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Agency Operations

Instructor Led Online Course

Instructor Led Online, WB

Feb 04-Feb 05 ET | Webinar

Topics Date Time Speaker
Join Webinar Feb 04, 2026 08:45 AM-09:00 AM

Ethical & Legal Requirements Feb 04, 2026 09:00 AM-10:00 AM David Helms
CIC, CPRM, CSRM, CPCU, CLU, ChFC, ARM, AAI, AU, AMIM, ARe, ITP
QBE Americas, Inc., Huntersville, NC
Managing the Insurance Agency Feb 04, 2026 10:00 AM-11:00 AM David Helms
CIC, CPRM, CSRM, CPCU, CLU, ChFC, ARM, AAI, AU, AMIM, ARe, ITP
QBE Americas, Inc., Huntersville, NC
The Insurance Industry and Marketplace Feb 04, 2026 11:00 AM-12:00 PM David Helms
CIC, CPRM, CSRM, CPCU, CLU, ChFC, ARM, AAI, AU, AMIM, ARe, ITP
QBE Americas, Inc., Huntersville, NC
Risk Management & Agency Processes Feb 04, 2026 12:00 PM-01:00 PM David Helms
CIC, CPRM, CSRM, CPCU, CLU, ChFC, ARM, AAI, AU, AMIM, ARe, ITP
QBE Americas, Inc., Huntersville, NC
Join Webinar Feb 05, 2026 08:45 AM-09:00 AM

Managing Coverage Information Exchange Feb 05, 2026 09:00 AM-09:30 AM David Helms
CIC, CPRM, CSRM, CPCU, CLU, ChFC, ARM, AAI, AU, AMIM, ARe, ITP
QBE Americas, Inc., Huntersville, NC
Managing the Agency Workflows & Procedures Feb 05, 2026 09:30 AM-10:30 AM David Helms
CIC, CPRM, CSRM, CPCU, CLU, ChFC, ARM, AAI, AU, AMIM, ARe, ITP
QBE Americas, Inc., Huntersville, NC
Account Management Feb 05, 2026 10:30 AM-11:30 AM David Helms
CIC, CPRM, CSRM, CPCU, CLU, ChFC, ARM, AAI, AU, AMIM, ARe, ITP
QBE Americas, Inc., Huntersville, NC
Errors & Omissions Feb 05, 2026 11:30 AM-12:00 PM David Helms
CIC, CPRM, CSRM, CPCU, CLU, ChFC, ARM, AAI, AU, AMIM, ARe, ITP
QBE Americas, Inc., Huntersville, NC
Q&A and Review Feb 05, 2026 12:00 PM-12:30 PM David Helms
CIC, CPRM, CSRM, CPCU, CLU, ChFC, ARM, AAI, AU, AMIM, ARe, ITP
QBE Americas, Inc., Huntersville, NC
Online Exam Window:
February 05 - February 12, 2026


All final exams require you to have a proctor, a disinterested third-party, to monitor your exam through its entirety. More testing information and instructions can be found at www.riskeducation.org/proctor-monitor-rules.


What Time Does This Start For Me?

Pacific Mountain Central Eastern
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