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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 113
Start Date: Nov 20, 2020
End Date: Nov 20, 2020
Exam Start Date: Nov 23, 2020
Exam End Date: Nov 25, 2020
Price: $177


*CE Hours vary by State

Accommodations


PIA of Oregon Webinar Event
Nov 20, 2020


PIA of Oregon Webinar Event, WB 98665

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Nov 20, 2020 07:30-08:00
Legal & Ethical Requirements Nov 20, 2020 08:00-09:00 Kathleen Fraley
CIC, CPIW
The Insurance Agency Nov 20, 2020 09:00-10:00 Kathleen Fraley
CIC, CPIW
The Insurance Industry and Marketplace Nov 20, 2020 10:00-11:00 Kathleen Fraley
CIC, CPIW
Communications and Technology Nov 20, 2020 11:00-12:00 Kathleen Fraley
CIC, CPIW
Lunch Nov 20, 2020 12:00-12:45
Agency Workflow Components Nov 20, 2020 12:45-13:30 Kathleen Fraley
CIC, CPIW
Agency Workflow Steps Nov 20, 2020 13:30-14:15 Kathleen Fraley
CIC, CPIW
Account Management Nov 20, 2020 14:15-15:15 Kathleen Fraley
CIC, CPIW
Errors & Omissions Nov 20, 2020 15:15-15:45 Kathleen Fraley
CIC, CPIW
Q&A and Review Nov 20, 2020 15:45-16:15 Kathleen Fraley
CIC, CPIW

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Kathleen Fraley | Bio


Kathy Fraley retired as the Service Center Director for the Travelers Select Service Center located in Spokane, Washington and Colorado Springs, Colorado. Her teams were responsible for providing direct service to insureds and agents in all states. Kathy has spent more than 30 years in the agents and carrier ranks. Her career started in the underwriting side at a carrier and after 4 years moved to the agency side. Prior to joining Travelers, Kathy retired after 28 years as a partner/owner from Propel Insurance where she held the position of Vice President of Marketing and Commercial Operations located in the Pacific Northwest. Kathy developed a passion for the industry and feels it is important to give back to the industry by teaching. She has been a teacher in the Junior Achievement program and enjoyed working with students as they learned about community involvement. Kathy earned her CIC designation in 1987 and has previously served on the CISR Board of Governors. She also acts as an instructor and Education Consultant for various programs with The National Alliance.