CISR Live Webinar: Agency Operations
Approved for 4 GEN/1 ETH CE Hrs NE
Approved for 6 GEN/1 ETH CE Hrs IA
Click here to view all other states: https://pro.scic.com/course-schedule/?search=&mf=%264%3D2026-07-28
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 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.
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
Please make checks payable to PIA NE/IA.
$170.00
PIA Members: $170.00
Instructors
Scott Treen
CIC, CPIA
Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. 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 CIC and CPIA designations. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio 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.
Scott Treen
CIC, CPIA
Scott Treen is the President of Treen Insurance Agency in Jefferson, Ohio. 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 CIC and CPIA designations. Scott received the Jack V Hedges Educator of the year award in 2007 from the Professional Insurance Agents of Ohio 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.
Additional Information
Cancellation Policy:
Cancellations received after Jul 25th at 8:00 AM will incur a $25.00 non-transferable fee.
Please Note:
Recording devices, paging systems, cell phones, wristwatch alarms, laptops or other electronic devices may not be used during presentations. In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any request for accommodation to that disability. Please submit your request as far as possible in advance of the institute you wish to attend.
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