Description

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.

Faculty

Rebecca Lathrop, CIC, CPIA

Bruce M. McCreadie, CIC, CPIA, AAI

Please be aware that course faculty assignments are subject to availability and can change without notice to the registered participants. 

Ed Consultant

Sara Bradshaw Ray, CIC

Syner Dynamics Group, LLC, Stillwater, OK

Continuing Education

Attendance at this seminar qualifies for a total of sixteen hours of continuing education credit in KS. For more information on state CE, please visit scic.com/ce-by-state. 

Cancellation Policy

Cancellations received at least 10 business days prior to the class date are eligible for a full refund. Cancellations received less than 10 business days prior to the class date are eligible for a 50% refund. The refund amount may be issued back to your agency or applied to another class within the same calendar year. There will be a $75 fee to transfer from one class to another. KAIA cannot issue refunds for no-shows. Please note KAIA cannot transfer to online classes OR out of state classes.

Exam Procedures

The exam will take place the week following the class in a testing window open Monday at 12:01AM through Wednesday at 11:59PM. Questions regarding this exam process can be directed to The National Alliance.

Schedule 

Wednesday, September 8, 2021 

8:00 AM - 12:15 PM SECTION 1 STRATEGIC PLANNING Ms. Rebecca Lathrop, CIC, CPIA 

12:15 PM - 1:15 PM Lunch 

1:15 PM - 5:15 PM SECTION 2 TALENT ACQUISITION AND DEVELOPMENT Ms. Rebecca Lathrop, CIC, CPIA 

5:15 PM - 5:30 PM Exam Briefing 

Thursday, September 9, 2021 

8:00 AM - 10:00 AM SECTION 3 CLIENT RETENTION AND ACQUISITION Mr. Bruce M. McCreadie, CIC, CPIA, AAI 

10:00 AM - 12:00 PM SECTION 4 TECHNOLOGY UTILIZATION Mr. Bruce M. McCreadie, CIC, CPIA, AAI 

12:00 PM - 1:00 PM Lunch 

1:00 PM - 2:00 PM TECHNOLOGY UTILIZATION (Continued) Mr. Bruce M. McCreadie, CIC, CPIA, AAI 

2:00 PM - 5:00 PM SECTION 5 ETHICAL RESPONSIBILITY Mr. Bruce M. McCreadie, CIC, CPIA, AAI 

Pricing

This is a LIVE streamed based course. 

$420 registration cost for any National Alliance online course.

Online registration will close one week within the class date. Please contact KAIA or karlyn@kaia.com for available seating. If registering within one week of class date, there will be a $25 fee. We will refund 100% funds up to 10 business days prior to the class date. If canceling within 10 business days of the class, we will refund 50% of the registration fee.