Agency Management
Keeping Clients for Life -Superior Customer Service
Learn how to keep your best clients for life and to develop satisfied, long-term clients who are fiercely loyal to your agency.
Selecting and Implementing the Right Business Model for Your Agency
Selecting the appropriate business model is the biggest component that decides the success or failure of insurance agencies.
Practical and Applicable Errors and Omissions Tips
Learn tips on how to avoid some of the most common mistakes made in the broker/agency operation.
Working with Adjusters to Get Claims Paid
This class is designed to provide agents and other insurance professionals with consultative claims skills to improve carrier relationships and improve bottom line financial results.
The Proper Care and Feeding of Certificates of Insurance
This course reviews the legal and regulatory issues as well as the do’s and don’ts for handling Certificates of Insurance.
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.
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."
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."
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.
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.
