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West Bend Mutual Insurance Company – West Bend

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1900 S 18th Ave
West Bend,WI53095United States
https://www.thesilverlining.com/

April 2020

CIC – Company Operations Institute – RESCHEDULED FOR DECEMBER 14-16, 2020

April 22 @ 8:00 am - April 24 @ 5:00 pm CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
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$445

Introduction Optional exam 8:00 a.m. the last day. Hotel Reservations: Hampton Inn & Suites - across the street from West Bend Mutual.  Rate available in January 2020. Includes breakfast.  Please mention PIA when making reservations. 262-438-1500. Agenda Section 1 Executive Strategies - John Neal, CRM Section 2 Actuarial Practices & Accounting - John Neal, CRM Section 3 Claims - John Neal, CRM Section 4 Product Development - Becky Lathrop, CIC, CPIA Section 5 Agency/Policyholder Services - Becky Lathrop, CIC, CPIA Section 6 Underwriting - Becky…

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May 2020

Hot Topic – Hiring, Managing and Evaluating Insurance Agency Personnel – CANCELED

May 6 @ 8:30 am - 3:30 pm CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
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$100 – $120

This Class has not been rescheduled at this time. Introduction The biggest resource (and expense) an insurance agency has is its staff. Poor hiring decisions can be disastrous. How do you hire the right person the first time? Presented by Jon Perksy CPA, CIC, PHR Registration fee includes handouts and lunch. For the PDF Registration Form, click here. Agenda THIS SIX-HOUR CLASS WILL PROVIDE YOU WITH IMPORTANT INSIGHT AS TO: Who do you need, and what do you want them to…

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August 2020

CPIA 2 – Implement for Success

August 12 @ 8:30 am - 4:00 pm CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
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$172 – $207

The PIA of Wisconsin is a proud sponsor of the Certified Professional Insurance Agent (CPIA) professional designation program. These three, one-day workshops teach practical "before", "during", and "after" sale techniques for insurance producers, sales managers, account managers, and company marketing representatives. Completion rule, 3 years from the first course. No exams. You do not need to commit to all three to attend one.  Approved for 7 Wisconsin CE credits each. Utica approved. While it is not required, it is recommended…

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September 2020

CIC – Commercial Property Institute

September 16 @ 8:00 am - September 18 @ 5:00 pm CDT
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
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Introduction Optional exam 8:00 a.m. the last day. Hotel Reservations: Hampton Inn & Suites - across the street from West Bend Mutual.  Rate available in January 2020. Includes breakfast.  Please mention PIA when making reservations. 262-438-1500 Agenda Section 1 CP Coverage Forms & Endorsements - Catherine Trischan, CIC,CRM,CPCU,ARM,AAI,AU,CRIS,MLIS Section 2 CP Causes of Loss & Endorsements - David Sheets, CIC, CRM Section 3 Time Element Coverages & Endorsements - John Dismukes, CIC, CPCU, AAI, AIS Cancellation Terms and Conditions Cancellations…

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December 2020

CIC – Company Operations Institute

December 14 @ 8:00 am - December 16 @ 5:00 pm CST
West Bend Mutual Insurance Company – West Bend, 1900 S 18th Ave
West Bend,WI53095United States
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Introduction Optional exam 8:00 a.m. the last day. Hotel Reservations: Hampton Inn & Suites - across the street from West Bend Mutual.  Rate available in January 2020. Includes breakfast.  Please mention PIA when making reservations. 262-438-1500. Agenda Section 1 Executive Strategies - John Neal, CRM Section 2 Actuarial Practices & Accounting - John Neal, CRM Section 3 Claims - John Neal, CRM Section 4 Product Development - Becky Lathrop, CIC, CPIA Section 5 Agency/Policyholder Services - Becky Lathrop, CIC, CPIA Section 6 Underwriting - Becky…

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