCF, CPIA and other professional development courses and speaks to various civic groups. He has also taught insurance related curriculum to high school students. He was past president of the Ashtabula County Life Underwriters Association.