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20260211WBAO Agency Operations Webinar

February 11, 2026 8:00 AM - 4:00 PM (PST)

Description

Valid for 7 CE in all 50 States

Agency Operations

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you the confidence to move into another position. As you work with colleagues and customers, you’ll discover enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential for training both insurance agency and company personnel.

29% of surveyed CSRs expressed an interest in advancement opportunities in agency management. —CSR Profile

Topics:

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

Scott Treen is the President of Treen Insurance Agency in Jefferson, OH. 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 OH 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.


State CE credit is approved in all states. To determine specific credits for your state, go to the CE Guide. at 

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Time

8 am-3:45 pm Exam available online – instructions provided

Pricing

Webinar Class Fee $170

CISR Webinar Cancellation Policy: Cancellations received within 10 business days of the course will incur a $40 ($130 refund) non-transferable fee. There will be no refund if the participant is a “no-show”. ALL CANCELLATIONS MUST BE IN WRITING. IF CLASS HAS NOT BEEN PAID FOR, AND IS CANCELED 10 DAYS OUT FROM CLASS, THE FEE STILL APPLIES.

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Contact Information

Professional Insurance Agents Western Alliance
Name: Mykal Bourn
Phone: (360) 571-7100 ext 115
Email: mykalbourn@piawest.com
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