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

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.

Please note: The CISR exam window will be 4:15 PM the day of the class through Thursday at 11:59 PM CST the week following the class.  The instructor will stay and proctor for those who would like to take the online exam on the day of the class.  However, you must bring your own electronic device to access the exam.  Those who would like to take the test later, will need to find a proctor for the exam.

                You will receive more detailed information via email the day prior to your class.

begins 30 minutes prior to the class start time.
8:00 am to 5:15 pm

The class runs from 8:00-4:00 and is followed by the test 4:15-5:15. Taking the test is NOT required to earn CE but is required if you wish to earn the designation.

CEUs: 7 
GL NUMBER: 220335
PRICE:  Members: $192 / Non-Members: $192
STATE COURSE NUMBER: National Alliance
10/4/2022 8:00 AM - 5:00 PM
Eastern Daylight Time
Hampton Inn 600 Memorial Drive Chicopee, MA 01020-5019



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