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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 64
Start Date: Sep 16, 2020
End Date: Sep 17, 2020
Exam Start Date: Sep 21, 2020
Exam End Date: Sep 23, 2020
Price: $440


*CE Hours vary by State

Accommodations


Insurors of Tennessee Webinar Event
Sep 16, 2020


Insurors of Tennessee Webinar Event, WB 37212

Agenda

20

Topic Date Time Speaker
Join Webinar Sep 16, 2020 07:30-08:00
STRATEGIC PLANNING Sep 16, 2020 08:00-12:15 Bruce M. McCreadie
CIC, CPIA, AAI
Lunch Sep 16, 2020 12:15-13:15
TALENT ACQUISITION AND DEVELOPMENT Sep 16, 2020 13:15-17:15 Bruce M. McCreadie
CIC, CPIA, AAI
Join Webinar Sep 17, 2020 07:30-08:00
CLIENT RETENTION AND ACQUISITION Sep 17, 2020 08:00-10:00 William C. Toll
CIC
TECHNOLOGY UTILIZATION Sep 17, 2020 10:00-12:00 William C. Toll
CIC
Lunch Sep 17, 2020 12:00-13:00
TECHNOLOGY UTILIZATION (Continued) Sep 17, 2020 13:00-14:00 William C. Toll
CIC
ETHICAL RESPONSIBILITY Sep 17, 2020 14:00-17:00 William C. Toll
CIC

Ben Donald Cunningham | Bio


Don began his insurance career in 1972 after his release from active duty with the US Army in Germany. Initially trained as a commercial lines underwriter at Royal Insurance in Nashville, Tennessee, he went on to positions in regional and territorial underwriting, marketing, and branch management at Providence Washington Insurance Company in Atlanta, and ultimately to Metlife Auto & Home in Dallas, Texas. After retiring in 2010, he returned to Nashville to work at The Insurors of Tennessee where he now performs independent agency Errors and Omissions audits for member agencies. He received his CPCU designation in 1995 and his CIC designation in 2001.

Bruce M. McCreadie | Bio


Bruce McCreadie is the founder and president of American PEO Insurers, a virtual agency that specializes in providing insurances for Professional Employer Organizations and Staffing Companies across the country. Bruce commenced his agency career as a founding partner in "Ashlyn & McCreadie Insurance and Financial Services", an agency which was formed in 1982. This agency was driven by a very active sales center operation that marketed Personal Lines, Commercial Lines, and Life, Health, and Financial Services. Upon retiring to Florida, Bruce opened a new agency in Tallahassee marketing personal and commercial lines. The agency was very successful in that it was a "laboratory" where the latest in technology and marketing & sales ideas were implemented. During this time Bruce also served on the Faculty of Florida State University, College of Business, Department of Risk Management and Insurance. Bruce is a graduate of Florida State University majoring in "Business Management" with minor coursework in "Risk Management and Insurance." Bruce is a Certified Insurance Counselor (CIC), an Accredited Advisor in Insurance (AAI), and a Certified Professional Insurance Agent (CPIA). Additionally, Bruce has served on various Boards of The National Alliance and currently serves on the Florida State University Executive Council of the Dr. William T. Hold/The National Alliance Program in Risk Management & Insurance.

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