
Agency Management
RESOURCES
This Study Guide has been prepared to enhance your learning experience. It contains all of the Check-In questions, Knowledge Checks, and Self-Quizzes contained within the course, along with an Answer Key and Glossary. Use it as a tool to help practice and assess your knowledge of the course material, but do not mistake it for a comprehensive “short-cut” to preparing for the final exam.
Be sure to take a look at the section, “Appendix,” that follows the Answer Key in this Study Guide. It contains valuable suggestions for test preparation and study techniques, as well as some sample exam questions and a glossary of terms.
Your path to success in passing the final exam will come from your attentiveness during the course and the effort you put into preparation.
Additional Resources

Insurance Marketers Eye Challenges and Opportunities
Join Mitch Dunford as he talks with Insurance Marketing & Communications Association (IMCA) board members Peter van Aartrijk, CIC, and Amy Hourigan, and Channel Harvest

Texas Nominee Named 2021 National Outstanding CSR of the Year
Darnella Rodriguez, CIC, CRM, CISR, Account Manager for Higginbotham, in Austin, Texas, has been awarded the most prestigious honor available to insurance customer service representatives: National Outstanding

On-demand, Online ACORD Forms Training Now Offered from The National Alliance for Insurance Education & Research
The National Alliance released a new online, self-paced ACORD form training as part of a new insurance bootcamp series. The new ACORD Bootcamp trains insurance agents

Remote Work Roundtable: How We Became Virtual Insurance Agencies
Tune in as Steve Anderson (President, The Anderson Network) talks to insurance and risk management professionals about the industry’s swift transformation to virtual agencies and remote

Podcast: Best Practices for Working From Home with Anson Thompson, CIC, CRM
In this COVID-19 Conversation, host Mitch Dunford, Chief Academic Officer at The National Alliance, interviews Anson Thompson, CIC, CRM, and co-owner of The Thompson Group.

Podcast: Remote Working Technologies for Insurance Professionals
Insurance professionals must learn to navigate changes that have occurred almost overnight as a result of COVID-19 restrictions and conditions. In this new episode of