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Jun 22
Last Call: Register for the Right Start Training Series

Are you a new agency owner? Are you struggling to gain appointments with leading carriers? Or could you simply use some tools for taking your agency to the next level? Then don't miss the Right Start Training Series!

This four-part webinar series will provide you with the tools you need to gain appointments with major carriers and improve your agency in general. The training series begins next Thursday, June 29 and concludes on Thursday, Sept. 14.

Note: the Right Start Training Series is free for all Big "I" members and non-members. Participants who attend all four sessions will receive a certificate of completion. 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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Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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