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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 89
Start Date: Aug 04, 2020
End Date: Aug 04, 2020
Price: $195


*CE Hours vary by State

Accommodations


FAIA Webinar Event
Aug 04, 2020


FAIA Webinar Event, WB 32317

Agenda

*CST timezone

Topic Date Time Speaker
Join Webinar Aug 04, 2020 07:30-08:00
Legal & Ethical Requirements Aug 04, 2020 08:00-09:00 Rebecca Lathrop
CIC, CPIA
The Insurance Agency Aug 04, 2020 09:00-10:00 Rebecca Lathrop
CIC, CPIA
The Insurance Industry and Marketplace Aug 04, 2020 10:00-11:00 Rebecca Lathrop
CIC, CPIA
Communications and Technology Aug 04, 2020 11:00-12:00 Rebecca Lathrop
CIC, CPIA
Lunch Aug 04, 2020 12:00-12:45
Agency Workflow Components Aug 04, 2020 12:45-13:30 Rebecca Lathrop
CIC, CPIA
Agency Workflow Steps Aug 04, 2020 13:30-14:15 Rebecca Lathrop
CIC, CPIA
Account Management Aug 04, 2020 14:15-15:15 Rebecca Lathrop
CIC, CPIA
Errors & Omissions Aug 04, 2020 15:15-15:45 Rebecca Lathrop
CIC, CPIA
Q&A and Review Aug 04, 2020 15:45-16:15
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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.