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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 22
Start Date: Aug 05, 2020
End Date: Aug 06, 2020
Price: $420


*CE Hours vary by State

Accommodations


IIAB of Arizona Webinar Event
Aug 05, 2020


IIAB of Arizona Webinar Event, WB 85012

Agenda

*CST timezone

Topic Date Time Speaker
Join Webinar Aug 05, 2020 07:30-08:00
STRATEGIC PLANNING Aug 05, 2020 08:00-12:15 Bruce M. McCreadie
CIC, CPIA, AAI
Lunch Aug 05, 2020 12:15-13:15
TALENT ACQUISITION AND DEVELOPMENT Aug 05, 2020 13:15-17:15 Bruce M. McCreadie
CIC, CPIA, AAI
Join Webinar Aug 06, 2020 07:30-08:00
CLIENT RETENTION AND ACQUISITION Aug 06, 2020 08:00-10:00 Bettye Davis Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
TECHNOLOGY UTILIZATION Aug 06, 2020 10:00-12:00 Bettye Davis Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Lunch Aug 06, 2020 12:00-13:00
TECHNOLOGY UTILIZATION (Continued) Aug 06, 2020 13:00-14:00 Bettye Davis Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
ETHICAL RESPONSIBILITY Aug 06, 2020 14:00-17:00 Bettye Davis Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
ETHICAL RESPONSIBILITY Aug 06, 2020 14:00-17:00 Lynne Susan Lovell
CIC, CRM, CPCU, CLU, ChFC, ARM, RHU, AFSB, AINS, CRIS, MLIS
Download Agenda

Bettye Davis Hutchison | Bio


Bettye Hutchison is President of Central Insurance Services, Inc. in Adelphi, Maryland, and former Vice President of Truckwriters of Colorado, Inc. in Lakewood, Colorado. After long years of "commuting" across the country on a regular basis, Bettye is taking a break from her ownership and leadership roles in the agency business and will focus on teaching and consulting. Bettye has a long list of accomplishments and contributions to The National Alliance and to the state associations for which she instructs. Bettye has served on the Board of Governors for the Society of CISR, as well as the Board of Governors for the Society of CIC. She is a member of Insurance Agents & Brokers of Pennsylvania, Maryland and Delaware and has been a long-standing instructor for the association. Bettye is a National Faculty member for the Society of CIC, teaching at CISR courses, William T. Hold Seminars, CIC institutes, Ruble Seminars, and CRM courses. She is an instructor for other risk management and insurance associations and companies. She has written several articles and develops educational material on Insurance and Risk Management. Rough Notes magazine has featured Bettye in their marketing agency of the month and awarded her the "Marketing Agency of the Year." Accomplishments and contributions like these have earned her a place as a Charter Member of the "Distinguished Faculty" of The National Alliance for Insurance Education & Research.

Bruce M. McCreadie | Bio


Bruce McCreadie is the founder and president of American PEO Insurers, a virtual agency that specializes in providing insurances for Professional Employer Organizations and Staffing Companies across the country. Bruce commenced his agency career as a founding partner in "Ashlyn & McCreadie Insurance and Financial Services", an agency which was formed in 1982. This agency was driven by a very active sales center operation that marketed Personal Lines, Commercial Lines, and Life, Health, and Financial Services. Upon retiring to Florida, Bruce opened a new agency in Tallahassee marketing personal and commercial lines. The agency was very successful in that it was a "laboratory" where the latest in technology and marketing & sales ideas were implemented. During this time Bruce also served on the Faculty of Florida State University, College of Business, Department of Risk Management and Insurance. Bruce is a graduate of Florida State University majoring in "Business Management" with minor coursework in "Risk Management and Insurance." Bruce is a Certified Insurance Counselor (CIC), an Accredited Advisor in Insurance (AAI), and a Certified Professional Insurance Agent (CPIA). Additionally, Bruce has served on various Boards of The National Alliance and currently serves on the Florida State University Executive Council of the Dr. William T. Hold/The National Alliance Program in Risk Management & Insurance.

Lynne Susan Lovell | Bio


Lynne Lovell's experience encompasses the areas of life insurance & employee benefits, property & casualty insurance, and risk management. As an independent contractor, Lynne is an Educational Consultant and faculty member for both the CIC and CRM programs offered by The National Alliance as well as faculty for eight of the nine-parts of the CISR program. She travels throughout the United States providing her expertise to help others better their careers in insurance and risk management. In addition, Lynne works with various insurance companies and others helping to develop in-house training programs. Lynne is Past-President of the Arizona Central RIMS Chapter as well as Past President of the Greater Phoenix Chapter of the Society of Financial Services Professionals and has served on national committees to support these organizations. Lynne is a past member of the Board of Governors for The Society of CIC and has served on the Insurance Advisory Committee of Nuclear Electric Insurance Limited. She currently participates on the Valley of The Sun YMCA Risk Management Committee. Lynne holds an undergraduate degree in Finance, graduating magna cum laude.