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The training series will be presented in four one-hour sessions, to include:

Understanding Your Agency Operating Style: Thursday, June 29 at 1 p.m. ET

  • Your agency's operating style
  • Strengths, weaknesses, opportunities and threats
  • Your agency's value proposition

Employees, Your Key to Increased Productivity: Thursday, July 20 at 1 p.m. ET

  • Employee job design
  • Growth goals
  • Tracking and reporting

Preparing for the Company Visit: Thursday, August 24 at 1 p.m. ET

  • Key discussions with company representatives
  • The carrier-agency appointment process
  • How to best use company production records

Yearly Planning & Agency Goal Setting: Thursday, September 14 at 1 p.m. ET

  • Establishing a process for setting goals
  • Building carrier loyalty
  • Utilizing retention, rounding and referrals 
​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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