Agency Management
Conducting Constructive Annual Employee Reviews
Learn the critical factors that make your annual employee performance appraisal process contribute to the bottom line
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.
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
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?
Is it Legal to Use Social Media in Hiring, Performance Management or Firing?
Learn the legalities of using social media in the pre-hire process; and manage employees in the proper use of social media once they are hired.
Where's Your Head: The Future of Production and Distribution
Learn how significantly and how quickly the insurance distribution system has changed; what it means to you; and the choice you have.
7 Steps Towards Avoiding Bad Carrier Contracts
This one hour training session teaches agencies about the three most common carrier contracts. Additionally, this class details what agents must and should consider before signing any carrier contract.
Performance Management Process
Learn the steps involved in creating and executing a successful Performance Management Process within your organization.
Leadership Land Mines and How to Avoid Them
Explore the most common land mines that can undermine your effectiveness as a leader. Learn strategies to overcome your mistakes and minimize their impact on your team.
