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Agency Management

Hyatt Place/Hyatt House Charleston

560 King Street Charleston, SC 29403

Aug 14-15, 2024 | Classroom

Topics Date Time Speaker
Registration/Check-in Aug 14, 2024 07:30 AM-08:00 AM Rebecca Lathrop
CIC, CPIA
Optimum Performance Solutions, LLC, Lake Worth, FL
Strategic Planning Aug 14, 2024 08:00 AM-12:15 PM Rebecca Lathrop
CIC, CPIA
Optimum Performance Solutions, LLC, Lake Worth, FL
Lunch - on your own Aug 14, 2024 12:15 PM-01:15 PM

Agency Talent Management Aug 14, 2024 01:15 PM-05:15 PM Rebecca Lathrop
CIC, CPIA
Optimum Performance Solutions, LLC, Lake Worth, FL
Exam Briefing Aug 14, 2024 05:15 PM-05:30 PM

Check-in Aug 15, 2024 07:30 AM-08:00 AM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Managing Agency Client Retention and Acquisition Aug 15, 2024 08:00 AM-10:00 AM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Managing Agency Technology Utilization Aug 15, 2024 10:00 AM-12:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Lunch - on your own Aug 15, 2024 12:00 PM-01:00 PM

Managing Agency Technology Utilization (Continued) Aug 15, 2024 01:00 PM-02:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Ethical Responsibility Aug 15, 2024 02:00 PM-05:00 PM David Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Hartland Insurance Agency, Fenton, MI
Educational Consultant:
Rebecca McCormack, CIC, CPCU, AAI, AINS
LIC - IIAB of South Carolina, Columbia, SC
Online Exam Window:
August 19 - August 22, 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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