Skip Ribbon Commands
Skip to main content

New Training Series for Startup Agencies and New Agency Owners

Right Start Training Series Header Image for Website2.jpg

Over the past few years, the Big "I" Diversity Council has met with scratch agency owners from across the country to learn about the challenges they face within their businesses. One of the main obstacles voiced was the inability to gain appointments with top carriers which paved the way for the Right Start Training Series: An Agency Toolkit to Grow Your Business and Gain Appointments. Attendees will gain knowledge on operational effectiveness, employee productivity, carrier relations and goal setting. 

The Right Start Training Series is now available on-demand!


DC_RSS_homepageSlider Feb2020.jpg 

Part One  Your Agency Operating Style 

  • Understanding Your Agency Operating Style
  • Identifying Your Strengths, Weaknesses, Opportunities and Threats 
  • Developing 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 Developing Strong Carrier Relationships 

  • 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 and Agency Goal Setting 

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


Your Agency's Success Starts with You (2).png We will start our next mentorship program for underrepresented developing agency owners soon! More information here.

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

Follow Us!

Empowering Trusted Choice®
Independent Insurance Agents.​