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Click on a module below to access the full recorded webinar:

1.  Understanding Your Agency Operating Style    

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

2.  Employees, Your Key to Increased Productivity  

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

3.  Preparing for the Company Appointment             

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

4.  Yearly Planning and Agency Goal Setting           

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


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

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