Insurance Pre-Licensing School has four different venues being presented during class:

1. Insurance Pre-Licensing School

You will be taking the State of Oregon Insurance Examination once the course is completed and you have received a Certificate of Completion. Submit a completed enrollment application and send a check.

Tuition $245 + Textbook $150 = $395 Total Cost

2. Southern Oregon University

This is a four credit course entitled Property & Casualty Risk Management. You must be a student at Southern Oregon University, there is one week of instruction plus the time to finish case analyses, take home tests and an impact paper. Submit a completed enrollment application and send a check for $615.

Tuition $245 +Textbook $150 + SOU Tuition $220 = $615 Total Cost

3. Professional development for the business community to understand Commercial Property and Commercial Liability insurance, this is a one day seminar. Submit a completed enrollment application and send a check for $150.

4. Professional development for the community to understand Home, Auto and allied insurance coverage, this is a one day seminar. Submit a completed enrollment application and send a check for $150.

Classes are held Monday through Friday, 8:00am to 5:00pm

Textbook

This is the beginning of a professional library for the student. This is an excellent text and is used in colleges and universities to teach risk management and insurance. The text is Principles of Risk Management & Insurance, Tenth Edition by George E. Rejda.

Insurance Pre-Licensing School Calendar

Property & Casualty classes occur once per month alternating between Medford and Portland, Oregon. Submit a completed enrollment application with your check.

Medford Location:                                  Portland Location:

Southern Oregon University                      Portland State University
Higher Education Center                           1825 SW Broadway
101 SW Bartlett                                       Portland, OR 97207
Medford, OR 97501

Management Consultant for Independent Insurance Agents,
Managing General Agencies and their Insurance Companies

Consultants can help insurance agencies improve their performance through formal frameworks or methodologies to identify problems or suggest more effective and efficient ways of performing insurance agency tasks .

Managing general agencies and insurance companies can request agency reviews for a variety of purposes.

There are several areas of experience:

Perpetuation

Disaster Planning

Ethics

Business Planning

Privacy Requirements

Strategic Planning

Mission Statement

Underwriting & Applications

Agency Valuation

Company Contracts

Employment contracts

Job Descriptions

Personnel manual

Agency Standards

Culture Statement

Vision Statement

Checklists-Personal/Commercial

Documentation

Management consulting refers to the practice of helping insurance agencies improve performance.

You are not alone. Let me know where your agency needs operations assistance and I will give you an estimate of the cost of the service. I will come to your agency and sit down with the principals to review areas of interest or concern.

You can expect:
* High Professional Standards           * Experienced
* Confidentiality                               * Knowledgeable
* Objectivity                                    * Independent
* Open Communication                     * Focus on the Agency