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Agency Management

Big I Michigan

1141 Centennial Way Lansing, MI 48917

Jul 16-17, 2024 ET | Classroom

Topics Date Time Speaker
Registration/Check-in Jul 16, 2024 07:30 AM-08:00 AM Julie Webb
CIC, CPCU
JMW Collective, Hershey, PA
Strategic Planning Jul 16, 2024 08:00 AM-12:15 PM Julie Webb
CIC, CPCU
JMW Collective, Hershey, PA
Lunch - on your own Jul 16, 2024 12:15 PM-01:15 PM

Agency Talent Management Jul 16, 2024 01:15 PM-05:15 PM Julie Webb
CIC, CPCU
JMW Collective, Hershey, PA
Exam Briefing Jul 16, 2024 05:15 PM-05:30 PM

Check-in Jul 17, 2024 07:30 AM-08:00 AM

Managing Agency Client Retention and Acquisition Jul 17, 2024 08:00 AM-10:00 AM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Managing Agency Technology Utilization Jul 17, 2024 10:00 AM-12:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Lunch - on your own Jul 17, 2024 12:00 PM-01:00 PM

Managing Agency Technology Utilization (Continued) Jul 17, 2024 01:00 PM-02:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Ethical Responsibility Jul 17, 2024 02:00 PM-05:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Educational Consultant:
Michael Kersgard, CIC, CLU
TNA, Venice, FL , United States
Online Exam Window:
July 22 - July 25, 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 www.riskeducation.org/proctor-monitor-rules.


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