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Agency Operations

Hilton San Diego Mission Valley

901 Camino Del Rio South San Diego, CA 92108

Dec 16, 2021 07:30 AM | Classroom

Topics Date Time Speaker
Registration/Check-In Dec 16, 2021 07:30 AM-08:00 AM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Legal & Ethical Requirements Dec 16, 2021 08:00 AM-09:00 AM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
The Insurance Agency Dec 16, 2021 09:00 AM-10:00 AM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
The Insurance Industry and Marketplace Dec 16, 2021 10:00 AM-11:00 AM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Communications and Technology Dec 16, 2021 11:00 AM-12:00 PM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Lunch - on your own Dec 16, 2021 12:00 PM-12:45 PM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Agency Workflow Components Dec 16, 2021 12:45 PM-01:30 PM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Agency Workflow Steps Dec 16, 2021 01:30 PM-02:15 PM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Account Management Dec 16, 2021 02:15 PM-03:15 PM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Errors & Omissions Dec 16, 2021 03:15 PM-03:45 PM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Q&A and Review Dec 16, 2021 03:45 PM-04:15 PM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Examination Dec 16, 2021 04:15 PM-05:15 PM Daniel Fink
CIC, CRM, AAI, CPCU, CRIS
Online Exam Window:
December 16 - December 23, 2021


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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