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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 110
Start Date: Mar 04, 2021
End Date: Mar 04, 2021
Exam Start Date: Mar 08, 2021
Exam End Date: Mar 11, 2021
Price: $195


Accommodations


Missouri AIA Webinar Event
Mar 04, 2021


Missouri AIA Webinar Event, WB 65109

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Mar 04, 2021 07:15-07:45
Legal & Ethical Requirements Mar 04, 2021 07:45-08:45 Lorie Estelle
CISR, CPIA, AU
The Insurance Agency Mar 04, 2021 08:45-09:45 Lorie Estelle
CISR, CPIA, AU
The Insurance Industry and Marketplace Mar 04, 2021 09:45-10:45 Lorie Estelle
CISR, CPIA, AU
Communications and Technology Mar 04, 2021 10:45-11:45 Lorie Estelle
CISR, CPIA, AU
Lunch Mar 04, 2021 11:45-12:30
Agency Workflow Components Mar 04, 2021 12:30-13:15 Lorie Estelle
CISR, CPIA, AU
Agency Workflow Steps Mar 04, 2021 13:15-14:00 Lorie Estelle
CISR, CPIA, AU
Account Management Mar 04, 2021 14:00-15:00 Lorie Estelle
CISR, CPIA, AU
Errors & Omissions Mar 04, 2021 15:00-15:30 Lorie Estelle
CISR, CPIA, AU
Q&A and Review Mar 04, 2021 15:30-16:00 Lorie Estelle
CISR, CPIA, AU

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Lorie Estelle | Bio


Lorie Estelle is a Regional Manager for Capital Premium Financing, a premium finance company that serves all 50 United States. She works from her Lenexa, Kansas location with her corporate office being in Draper, Utah. Lorie brings over 30 years of experience in both the insurance and lending industries. She has served the Midwest territory for her entire career, being on both the company and the general agency sides. In addition she gained much additional knowledge while working in the mortgage acquisition business in the last decade. She also has studied CPCU coursework. Lorie has worked with hundreds of independent agencies throughout the Midwest in various company capacities. Both her company and general agency experience provide unique perspectives to her present interest in sharing with others through education and her work with Capital Premium Financing. She is looking forward to working with other insurance professionals.