Copyright The National Alliance for Insurance Education & Research. All rights reserved. IN-HOUSE PROGRAMS CIC Institutes Comprehensive Training for the Professional Agent Agency Management Commercial Casualty Commercial Property Personal Lines Life and Health  Each Institute is 20 hours, 2 ½ days—followed by an optional 2 hr. exam  Current Technical Insurance Knowledge  Management Instruction Directed Specifically to Insurance and the Insurance Industry  A Broad and Comprehensive Program  Curriculum Tailored to Your Particular Region  Can Substitute any CRM Course for any One CIC Institute to earn designation

Copyright The National Alliance for Insurance Education & Research. All rights reserved. IN-HOUSE PROGRAMS Commercial Property Commercial Casualty  Examines the fundamentals related to all types of commercial property. Learn to use innovative ways to maximize coverage for commercial accounts. Institute Topics: Commercial Property Coverages Commercial Property Endorsements Commercial Property Causes of Loss Forms Time Element Coverages Commercial Inland Marine Coverages Businessowners Policies  Explore casualty exposures as they relate to this critical area. Presentations are custom-tailored to reflect laws and changes in policies in the state in which the institute is held. Institute Topics: Essential of Legal Liability Commercial General Liability Business Automobile Coverages Workers Compensation Excess Liability/Commercial Umbrella Coverages

Copyright The National Alliance for Insurance Education & Research. All rights reserved. IN-HOUSE PROGRAMS Life and Health Personal Lines  This institute prepares you to address the unique and special needs of individuals, families, and family members. Learn to deal with the complexity of forms associated with policies, risks, and coverages. Institute Topics: Personal Residential Coverages Personal Automobile Coverages Related Vehicle & Trailer Coverages Personal Umbrella/Excess Coverages  This institute furnishes the background, confidence, and knowledge you need to satisfy this demand and to succeed in this market. Institute Topics: Essentials of Life Insurance Essentials of Health, Disability Income and Group Insurance Applications of Life and Disability Income Insurance to Personal Needs Applications of Life and Disability Income Insurance to Business Needs Annuities

Copyright The National Alliance for Insurance Education & Research. All rights reserved. IN-HOUSE PROGRAMS Agency Management  Learn how to build and maintain staff support. Maximize customer service, and improve overall operations while increasing the agency’s bottom line. Institute Topics: Elements of Agency Development Human Resources, Client Retention and Services, and Agency Marketing Financial Analysis Agency Operations Legal and Ethical Responsibilities

Copyright The National Alliance for Insurance Education & Research. All rights reserved. IN-HOUSE PROGRAMS BENEFITS Cost Effectiveness Travel-related expenses are reduced or eliminated. Personal Attention Instructors can tailor their instruction to the current needs of the organization and its personnel. Quality Training Everyone in the organization will have the same level of knowledge and use the same vocabulary. Convenience Programs are conducted at the facility of your choice. Time away from the office and other expenses are minimized. Confidence Employers can experience first-hand, the practical, professional, and high quality education their employees receive. Experienced Faculty All faculty go through a rigorous review process before being certified. National Program Offered in all 50 states and Puerto Rico. Career Development Track Achieve career development track goals utilizing National Alliance programs.

Copyright The National Alliance for Insurance Education & Research. All rights reserved. Who Should Participate? To attend CIC Institutes and to be eligible to obtain the CIC designation, and individual must be a licensed agent, broker, or solicitor; or Have at least two years of full-time experience as a practitioner in insurance or risk management; or Have served for at least two years as a full-time insurance faculty member at an accredited college or university.

Copyright The National Alliance for Insurance Education & Research. All rights reserved. IN-HOUSE PROGRAMS CIC RESPONSIBILITIES –Provide the faculty members and the educational consultant. –Supply notebooks containing institute outlines, exhibits and forms for each participant. –Supply name badges, formalized participant list and certificate of participation for each participant. –Supply and administer exam. –Grade exams and notify participants of his/her results. –Create participant records for each person attending. –Provide certification for continuing education credit for state licensing. –Pay for faculty and honoraria, lodging meals and travel. SPONSORING AGENCY/COMPANY RESPONSIBITIES –Provide classroom suitable, according to CIC specifications, for the two and one half day-long institute. –Provide an on-site coordinator to assist Education Consultant. –Provide overhead projector and large screen for use by instructors. –Supply registration and break refreshments. –Pay the Society the prescribed course fee..