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CIC Agency Management Institute

August 8, 2024 - August 9, 2024

Description

Learn the fundamentals of strategic planning within an agency and learn what actions are needed to achieve growth.

In the CIC Agency Management course you will learn how to apply the management theories, methods, and procedures necessary to operate a successful insurance agency.  Leave the class prepared to implement strategies designed to increase agency profitability.

Updated and revised 2-day course.

  • Stategic Planning (4 hours)
  • Agency Talent Management (4 hours)
  • Managing Agency Client Retention and Acquisition (2 hours)
  • Managing Agency Technology Utilization (3 hours)
  • Ethical Responsibility (3 hours)

More Info

View Agenda

Approved for the Utica E&O discount only for those holding the CIC designation in good standing. 

Time

Thursday, August 8
8:00 am-5:15 pm
Exam Briefing 5:15-5:30 Eastern

Friday, August 9
8:00 am-5:00 pm Eastern

Pricing

$450

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Contact Information

Name: Charletta Jones
Phone: (804) 486-4221
Email: charletta@piavadc.com

Instructors: Robert Shomo; Bruce McCreadie
Educational Consultant: Richard Goolsby

This course is approved for 13 OGI/3 ETH CE credits in Virginia.
State CE credit is approved in all states. To determine specific credits for your state go to the CE Guide.

Exam Takers: This is true for both webinar and in-person participants.
The exam in only available online and is optional. You only need to take the exam if you’re working on the designation. The exam window will be Monday at 12:01 AM Central through Thursday at 11:59 pm Central the week following the CIC. For participants who attend a CIC classroom (in-person) course, you will need to submit your proctor request prior to the end of the class through your National Alliance account at www.scic.com, just as with a webinar course. This will be discussed at the end of day one's exam briefing (5:15-5:30 pm). More information will be given, as well as a link to the class recording, at the end of day two.

Webinar System Requirements: Reliable internet connection and working speakers. No microphone or webcam is needed.

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