.
.

Agency Management

Hilton Garden Inn Twinsburg

8971 Wilcox Dr. Twinsburg, OH 44087

Jun 18-19, 2024 ET | Classroom

Topics Date Time Speaker
Registration/Check-in Jun 18, 2024 07:30 AM-08:00 AM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Strategic Planning Jun 18, 2024 08:00 AM-12:15 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Lunch - on your own Jun 18, 2024 12:15 PM-01:15 PM

Agency Talent Management Jun 18, 2024 01:15 PM-05:15 PM Bruce McCreadie
CIC, AAI, CPIA
American PEO Insurers, Inc., Highlands Ranch, CO
Exam Briefing Jun 18, 2024 05:15 PM-05:30 PM

Check-in Jun 19, 2024 07:30 AM-08:00 AM Bettye Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Central Insurance Services, Inc., Adelphi, MD
Managing Agency Client Retention and Acquisition Jun 19, 2024 08:00 AM-10:00 AM Bettye Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Central Insurance Services, Inc., Adelphi, MD
Managing Agency Technology Utilization Jun 19, 2024 10:00 AM-12:00 PM Bettye Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Central Insurance Services, Inc., Adelphi, MD
Lunch - on your own Jun 19, 2024 12:00 PM-01:00 PM

Managing Agency Technology Utilization (Continued) Jun 19, 2024 01:00 PM-02:00 PM Bettye Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Central Insurance Services, Inc., Adelphi, MD
Ethical Responsibility Jun 19, 2024 02:00 PM-05:00 PM Bettye Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Central Insurance Services, Inc., Adelphi, MD
Educational Consultant:
Daniel Lawyer, CIC, CSRM, CPCU
Self Employed, Warrenton, VA
Online Exam Window:
June 24 - June 27, 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.


.
.
.