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.
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This course is approved for 16 CE hours (13 + 3 Ethics) in all 50 states.
To view CE credit by State https://www.scic.com/ce-by-state/
Diane has over 40 years of experience in the insurance industry. She is the owner of DMasterson Consulting. While in college, she started selling and servicing personal insurance through a direct writer. She then switched her focus to the independent carrier side. From there, the vast majority of her career has been spent in positions of underwriting, district sales management, supervision as well as corporate training in insurance contracts, sales, and management practices.Diane is the co-developer of the PaceSetter Producer Sales Development program. Diane has personally coached more than 2000 new producers for more than 26 years. She earned her CIC designation in 1997 and began teaching as a faculty member for The Alliance in 2013 where she lectures all over the country. Some of her classes include sales management, carrier/agency relations, Ruble MEGA's, and CIC. Diane served as President of the Columbus CPCU chapter. She has also served on the Risk & Insurance Education Alliance Academy Board of Directors.
Brian Bartosh, LUTCF, CIC
Brian Bartosh is President of Spire America Holdings, Inc. which operates under the brand names of Top O' Michigan Insurance Solutions and Spire Insurance Solutions. Based in Alpena, Michigan, the agency provides Property and Casualty Services along with Financial Services to its clients through a network of branch sales offices throughout Northern Michigan and virtually outside of their geographic area.
Brian began his career in 1979 as an agent with his father's agency. In 1980, he installed the agency's first computer system for rating and marketing. In 1984, their first management system was put in place. From the start, they have used the system to its fullest and have continued to implement the most current technologies available. Brian has served as chair of the users group for Applied Systems (Applied Client Network) and also previously as President in the late 1990's. He has primarily focused on product development and implementation of interface between agents and companies. Brian earned his Certified Insurance Counselor designation with The National Alliance in 2007 and has received his Life Underwriters Training Council Fellowship (LUTCF) designation as well. He has also served as a National Faculty Member of The National Alliance and has been presenting on the topic of Agency Management since 2008. In addition to Agency Management, Brian is a frequent speaker on the issues of automation, implementation of improved workflows and marketing to clients and prospects. He is especially fluent on the topic of Real Time and how agencies can use this technology to not only serve their clients better but reduce their overall costs. He has spoken to groups throughout the United States, Canada and the United Kingdom on these topics. In addition to speaking to groups, he has also authored many articles on these subjects, which have appeared in various national publications. Although much time is spent on supporting the industry, Brian also participates in his community
Wednesday, October 22: 8 am-5:15 pm – Exam Briefing 5:15-5:30 PDT
Thursday, October 23: 8 am-5:00 pm PDT
$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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