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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 229
Start Date: Mar 09, 2021
End Date: Mar 09, 2021
Exam Start Date: Mar 15, 2021
Exam End Date: Mar 18, 2021
Price: $161


Accommodations


Instructor Led Online Course
Mar 09, 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 Mar 09, 2021 07:45-08:00
Legal & Ethical Requirements Mar 09, 2021 08:00-09:00 Daniel Fink
CIC, CRM, AAI
The Insurance Agency Mar 09, 2021 09:00-10:00 Daniel Fink
CIC, CRM, AAI
The Insurance Industry and Marketplace Mar 09, 2021 10:00-11:00 Daniel Fink
CIC, CRM, AAI
Communications and Technology Mar 09, 2021 11:00-12:00 Daniel Fink
CIC, CRM, AAI
Lunch Mar 09, 2021 12:00-12:45
Agency Workflow Components Mar 09, 2021 12:45-13:30 Daniel Fink
CIC, CRM, AAI
Agency Workflow Steps Mar 09, 2021 13:30-14:15 Daniel Fink
CIC, CRM, AAI
Account Management Mar 09, 2021 14:15-15:15 Daniel Fink
CIC, CRM, AAI
Errors & Omissions Mar 09, 2021 15:15-15:45 Daniel Fink
CIC, CRM, AAI
Q&A and Review Mar 09, 2021 15:45-16:15 Daniel Fink
CIC, CRM, AAI

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Daniel Fink | Bio


Daniel Fink has 35 years of experience as an Independent Insurance Agent in the Midwest and Southwest. In addition, he teaches many insurance education classes (including CIC and Rubles) and also works as an insurance expert witness in state and federal courts. Daniel has helped defend many insurance agents and has assisted plaintiffs as an expert witness. After graduating with a Bachelor of Arts (cum laude) in Journalism and English from Oakland University, Rochester, MI, Daniel worked as a free-lance newspaper reporter. But then he married into an insurance family in 1982. And most of his creative writing turned into the writing of insurance coverages. He learned insurance from the ground up and helped grow the family agency, eventually managing the commercial lines department and starting a hospitality insurance division specializing in hotels, restaurants, and taverns. He began studying insurance and earned his CIC designation in 1992 and his CRM designation in 2006. Now he is honored to be teaching insurance to other learners and helping others advance the way other instructors have helped him. In 1999, Daniel returned to his home state of Arizona with his family. He ran his own agency for a time and then merged with a larger Arizona agency. For six years, Daniel worked on the company side, helping a small carrier grow in the Southwest. Now he is a producer with General Southwest Insurance, Phoenix, AZ. Since 2004, Daniel has been teaching classes for The National Alliance and state associations, including the CIC, Ruble, and CISR programs. He is also a speaker at convention and trade associations on insurance topics and risk management. In 2011, Daniel served as President of the Independent Insurance Agents and Brokers of Arizona. Before that, he served on its board of directors and as chairman of its education committee. Daniel also serves as an expert witness on insurance matters and standard of care assisting attorneys on insurance litigation matters. He has served on the committee to review the insurance agents licensing exam for the State of Arizona.