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How To Create Efficient, Profitable and Defensible Workflows

How To Create Efficient, Profitable and Defensible Workflows

Instructor Kym Martell
NY-  3 CE (All Licenses*) NYCR-284729
CT -  3 CE (General) 6000209271

Does the word “audit” give you night sweats? Instructor Kym Martell taps into her decades of experience auditing agencies to discuss why welcoming an audit might be the best decision your agency can make. She’ll discuss best practices of agency auditing and how it will identify workflow deficiencies, E&O exposures, lost profitability, and the strengths your agency can build upon. 

 

Information and the link will be emailed to the registered attendee the morning of the program by 8:00 am.  If you do not see the email in your general in-box, be sure to check your junk or spam folder.  Please note a headset or speakers are needed for this webinar.  There will not be a phone in option. 

For: For All Agency Staff

 
Members: $75 per person
Non-Members: $130 per person

Questions?  
New York       edu@biginy.org or 800-962-7950, press 3. 
Connecticut   team@bigict.org or 860-563-1950 

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Cancellation Policy

Per the New York Department of Financial Services, you cannot receive CE credit for any course previously used for your license renewal (based on the course approval number). 
Per the Connecticut Insurance Department, a course can be taken for CE one time in the current license period.  It may be taken again in a subsequent license period.  
 

*Not applicable for Title Insurance Agent*

 
 
When
5/19/2026 9:00 AM - 12:00 PM
Where
Online At Your Desk

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