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Agency Operations

Big I Oklahoma

9417 North Kelley Ave. Oklahoma City, OK 73131

Jun 17, 2025 CT | Classroom

Topics Date Time Speaker
Registration/Check-In Jun 17, 2025 07:30 AM-08:00 AM

Ethical & Legal Requirements Jun 17, 2025 08:00 AM-09:00 AM Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Risk & Insurance Education Alliance, Tallahassee, FL
Managing the Insurance Agency Jun 17, 2025 09:00 AM-10:00 AM Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Risk & Insurance Education Alliance, Tallahassee, FL
The Insurance Industry and Marketplace Jun 17, 2025 10:00 AM-11:00 AM Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Risk & Insurance Education Alliance, Tallahassee, FL
Risk Management & Agency Processes Jun 17, 2025 11:00 AM-12:00 PM Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Risk & Insurance Education Alliance, Tallahassee, FL
Lunch - on your own Jun 17, 2025 12:00 PM-12:45 PM

Managing Coverage Information Exchange Jun 17, 2025 12:45 PM-01:15 PM Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Risk & Insurance Education Alliance, Tallahassee, FL
Managing the Agency Workflows & Procedures Jun 17, 2025 01:15 PM-02:15 PM Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Risk & Insurance Education Alliance, Tallahassee, FL
Account Management Jun 17, 2025 02:15 PM-03:15 PM Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Risk & Insurance Education Alliance, Tallahassee, FL
Errors & Omissions Jun 17, 2025 03:15 PM-03:45 PM Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Risk & Insurance Education Alliance, Tallahassee, FL
Q&A and Review Jun 17, 2025 03:45 PM-04:15 PM Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Risk & Insurance Education Alliance, Tallahassee, FL
Online Exam Window:
June 17 - June 26, 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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