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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 70
Start Date: Feb 24, 2021
End Date: Feb 25, 2021
Exam Start Date: Mar 01, 2021
Exam End Date: Mar 03, 2021
Price: $452


*CE Hours vary by State

Accommodations


Massachusetts AIA Webinar Event
Feb 24, 2021


Massachusetts AIA Webinar Event, WB 01757

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

35

Topic Date Time Speaker
Join Webinar Feb 24, 2021 07:45-08:00
Strategic Planning Feb 24, 2021 08:00-12:15 Rebecca Lathrop
CIC, CPIA
Lunch Feb 24, 2021 12:15-13:15
Agency Talent Management Feb 24, 2021 13:15-17:15 Rebecca Lathrop
CIC, CPIA
Exam Briefing Feb 24, 2021 17:15-17:30
Join Webinar Feb 25, 2021 07:45-08:00
Managing Agency Client Retention and Acquisition Feb 25, 2021 08:00-10:00 Bettye Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Managing Agency Technology Utilization Feb 25, 2021 10:00-12:00 Bettye Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Lunch Feb 25, 2021 12:00-13:00
Managing Agency Technology Utilization (Continued) Feb 25, 2021 13:00-14:00 Bettye Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Ethical Responsibility Feb 25, 2021 14:00-17:00 Bettye Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Bettye 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.

Rebecca Lathrop | Bio


Becky Lathrop is the Vice President of Optimum Performance Solutions, LLC, a company that provides management consulting on a nationwide basis to insurance agencies and carriers. Both her agency and corporate experiences provide unique perspectives when assisting her clients. Becky earned her CIC designation in 2004 and is a Certified Professional Insurance Agent. She has a degree in Risk Management and Insurance from Florida State University and has been working in the insurance industry for over 30 years. Becky has a diverse background in the insurance business, including positions such as Agency Business Consultant, Sales Manager, Underwriting Consultant, Financial/Market Analyst, Portfolio Manager, and Office Manager. Becky helps agencies throughout the United States grow profitably by counseling them in areas such as workflow management, staff stratification/organization and training, sales/ marketing business plans, client retention, strategic planning, and producer management and compensation. She has also developed and facilitates many agency and carrier training programs, including a sales/service training series to assist with cross-up selling growth; marketing/profitability workshops to help agencies manage their loss ratios, and assist them with capitalizing on contingency bonus opportunities.

Steven Lyon | Bio


Steven Lyon is the Founder and Principal of Lyon Consulting Services, LLC, an independent educational consulting firm. Steve utilizes his 37 years of experience that comes from owning, operating, and managing a third-generation independent insurance agency in Northern New Jersey. In addition to owning an agency, Steve has served as the Regional Director of Education for a large brokerage firm, and was Regional Vice President in charge of personal lines for the Insurance Division of a dynamic Banking Institution. Steve earned his CIC designation in 1980 and CRM in 2003. In addition, he holds the CPCU, ARM, AAI, AFIS, CRIS, AIS and MLIS designations. He is a National Faculty member for the National Alliance who regularly speaks at Ruble Graduate Seminars, CIC Institutes, Dynamic of Service classes, and CISR programs throughout the United States and Puerto Rico. In addition, Steve works closely with a wide variety of Professional Insurance Agent Associations, Independent Insurance Agent Associations, Large Brokers and Insurance Carriers.