Agency Management
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.