CIC Insurance Company Operations Virtual Webinar
- Registration Closed
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.
John Neal CRM, MBA
Faculty and Educational Consultant
The National Alliance for Insurance Education & Research
| John Neal has over 20 years’ experience in both personal and commercial lines insurance company operations with specific emphasis in the areas of risk management, risk analysis and risk financing. Within the Personal Lines market, John supported Farmers Insurance expansion into seven new Eastern states. Within Liberty Mutual’s Commercial Market Lines, John was Manager of Analysis for Risk Management Solutions where he managed a team of twelve Risk Management Consultants responsible for supporting Liberty Mutual's Commercial Market Distribution and Service Management Department. John provided analytical support for consulting projects, risk financing design and structuring, finite (financial) insurance products, cost allocation projects, loss analysis, captive support, and industry benchmarking. Currently, John is the Risk and Operations Manager at Cleanetics, a design-build clean room specialist serving an array of industries. John has also held positions as a Senior Risk Financing Analyst and Risk Management Consultant. Prior to entering the insurance and risk management field, John worked ten years in the pollution control and medical device industries as a chemical and manufacturing engineer, accountant, and financial manager. John's academic background includes a BS from the University of California, Santa Barbara and an MBA from the University of Pittsburgh. He earned his CRM designation in 2005 and has been a CRM National Faculty member for The National Alliance since 2005. Currently, John supports faculty development for both CIC and CRM curriculums and also serves as an educational consultant. |
Bruce deJong CPCU, ARM, AIC
Director, Talent Management, Learning & Ld at Enumclaw Insurance
Mutual of Enumclaw
| Bruce deJong is Director of Talent Management, Learning and Leadership Development at Mutual of Enumclaw; a northwest regional commercial, farm, and personal lines insurer. He has been working in Claims and HR within the P&C industry for 35 years and has a Master’s degree in Applied Behavioral Science. Bruce serves as a curriculum development advisor for the CIC program, and has been teaching with The National Alliance since 2018. Bruce also provides CE classes for Mutual of Enumclaw’s agents, is a seminar presenter for the National Association of Mutual Insurance Companies, and the Property Loss Research Bureau. He is also an executive coach and helps employees experience a rewarding insurance career by identifying and aligning their strengths. Working in both Claims and HR provides unique perspectives for Bruce’s present work of facilitating thoughtful discussion and cultivating an engaging learning environment. |
Attendance Compliance
Attendance is tracked throughout the program via random polling questions. You must reply to all polls. FULL ATTENDANCE IS REQUIRED FOR EARNING CE CREDITS AND DESIGNATION UPDATE CREDIT.
Requesting CE Credits
The day prior to the webinar, you must request or decline CE for the course via your course history listing under your PROfile account with The National Alliance. Note, if you try to complete this task earlier than one day prior to course start, the course will not show in your course history.
To complete your request, go to scic.com and follow the steps outlined below. The National Alliance will file your CE credits with the state insurance departments within 10 days of course completion.
- Click on Sign In and enter your username and password.
- Once logged in, click on My Courses.
- Click on Course History and find the appropriate course.
- Click on Modify CE in the right column.
- Complete the CE selection.
Attention FLORIDA, MICHIGAN, SOUTH CAROLINA, and WISCONSIN resident license holders!
These four states require an additional CE compliance form for webinars. Please complete the form for your RESIDENT STATE. Affidavits are available for these states only and post to your PROfile account the last day of the class and remain available for the following three days. Affidavits will be pre-filled with course specifics and your participant information. You will electronically sign and submit the required affidavit. Instructions for accessing the affidavit are below. If you do not complete the affidavit in the required timeframe, you will need to contact The National Alliance for assistance.
- Go to scic.com, click on sign in, and enter your username and password.
- Once logged in, click on My Courses.
- Click on Course History and locate the affidavit button under the Action Items column.
- Click on the affidavit, electronically sign, and hit submit.
Connection Information
IMPORTANT: REVIEW THE FOLLOWING ITEMS BEFORE THE SCHEDULED START TIME.
Logging in early to the webinar allows time for troubleshooting if necessary.
All Users: Before connecting to the webinar, review the following:
- The webinar is open 30 minutes prior to the scheduled start time. We recommend you connect early in case time is needed for troubleshooting purposes.
- Webinar is delivered via the Zoom webinar platform. Connecting to this webinar through a remote office connection/VPN may cause audio/video challenges and attendance polling issues. We recommend connecting to the webinar outside of your remote office connection/VPN.
- When you click on the link to the webinar, you will be asked to enter your first and last name and email address. No passcode is required.
- Audio will come through your computer’s speakers or mobile device. There is no call-in number for audio.
- Pay close attention to your education consultant’s opening comments for important rules, including the attendance policy. There will be three attendance polls each hour to remain compliant with the state insurance departments rules. If you miss an attendance poll, please use the Chat Feature within the webinar platform to send a chat regarding your missed poll. This should be sent immediately upon your recognition of missing a poll.
The chat message should include:
Your name
Missed Poll Number
Reason for Missed Poll
Example: Donald Duck, missed poll #4, internet connection issue
This information will be recorded with the attendance polling information. If you fail to comply with any of the rules, you may be unable to receive CE or designation update credit.
Technical Difficulties
If you have trouble logging in or encounter any other technical issues concerning the live webinar, please contact us at learning@ohioinsuranceagents.com.
Taking the exam? Here's all you need to know!
Exam Availability
Your exam will be accessed through The National Alliance’s Learning Management System (LMS). The exam will be available to you beginning at 12:01 am CST on the following Monday and will remain open until 11:59 pm CST on the following Thursday. You will have two hours to complete the exam once you begin. All questions are essay/short answer.
Plan accordingly for taking your exam. We do not advise taking the exam on Thursday after 4:30 pm because our offices are closed and you will not have access to technical assistance if needed. Exam access will not be granted after the exam window closes.
Exam Proctor
CIC online exams require a disinterested third-party proctor be present while you take the exam. A disinterested third-party is someone with no direct business or family relationship to you, has no financial interest in your success or failure, and is not concerned with the outcome of your exam. These three options are available to you:
Option 1 – Use MonitorEDU, a virtual proctoring service. You must have an extra device such as a smartphone or tablet. You will also need the “Google Meets” app loaded on your cell phone or tablet. A proctor will observe you remotely on camera while you complete the exam. No appointment is necessary and proctors are always available. First navigate to the MonitorEDU website, https://scicproctor.com/, and pay the proctoring fee. When ready to take the exam, return to this site and click “connect to proctor.”
Option 2 – You may visit a brick-and-mortar testing location. The quickest way to locate a proctor in your area is to conduct a Google search for “approved proctors near me.” Your search results will yield official testing centers at colleges, universities, libraries, and learning centers.
Option 3 – Someone in a dedicated HR or training department role within your organization may sit with you to proctor your exam.
It is important that you never launch your exam without a proctor present to avoid losing your exam attempt. For more information on National Alliance proctor requirements or to view instructional videos please visit https://www.scic.com/proctor-monitor-rules.
Prior to Exam - Submitting your Proctor for Approval
If you’re taking the exam you must submit your proctor information no later than the end of class on day two of the course. Late proctor submissions will not be accepted, and you will be required to use the MonitorEDU service. If you have issues with proctor submission, contact examhelp@scic.com for further assistance.
After you submit proctor details, you’ll receive a pop-up message that reads “request sent successfully.” All proctor submissions are automatically approved upon submission. You will ONLY receive an email notification from The National Alliance if they determine that your original proctor does not meet the definition of the disinterested third-party as explained above.
The Friday afternoon prior to the exam window opening, The National Alliance will send exam instructions, including an exam access PIN, to your proctor’s email address. We recommend you confirm receipt of the exam instruction email with your proctor in advance of your planned test date.
Follow these steps to submit your proctor information:
- Login to your PROfile account at https://pro.scic.com/SignIn.
- Click “Course History” on the left.
- Find the name of your course and click the “Proctor” button to the right.
- Fill in the proctor information fields and “Submit” or if using MonitorEDU, select the MonitorEDU option shown at the top.
Accessing the Exam
During the exam window mentioned above, you will have access to the online exam via your PROfile account. Your PROfile is your official CIC tracking platform through The National Alliance. Use the link below to access your PROfile. If you have not accessed your PROfile before or if you forget your login information, you can request it from the login page. If this is the first CIC program you’re attending you will not have a PROfile account. You should contact The National Alliance for further assistance at 800-633-2165.
Note: We suggest that you access your PROfile prior to the exam window opening so you can work out any login issues in advance. This will avoid any added tension during the exam window.
The Exam - Step-By-Step
- Login to your PROfile. After logging in, you will be taken to your homepage.
- Click on “Launch Learning Portal” (top right portion of the screen within the blue box). You are now entering the LMS.
- Click on the Learning Center (orange) box in the middle of the page and locate your current course in your course list. Click Launch.
- Find the exam item in the table of contents and open the exam page and follow the prompts on screen.
- Complete the exam!
For urgent exam issues, such as not being able to access your exam, please contact examhelp@scic.com.
Exam Tips and Notes
- Question responses will save automatically when the test-taker goes to the next page.
- Exam-takers should plan for a quiet environment without distractions.
- No notebooks, study materials, or cell phones are allowed during the exam.
- You may have a blank sheet of scratch paper and a simple function calculator during the exam. The sheet of paper needs to be destroyed after testing and no programmable or financial calculators are allowed.
- Leaving the exam room is not allowed, except to use the restrooms. No cell phones or other materials may be taken with the student when they leave the room.
- The proctor must be in the room during the exam and remain in a location where they can see the participant’s screen.
- The digital exam has a time clock to help the proctor enforce the time limit. All exams will auto submit after time expires. Participants finishing the exam before time has expired are permitted to submit their exam.
- Be sure to review your answers on all exam pages before submitting your exam.
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