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New Training Series for Startup Agencies and New Agency Owners

Part One - Your Agency Operating Style, Now Available On-Demand

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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 new four-part Right Start Training Series: An Agency Toolkit to Grow Your Business and Gain Appointments. Attendees will gain knowledge on operational effectiveness, employee productivity, and goal setting. 

The Right Start Training Series Part 1-4 are now available is available on-demand!

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

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Special thanks to the Big "I" Diversity Council

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

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