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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.

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How to Hire and Develop New Producers (2-part series)

Regular Price: $199.00

Special Price: $100.00

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After real estate, people are usually the largest expense normally incurred by businesses. Add to that, the cost incurred when the wrong person is hired, the right person is hired but isn't trained well, or the team isn't led well. That's why Chris Burand is bringing us this 2-part class on hiring and developing producers.


If you are hiring now, or you're planning to hire soon, you need to join us for this class.

Attend Live May 31, 2022

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Lessons Learned from E&O Audits

$129.00
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E&O claims happen. It's just like any other line. Claims happen. That's why everyone buys insurance. But when claims happen, do losses have to happen? Join us as Casey Roberts takes his experience in the field conducting E&O audits and applies the lessons that he has learned so that you can avoid those E&O losses that can impact your ability to serve your clients.

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The War on Cybercrime: How You Must Wage It and Help Your Clients

$129.00
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Cybercrime occurs every day and insurance professionals need to protect themselves from it and need to be able to help their clients protect themselves, too. Join us as Tom Wetzel brings this important session to us.

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Why Becoming a Boutique Agency is Critical for Your Success

$129.00
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This presentation is based on the importance of agents learning their coverages deeply so they can be true advisors to their clients because the alternative, simply placing insurance that may or may not be adequate will be done by software and agencies earning materially less commission in the near future. Join us as Chris Burand brings his expertise on coverages to this highly timely topic.

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Goals Reimagined

$129.00
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This session details various goal-setting models and talks participants through how to use them. Not your typical goal-setting class, this will inspire and excite attendees to exceed their goals. Join us as Abi helps us with this timely topic to start off the new year.

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The Interactive Website: You Won't Recognize Yours in Two Years

$129.00
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Do you know what your clients want in your website? Does it matter? After all, it's your website, right? Why think about what the customer wants to see? Join us for this session and Tom Wetzel will help you to understand why the customer's needs really matter more than you think.

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Tackling the Brain Drain - Integrating an Emerging Generation and an Exiting Generation

$129.00
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Employee turnover can be high anytime, but when you have one generation that is leaving the workforce at the same time as another is entering it, the result can be difficult for the business, and the industry. In this session, Nancy Germond is addressing one of the greatest needs in the insurance world, bringing the next generations up to speed before another generation exits the scene completely. Join us for this important class.

Available On Demand

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Agency Data Security: Understanding Your Exposure and Mitigating the Risk

$129.00
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Cyber threats are everywhere and growing. Your clients are concerned about their data and if they aren't you should be. Join us as Tom Wetzel helps us to understand the need for tighter data security.

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Why Titling Yourself as a Risk Manager is an Invitation to be Sued

$129.00
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What's in a name? Much and in many ways, especially if that name is risk manager and you're really not one.


Join us as Chris Burand helps agents idea that they are probably not risk managers and why it's important that they avoid calling themselves such.




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E&O - From the Tower to the Trenches

$129.00
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E&O is complicated and some E&O classes can feel like getting lectured at by someone that doesn't understand how life works in the "real world".


Join David Thompson as he brings together two parts of the agency E&O chain, an E&O defense attorney and an independent agent.


This is a conversation that you don't want to miss.




Available On Demand

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Items 1 to 10 of 56 total

per page

Set Descending Direction