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Agency Management

Sea Crest Resort

350 Quaker Road North Falmouth, MA 02556

Jun 12-13, 2024 | Classroom

Topics Date Time Speaker
Registration/Check-in Jun 12, 2024 07:30 AM-08:00 AM Joseph Karl Sherrill
MBA, CIC, CRM
High Street Insurance Partners Inc., High Point, NC
Strategic Planning Jun 12, 2024 08:00 AM-12:15 PM Joseph Karl Sherrill
MBA, CIC, CRM
High Street Insurance Partners Inc., High Point, NC
Lunch - on your own Jun 12, 2024 12:15 PM-01:15 PM

Agency Talent Management Jun 12, 2024 01:15 PM-05:15 PM Joseph Karl Sherrill
MBA, CIC, CRM
High Street Insurance Partners Inc., High Point, NC
Exam Briefing Jun 12, 2024 05:15 PM-05:30 PM

Check-in Jun 13, 2024 07:30 AM-08:00 AM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Managing Agency Client Retention and Acquisition Jun 13, 2024 08:00 AM-10:00 AM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Managing Agency Technology Utilization Jun 13, 2024 10:00 AM-12:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Lunch - on your own Jun 13, 2024 12:00 PM-01:00 PM

Managing Agency Technology Utilization (Continued) Jun 13, 2024 01:00 PM-02:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Ethical Responsibility Jun 13, 2024 02:00 PM-05:00 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Educational Consultant:
Jerry Kennedy, CIC
Kennedy Training and Consulting, Electric City, WA
Online Exam Window:
June 16 - June 21, 2024


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 scic.com/proctor-monitor-rules.


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