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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 82
Start Date: Oct 14, 2020
End Date: Oct 15, 2020
Exam Start Date: Oct 19, 2020
Exam End Date: Oct 21, 2020
Price: $445


*CE Hours vary by State

Accommodations


PIA of Wisconsin Webinar Event
Oct 14, 2020


PIA of Wisconsin Webinar Event, WB 53719

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Oct 14, 2020 07:30-08:00
STRATEGIC PLANNING Oct 14, 2020 08:00-12:15 Robert E. Shomo
MBA, CIC
Lunch Oct 14, 2020 12:15-13:15
TALENT ACQUISITION AND DEVELOPMENT Oct 14, 2020 13:15-17:15 Robert E. Shomo
MBA, CIC
Join Webinar Oct 15, 2020 07:30-08:00
CLIENT RETENTION AND ACQUISITION Oct 15, 2020 08:00-10:00 William C. Toll
CIC
TECHNOLOGY UTILIZATION Oct 15, 2020 10:00-12:00 William C. Toll
CIC
Lunch Oct 15, 2020 12:00-13:00
TECHNOLOGY UTILIZATION (Continued) Oct 15, 2020 13:00-14:00 William C. Toll
CIC
ETHICAL RESPONSIBILITY Oct 15, 2020 14:00-17:00 William C. Toll
CIC

What Time Does This Start For Me?

Pacific Mountain Central Eastern

John M. Dismukes | Bio


John Dismukes has been involved in the insurance business since 1967. He has worked for an insurance company as a marketing representative, independent insurance agent, and served as Director of Education for the Independent Insurance Agents of Oklahoma from 1996 to July 2000. John received his CPCU designation in 1977, his AAI designation in 1984, and his CIC designation in 1994, and his AIS designation in 2000. He has served as President of the Independent Insurance Agents of Greater Tulsa and President of the Northeastern Oklahoma Chapter of CPCU. John is a National Faculty member of The National Alliance and serves as Educational Consultant. John formed his own independent training and consulting firm in 1998, and now conducts educational seminars all over the United States. In addition, he provides consulting services, expert witness services, and insurance agency valuations to agencies and companies.

Robert E. Shomo | Bio


Bobby Shomo is President of Shomo-Madsen Insurance which is headquartered in central Iowa. Shomo-Madsen Insurance is a Best Practices Agency recipient for six years running and represents approximately 16 Insurance Companies with an agency mix of roughly 45% Personal Lines, 25% Commercial Lines, 20% Municipalities and 10% Life and Health. The agency has five locations and 25 employees with their main office in Marshalltown, Iowa. They continue to pursue growth through both acquisition and organic growth and are scheduled to close their next agency purchase on October 30th, 2020. Bobby is involved in the agency on a full-time basis as a managing partner, a producer specializing in schools and municipalities and the Human Resources manager. Prior to purchasing his first agency, Bobby spent six years on the company side primarily in casualty claims with rotations in underwriting and loss control. His MBA was earned with concentrations in Finance and Accounting and he received his CIC designation in 2012. Bobby has a passion for education as both a teacher and a student. His background brings a perspective from both the company and agency sides. In addition, his agency experience has developed from a relatively small, single owner shop with three employees and a handful of contracts to his current structure with a 50/50 partner, multiple locations and staff of twenty-five. Additionally, Shomo-Madsen Insurance has had to deal with three catastrophic weather-related events in 25 months. An EF-3 tornado in July of 2018 that hit main street; a major hail storm in May of 2019 and a Derecho (106 mph straight-line winds) in August of 2020. Bobby is currently working toward his CRM designation.

William C. Toll | Bio


Bill Toll is President of Bill Toll & Associates, Inc., an organization specializing in insurance and risk management education and professional development, located in Austin, Texas. He is a National Faculty member for the Society of CIC, and serves as educational consultant at CIC Institutes, CRM Courses and Ruble Seminars across the country. Prior to forming his own firm, Bill worked with The National Alliance for Insurance Education & Research, headquartered in Austin, Texas. There he was one of the developers of the Growth and Performance Standards (GPS) study which is now the leading source of benchmark agency performance data in the country. He continues to help with several areas of the work of The National Alliance, and the National Alliance Research Academy. Prior to joining Tthe National Alliance, Bill worked with Safeco and Fireman's Fund insurance companies, and through these two carriers, and the National Alliance, he has worked with hundreds of independent agencies throughout the United States in such areas as strategic planning, staff organization and stratification, producer compensation, workflow management, and general management. Both his agency and company experience provide unique perspectives to his present work in the field of education. He is proud to be developing and distributing information with immediate and practical value to insurance and risk management professionals. Bill earned a degree in finance and accounting, and received his CIC designation in 1984. 7/9/20