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Jan 2023 Diversity Webpage
Right Start
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Right Start
Click on a module below to access the full recorded webinar:
Part One:
Understanding Your Agency Operating Style
1.1
Understand Your Agency's Operating Style
1.2
Identify Strengths, Weaknesses, Opportunities a
nd
Threats
1.3
Develop Your Agency's Value Proposition
Part Two:
Employees, Your Key to Increased Productivity
2.1
Management Success Keys
2.2
Evaluate Employee Job Design
2.3
Determine Growth Goals
2.4
Utilize Tracking and Reporting
Part Three:
Developing
Strong Carrier Relationships
3.1
Prepare for Key Discussions with Company Representatives
&
Learn How to Best Use Company Production Records
3.2
Understand the Carrier Agency Appointment Process
Part Four:
Yearly Planning and Agency Goal Setting
4.1
Establish a Process for Setting Goals
4.2
Build Carrier Loyalty
4.3
Utilize Retention, Rounding and
Referrals
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