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CISR Agency Operations



 

CISR Agency Operations

Thursday, December 1, 2022 (8:00 AM - 4:30 PM) (CST)

Description

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

Sam Bennett, CIC, AFIS, CRIS, CPIA

Please be aware that course faculty assignments are subject to availability and can change without notice to the registered participants.

Sam Bennett is an active retail producer, presenter, and shareholder in Harrison Agency, Inc. of Columbia, MO.  He began his insurance career in 1987 and has been an Independent Insurance Agent from the beginning.   He has worked with individuals, families, and small businesses his entire career.  In this capacity, he has worked in the personal lines, commercial lines, agribusiness and life and health marketplaces.  As a result of working with many types of clients, many carriers, and many coverage needs, Sam has grown to understand and appreciate the important ways an insurance professional must work with markets and clients in today’s insurance world.

Sam obtained his Certified Insurance Counselor (CIC) designation in 1996. He has taught coursework for the National Alliance in their CISR program since 2000, has presented in their CIC program since 2004, and in 2009 became a National Faculty Member of the Society of CIC.  Sam is also a National Faculty Member in the Agribusiness and Farm Insurance Specialist (AFIS) program and is a speaker in the AIMS Society’s Certified Professional Insurance Agent (CPIA) program and IRMI’s Construction Risk Insurance Specialist (CRIS) program.  He has been called upon to offer insurance education in conferences and symposiums across the country over the past twenty years and has provided services to several law firms in the capacity of expert consultant.



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 Thursday at 11:59PM UNLESS it there is a holiday occurring. Questions regarding this exam process can be directed to The National Alliance.

Pricing

The $175 registration fee includes the cost of instruction, refreshment breaks, and study material.

Price will increase to $195 if registering within 1 week of the class date.

Online registration will close the Monday before the class takes place. Please contact Big I OK or education@bigiok.com for available seating. 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.

Big I Oklahoma Conference Center
9417 N Kelley Ave
Oklahoma City, OK 73131 United States
Event Contact
Shania Slavick
4058404426 Ext. 100
Send Email
Thursday, December 1, 2022 (8:00 AM - 4:30 PM) (CST)

Schedule  

Registration: 7:30-8:00 am  

Class 8:00 am-12:00 pm  

Lunch on your own 12:00-12:45 pm  

Class 12:45-3:45 pm  

Review Period 3:45-4:15 pm

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