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2015 CIC Agency Management Institute ^FF ^UM


Date: Nov. 4, 2015
Member Price: $420.00
Nonmember Price: $420.00
Time: 11/04/2015-11/06/2015
 
Location: Branchville
Facility: Selective Insurance Co of America - View Directions
Speaker(s): Eric J Fields, CPA, CIC, CRM, SPHR, AAI, AFSB, CRIS; Rebecca Lathrop, CIC, CPIA; Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS; Paul Monacelli, CPIA, CIC
CE Credits:
Course #: - View Agenda

Listed below your selection are additional dates and locations for this course.
 
Date: May. 14, 2015
Time: 05/14/2015-05/16/2015
 
Location: Jamesburg, NJ
Facility: Crowne Plaza - View Directions
Speaker(s): Eric J Fields, CPA, CIC, CRM, SPHR, AAI, AFSB, CRIS; Steven D Lyon, CPCU, CIC, CRM, AAI, ARM, CRIS, AIS; Jonathan Persky, CPA, CIC, PHR
CE Credits:
Course #: - View Agenda



45th CIC CISR anniversary

CIC CISR MyPage Logon

MyPage allows you to download your CE certificates and other documents, see when your next update is due, view your history and update your contact information.

 

Please note: Registration processing will not be completed without full payment at the time of registration form submission. Submission of a registration form without proper payment will not hold your spot in a program.

CIC logo

CIC Agency Management Institute ^FF, ^UM

New Curriculum!

The Agency Management institute has recently undergone a curriculum and “philosophy” revision, emphasizing added relevance to all agency owners and managers, producers, CSRs, and company personnel. With a new subject that blends marketing and financial issues, and more agency management “tools,” this institute was modified to better fit the daily work and experiences in insurance agencies. Whether you are a manager or have a manager, you'll benefit from the practical information this program delivers.

If you've taken the institute before… take it again for a new Agency Management experience that will help you become more productive, increase sales, and reduce E&O.


A highly successful producer wanted to create a different kind of agency—an agency that would help others as well as encouraging the people employed by the agency to thrive as well. Of course, the agency would benefit financially.

After a few months, the new owner discovered that success requires planning and preparing people to meet the expectations of both internal and external customers. Consistent achievement over time requires excellent product knowledge and efficient business skills.

The agency owner realized that he needed to help his staff expect more so they can become more. He understood that most people don't think this way, and that he needed help. He needed the CIC Agency Management Institute.

Whether you are a producer, agency owner or other insurance professional, this CIC Institute will give you and the others working with you what is needed to excel.

The CIC Agency Management Institute is about the overall structure and operation of an insurance agency, including human resource issues such as federal regulations dealing with discrimination, job descriptions, performance reviews, and termination interviews. Other topics include ethical behavior, financial management, and preventing and handling errors and omissions. Helping to raise standards across the entire agency and providing direction for this institute is a talented faculty of presenters, who are veteran managers with years of insurance management experience.

Topics (all new or revised):

  • The Agency as an Organization
  • Managing and Sustaining Financial Strength
  • Human Resources
  • Agency Productivity and Effectiveness
  • Legal & Ethical Responsibilities

The CIC AM institute focuses directly on improving and developing effective and profitable business management skills. Helping to raise standards across the entire agency and providing direction for this institute is a talented faculty who are veteran managers with years of experience.

Institute topics:

  • The agency as an organization
    • Participants will learn the stages an organization goes through as it grows and the fundamentals of agency planning, including the steps in the planning process.
  • Financial analysis and agency value
    • This section focuses on the financial aspects of an agency and how financial performance affects clients and employees. Learn the basics of balance sheets, income statements, and effective collection procedures.
  • Managing an agency's book of business I—New business
    • This section begins with ways to establish new business production and explains why it is important to understand both traditional and non-traditional company markets. Designing an agency target marketing plan for both the agency and producer will also be explained. A brief case study will be used.
  • Managing an agency's book of business II—Retention
    • Client service will be the major focus of this section. Learn why customers stay and why they leave. Quality service guidelines will be used to demonstrate why quality customer service is important for retaining clients. Client Service Centers and Client Service Agreements will be explored, and there will be a brief case study. 
  • Human resources
    • This section provides an overview of the process of managing personnel. It will include job descriptions, interviewing techniques, performance appraisals, and termination procedures.
  • Agency productivity and effectiveness
    • We will study productivity and how to take advantage of automation to improve the effectiveness of your organization. Discover how to manage processes, look at sources of receiving and distributing information, and how to use reports from an agency management system. A panel discussion will be held during the final hour of this subject to reinforce what has been learned.
  • Legal & ethical responsibilities
    • Participants will learn what motivates ethical behavior and how to define the types of agency authority and the resulting liability. They will examine leading causes of E&O claims made against agents and the risk control methods to reduce or prevent them. They will also review the coverages in an Agent's E&O Policy that should be compared when selecting a policy.

Participants will:

  • Learn to balance the roles of professional insurance counselor and successful businessperson; Find methods to build and maintain staff support, maximize customer service, and improve overall operations while increasing the agency's bottom line. Mandatory topics are part of every Institute. Optional subjects will vary.

^FF - This course has been approved for E&O loss prevention credit by Fireman's Fund.
^UM - This course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: (800) 424-4244.

Who should attend? The institutes and examinations are based on the premise that the student has a solid foundation of the subject matter before attending the institute.

This program is designed for:

  • Agency owners
  • Agency producers
  • Experienced agency staff
  • Advanced customer service representatives
  • Company underwriters
  • Company branch managers
  • Experienced company personnel

Any one of the following qualifications makes you eligible to attend CIC institutes:

  • Be a licensed agent, broker, adjuster, or solicitor; or
  • Have at least two years of full-time experience in the insurance industry or as a risk management practitioner; or
  • Have served as a full-time insurance faculty member at an accredited college or university.

A national designation program developed by the National Alliance. 

The National Alliance for Insurance Education & Research is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org. Advanced Curriculum Rating = 20 CPE Credits in some states (* New York & New Jersey only.)  

CIC: THE Insurance Professional's Designation

This is the proof. A CIC is recognized throughout the industry as a true professional, as someone who has achieved. The CIC designation means you have the knowledge, personal dedication, and expertise to succeed in an ever-changing, demanding profession.

Attn. NJ CIC & CISR designees: According to the NJ DOBI, producers who maintain & fulfill the CE requirements for a professional insurance designation approved by the DOBI (CIC, CISR), shall be awarded 12 credit hours for each full year of the four years preceding renewal for which these requirements were fulfilled. Application to obtain such approval shall be made by using the CE1A form. Therefore, CICs and CISRs updating/maintaining their designations AUTOMATICALLY comply with the DOBI’s CE requirements (48 credits that included the 6 credits in fraud/ethics). If you have questions, go to the NJ DOBI's site, here.

CE credit: Learn more about CE credit by visiting the National Alliance's online CE guide.

CIC programs are approved for continuing education credits in all states. Continuing Education Credits and Registration Fee for this CIC program are indicated in the registration box above. Please note, all participants must present photo identification to the registrar when checking-in at the program location.

Student Feedback: CIC Institute participants are encouraged to contact the Glenmont National Alliance Committee with recommendations, comments and concerns about the programs.

About the CIC designation: Geared to experienced insurance producers and company personnel, CIC is a nationally recognized designation program approved for continuing education credits in all states. CIC is one of the most highly recognized professional education designation programs in the insurance industry! The program provides a comprehensive continuing education program to individuals who have made a career commitment to insurance.

To earn the CIC designation, you must complete all five CIC institutes and pass a comprehensive essay exam at the end of each course. You may complete the institutes in any order and need not attain a passing grade on the exam before continuing on to the next institute. You have five calendar years from the time you pass the first exam to complete the program.

Once you have earned the CIC designation, you are required to attend one regularly scheduled institute, a James K. Ruble seminar or an Advanced Coverage Ruble seminar each year to maintain your designation.

 

 

 







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