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Agency Management

SFM Insurance Company

3500 American Blvd West, Ste 700 Bloomington, MN 55431

Apr 02-03, 2025 CT | Classroom

Topics Date Time Speaker
Registration/Check-In Apr 02, 2025 07:30 AM-08:00 AM

Strategic Planning Apr 02, 2025 08:00 AM-12:15 PM Brian Bartosh
LUTCF
Top O' Michigan Insurance Solutions, Alpena, MI
Lunch - on your own Apr 02, 2025 12:15 PM-01:15 PM

Agency Talent Management Apr 02, 2025 01:15 PM-05:15 PM Brian Bartosh
LUTCF
Top O' Michigan Insurance Solutions, Alpena, MI
Exam Briefing Apr 02, 2025 05:15 PM-05:30 PM

Check-In Apr 03, 2025 07:30 AM-08:00 AM

Managing Agency Client Retention and Acquisition Apr 03, 2025 08:00 AM-10:00 AM Lori Rummelt
CIC, CPIA, CIE
LaPorte Consulting, LLC, Shelbyville, MI
Managing Agency Technology Utilization Apr 03, 2025 10:00 AM-12:00 PM Lori Rummelt
CIC, CPIA, CIE
LaPorte Consulting, LLC, Shelbyville, MI
Lunch - on your own Apr 03, 2025 12:00 PM-01:00 PM

Managing Agency Technology Utilization (Continued) Apr 03, 2025 01:00 PM-02:00 PM Lori Rummelt
CIC, CPIA, CIE
LaPorte Consulting, LLC, Shelbyville, MI
Ethical Responsibility Apr 03, 2025 02:00 PM-05:00 PM Lori Rummelt
CIC, CPIA, CIE
LaPorte Consulting, LLC, Shelbyville, MI
Educational Consultant:
Gloria Thompson, CIC
North Risk Partners, St. Michael, MN
Online Exam Window:
April 07 - April 10, 2025


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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