New Training Series for Startup Agencies and New Agency Owners

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Over the past few years, the Big "I" Diversity Task Force has met with agency owners from across the country to learn about the challenges they face within their businesses. One of the main obstacles they voiced was their inability to gain appointments with top carriers—which paved the way for the new four-part Right Start Training Series: An Agency Toolkit to Grow Your Business and Gain Appointments 

This training series gives new agency owners and startup agencies the tools and techniques they need to not only gain but also retain appointments with top carriers. A certificate of completion will be provided at the conclusion of the series to participants that have attended all four sessions.


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The training series includes the following one-hour sessions:


 Part One: Understanding Your Agency Operating Style

  • Learn Your Agency's Operating Style
  • Identify Strengths, Weaknesses, Opportunities and Threats
  • Develop Your Agency's Value Proposition

Part Two: Employees, Your Key to Increased Productivity

  • Evaluate Employee Job Design
  • Determine Growth Goals
  • Utilize Tracking and Reporting

 Part Three: Preparing for the Company Visit

  • Prepare for Key Discussions with Company Representatives
  • Understand the Carrier Agency Appointment Process
  • Learn How to Best Use Company Production Records


Part Four: Yearly Planning & Agency Goal Setting

  • Establish a Process for Setting Goals
  • Build Carrier Loyalty
  • Utilize Retention, Rounding and Referrals

The Big "I" Diversity Task Force is proud to be recognized for the third year in a row as one of the nation's top 25 diversity councils. Take advantage of free diversity tools, including webcasts, research materials and marketing plans.

Questions? Contact Whitnee Dillard.