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20230816WBAM Agency Management CIC Webinar

August 15, 2023 - August 16, 2023

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.

  1. Strategic Planning
  2. Agency Talent Management
  3. Managing Agency Client Retention & Acquisition
  4. Managing Agency Technology
  5. Ethical Responsibility

Click Here for Agenda 

To view CE credit by State  https://www.scic.com/ce-by-state/


LaToya Maddox, EMBA, CFP 

 Rebecca Lathrop, CIC, CPIA





Time

Tues, August 15: 8 am-5:15 pm – Exam Briefing 5:15-5:30 PDT

Wed, August 16: 8 am-5:00 pm PDT


Pricing

$420.00 

Cancellation policy:  Full refund if notification is 11 business days prior to the institute.  If cancelled 1-10 days prior, $75 fee applies. No refund if participant is a “no-show”.

All cancellations must be received in writing.


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Contact Information

Professional Insurance Agents Western Alliance
Name: Mykal Bourn
Phone: (360) 571-7100 ext 115
Email: mykalbourn@piawest.com
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