Agency Operations

Self-Paced Online Course

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

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 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.

Ethical behavior benefits and common issues.
Healthy culture, service factors, and risk management basics.
Markets, financial stability, and rating.
Basics of the risk management process.
The risks and management of exchanging coverage information to customers.
The basics of new and renewal processes for agency procedures.
Tools to assess financial health.
Negligence, common causes of claims, and action steps.

NEW Features & Benefits

Knowledge Checks &

Animation & Live

Practical & Relevant


Information Kiosk and
Learning Resources

Review Exam

Designee Update

8 Credit Hours
(Varies by State)

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60-Day Access*

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Welcome To the Alliance!

The National Alliance for Insurance Education & Research is now the Risk & Insurance Education Alliance, or simply “The Alliance”.  For more details, please read our Press Release.