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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.

Agency Management

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Succession Training- The Performance Management Process: Linking Performance to Results

$129.00
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Do you have an effective Performance Management Process in place?

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Succession Training (5-part series)

$497.00
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In this 5-part webinar, Kathy teaches you valuable skills to become a successful and effective leader.

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Inbox Detox and the Habit of Email Excellence

$129.00
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Slave: a person under the domination of some habit. Email is a great means of communication, but it can also dominate our lives; making us slaves to our inbox.

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Succession Planning for Managers and Owners

$129.00
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Business leaders, managers, and supervisors who want (and need) smooth and effective transitions when employee openings need to be filled must attend this class.

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Five Claims Secrets No Lawyer Wants You to Know

$129.00
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Have you ever wondered how attorneys - who attend exactly none of our industry's plethora of training, continuing education (CE), or designation sessions - have managed to create a massive profit niche out of inserting themselves into insurance claim resolutions?

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Top 10 Things Agents do Everyday - But Shouldn't

$129.00
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If you've even wanted to turn potential E&O from mere CYA to ROI - or simply wish you could turn everyday chaos into potential growth, this session is for you.

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7 Steps Towards Avoiding Bad Carrier Contracts

$129.00
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This one hour training session teaches agencies about the three most common carrier contracts. Additionally, this class details what agents must and should consider before signing any carrier contract.

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The Future of Production and Distribution

$129.00
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Learn how significantly and how quickly the insurance distribution system has changed; what it means to you; and the choice you have.

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Complying with Client Privacy Laws

$129.00
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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

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Executive Training: Agency Financial Management

$527.00
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Learn how to use good financial management techniques to outperform the competition in this 6-hour class on financial management.

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