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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 298
Start Date: Aug 24, 2021
End Date: Aug 25, 2021
Exam Start Date: Aug 30, 2021
Exam End Date: Sep 02, 2021
Price: $161


Accommodations


Instructor Led Online Course
Aug 24, 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 Aug 24, 2021 09:45-10:00
Legal & Ethical Requirements Aug 24, 2021 10:00-11:00 D. Neel Choate
CIC, AIC
The Insurance Agency Aug 24, 2021 11:00-12:00 D. Neel Choate
CIC, AIC
Join Webinar Aug 24, 2021 13:45-14:00
The Insurance Industry and Marketplace Aug 24, 2021 14:00-15:00 D. Neel Choate
CIC, AIC
Communications and Technology Aug 24, 2021 15:00-16:00 D. Neel Choate
CIC, AIC
Join Webinar Aug 25, 2021 09:45-10:00
Agency Workflow Components Aug 25, 2021 10:00-10:45 D. Neel Choate
CIC, AIC
Agency Workflow Steps Aug 25, 2021 10:45-11:30 D. Neel Choate
CIC, AIC
Account Management Aug 25, 2021 11:30-12:00 D. Neel Choate
CIC, AIC
Join Webinar Aug 25, 2021 13:45-14:00
Account Management (continued) Aug 25, 2021 14:00-14:30 D. Neel Choate
CIC, AIC
Errors & Omissions Aug 25, 2021 14:30-15:00 D. Neel Choate
CIC, AIC
Q&A and Review Aug 25, 2021 15:00-15:30 D. Neel Choate
CIC, AIC

What Time Does This Start For Me?

Pacific Mountain Central Eastern

D. Neel Choate | Bio


Neel Choate began his insurance career in 1982 as a claims adjuster in Dallas, Texas. His training included several years with Continental Ins. (now CNA) in all facets of the property and casualty business. He also held positions with Kemper, EBI and a mutual carrier in Texas. In addition to his claims background, he has been an Underwriting Officer, National Accounts Underwriter, Middle Markets Underwriter and Operations Manager and Officer, with additional experience in building carrier fronting operations and re-insurance programs. He served as the catastrophe claims and operations manager during Hurricanes Hugo and Andrew. Following his insurance carrier experience, Neel has been an independent insurance agent as a producer, sales manager and has built start-up agencies. Currently, Neel is the Director of Training and Education for Higginbotham in Fort Worth, Texas. The agency maintains 27 locations across Texas and one in Oklahoma. With over 1000 employees, Neel's department, HIGG U, fulfills all training programs for each position, including multiple 6-month programs for trainees new to the industry. In addition to his training and education duties, Neel serves as a resource and mentor in matters of risk assessment and policy coverage as well as actively producing and maintaining a book of business for the agency. Through the Insurance Institute of America, Neel earned his Associate in Claims designation in 1989 and earned the Certified Insurance Counselor professional designation in 2008. A graduate of Jacksonville State University in Alabama, Neel holds a BS degree in Marketing and Economics. As a member of the Society of Certified Insurance Counselors CISR Faculty, Neel teaches insurance courses throughout Texas and around the country. Neel is active in the Independent Insurance Agents & Brokers of Texas as well as his local chapter. He is a regular lecturer for classes at the University of Texas at Dallas Insurance and Risk Management Department as well as extensive involvement with the insurance department at the University of North Texas. Recently he has also given lectures and served on multiple panels regarding working with the generational differences in today's workforce.