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Mar 29
Take Your Agency to the Next Level

​Are you an up-and-coming agency owner or leader? Are you having a hard time gaining appointments with leading carriers? Or could you simply use some tools that can help you take your agency to the next level?

If any of that describes you, you don't want to miss the Right Start Training Series, to begin Thursday, April 25.

This four-part training series will provide you with the tools you need to soar to the next level and gain appointments with sought-after carriers. Registration is free for all Big “I" members and non-members, but only Big “I" members will have access to webinar recordings. Participants who attend all four sessions will receive a certificate of completion.

The series includes four one-hour sessions, which will all begin at 1 p.m. ET:

         April 25: Understanding Your Agency Operating Style

  • Learn your agency's operating style.

  • Identify strengths, weaknesses, opportunities and threats.

  • Develop your agency's value proposition.

    May 17: Employees, Your Key to Increased Productivity

  • Evaluate employee job design.

  • Determine growth goals.

  • Utilize tracking and reporting.

    June 20: 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.

    July 12: Yearly Planning and 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 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.


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​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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