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.
Be Careful What you Promise: A Review of a Recent Court Decision's Impact on the Broker/Agent Standard of Care
This class is important for all producers and support staff in the insurance industry. We all need to be informed and prepared to defend ourselves in court against the various allegations in an E & O lawsuit.
Self-Audit or Self-Destruct
Agents and Brokers are used to learning the hard way—by Getting Sued. We have audited too many offices and seen the same trends over and over again…producers and support staff are doing it their way.
Pitfalls of YOUR Agency Management System and E&O Avoidance
Most insurance brokers/agents have some sort of agency management system which puts them at risk for E & O lawsuits that will require electronic data to be discoverable in all actions.
Social Networking: OMG or E&O
Social networking is expanding rapidly and agents are encouraged by everyone around to jump in or miss the boat. At the same time the rapid evolution of the technology and vast seemingly instantaneous dispersal of information can leave the agency subject to new and unknown issues affecting errors and omissions.
The E&O Aftermath of a Natural Catastrophe
When a large natural catastrophe occurs, agencies always put forth great effort to care for their employees and clients.
Is Your Agency's Client Service Structure Outdated?
Getting the most from your existing resources is a priority for most agency owners.
How Agencies are Redefining Value Added Services
Moving beyond price into a more compelling conversation starts for most property and casualty agencies by offering a unique service or product the client couldn't get from the broker next door.
Succession Training- Building Your Team: Hiring, Training and Retaining the Best People
Once you have the right person for the job, how do you ensure that they'll want to stay?
Succession Training- Maximizing your Impact: The Art of Influencing Others
Do you know how to positively influence others in order to lead your team to success?
Fraud Detection / E&O (2-part series)
Stealing is not just a claims problem… it's an Industry problem. Join us as we discuss ways to minimize Insurance Fraud and explain how it increases Agency E&O exposures.