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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 93
Start Date: Nov 04, 2020
End Date: Nov 05, 2020
Exam Start Date: Nov 09, 2020
Exam End Date: Nov 11, 2020
Price: $495


*CE Hours vary by State

Accommodations


FAIA Webinar Event
Nov 04, 2020


FAIA Webinar Event, WB 32317

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Nov 04, 2020 07:30-08:00
STRATEGIC PLANNING Nov 04, 2020 08:00-12:15 Rebecca Lathrop
CIC, CPIA
Lunch Nov 04, 2020 12:15-13:15
TALENT ACQUISITION AND DEVELOPMENT Nov 04, 2020 13:15-17:15 Rebecca Lathrop
CIC, CPIA
Join Webinar Nov 05, 2020 07:30-08:00
CLIENT RETENTION AND ACQUISITION Nov 05, 2020 08:00-10:00 Bettye Davis Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
TECHNOLOGY UTILIZATION Nov 05, 2020 10:00-12:00 Bettye Davis Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
Lunch Nov 05, 2020 12:00-13:00
TECHNOLOGY UTILIZATION (Continued) Nov 05, 2020 13:00-14:00 Bettye Davis Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP
ETHICAL RESPONSIBILITY Nov 05, 2020 14:00-17:00 Bettye Davis Hutchison
CIC, CRM, CPCU, ARM, CPIA, AAI, TRIP

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Bettye Davis 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.

Jay Williams | Bio


Jay Williams is a National Faculty Member and an Educational Consultant for The National Alliance for Insurance Education and Research. He earned his CIC designation in 1996 and his CRM designation in 2004. He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms. Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry. His most recent position was the CEO of a construction risk wholesale operation. In addition to his work as an insurance educator, Jay serves as an expert witness, a consultant to insurance companies, associations, agencies, and industry-related partners, and an E&O auditor.

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.