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Agency Operations

This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations.  Also, understanding how agencies operate is essential training for both insurance agency and company personnel.

Topics

  • Functions of the independent agency, including automation in the agency
  • Agency systems including applications, certificates of insurance, cancellations, policy issuance, claims processing, billing, binders and renewals
  • Ethics and legal obligations

Course Links

Commercial Casualty 
Commercial Property
Personal Auto
Personal Residential
William T Hold Seminars
Dynamics of Service
IA&B Registration Policies

Registration Fee

$189

2012 Dates & Locations

Date & Topic

Location/Hotel Information

CE Approvals 

Daily Schedule

Register

Jan 25

Agency Operations

Four Points Sheraton Hotel
1650 Toronita Street
York, PA  17402

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8
Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Mar 1

Agency Operations


Four Points Sheraton
Pittsburgh Airport
One Industry Lane
Pittsburgh, PA  15275

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8
Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Mar 13

Agency Operations

Best Western Plus Lehigh Valley
300 Gateway Drive
Bethlehem, PA  18017

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8
Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Mar 14

Agency Operations

Penn Stater Conf Center Hotel
215 Innovation Blvd
State College, PA  16803

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8
Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Mar 21

Agency Operations

Hilton Garden Inn Ft Washington
530 Pennsylvania Avenue
Ft Washington, PA  19034

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8
Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Jul 24

Agency Operations

Woodlands Inn & Resort
1073 Highway 315
Wilkes-Barre, PA  18702

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8
Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Jul 25

Agency Operations

Crowne Plaza Reading
1741 Papermill Road
Wyomissing, PA  19610

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8
Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Sep 25

Agency Operations

Doubletree Resort by Hilton
2416 Willow Street Pike
Lancaster, PA  17602

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Oct 10

Agency Operations

Springhill Suites Hotel
17280 Valley Mill Road
Hagerstown, MD  21740

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Oct 25

Agency Operations

Crowne Plaza Pittsburgh South
164 Fort Couch Road
Pittsburgh, PA  15241

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Nov 29

Agency Operations

Hilton Garden Inn White Marsh
5015 Campbell Blvd
Baltimore, MD  21236

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Dec 4

Agency Operations

IA&B Headquarters
5050 Ritter Road
Mechanicsburg, PA  17055

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register

Dec 5

Agency Operations

HYATT House Plymouth Meeting
Plymouth Meeting
501 Germantown Pike
East Norriton, PA  19401

DE: 7 GEN/1 ETH
MD: 7 PC/LH/1 ETH
PA:  8

Registration7:30 am
Seminar8:00 am - 3:45 pm
Q&A / Review3:45 - 4:15 pm
Exam*4:15 - 5:15 pm
*Exam required only if earning the designation

Register