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PIANY Education

CE courses are approved for NYCE credit through 11/30/19 Provider no. NYPO-100002

NYCR-258962

Oct. 24, 2019 | Reg: 7:30 AM, Class: 8 AM-3:45 PM, Exam: 10/24/2019, at 4:15 PM

2019 CISR AO - Agency Operations ^FF ^UM

Rate: $185.00
Credits: 7 BR, C1, C3, LA, LB, LSB, PA, PC *Earn 1 additional NYCE credit with a passing grade on exam.

Credits available for other states

State Credits

CT

6 LH, 1 LRE, 1 LRE, 6 PC

NH

For CE information, contact Massachusetts Association of Insurance Agents (MAIA), PHONE 508-634-2900.

NJ

1 ETH, 6 GEN ****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

Agenda: N / A

Class type: Classroom
Curriculum: CISR

Location: Holiday Inn Utica, New Hartford, NY (view directions)

^FF - This course has been approved for E&O loss prevention credit by Fireman's Fund. Call the PIA E&O Department for details: 800-424-4244.

^UM - This course has been approved for E&O loss prevention credit by Utica National. Call the PIA E&O Department for details: 800-424-4244.

1777 Burrstone Rd, New Hartford, NY, 13413

NYCR-258962

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AGENCY OPERATIONS
This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.
Topics:

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication
  • Agency Workflow
  • Account Management
  • Errors & Omissions

^FF - This course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM - This course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244.

 

 

 


The CISR designation program now includes nine course offerings! To earn the CISR designation, participants will need to pass exams for 5 of the 9 courses. However, anyone is welcome to attend the classes without taking the exams. There is no special order in which courses must be taken. If you are more familiar with a given topic, you may want to begin with that course.

The CISR program is a CE credit-approved, nationally recognized designation program that takes a practical, hands-on approach to learning. This designation is recognized nationwide as an important credential–one that benefits individuals, their agencies, and their customers.

Through this program, developed by the National Alliance for Insurance Education, students who are committed to continuing education and career growth can obtain the highest level of professional insurance education. This uniquely powerful training is designed to help you conquer the challenges of today by making customer service representatives more professional, more productive and more profitable.

Student Feedback - CISR program participants are encouraged to contact the Glenmont National Alliance Committee with recommendations, comments and concerns about the programs.

Core CISR time frames for N.Y., N.J. and Conn:
Class: 8 am – Noon;
Lunch (on your own): Noon – 12:45 p.m.
Class: 12:45 – 3:45 p.m.
Q&A/Review: 3:45 – 4:15 p.m.
All students must stay until 4:15 p.m.
Optional exam: 4:15-5:15 p.m.

 

PROfile login

PROfile allows you to download your CE certificates and other documents, see when your next update is due, view your history and update your contact information.

Attn. NJ CIC & CISR designees: According to the NJ DOBI, producers who maintain & fulfill the CE requirements for a professional insurance designation approved by the DOBI (CIC, CISR), shall be awarded 12 credit hours for each full year preceding renewal for which these requirements were fulfilled. Application to obtain such approval shall be made by using the CE1A form. Therefore, CICs and CISRs updating/maintaining their designations AUTOMATICALLY comply with the DOBI’s CE requirements.

If you have questions, go to the NJ DOBI's site, here.

 

 

Please note: Registration processing will not be completed without full payment at the time of registration form submission. Submission of a registration form without proper payment will not hold your spot in a program.