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.
Strategic Planning and Agency talent Management
Managing Agency Client Retention and Acquisition
Managing Agency Technology Utilization
Ethical Responsibility
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***
$450
PIA has a block of rooms at the Hampton Inn and Suites down the road from West Bend Insurance.
Details comings soon