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.
The War of Cybercrime Just Got Tougher: How You Must Fight it More Effectively
It's only a matter of time. Even smaller entities have a risk of being targeted for cybercrime. Join us as Tom Wetzel brings us this timely and critical session.
10 Ways to Avoid an Agency E&O Claim
Agency errors and omissions insurance is there to provide coverage when a mistake turns into a damages request and it often happens because an insured didn't get a claim paid, or some other trouble occurs in the life of agency/client relationships. Join us as Nancy Germond brings us her top 10 ways to stay out of this trouble.
E&O Issues You Didn't See Coming: A Two-Part Series
The insurance world is a place of emerging and evolving risks. Just because insurance agencies serve their clients' risk management and insurance needs doesn't mean that their risk management needs are being met. In this special two-part session, Chris Burand brings us an update on the E&O issues that the insurance world is facing today.
E&O - The Experts Weigh In
E&O claims are easy. Said no one ever.
That's why David Thompson is bringing together some of the brightest lights in the E&O world. Join us as this team of experts unpacks E&O issues that insurance agents will face every day.
10 Tips to Better Priority Management
How is it that we often find ourselves doing the less important tasks? Or worse, looking at all that needs to be done and in a fit of overanalysis, do nothing?
Join us as Marsha Egan brings us her 10 best tips to better prioritize our life and work.
How to Hire and Develop New Producers (2-part series)
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.
Lessons Learned from E&O Audits
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.
The War on Cybercrime: How You Must Wage It and Help Your Clients
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.
Why Becoming a Boutique Agency is Critical for Your Success
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.
Goals Reimagined
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.