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20240627WBAM Agency Management Webinar

June 26, 2024 - June 27, 2024

Description

In the CIC Agency Management course, you will learn how to apply the management theories, methods, and procedures necessary to operate a successful insurance agency. Leave the class prepared to implement strategies designed to increase agency profitability.

  1. Strategic Planning
  2. Agency Talent Management
  3. Managing Agency Client Retention & Acquisition
  4. Managing Agency Technology
  5. Ethical Responsibility

Click Here for Agenda 

This course is approved for 16 CE hours (13 + 3 Ethics) in all 50 states.

To view CE credit by State  https://www.scic.com/ce-by-state/



LaToya Maddox, EMBA, CFP 

With over 20 years of experience in financial services, my passion lies in helping individuals and businesses achieve their financial goals.

As a teacher at heart, I create easy-to-understand roadmaps that guide my clients towards success.

Don't let your financial aspirations remain a fantasy without a plan - let me help you turn them into reality. 

 Rebecca Lathrop, CIC, CPIA

Becky Lathrop, is a Certified Insurance Counselor, Certified Professional Insurance Agent, has a degree in Risk Management and Insurance from Florida State University, and has been working in the insurance industry for over 35 years. She has a diverse background in the insurance business and has spent much of her professional career in industry positions such as Agency Business Consultant, Sales Manager, Underwriting Consultant, Financial/Market Analyst, and Portfolio Manager. During the last 20+ years, Becky has been helping agencies throughout the United States grow profitably by counseling them in areas such as sales/service training, workflow management, staff organization and stratification, sales/marketing business plans, client retention, strategic planning, and producer compensation. She has developed a “Back to Basics” Boot Camp Sales/Service Training program to assist agency staff in cross-selling techniques and higher retention levels. She has also developed a Marketing/Profitability workshop to help agencies manage their loss ratios and to assist them with capitalizing on agency growth and contingency bonus opportunities. Becky has written and had published several articles on a variety of insurance topics. Becky is Vice President of Optimum Performance Solutions, LLC, a company that offers management consulting services on a nationwide basis to insurance agencies and carriers. Her agency and corporate experiences provide unique perspectives when assisting her clients. OPS is also an endorsed consulting firm for several state insurance associations.




Time

Wednesday, June 26: 8 am-5:15 pm – Exam Briefing 5:15-5:30 PDT

Thursday, June 27: 8 am-5:00 pm PDT


Pricing

$420.00 

Cancellation policy:  Full refund if notification is 11 business days prior to the institute.  If cancelled 1-10 days prior, $75 fee applies. No refund if participant is a “no-show”.

All cancellations must be received in writing.


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Contact Information

Professional Insurance Agents Western Alliance
Name: Mykal Bourn
Phone: (360) 571-7100 EXT 115
Email: mykalbourn@piawest.com
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