Agency Operations - Classroom
Big I MN (Training Room Located on Lower Level - LL20)
601 Carlson ParkwayMinnetonka, MN 55305-5203
United States
* Registration open until 9/21/25 at 12:00 AM (CST)
Ethical & Legal Requirements
Ethical behavior benefits and common issues.
Managing the Insurance Agency
Healthy culture, service factors, and risk management basics.
The Insurance Industry and Marketplace
Markets, financial stability, and rating.
Risk Management & Agency Processes
Basics of the risk management process.
Managing Coverage Information Exchange
The risks and management of exchanging coverage information to customers.
Managing the Agency Workflows & Procedures
The basics of new and renewal processes for agency procedures.
Account Management
Tools to assess financial health.
Errors & Omissions
Negligence, common causes of claims, and action steps
Registration Options
|
Registration Options
|
Credits | Price |
|---|---|---|
|
Registration
|
7.00 (MN Continuing Education Approved) | $190.00 |
Agenda
| September 23 | |
| 8:00 AM - 8:00 AM | Registration/Check-In |
| 8:00 AM - 9:00 AM |
Ethical & Legal Requirements
Elizabeth Rise CIC |
| 9:00 AM - 11:00 AM |
Managing the Insurance Agency
Elizabeth Rise CIC |
| 10:00 AM - 11:00 AM |
The Insurance Industry and Marketplace
Elizabeth Rise CIC |
| 11:00 AM - 12:00 PM |
Risk Management & Agency Processes
Elizabeth Rise CIC |
| 12:00 PM - 12:45 PM | Lunch |
| 12:45 PM - 1:15 PM |
Managing Coverage Information Exchange
Elizabeth Rise CIC |
| 1:15 PM - 2:15 PM |
Managing the Agency Workflows & Procedures
Elizabeth Rise CIC |
| 2:15 PM - 3:15 PM |
Account Management
Elizabeth Rise CIC |
| 3:15 PM - 3:45 PM |
Errors & Omissions
Elizabeth Rise CIC |
| 3:45 PM - 4:15 PM |
Q&A and Review
Elizabeth Rise CIC |
Elizabeth Rise
CIC
BIO:
Elizabeth Rise began her insurance career in 1975 as an agent for the Burd and Rise Insurance Agency of Halstad, MN. Elizabeth and her husband, Harlan, owned and managed the agency until their retirement at the end of 2008. She is a member of the National Faculty of the Risk & Insurance Education Alliance, instructing at numerous CIC institutes, CISR courses, and Dynamics of Service courses around the country.
Elizabeth has served as president of the Board of Governors of the Society of Certified Insurance Service Representatives (CISR) at The Alliance. She holds a Bachelor of Arts degree in Business Administration from Mayville State University, Mayville, ND. Liz received her CIC designation in 1977.
Elizabeth and Harlan reside in Melbourne Beach, FL, and Miltona, MN. The couple has two daughters and Elizabeth is active in her church and community organizations.
For More Information:
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Note: Non-Members can create a Member Compass Profile for registration purposes.
Online Exam Window:
September 23rd - October 2nd, 2024
All final exams require you to have a proctor, a disinterested third-party, to monitor your exam through its entirety. More testing information and instructions can be found at scic.com/proctor-monitor-rules.