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20250910WBAO Agency Operations Webinar

September 10, 2025 8:00 AM - 5:00 PM (PDT)

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

State CE credit is approved in all states. To determine specific credits for your state, go to the CE Guide. at https://www.scic.com/ce-by-state/

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Brandi Anderson started her insurance career with a Direct Writer before transferring over to the independent agency system. She has worked as a personal lines CSR, as well as a Vice President of a mid-sized agency. Brandi spent several years as Education Director with the Independent Insurance Agents of Arkansas before moving back into a marketing role within the state. Brandi currently handles commercial marketing in Arkansas & Mississippi for Nationwide Insurance and was the 2017 Sales Manager of the year for that company. Brandi has taught various commercial and personal education courses over the last 15 years. She has given multiple Errors & Omissions presentations and acted as an expert witness in several court cases. She has written Ethics programs for the IIA of Arkansas as well as coverage courses for the PIA. Brandi earned her CIC designation in 2000. She also holds the Certified Professional Insurance Agent (CPIA) and Excellence In Service (EIS) designations.

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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20250910WBAO Agency Operations Webinar

September 10, 2025 8:00 AM - 5:00 PM (PDT)

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20250910WBAO Agency Operations Webinar

September 10, 2025 8:00 AM - 5:00 PM (PDT)

Description

Time

Pricing

Contact Information

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