CISR: Agency Operations

This is a National Alliance Program presented by MAIA.

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


  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication and Technology
  • Agency Workflow Concepts
  • Agency Workflow Steps
  • Account Management
  • Errors & Omissions
begins 30 minutes prior to the class start time.
8:00 am to 4:00 pm


Your links for the webinar will be emailed to you 1-2 days prior to the class. You will receive an AM session link and a PM session link. Reminders will also be sent 24 hours and 1 hour prior to the class.

Effective 1/1/2022, all CIC and CISR exams will be online, even for in-person classes. You will access your online exams and submit proctor requests through your National Alliance PROfile page.

 The exam window will begin immediately after the course concludes through the following Thursday at 11:59 pm Central Time Zone. Please note: The exam help inbox ([email protected]) support coverage remains open during normal operational business hours 8:00 am – 5:00 pm Central Time Zone.  Any request for help outside of normal business hours will be responded to upon the next business day. 

Taking/passing the exam is NOT required to earn CE for this course. It is only required if you are pursuing the designation.

National Alliance requires a disinterested third-party proctor to monitor students taking online exams. Click here for details.

CEUs: 7   

GL NUMBER:230117
PRICE:  Members: $161 / Non-Members: $161
STATE COURSE NUMBER:   National Alliance
2/2/2023 8:00 AM - 4:00 PM
Eastern Standard Time
OnLine WEBINAR 01757


Date Not Specified

Not specified

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