Please enter the email address for the person you are registering.
Do you want to add yourself in waitlist for this event?
Already registered
You can not register same event with in 30 days.
Designated participants are only allowed to register for this course.
This Online MEGA is allowed only for CIC, CRM and CPRM Dues Paid designees.
To earn designation update credit in this course, you MUST have paid your annual dues. Please click the link to Pay your Dues
Letter of Good Standing Request
Please enter details below to verify the request.
Please enter details below to verify CE Request.
In the case of multiple licenses, please enter your resident state license information first. CE credit will be processed for your resident state license only, any additional CE will be pending approval by the CE department
Request saved successfully!
Please wait...
OVERVIEW AND TOPICS
Negligence, common causes of claims, and action steps.
Ethical & Legal Requirements
Ethical behavior benefits and common issues.
Managing the Insurance Agency
Healthy culture, service factors, and risk management basics.
The Insurance Industry and Marketplace
Markets, financial stability, and rating.
Risk Management & Agency Processes
Basics of the risk management process.
Managing Coverage Information Exchange
The risks and management of exchanging coverage information to customers.
Managing the Agency Workflows & Procedures
The basics of new and renewal processes for agency procedures.
Account Management
Tools to assess financial health.
Errors & Omissions
Negligence, common causes of claims, and action steps.
