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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 95
Start Date: Oct 14, 2020
End Date: Oct 15, 2020
Exam Start Date: Oct 19, 2020
Exam End Date: Oct 21, 2020
Price: $450


*CE Hours vary by State

Accommodations


PIA of NY NJ CT Webinar Event
Oct 14, 2020


PIA of NY NJ CT Webinar Event, WB 12077

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

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

What Time Does This Start For Me?

Pacific Mountain Central Eastern

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.

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.

Steven Lyon | Bio


Steven Lyon is the Founder and Principal of Lyon Consulting Services, LLC, an independent educational consulting firm. Steve utilizes his 37 years of experience that comes from owning, operating, and managing a third-generation independent insurance agency in Northern New Jersey. In addition to owning an agency, Steve has served as the Regional Director of Education for a large brokerage firm, and was Regional Vice President in charge of personal lines for the Insurance Division of a dynamic Banking Institution. Steve earned his CIC designation in 1980 and CRM in 2003. In addition, he holds the CPCU, ARM, AAI, AFIS, CRIS, AIS and MLIS designations. He is a National Faculty member for the National Alliance who regularly speaks at Ruble Graduate Seminars, CIC Institutes, Dynamic of Service classes, and CISR programs throughout the United States and Puerto Rico. In addition, Steve works closely with a wide variety of Professional Insurance Agent Associations, Independent Insurance Agent Associations, Large Brokers and Insurance Carriers.