BEGIN:VCALENDAR VERSION:2.0 PRODID:expertapproach/PIANEIA BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:STANDARD DTSTART:20251102T010000 TZOFFSETFROM:-0500 TZOFFSETTO:-0600 END:STANDARD BEGIN:DAYLIGHT DTSTART:20260308T010000 TZOFFSETFROM:-0600 TZOFFSETTO:-0500 END:DAYLIGHT BEGIN:STANDARD DTSTART:20261101T010000 TZOFFSETFROM:-0500 TZOFFSETTO:-0600 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:UTC BEGIN:STANDARD DTSTART:20250321T125654 TZOFFSETFROM:+0000 TZOFFSETTO:+0000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:6941571637583 DTSTAMP:20251216T125654Z SUMMARY:CIC Live Webinar: Agency Management Institute DESCRIPTION:*** Jul 22\, 2026 8:00 AM - Jul 23\, 2026 5:00 PM CDT ***\n\nLe arn the fundamentals of strategic planning within an agency and learn what actions are needed to achieve growth.\n\nIn the CIC Agency Management cou rse\, you will learn how to apply the management theories\, methods\, and procedures necessary to operate a successful insurance agency. Leave the c lass prepared to implement strategies designed to increase agency profitab ility.\n\nUpdated and revised 2-day course.\nStrategic Planning (4 hours)\ nWhat does it take to have a thriving agency? The answer is strategic plan ning\, actions aimed toward agency profitability. Learn about change-manag ement processes\, establishing actionable goals\, identifying appropriate insurance markets\, and conducting essential analyses. Use tools that meas ure an agency’s financial health\, including examinations of cash flow\, budgets\, income statements\, and balance sheets — all of which provide the insight required for making effective strategic decisions.\n\nAgency Talent Management (4 hours)\nAcquire the tools necessary to build and mana ge today’s diverse workforce. Learn how to recruit\, hire\, and manage p ersonnel who reflect an agency’s culture and allow for a more productive and satisfying work environment. Learn how to hire for success\, includin g how to write position descriptions\, conduct interviews\, train new empl oyees\, evaluate performance\, and manage separations.\n\nManaging Agency Client Retention and Acquisition (2 hours)\nAcquire and keep new clients a nd learn how to meet their expectations. The information provided in this section will teach you how value\, vision\, and mission statements shape y our agency’s brand and help you capture and keep clients. Learn how to m arket for success and maintain fruitful client relationships. Discover how to determine the profitability of an account.\n\nManaging Agency Technolo gy Utilization (3 hours)\nLearn how to evaluate existing technologies to d etermine how to effectively engage with clients and insurance companies. T his section will help you learn how to select and implement the tools and technology that support your agency’s workflows\, standards\, and proced ures — the foundations for profitable growth.\n\nEthical Responsibility (3 hours)\nLearn the relevance of professional ethics in the workplace and the legal duties an ethical agent\, agency\, and insurance company are re sponsible for. Understand how unfair trade practices influence ethical beh avior\, and how missteps can lead to Errors and Omissions. This section wi ll provide you with the foundations of ethical behavior\, steps in ethical decision-making\, and the process of establishing a Code of Ethics.\n\nPl ease make checks payable to PIA NE/IA.\n\nCancellation Policy:\n\nCancella tions received between Jul 8th at 8:00 AM and Jul 17th at 7:59 AM will inc ur a $20.00 non-transferable fee.\nCancellations received after Jul 17th a t 8:00 AM will incur a $50.00 non-transferable fee. LOCATION:Webinar DTSTART;TZID=America/Chicago:20260722T080000 DTEND;TZID=America/Chicago:20260723T170000 X-ALT-DESC;FMTTYPE=text/html:
*** Jul 22\, 2026 8:00 AM - Jul 23\, 2026 5:00 PM CDT ***

Learn the fundamentals of strategic planning within an agency and learn what actions are needed to achieve growth.

In the CIC Agency Management course\, you will learn how to apply the management theories\, methods\, and procedures necessary to oper ate a successful insurance agency. Leave the class prepared to implement s trategies designed to increase agency profitability.

< div>Updated and revised 2-day course.
Strategic Planning (4 hours)
What does it take to have a thriving agency? The answer is strategic planning\, actions aime d toward agency profitability. Learn about change-management processes\, e stablishing actionable goals\, identifying appropriate insurance markets\, and conducting essential analyses. Use tools that measure an agency’s f inancial health\, including examinations of cash flow\, budgets\, income s tatements\, and balance sheets — all of which provide the insight requir ed for making effective strategic decisions.

Agency Talent Management (4 hours)
Acquire the tool s necessary to build and manage today’s diverse workforce. Learn how to recruit\, hire\, and manage personnel who reflect an agency’s culture an d allow for a more productive and satisfying work environment. Learn how t o hire for success\, including how to write position descriptions\, conduc t interviews\, train new employees\, evaluate performance\, and manage sep arations.

Managing Agency Client Retentio n and Acquisition (2 hours)
Acquire and keep new client s and learn how to meet their expectations. The information provided in th is section will teach you how value\, vision\, and mission statements shap e your agency’s brand and help you capture and keep clients. Learn how t o market for success and maintain fruitful client relationships. Discover how to determine the profitability of an account.

Managing Agency Technology Utilization (3 hours)
Learn how to evaluate existing technologies to determine how to effecti vely engage with clients and insurance companies. This section will help y ou learn how to select and implement the tools and technology that support your agency’s workflows\, standards\, and procedures — the foundation s for profitable growth.

Ethical Responsi bility (3 hours)
Learn the relevance of professional et hics in the workplace and the legal duties an ethical agent\, agency\, and insurance company are responsible for. Understand how unfair trade practi ces influence ethical behavior\, and how missteps can lead to Errors and O missions. This section will provide you with the foundations of ethical be havior\, steps in ethical decision-making\, and the process of establishin g a Code of Ethics.

Please ma ke checks payable to PIA NE/IA.

Cancellation Policy:

Cancellations r eceived between Jul 8th at 8:00 AM and Jul 17th at 7:59 AM will incur a $2 0.00 non-transferable fee.
Cancellations received after Jul 17th at 8:00 AM will incur a $50.00 non-transferable fee.
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