This registration page may not work well in Internet Explorer. Please use a different browser to complete your registration.

20240612WBAO Agency Operations Webinar

June 12, 2024 8:00 AM - 4:00 PM (PDT)

Description

Valid for 7 CE in all 50 States

Agency Operations

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you the confidence to move into another position. As you work with colleagues and customers, you’ll discover enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential for training both insurance agency and company personnel.

29% of surveyed CSRs expressed an interest in advancement opportunities in agency management. —CSR Profile

Topics:

Legal & Ethical Requirements
The Insurance Agency
The Insurance Industry and Marketplace
Communication and Technology
Agency Workflow Concepts
Agency Workflow Steps
Account Management
Errors & Omissions

State CE credit is approved in all states. To determine specific credits for your state, go to the CE Guide. at https://www.scic.com/ce-by-state/

Polling Questions Log Click Here

Click here to view

Click here to view Agenda.

GoTo Webinar system requirements and Compatibility Check: http://bit.ly/3ZuXdk0

Stephen Harrington-Descoteaux, CIC

Stephen Harrington-Descoteaux, CIC is the Chief Operations Officer at Cross Insurance Agency. With 20+ years of experience in insurance, retail, restaurant, marketing, and office management, he brings his fresh visions and insight to the quickly changing business world. Stephen believes that everyone can be successful with proper training and encouragement.

In addition to managing Cross Insurance Agency, Stephen has started a consulting firm, Diva of Insurance, Inc, which helps other HawkSoft agents unlock the information hidden within their management system and assists in training the management team members to succeed. With more than 14 years of experience as a power HawkSoft user and trainer, his passion lies in helping others get the clean concise data needed for proper business planning. Through speaking and teaching at local, regional, and national conferences, he has a strong understanding of the information that independent agents need to succeed.

Stephen obtained his CIC designation in 2009 and since then has built a strong network in the insurance community through building relationships, speaking at national conferences, networking, and personal branding. He stays on top of current technology, insurance, office, marketing, and management trends by attending several conferences a year as well as reading varying trade publications and blogs.

Time

8 am-3:45 pm Exam available online – instructions provided

Pricing

Webinar Class Fee $161

CISR Webinar Cancellation Policy: Cancellations received within 10 business days of the course will incur a $35 ($126 refund) non-transferable fee. There will be no refund if the participant is a “no-show”. ALL CANCELLATIONS MUST BE IN WRITING. IF CLASS HAS NOT BEEN PAID FOR, AND IS CANCELED 10 DAYS OUT FROM CLASS, THE FEE STILL APPLIES.

View Event

Contact Information

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

We're sorry. No registrations are currently available. You may wish to contact the event organizer for assistance.

{{ vm.model.IsRegistrationUpdate ? 'Registered By Info' : vm.displayInfo.showLoginSection ? 'Sign In' : 'Your Contact Information' }}

Edit

Email address

Company

First Name

Last Name

Have a login? Login Now

Username

Password

Create an Account

Forgot your Username or Password?

Continue

Select Registration Options

Edit

Exhibitor Opportunities

Name	Price	Att Included Attendees	Qty Quantity
{{ et.Name }}		{{ et.IncludedAttendeesCount }} {{ et.AttendeeRegType.RemainingPerType }} Remaining {{ et.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ et.AttendeeRegType.RemainingPerType * -1 }} Over Limit	{{ et.Remaining }} Remaining	Sold out

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available

{{ vm.stats.totalAttendeesCount }} Registered , {{ vm.OverallOverAmount() }} on Waiting List , {{ vm.OverallOverAmount() }} Over Limit

Name	Price	Qty Quantity
{{ rt.Name }} {{ rt.IsMemberOnly ? ' (Members Only)' : '' }} Limit: {{ rt.LimitPerPurchase }} Included Attendees: {{ rt.AttendeesCountPerOneRegistration }}	~~{{rt.Price \| currency }}~~ {{rt.PriceAfterDiscount \| currency }} {{ rt.Price \| currency }}	{{ rt.RemainingPerType }} Remaining {{ rt.RemainingPerType * -1 }} on Waiting List {{ rt.RemainingPerType * -1 }} Over Limit

Name	Price	Att Included Attendees	Qty Quantity
{{ st.Name }}		{{ st.IncludedAttendeesCount }} {{ st.AttendeeRegType.RemainingPerType }} Remaining {{ st.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ st.AttendeeRegType.RemainingPerType * -1 }} Over Limit	{{ st.Remaining }} Remaining	Sold out

Continue

Registration Information

Edit

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Total: {{exhibitor.TotalPrice | currency}} {{ exhibitor.IsBenefit ? "- Included as a Benefit" : exhibitor.IsDiscounted ? "- Discounts have been applied" : ""}}

Company Name

Exhibitor/Display Name

Email Address

Address

Address 2

City

Country

State/Province

Postal Code

Exhibitor Directory

Display Name

Logo

Exhibitor Description

Use Above Address and Contact Information

Address

Address 2

City

Country

State/Province

Postal Code

Primary Contact

First Name

Last Name

Booth Information

Selected Booth

Open in a new tab

ShowHide Map

Additional Information

Comments & Questions

Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Total: {{att.TotalPrice | currency}} {{att.DiscountMessage | localizeString:'['}}

Add to Waiting List

Exhibitor Staff

Primary Exhibitor Contact

A No Show fee is being assessed for {{fee.EventName}} on {{fee.EventStartLocalTimeString}}.

Prefix

First Name

Common Name

Middle

Last Name

Suffix

Email Address

Company

Title

More Information Less information

Address

Address 2

City

Country

State/Province

Postal Code

Phone

Phone Number

Type

Additional Information

{{cfv.DisplayName}} {{[1, 2].indexOf(cfv.CustomFieldDataTypeId) >= 0 && cfv.DataSize > 0 ? (" (Max length: " + cfv.DataSize + ")") : ""}}

Event Sessions

(full)

{{slot.SelectedSession.SessionDescription + (slot.HasFees ? " (Price: " + (slot.PriceTotal | currency) +")" : "")}}

Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Total: {{sponsor.Price | currency}}

Recognized as the {{'[[Sponsor]]' | localizeString:'['}}:

Company Name

First Name

Last Name

Email Address

Continue

Additional Items

Edit

{{(vm.EventInfo.Terms.Donation || "Donation/Contribution") + " Opportunities"}}

Campaign Name	Item Description	Amount
{{item.CampaignName}}	{{item.Description + (item.ShowMinimumPrice && item.MinimumPrice ? " (Min: " + item.MinimumPrice + ")" : "")}}	{{item.CampaignName}}

Continue

Complete Registration

Edit

Terms & Conditions

I agree to the Terms and Conditions

No Show Policy

Enter Promo Code

Promo Codes
Promo Codes

Pay Pay by Invoice Bill To Bill-To Email Total Amount Total Discount Tax Payment Amount

Send Event Confirmation Email to Registrant

This event is synced to a webinar so no confirmation email will be sent from GrowthZone.

20240612WBAO Agency Operations Webinar

June 12, 2024 8:00 AM - 4:00 PM (PDT)

Description

Time

Pricing

Contact Information

Select Registration Options

Exhibitor Opportunities

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available

{{'[[Sponsorship]] Opportunities' | localizeString:'['}}

Registration Information

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Exhibitor Directory

Primary Contact

Booth Information

Additional Information

Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Additional Information

Event Sessions

Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Additional Items

{{(vm.EventInfo.Terms.Donation || "Donation/Contribution") + " Opportunities"}}

Complete Registration

Terms & Conditions

No Show Policy

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}

20240612WBAO Agency Operations Webinar

June 12, 2024 8:00 AM - 4:00 PM (PDT)

Description

Time

Pricing

Contact Information

{{ vm.model.IsRegistrationUpdate ? 'Registered By Info' : vm.displayInfo.showLoginSection ? 'Sign In' : 'Your Contact Information' }}

Select Registration Options

Exhibitor Opportunities

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available

{{'[[Sponsorship]] Opportunities' | localizeString:'['}}

Registration Information

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Exhibitor Directory

Primary Contact

Booth Information

Additional Information

Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Additional Information

Event Sessions

Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Additional Items

{{(vm.EventInfo.Terms.Donation || "Donation/Contribution") + " Opportunities"}}

Complete Registration

Terms & Conditions

No Show Policy

Enter Promo Code

Are you sure you want to proceed?

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}

{{ level }}