Hotel and
Registration Information
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Embassy Suites by Hilton – ASU Tempe
4400 South Rural Road,
Tempe, AZ 85282
Reservations:
(480) 897-7444
$109 Single King Bed
if reserved by 7/8/18.
Class Registration Cost: $405
To register online
PDF Registration
Bring your family for a great vacation or plan a separate mini getaway!
Fun things to do
while you are here:
Championship Golf Courses
Great Shopping
Desert Botanical Gardens
Casinos
Theater, Opera, Plays, and more
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Independent Insurance Agents and Brokers of Arizona, Inc.
333 East Flower Street
Phoenix, Arizona 85012
602-956-1851 |
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Certified Insurance Counselor’s
Agency Management Institute
Approved for 20 Hours of CE Credit
including 4 hours of Arizona Ethics CE credit!
Agenda
Wednesday, August 8th
7:00 a.m. – 8:15 a.m.
Registration & Opening Comments
8:15 a.m. – 10:15 a.m.
Agency Organizations
10:15 a.m. – 12:15 p.m.
Understanding and Managing Financial Strength
12:15 p.m. -1:15 p.m. Lunch
(on own)
1:15 p.m. – 5:15 p.m.
Agency Planning
5:15 p.m. – 5:30 p.m.
Agency Management Exam Briefing (Optional)
Thursday, August 9th
8:00 a.m. – 12:00 p.m.
Human Resources
12:00 p.m. – 1:00 p.m. Lunch
(on own)
1:00 p.m. – 5:00 p.m.
Agency Productivity and Effectiveness
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8:00 a.m. – 12:00 p.m.
Legal and Ethical
Responsibilities
2:00 p.m. – 4:00 p.m.
Agency Management Exam (Optional)
Faculty:
Jim Lawrence, CIC
Alliance Insurance Services
Arlington, Texas
Bill Toll, CIC
Bill Toll & Associates, Inc.
Austin, Texas
Kathy Fraley,CIC, CPIW
Medical Lake, Washington
Education Consultant:
Rod Rezac, CIC, CPCU, ARM
Austin, Texas
Education Coordinator:
Ray Garcia, CIC, CISR
IIABAZ
Phoenix, Arizona
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Additional Upcoming CIC Programs:
October 10-12, 2018 Commercial Multiline Institute, Tempe – NEW!
December 5-7, 2018 Personal Lines Institute, Phoenix
February 6-8, 2019 Commercial Property Institute, Tempe
March 14-15, 2019 James K. Ruble Graduate Seminar, Tempe
333 East Flower Street – Phoenix, Arizona 85012
Toll: 800-627-3356 Phone: 602-956-1851
602-468-1392 (fax)
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