Customer service representatives (CSRs) are the backbone of most agencies. This section outlines what they can and can't do, legally; defines potential roles and responsibilities, and more.
The following questions and answers deal with issues pertaining to those who hold the Customer Representative (CR) license or the Limited Customer Representative license.
technology have created an issue that agency management needs to be very aware
of, that being the duties permitted (and, more importantly, duties not
permitted) by someone holding a 4-40 license.