CIC In-Person: Insurance Company Operations Institute

CE Credit:

Pending CE Approval


Deadline to register is May 25th, 2026

What role do you play within a company and how are different company functions related? Learn more about how you can apply advanced executive strategies to improve business functions and promote company success.

In the Insurance Company Operations course, you will learn strategic decision-making strategies for the purpose of satisfying regulatory requirements, meeting compliance standards, product development, underwriting, distributing and marketing, processing claims, and other vital company functions.


Updated and revised 2-day course.

Executive and Financial Management (6 hours)

In this section, agents are introduced to terminology common to discussions of insurance company operations. In addition to becoming familiar with critical terms and fundamental concepts, they will gain a “big picture” understanding of the various facets, activities, and concerns of the operations within an insurance company. 

 

Product Development (2 hours)

Agents will understand the product development process that occurs within an insurance company. They will be able to identify the information the product development department uses to establish the tactical plan. They will apply the 5-step process used in the product development process to design and implement a product. They will evaluate the effectiveness of a product development team’s use of the actuarial process to determine the price and performance of a product.


Underwriting (3 hours)

Agents will learn about the steps, tools, and structure used by insurance company underwriting departments. They will gather information about the impact of market cycles, as well as the purpose of reinsurance and loss control. They will examine premium audits and the technology needed to support the underwriting process.

 

Claims Management (3 hours)

Agents will learn about the claim’s management process – from planning to managing to technology. They will evaluate a claim regarding the roles of subrogation and salvage. They will analyze the problem of fraud from the perspective of a special investigative unit and consider the appropriate solution. They will discuss the possible outcomes when an insurance company acts in bad faith. They will better understand the claims technologies and how they impact the success of the claim’s department and the insurance company.

 

Product Distribution (2 hours)

Agents will learn how insurance products move from the development process to distribution. They will compare various methods used to create the brand. They will be able to differentiate between the various methods of distribution and determine where they are most effective. They will evaluate methods intended to support policyholder services. They will explore the technology available to support the sales and marketing functions.


Please may checks payable to PIA NE/IA.


May 27, 2026

8:00 am

-

May 28, 2026

5:00 pm

View agenda

The Rewind Hotel by Hilton

6075 Mills Civic Parkway

West Des Moines, IA

$445.00

PIA Members: $445.00

Register

May 27, 2026

8:00 am

-

May 28, 2026

5:00 pm

View agenda

The Rewind Hotel by Hilton

6075 Mills Civic Parkway

West Des Moines, IA

Instructors

Jerry Kennedy

CIC

Jerry owned and managed an agency in Grand Coulee, Washington, for over 40 years. He has long been an advocate of professional continuing education having earned his CIC designation in 1983 and is a National Faculty member and Educational Consultant for the Risk & Insurance Education Alliance. Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998. Jerry is an active volunteer in his community and in 1995 was named "Business Person of the Year" by the Grand Coulee Dam Chamber of Commerce.

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Nicole Sherrill-Wyatt

CIC, AIC, AIM, AINS, AIS, API, SCLA

Nikki Sherrill-Wyatt is a Claims Manager with Pennsylvania National Mutual Casualty Insurance Company. Nikki started her claims career with Penn National in 1995 where she has remained throughout her insurance career. Nikki oversees the automobile and property lines of business in claims for the states of North Carolina, Virginia, South Carolina, Tennessee and Alabama. She also trains claim representative trainees for Penn National Insurance. She enjoys teaching college graduates about insurance and claims handling in this program. She developed the curriculum for this program, where candidates have been successfully trained, hired and promoted throughout the company. Nikki also works as a Claims Alliance for the independent agents in her territory. She is charged with making sure the customer experience during the claims process is simple, timely and professional on all levels. Her focus is on customer service at all times. She is proud to have had a long career in claims and have the ability to teach others to love claims as well. Nikki earned a degree in Economics. She earned her CIC designation in 2018, and also holds the CPCU, SCLA, AIS, AIM, API, AIC, and AINS designations.

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David Medvidofsky

CIC, CRM, CPCU, AAI, AIAF, ARM

Dave Medvidofsky retired early after more than 31 years of service with Main Street America Insurance (MSA), a Jacksonville, FL-based property-casualty carrier. Dave was most recently Senior Vice President of Product Operations where he was responsible for leading all insurance product, underwriting, administration, and operations functions including profit & loss accountability and employee/customer engagement within personal lines, commercial lines, commercial agriculture, bonds, and the assumed reinsurance portfolio. During his tenure with MSA he led multiple insurance company functions including Human Resources, Training & Development, Corporate Communications, Internal Audit, Corporate Strategy, Operations, and Facilities/Administrative Services. He also held positions of increasing responsibility in marketing, product development, and underwriting. He brought a practitioner mindset into his company roles having begun his insurance career on the agency side. Dave has served on numerous industry and community boards and committees. He is a past President and Chair of the CPCU Society (2013) and is currently a board member for the Risk & Insurance Education Alliance. He proudly serves on the board of Pine Castle, Inc., a Jacksonville, FL non-profit that empowers adults with intellectual and developmental differences through opportunities to learn, work and connect. In addition to his board roles, Dave enjoys coaching emerging leaders. Dave earned a master’s degree in leadership and a bachelor’s in business management from Franklin Pierce University. He earned his CIC designation in 1992 and his CRM designation in 2008. He also holds the CPCU, ARM, AAI, and AIAF designations.

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Additional Information

Cancellation Policy:

Cancellations received between May 13th at 8:00 AM and May 22nd at 7:59 AM will incur a $100.00 non-transferable fee.

Cancellations received after May 22nd at 8:00 AM will incur a $175.00 non-transferable fee.

Please Note:

Recording devices, paging systems, cell phones, wristwatch alarms, laptops or other electronic devices may not be used during presentations. In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any request for accommodation to that disability. Please submit your request as far as possible in advance of the institute you wish to attend.

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