Total Credits: 3 including 3 CE Credit
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid the fatal mistakes. Attendees will learn the essentials of the budgeting process and the important metrics that must be tracked to assure agency growth and success. Finally, we will examine how to set and track goals and evaluate for accountability.
SC Course number 6000185297
Please Read - Important CE Instructions and State Required Forms (607.1 KB) | Available after Purchase |
2022 DOI Statement (132.3 KB) | Available after Purchase |
Planning for Success Handout (2.4 MB) | Available after Purchase |
Planning for Success Timed outline (14.2 KB) | Available after Purchase |
Terry is a 40-year veteran of the insurance industry. In an attempt to enjoy a little slower paced life, he has joined the Correll Insurance Group of agencies as the President of Coastal Plains Insurance, LLC (CPI) and South East Coastal Underwriters (SECU) in beautiful Hilton Head Island, South Carolina. Terry is part owner and responsible for the day to day operations of CPI and SECU. Prior to Terry's joining CPI he was owner and CEO of Florida Insurance Educators, Inc. which is an insurance education and consulting firm that in conjunction with Florida Insurance School worked with state and national organizations providing a variety of educational courses and consulting services. Terry continues to accept national speaking engagements and writes technical articles for a variety of state and national insurance publications. In his spare time Terry is also recognized by Federal and State courts as an expert on insurance coverages and serves as an expert witness. Terry began his career in 1979 in Florida. The majority of his time was spent as the principal of an independent insurance agency in Florida where he specialized in a variety of Professional Liability programs as well as designing several specialty programs serving the Construction industry. Terry has also worked with the Florida Department of Insurance where he was the Administrator of Agents Licensing. His primary responsibilities included the approving individuals for agent licensing and supervision the writing of all state insurance examinations. During this time, he also represented the state of Florida on the National Test Development Committee which sets standards for agents licensing examinations. Currently, Terry holds a Certified Insurance Counselor (CIC) designation and is a National Faculty Member of the Society. In addition, he serves as the Educational Consultant in the State of North Carolina. Terry also holds a Chartered Property and Casualty Underwriter (CPCU) and Construction Risk and Insurance Specialist (CRIS) professional designations.
Tue, Feb 04, 2025 - 03:00pm to 05:58pm EST
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Fri, Feb 21, 2025 - 09:00am to 11:58am EST
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Wed, Mar 05, 2025 - 11:00am to 01:58pm EST
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Mon, Mar 17, 2025 - 01:00pm to 03:58pm EDT
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Thu, Apr 03, 2025 - 03:00pm to 05:58pm EDT
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Tue, Apr 15, 2025 - 09:00am to 11:58am EDT
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Thu, May 08, 2025 - 11:00am to 01:58pm EDT
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Wed, May 28, 2025 - 01:00pm to 03:58pm EDT
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Wed, Jun 11, 2025 - 03:00pm to 05:58pm EDT
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Mon, Jun 30, 2025 - 09:00am to 11:58am EDT
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Mon, Jul 07, 2025 - 11:00am to 01:58pm EDT
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Thu, Jul 17, 2025 - 01:00pm to 03:58pm EDT
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Wed, Aug 06, 2025 - 03:00pm to 05:58pm EDT
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Thu, Aug 21, 2025 - 09:00am to 11:58am EDT
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Mon, Sep 08, 2025 - 11:00am to 01:58pm EDT
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Tue, Sep 16, 2025 - 01:00pm to 03:58pm EDT
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Wed, Oct 08, 2025 - 03:00pm to 05:58pm EDT
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Mon, Oct 20, 2025 - 09:00am to 11:58am EDT
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Thu, Nov 13, 2025 - 11:00am to 01:58pm EST
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Mon, Nov 24, 2025 - 01:00pm to 03:58pm EST
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Tue, Dec 02, 2025 - 03:00pm to 05:58pm EST
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Fri, Dec 26, 2025 - 09:00am to 11:58am EST
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