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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 335
Start Date: Jul 13, 2020
End Date: Jul 14, 2020
Price: $161


*CE Hours vary by State

Accommodations


Instructor Led Online Course
Jul 13, 2020


Instructor Led Online, WB 78731

Agenda

*CST timezone

Topic Date Time Speaker
Join Webinar Jul 13, 2020 09:30-10:00
Legal & Ethical Requirements Jul 13, 2020 10:00-11:00 Kathleen Fraley
CIC, CPIW
The Insurance Agency Jul 13, 2020 11:00-12:00
Join Webinar Jul 13, 2020 13:30-14:00
The Insurance Industry and Marketplace Jul 13, 2020 14:00-15:00 Kathleen Fraley
CIC, CPIW
Communications and Technology Jul 13, 2020 15:00-16:00 Kathleen Fraley
CIC, CPIW
Join Webinar Jul 14, 2020 09:30-10:00
Agency Workflow Components Jul 14, 2020 10:00-10:45 Kathleen Fraley
CIC, CPIW
Agency Workflow Steps Jul 14, 2020 10:45-11:30 Kathleen Fraley
CIC, CPIW
Join Webinar Jul 14, 2020 13:30-14:00
Account Management Jul 14, 2020 14:00-15:00 Kathleen Fraley
CIC, CPIW
Errors & Omissions Jul 14, 2020 15:00-15:30 Kathleen Fraley
CIC, CPIW
Q&A and Review Jul 14, 2020 15:30-16:00 Kathleen Fraley
CIC, CPIW
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Kathleen Fraley | Bio


Kathy Fraley retired as the Service Center Director for the Travelers Select Service Center located in Spokane, Washington and Colorado Springs, Colorado. Her teams were responsible for providing direct service to insureds and agents in all states. Kathy has spent more than 30 years in the agents and carrier ranks. Her career started in the underwriting side at a carrier and after 4 years moved to the agency side. Prior to joining Travelers, Kathy retired after 28 years as a partner/owner from Propel Insurance where she held the position of Vice President of Marketing and Commercial Operations located in the Pacific Northwest. Kathy developed a passion for the industry and feels it is important to give back to the industry by teaching. She has been a teacher in the Junior Achievement program and enjoyed working with students as they learned about community involvement. Kathy earned her CIC designation in 1987 and has previously served on the CISR Board of Governors. She also acts as an instructor and Education Consultant for various programs with The National Alliance.