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.
NEW Interactive
Study Guide
Get ready for your CIC Agency Management final exam with our Interactive Study Guide! Designed as an engaging learning resource, this guide helps reinforce key concepts through:
- Key Point Reviews – Summarized insights from the course to solidify your understanding.
- Knowledge Checks – Test your comprehension with quick, engaging questions.
- Interactive Activities – Apply what you’ve learned with hands-on exercises.
Work through the activities in order or navigate freely between topics—your study, your way!
Technology Utilization Assessment Tool
Glossary
Study Set
Use this study set to review digital flashcards and play interactive vocabulary games for the insurance and risk management terms found in the glossary of this course!
Review Game
Launch this trivia-style review game to test your knowledge prior to taking the final exam for this course!
Section 1 – 24/7 Service & Online Presence
Resilience & Staying Competitive in a Digital World
In this video, an agency executive shares real-world insights on managing change, building resilience, and staying competitive in a digital world.
Section 2 – Hiring, Managing, and Evaluating Employees
The Whole Person Approach to Talent Management
In this video, Sara Bradshaw Ray, CIC, CKC, challenges you to think beyond traditional talent management and consider the Whole Person Approach—a method that integrates cognitive, affective, and conative strengths to build stronger, more engaged teams.
Section 3 – Marketing and Branding
Marketing, Branding, and Client Retention
This video explores how agencies market themselves, the impact of brand perception, the role of client retention—including relationship-building and account rounding.
Section 4 – Using AI in Today’s Agency
AI – The Tool for Today's Efficient Agency
This video explores how AI can streamline agency processes, boost efficiency, and free up time for revenue generation while addressing its potential drawbacks.
Section 5 – The Importance of Ethical Behavior
The Importance of Ethical Behavior, with David Walker, CIC, CRM, ARM, AAI, LIC, CAWC
This video highlights the importance of ethics in an agency, emphasizing how ethical behavior starts at the top, impacts relationships, and influences agency value in mergers and acquisitions.
