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CIC - Agency Management Oct 7/8 - In-Person (West Bend) (16 CE, 3 of 16 are Ethics)

October 7, 2026 8:00 AM - 5:15 PM (CDT)

Description

This classroom offers 16 CE credits for most states. If outside of WI, you can verify your state here.

Course # 6000078276 (3 of 16 Ethics) & UTICA Approved.  WI residents: You cannot take the same course # more than once in your two-year licensing reporting period.

Topics

Strategic Planning and Agency talent Management
Managing Agency Client Retention and Acquisition
Managing Agency Technology Utilization
Ethical Responsibility

Instructors

Julie Webb, CIC
Karl Sherrill, CIC
Ed Consultant – Jerry Kennedy, CIC


STOP! If you are with an agency that represents West Bend Insurance Company, register directly with them for a discount.

The optional 2-hour exam is taken on Risk & Insurance Education Alliance Exam Portal which is open the following Monday through Thursday. Approved proctor is needed, and guidelines will be shared.

Cancellation Policy: Cancellations received within 7 days of the seminar will incur a $75 fee and $375.00 will be refunded. 

Class Location
West Bend Insurance Company
1900 S. 18th Ave.
West Bend, WI

PIA has a block of rooms at the Hampton Inn and Suites down the road from West Bend Insurance.

Details comings soon


***For registrations after 12:00pm on 10/6, contact Becca at 608-274-8188 or bbredeson@piaw.org***

Location

West Bend Insurance Company

PIA has a block of rooms at the Hampton Inn and Suites down the road from West Bend Insurance.

Details comings soon

Pricing

$450

Contact Information

PIA of Wisconsin, Inc.
Name: Amy Nitschke
Phone: (608) 274-8188
Email: anitschke@piaw.org
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