CSIP: Module 3

March 5 - March 12, 2024

As a customer service representative, your ability to deliver excellent service to your clients is critical to your brokerage’s success. In this four-part program, you will explore every aspect of brokerage operations from a customer service perspective. You will develop the skills required to ensure that your office maintains a consistent, high quality, customer service approach in all market conditions.

The Customer Service for the Insurance Professional (CSIP) program is an excellent resource, whether you are new to the insurance industryor a seasoned professional.

Modules are taught over a 4-month period via two full -day webinars.

About the Course

Module 3: Office Procedures, Workflows & Their Impact on Client Service

  • E&O Liability Exposure
  • Office Efficiency
  • Industry Issues

Date & Time

March 5, 2024
11:30 a.m. - 3 p.m.

March 12, 2024
10:30 a.m. - 2 p.m.

Note: Details on how to connect to the webinar will be sent to registrants' e-mails at least 24 hours prior to the start of the event.

Text and course confirmations will be sent once registration and payment have been processed by IBAS. 

Six (6) CE hours are awarded for each completed module.

As there is no examination for this certificate program, participants must attend the full webinar workshop session in order to receive the completion certificate.


Event Date
CSIP: Module 3 March 5, 2024, 11:30 AM - 3:00 PM
CSIP: Module 3 March 12, 2024, 10:30 AM - 2:00 PM


Sorry, registration is not available at this time.

Registration Schedule
Registration Type Registration Opens Registration Closes
CSIP: Module 3 (Member Rate) Feb 27, 2024
CSIP: Module 3 (Non-member Rate) Feb 27, 2024