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Agency Management

Courtyard by Marriott Los Angeles Burbank Airport

2100 West Empire Avenue Burbank, CA 91504

Mar 14-15, 2024 PT | Classroom

Topics Date Time Speaker
Registration/Check-in Mar 14, 2024 07:30 AM-08:00 AM

Strategic Planning Mar 14, 2024 08:00 AM-12:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Lunch - on your own Mar 14, 2024 12:15 PM-01:15 PM

Agency Talent Management Mar 14, 2024 01:15 PM-05:15 PM Geoffrey Gordon
CIC, CRM
Norwell, MA
Exam Briefing Mar 14, 2024 05:15 PM-05:30 PM

Check-in Mar 15, 2024 07:30 AM-08:00 AM

Managing Agency Client Retention and Acquisition Mar 15, 2024 08:00 AM-10:00 AM Walter Rick Harvey
CIC, CISR
Harvey Insurance Services, Inc., Conway, AR
Managing Agency Technology Utilization Mar 15, 2024 10:00 AM-12:00 PM Walter Rick Harvey
CIC, CISR
Harvey Insurance Services, Inc., Conway, AR
Lunch - on your own Mar 15, 2024 12:00 PM-01:00 PM

Managing Agency Technology Utilization (Continued) Mar 15, 2024 01:00 PM-02:00 PM Walter Rick Harvey
CIC, CISR
Harvey Insurance Services, Inc., Conway, AR
Ethical Responsibility Mar 15, 2024 02:00 PM-05:00 PM Walter Rick Harvey
CIC, CISR
Harvey Insurance Services, Inc., Conway, AR
Educational Consultant:
Samuel Bennett, CIC, CPRM, AFIS, TRIP, CRIS, CPIA
Harrison Agency, Inc., Columbia, MO , United States
Online Exam Window:
March 18 - March 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 www.riskeducation.org/proctor-monitor-rules.


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