CIC AGENCY MANAGEMENT CORE MAIN EXAMS
ALL QUESTIONS AND ANSWERS SURE A+
✔✔In-house data - ✔✔storage such as a server is a pay-at-once investment, but it
requires updates
✔✔Third-party - ✔✔storage and maintenance vendor may go beyond monthly costs
✔✔Other costs included with technology selections - ✔✔1. in-house training
2. follow-up training
3. auditing the current database in preparation for a conversion
4. Auditing current procedures and workflows
5. updating workflows and procedures
✔✔Things to asses your agency's technology needs and decisions - ✔✔1. Current
needs
2. Future needs
3. Mobile Access
4. Functionality across platforms
5. Security
✔✔Standard - ✔✔an acceptable level of performance in every area of an agency's
operations - performance builds an agency's brand
, ✔✔Procedure - ✔✔clearly defines the items an agency needs to accomplish to achieve
a stated standard
Each item in a procedure identifies who is responsible, what needs to be done, and
when it should be completed
✔✔Workflow - ✔✔describes the specific keystrokes and steps employees need to
perform to complete a procedure
✔✔Benefits to developing and implements standards, procedures, and workflows - ✔✔-
Provide a benchmark for measuring compliance, productivity, and effectiveness
-Promote consistency, thereby reducing mistakes and errors and omissions exposures
-Identify need for change, training, and opportunities for both the technology and human
resources
✔✔It is necessary to evaluate several key areas to ensure effective implementation of
standards, procedures, and workflows - ✔✔- insurance company/agency workflows
-information-rich reports
-evidence of legal and ethical compliance
-staff compliance to ensure consistency
✔✔Benefits of operational assessments - ✔✔1. ensure consistency & adherence to
standards, etc.
2. Determine if employees are using the full capabilities of technological tools
3. measure employee and technology productivity
✔✔The consequences or results of assessments - ✔✔1. basis for employee
performance reviews and support for the agency's core value and mission
2. support the services an agency provides its customers
3. help identify "glitches" or inconsistencies that need to be corrected
✔✔The two factors for Information Management - ✔✔1. Complete Database
2. Document Management
effective information management relies entirely on electronic documents and
databases
✔✔Information Management Tips - ✔✔1. Track why and how frequently printed or hard
copy documents are required
2. populate all database fields
3. apply proper procedures and naming conventions
4. Keep databases up to date and accurate
ALL QUESTIONS AND ANSWERS SURE A+
✔✔In-house data - ✔✔storage such as a server is a pay-at-once investment, but it
requires updates
✔✔Third-party - ✔✔storage and maintenance vendor may go beyond monthly costs
✔✔Other costs included with technology selections - ✔✔1. in-house training
2. follow-up training
3. auditing the current database in preparation for a conversion
4. Auditing current procedures and workflows
5. updating workflows and procedures
✔✔Things to asses your agency's technology needs and decisions - ✔✔1. Current
needs
2. Future needs
3. Mobile Access
4. Functionality across platforms
5. Security
✔✔Standard - ✔✔an acceptable level of performance in every area of an agency's
operations - performance builds an agency's brand
, ✔✔Procedure - ✔✔clearly defines the items an agency needs to accomplish to achieve
a stated standard
Each item in a procedure identifies who is responsible, what needs to be done, and
when it should be completed
✔✔Workflow - ✔✔describes the specific keystrokes and steps employees need to
perform to complete a procedure
✔✔Benefits to developing and implements standards, procedures, and workflows - ✔✔-
Provide a benchmark for measuring compliance, productivity, and effectiveness
-Promote consistency, thereby reducing mistakes and errors and omissions exposures
-Identify need for change, training, and opportunities for both the technology and human
resources
✔✔It is necessary to evaluate several key areas to ensure effective implementation of
standards, procedures, and workflows - ✔✔- insurance company/agency workflows
-information-rich reports
-evidence of legal and ethical compliance
-staff compliance to ensure consistency
✔✔Benefits of operational assessments - ✔✔1. ensure consistency & adherence to
standards, etc.
2. Determine if employees are using the full capabilities of technological tools
3. measure employee and technology productivity
✔✔The consequences or results of assessments - ✔✔1. basis for employee
performance reviews and support for the agency's core value and mission
2. support the services an agency provides its customers
3. help identify "glitches" or inconsistencies that need to be corrected
✔✔The two factors for Information Management - ✔✔1. Complete Database
2. Document Management
effective information management relies entirely on electronic documents and
databases
✔✔Information Management Tips - ✔✔1. Track why and how frequently printed or hard
copy documents are required
2. populate all database fields
3. apply proper procedures and naming conventions
4. Keep databases up to date and accurate
