This course helps make you an indispensable team player in any insurance agency. You'll also gain an understanding of how agencies operate - essential training for both insurance agency and company personnel.
Faculty
Brandi Anderson, CIC, CPIA Please be aware that course faculty assignments are subject to availability and can change without notice to the registered participants.
Continuing Education
Attendance at this seminar qualifies for a total of seven hours of continuing education credit, which includes one hour of ethics and one hour of legislative credit in Oklahoma for P/C and Adjuster licenses.
Cancellation Policy
We realize that “life gets in the way” and sometimes our stakeholders cannot avoid canceling, transferring and registering late for events. It is important to understand that every event that we host involves both hard and soft costs to the organization and we must be good stewards of our resources. We will refund 100% funds up to one week within class date. If canceling within one week of class, we will refund 50% of the registration fee. You may be able to transfer funds from one class to a future class for free if a member to the Association.
Exam Procedures
The exam will take place the week following the class in a testing window open Monday at 12:01AM through Wednesday at 11:59PM. Questions regarding this exam process can be directed to The National Alliance.
Schedule8:00 AM - 9:00 AM SECTION 1 Legal & Ethical Requirements9:00 AM - 10:00 AM SECTION 2 The Insurance Agency10:00 AM - 11:00 AM SECTION 3 The Insurance Industry and Marketplace11:00 AM - 12:00 PM SECTION 4 Communications and Technology12:00 PM - 12:45 PM Lunch12:45 PM - 1:30 PM SECTION 5 Agency Workflow Components1:30 PM - 2:15 PM SECTION 6 Agency Workflow Steps2:15 PM - 3:15 PM SECTION 7 Account Management3:15 PM - 3:45 PM SECTION 8 Errors & Omissions3:45 PM - 4:15 PM Q&A and Review
Online
LIVE Webcast
This is a LIVE streamed based course.
$161 registration cost for any National Alliance online course.
Online registration will close one week within class date. Please contact Big I OK or education@bigiok.com for available seating. If registering within one week of class date, there will be a $25 fee. We will refund 100% funds up to one week within class date. If canceling within one week of class, we will refund 50% of the registration fee. You may be able to transfer funds from one class to a future class for free if a member to the Association.
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