BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:Pacific Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:Pacific Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260722T080000 DTEND;TZID=America/Los_Angeles:20260723T170000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:20260723WBAM Agency Management Webinar 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.Strategic PlanningAgency Talent ManagementManaging Agency Client Retention & AcquisitionManaging Agency TechnologyEthical ResponsibilityClick 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/ \nLori Rummelt\, CIC\, CPIA Lori Heemstra Rummelt has over thirty years of experience in the insurance industry\, sixteen of which with a large independent agency where she has served as Commercial Lines Manager. Lori possesses strong hands-on proficiency with agency operations\, training\, development of consistent professional standards and agency errors and omissions (E&O) loss control. She is skilled at optimizing the use of agency technology\, particularly Applied's TAM and Epic systems.In 2018\, Lori joined LaPorte Consulting by providing operations consulting and education. Her experience with utilizing systems and streamlining workflows has made her a sought-after resource.Lori is an approved instructor for the Certified Professional Insurance Agent (CPIA) program and teaches a number of continuing education classes\, including those with emphasis on agency management and Errors and Omissions (E&O) loss control. She has earned the professional designations of Certified Insurance Counselor (CIC) and Certified Professional Insurance Agent (CPIA). She is licensed as an agent in the state of Michigan. X-ALT-DESC;FMTTYPE=text/html:

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/

 \;


Lori Rummelt\, CIC\, CPIA

Lori Heemstra Rummelt has over thirty years of experience in the insurance industry\, sixteen of which with a large independent agency where she has served as Commercial Lines Manager. Lori possesses strong hands-on proficiency with agency operations\, training\, development of consistent professional standards and agency errors and omissions (E&\;O) loss control. She is skilled at optimizing the use of agency technology\, particularly Applied&rsquo\;s TAM and Epic systems.

In 2018\, Lori joined LaPorte Consulting by providing operations consulting and education. Her experience with utilizing systems and streamlining workflows has made her a sought-after resource.

Lori is an approved instructor for the Certified Professional Insurance Agent (CPIA) program and teaches a number of continuing education classes\, including those with emphasis on agency management and Errors and Omissions (E&\;O) loss control. She has earned the professional designations of Certified Insurance Counselor (CIC) and Certified Professional Insurance Agent (CPIA). She is licensed as an agent in the state of Michigan.


LOCATION:NE UID:e.3442.1336760 SEQUENCE:3 DTSTAMP:20260407T005938Z URL:https://professionalinsuranceagentswesternalliance.growthzoneapp.com/events/Details/20260723wbam-agency-management-webinar-1569195?sourceTypeId=Hub END:VEVENT END:VCALENDAR