CISR Agency Operations - Lincoln

March 15, 2019 8:00 AM - 5:00 PM (CDT)


Professionalism: Developing professionalism and professional relationships

  • Functions of the Independent Agency, including: Relations with companies and relations with customers

  • Automation in the agency

  • Agency systems, including: Applications, policy issuance, binders, certificates of insurance, claims processing, renewals, cancellations and billing

  • Ethics and Legal Obligations

General Information

  • Exam is optional for those not pursuing CISR Designation.

  • In accordance with Title III of the ADA, we invite all registrants to advise us of any disability and any request for accommodation to that disability. Call 402-476-2951 with questions.

  • Class may be cancelled due to low attendance.  Seven attendees are required at each location to hold the class.  Please register early to ensure classroom and seating will be adequate for all attendees.

  • In case of inclement weather and you are unable to reach the IIAN office, please check with the facility where each class is being held for notice of cancellation or postponement.

Note! Nebraska CE Certificates are electronically uploaded into SBS by The National Alliance.

Registration Deadline: 8 days prior to the course

  • There will be a $25 cancellation fee for all cancellations received within 3 working days of the course, whether you credit the balance to a future course or not. Full refund will only be given for cancellation by IIAN.


7:45 - 8:00    Registration
8:00 - 3:45    CISR Class
3:45 - 4:15    Study Session
4:15 - 5:15    Examination



8231 Northwoods Dr, Lincoln, NE, 68505

Near 84th & Holdrege St. in Lincoln.


Cost of the course is $159 – this includes breaks & materials. Lunch is on your own.  

Nebraska, Iowa, Kansas and South Dakota CE requests must pay an $7 State processing fee. 

Contact Information

Independent Insurance Agents of Nebraska
Name: Judy McIntire
Details: Judy or Cameron, IIAN office, phone: 402-476-2951

Tom Greco, Instructor  

For Nebraska Students, this class is filed for 6 hrs General credit and 1 hr Ethics credit.

Please call the IIAN home office at 402-476-2951 if you are having troubles registering for this class.

Step 1: My Information


Logged In As {{Environment.CurrentUserData.DisplayName}}

Step 2: Registration Types

Name Price Qty
{{(ert.EventRegistrationType.IsForMembers && !ert.EventRegistrationType.IsForNonMembers)?"(Members Only)":""}}
{{ert.EventRegistrationType.Price | currency }}
Total vacant spots per event: {{ Environment.VacantSpotsPerEvent }}

Step 3: Attendees

Please add attendees

{{er.RegName}} Attendees

{{ ($index == 0 || er.Price > 0)? "Attendee" : (Environment.ExtraOptions.AdditionalAttendeesTerm || "Attendee") }} #{{ ((!Environment.ExtraOptions.AdditionalAttendeesTerm || Environment.ExtraOptions.AdditionalAttendeesTerm == "Attendee") || $index == 0 || er.Price>0)? ($index+1) : $index }}

Total: {{(att.Price - getAttendeeTotalDiscountAmount(att) + getPayableAttendeeExtraItemsPrice(att)).toFixed(2) | currency}} {{att.DiscountsApplied.length>0 ? "- Discounts have been applied" : ""}}

Personal Info



Additional Information

Event Sessions


{{slot.SelectedSession ? slot.SelectedSession.Description || "" : ""}}

Additional Items

Name Description Price Qty
{{item.Name + (item.IsForMembers && !item.IsForNonMembers ? " (Members Only)" : "")}} {{item.Description}} {{item.Price | currency }}
Registration is available to Members only

Step 4: Additional Items

Name Description Price Quantity
{{item.Name + (item.IsForMembers && !item.IsForNonMembers ? " (Members Only)" : "")}} {{item.Description}} {{item.Price | currency }}

Step {{getValidExtraPurchaseItems().length ? "5": "4"}}: Enter Promo Code


Step {{Environment.HasPromoCodes && getValidExtraPurchaseItems().length? "6": (Environment.HasPromoCodes || getValidExtraPurchaseItems().length? "5" : "4")}}: {{(Environment.DonationTerm || "Donation/Contribution") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description}}

Step {{getPaymentStepIndex()}}: Payment Information

{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}

Validation Summary

{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}

Sorry, you can't reduce the number of registrations or additional items. Please contact administrator.