Agency Management
Strategic Agency Planning for the Coming Year
Given the current economy and the current state of the insurance market place, what strategies should an agency employ going into 2011?
Complying with Client Privacy Laws
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
Preparing a Winning Underwriting or Bid Submission
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.
Conducting Constructive Annual Employee Reviews
Learn the critical factors that make your annual employee performance appraisal process contribute to the bottom line
Agency Management Executive Training Series
This 3-part, 12-hour course tackles an area necessary for sustaining and improving successful agency management and will provide key solutions to running your agency more efficiently and profitably.
Your Organization, the EEOC and Sexual Harassment
This seminar will explore the regulations against sexual harassment and help you better train and manage your employees in this critical employment arena.
How to Have the Tough Conversations
The ability to effectively prepare for and conduct a productive counseling session is an essential skill in today's workplace. Learn how to conducting the "difficult conversations."
Brain Drain--Don't Let the Coming Talent Exodus Cripple Your Organization
To address the coming brain drain strategically, a company must develop a strong vision and a stronger plan. Learn how to prepare your company for the upcoming "brain exodus."
Agency Self-Audits - Internal Controls and SOX Best Practices
Learn important approaches to tightening internal controls and instituting a higher level of efficiency in agency operations through self audits.
