Agency Management
Whether you're new to agency leadership or not, all of us can benefit from the guidance and help from someone that's been there and made that mistake. That's why we've gathered these agency management experts to help you to run your agency better. Maybe you'll even miss some of the pitfalls that others have fallen into.
Running an insurance agency is about more than getting licensed, learning about coverages, hanging a shingle out, and waiting for the world to come.
*You have to know how to hire and who to hire.
*You have to know how to compensate your team.
*You have to know how to plan for the future.
These classes are designed to give you the background that you need so that you can run your agency using best practices from around the industry.
Executive Training: Strategic Planning
Learn the ground rules on WHAT you need within your agency in order to create and execute a strategic plan, including the necessary steps on HOW to do so in this 2-hour class.
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.
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.
Executive Training: Choosing & Managing Carrier Relationships
Learn how to maximize your leverage with the carriers as well as specific steps to take to increase your profits through a well managed relationship with the carriers in this 4-hour class.
Executive Training: Agency Financial Management
Learn how to use good financial management techniques to outperform the competition in this 6-hour class on financial management.
Agency Management Executive Training Series (3-part 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.
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
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.