Insurance Journal

For Current & Future Agency Owners and Managers:  Learn and develop core skills  necessary for successful leadership.

New business production does not just happen, it must be planned.  Learn how to organize your activities, use centers of influence, plan the sales call, follow up any call and effectively practice call reporting.

Through this course, agency owners, sales managers, and financial officers will begin to see how vital the concept of compensation analysis is to the success of its company.

CSRs are exceptionally important in customer retention and generating new sales. Learn to be the total solution provider for your client’s needs.

Elementary Risk Management Techniques missed by 90% of Agencies

This course will help you create a better bid presentation, build a stronger relationship with underwriters and help you present yourself in your organization's best light.

Learn about client privacy laws and regulations as well as recommendations for steps that will improve your agency’s ability to protect your client’s proprietary information