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May 25
New Agencies: Want to Gain Carrier Appointments?

Registration is now open for the Right Start Training Series, which provides startup agencies and new agency owners with essential tools to help you grow your agency and gain appointments with leading carriers.

The free training series begins Thursday, June 29 and concludes Thursday, September 14. Participants who attend all four sessions will receive a certificate of completion.

The four one-hour sessions include:
Understanding Your Agency Operating Style             

Thursday, June 29 at 1 p.m. ET

  • Learn your agency's operating style.
  • Identify strengths, weaknesses, opportunities and threats.
  • Develop a value proposition.  

Employees, Your Key to Increased Productivity       

Thursday, July 20 at 1 p.m. ET

  • Evaluate employee job design.
  • Determine growth goals.
  • Utilize tracking and reporting.

Preparing for the Company Visit

Thursday, August 24 at 1 p.m. ET

  • Prepare for key discussions with company representatives.
  • Understand the carrier agency appointment process.
  • Learn how to best use company production records.

Yearly Planning & Agency Goal Setting               

Thursday, September 14 at 1 p.m. ET

  • Establish a process for setting goals.
  • Build carrier loyalty.
  • Use 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. Questions? Contact Whitnee Dillard.

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