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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 234
Start Date: Apr 12, 2021
End Date: Apr 12, 2021
Exam Start Date: Apr 19, 2021
Exam End Date: Apr 22, 2021
Price: $161


Accommodations


Instructor Led Online Course
Apr 12, 2021


Instructor Led Online, WB 78731

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Apr 12, 2021 07:45-08:00
Legal & Ethical Requirements Apr 12, 2021 08:00-09:00 Walter Rick Harvey
CISR
The Insurance Agency Apr 12, 2021 09:00-10:00 Walter Rick Harvey
CISR
The Insurance Industry and Marketplace Apr 12, 2021 10:00-11:00 Walter Rick Harvey
CISR
Communications and Technology Apr 12, 2021 11:00-12:00 Walter Rick Harvey
CISR
Lunch Apr 12, 2021 12:00-12:45
Agency Workflow Components Apr 12, 2021 12:45-13:30 Walter Rick Harvey
CISR
Agency Workflow Steps Apr 12, 2021 13:30-14:15 Walter Rick Harvey
CISR
Account Management Apr 12, 2021 14:15-15:15 Walter Rick Harvey
CISR
Errors & Omissions Apr 12, 2021 15:15-15:45 Walter Rick Harvey
CISR
Q&A and Review Apr 12, 2021 15:45-16:15 Walter Rick Harvey
CISR

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Walter Rick Harvey | Bio


Rick Harvey is President of Harvey Insurance Services, LLC, a company that specializes in insurance sales and service as well as risk management educational and professional development, located in Conway, Arkansas. Rick completed his Business Management degree from the University of Central Arkansas in 1984, and his BSE Degree with the Southwestern University in Waxahachie, TX in 1987. Rick has been an independent agent since 1992 and has worked to enroll individuals, small and large employer groups as well as association groups. He has earned Top Producer and Chairman Club awards, trips and rings as well as several Multi-Million Dollar Round Table awards for the sale of life insurance. In 2001 Rick founded a non-profit organization, Soul Food Cafe Mission. It reaches out to the hurting by assisting them with tangible and intangible necessities, aiding in the process of getting back as a productive member of our society. Rick has been the President and Executive Director since it began. Since 2011 Rick has been an educational instructor for Independent Insurance Agents and Brokers of America, Inc. teaching pre-license, continuing education and insurance career building classes. He earned his CISR designation in October of 2019. He has a desire to impart valuable and practical knowledge that will empower people serious about their profession to reach their full potential.