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CRM: Control of Risk

February 17-18, 2021

Everything you need for access to your seminar is below.
  • Webinar Access and Agenda
  • Attendance Compliance
  • Course Materials
  • Technical Difficulties
  • Requesting CE Credit
  • Exam Information

Webinar Access
You will be sent invitations/access links directly from GoToWebinar by Wednesday February 10, 2021.  If you do not receive your invitations to the GoToWebinar sessions, please email Cassie ( to request them.  There will be separate join links sent for morning and afternoon session each day.  You should receive a total of four invitations. 


Wednesday, February 17, 2021 (All times are Eastern Standard Time)

7:30 am-9:00 am
Join Webinar

8:00 am-12:15 pm
Risk Control and Mitigation- Human resources
  • Mark Gaskamp, CIC, CRM, CPCU, ARM, CSP, ALCM

12:15 pm-1:15 pm

1:15 pm-5:15 pm
Risk Control and Mitigation- Property & Liability
  • Mark Gaskamp, CIC, CRM, CPCU, ARM, CSP, ALCM
5:15 pm-5:30 pm
Exam Briefing


Thursday, February 18, 2021 (All times are Eastern Standard Time)

7:45 am-8:00 am  
Join Webinar

8:00 am-12:00 pm
Crisis & Disaster Planning
  • Graham P. Kenyon, CRM
12:00 pm-1:00 pm
1:00 pm-5:00 pm
Claims Management
  • Graham P. Kenyon, CRM


Attendance Compliance

  • Attendance is tracked via random attendance checks throughout the presentation.  
  • You must reply to every attendance check.  
  • Full attendance is required for earning CE credit and designation update credit. 


In order to count attendance, polls will be launched unannounced throughout the webinar. 

  • There will be four polls per hour. The poll will be a blue screen that takes up the entire screen for 30-60 seconds. 
  • Simply choose one of the answer choices to acknowledge your attendance. 
  • If you ever have issues with a poll please type in the question box ' poll #_ I am here' and your attendance will be noted by the webinar coordinator.
  • If you have any technical or attendance-related issues during the webinar, you must communicate them to the coordinator in the question box.

Course Materials

  • Download the course materials in PDF format.  You can print the materials or download them to an e-reader or laptop for reference during the webinar.  
  • You will also be able to access the notebook on your PROfile 7 days prior to the start of the class.

Connection Information


Logging in early to the webinar allows time for troubleshooting if necessary.  For connection issues, please contact Cassie Young, or (502)-245-5432 ext 105.

  1. Log in at least 30 minutes prior to start time.  This allows time for any necessary troubleshooting.
  2. Pay close attention to your instructor's opening comments for important rules, including the attendance policy. If you fail to comply with any of the rules, you may be removed from the webinar and unable to receive CE or designation update credit.
  3. Clicking the join link will bring you directly into the webinar.  You will not need to enter your names it has already been entered from your registration. 


Technical Difficulties

If you have trouble logging in or other issues concerning the live webinars, please contact Cassie Young, or (502) 245-5432 ext 105.


If when trying to join the webinar an error message is received it is most likely an issue with a firewall block. You should try accessing the webinar outside of the company network or outside of Citrix. You may also attend on the GoToWebinar smartphone app from Google Play or the App Store.

Requesting CE Credits

The National Alliance will file your CE credits with the state insurance departments within 10 days of course completion. 

Instructions for requesting CE on PROfile:


  1. Go to The National Alliance website
  2. Click on Sign In at the top of the page to sign into PROfile.
  3. Click on the Course History tab.
  4. Under the 'Action' column, select 'Request/Decline CE' to complete and submit your request.

You must complete your request by the end of the course. For accurate reporting, participants must include their name (as it appears on their license), state of license, and license/NPN number. CE will be processed after attendance is verified. Most states require 100% attendance for state CE credit.



Exam Availability

Your exam will be accessed through the National Alliance's Learning Management System (LMS).  The exam will be available to you beginning at 12:01 am CST on Monday, February 22, 2021, through 11:59 pm CST on Thursday, February 25, 2021.  You will have two and a half hours to complete the exam once you begin.  All questions are essay/short answer.


Exam Proctor

Starting February 1st, the National Alliance will be reinstating our full requirements for proctors for online exams. We had relaxed the disinterested third-party rule due to COVID-19 and will be reinstating the rule with all programs beginning February 1st and after. There are 2 things that will happen:

1.    All exam-takers will need a disinterested third-party to proctor them. The National Alliance has updated the rules and requirements, as well as added 2 "how to" videos on the website at

2.    For CIC, CRM, and CPRM exam takers, the National Alliance will now be gathering your proctor information in your PROfile account on the website, and not inside the LMS as previously done. There is a new PROCTOR button in your course history that you will use to submit proctor information now. The proctor information must be submitted prior to your testing window. The rules and requirements are explained on the page as well. 


Exam Proctoring

All online exams require a proctor. In order for someone to serve as your proctor, they must meet the definition of a disinterested third-party as defined below:

  • A disinterested third-party is someone with no direct business or family relationship to you. For example, an agency principal, a supervisor, a subordinate, a friend or family member would NOT qualify as a disinterested third party.
  • Disinterested third-party proctors are available in many locations.  The quickest way to a locate a proctor in your area is to conduct a Google search for “approved proctors near me."  Some examples of a disinterested third party are: a coworker who exclusively works in a training/HR role or a local proctoring facility/testing center. Many libraries and colleges also offer proctoring services.
  • The National Alliance allows MonitorEDU as a virtual proctoring option. You can learn more and access their service at at any time.  You do not have to have an appointment.  After you pay the small service fee, you may connect to a proctor on demand.
  • As a student, you should never launch your exam without a proctor present.  The time will begin and you will lose your exam attempt if your proctor is not present.  For more information and to watch instructional videos, please visit 


Submitting your Proctor for Approval

  • In your account at, you will need to submit your selected Proctor's information to The National Alliance prior to testing.  The National Alliance will send exam instructions, including an exam access PIN, to your Proctor's email address.  
  • To submit a Proctor to The National Alliance, you will need to log into your account, navigate to your Course History, and click on the button that says Proctor next to your course.
  • If The National Alliance finds that your selected Proctor does not meet the definition of the disinterested third-party as explained above, they may contact you about the need to select a new Proctor prior to testing. 

Please watch a short video to help you better navigate the online exam process. Do not be alarmed if the requested proctor information is different than in the video, necessary information varies from course to course. 

Instructions for Accessing and Taking the Exam:

Accessing the Exam

  • During the exam window mentioned above, you will have access to the online exam via your PROfile account.  Your PROfile is your official CRM tracking platform through the National Alliance.  Use the link below to access your PROfile.  If you have not accessed your PROfile before or if you forget your login information, you can request it from the login page.  If this is the first CRM program you're attending you will not have a PROfile account.  You should contact The National Alliance for further assistance at 800-633-2165.
  • You will access the online exam via your account at  Once you log in via The National Alliance website,, you will be taken to your home screen or landing page.  To access your online exam from that home page, please refer to the top right hand portion of the screen where it shows a blue button that says Launch Learning Portal.

Sign in (

Note: We suggest that you access your PROfile prior to the exam window opening so you can work out any login issues in advance.  This will avoid any added tension during the exam window.

The Exam – Step-By-Step

  1. Visit the website and sign in to your PROfile.  After logging in, you will be taken to your account's homepage.
  2. Click on Launch Learning Portal  (top right portion of the screen).  You are now entering the Learning Portal.
  3. Click on the Learning Center (orange) box in the middle of the page and locate your current course in your course list.  Click Launch.
  4. Find the exam item in the table of contents and open the exam page and follow the prompts on screen.  
  5. Complete the exam!

For urgent exam issues, such as not being able to access your exam, please contact


Exam Tips and Notes

  1. Question responses will save automatically when the test-taker goes to the next page.
  2. Exam-takers should plan for a quiet environment without distractions.
  3. No notebooks, study materials, or cell phones are allowed during the exam.
  4. You may have a blank sheet of scratch paper and a simple function calculator during the exam.  The sheet of paper needs to be destroyed after testing and no programmable or financial calculators are allowed.
  5. Leaving the exam room is not allowed, except to use the restrooms.  No cell phones or other materials may be taken with the student when they leave the room.
  6. The proctor must be in the room during the exam and remain in a location where they can see the participant's screen.
  7. The digital exam has a time clock to help the proctor enforce the time limit.  All exams will auto submit after time expires.  Participants finishing the exam before time has expired are permitted to submit their exam.
If you have technical difficulties connecting to the exam, please contact



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