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

Hotel information

$109 Standard / $119 Suites

Call (262) 438-1500 and choose option 0. Tell the agent you are with Professional Insurance Agents of WI of the special rate!

PIA rate is available through September 29, 2026.

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