Presented by the Big “I” Diversity Council

Right Start
Training Series.

Get ready, get appointed and get growing in four on-demand modules.

A Training Series for Startup Agencies and New Agency Owners.

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.

This paved the way for the 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.

Access the training today

The Right Start Training Series

The four-part series is your agency toolkit to grow your business and gain appointments. Through this training, Big “I” members will gain practical strategies to streamline operations, boost team productivity, prepare effectively for carrier appointments, and set and reach meaningful agency goals.

Part 1: Your Agency Operating Style

Understand your agency operating style.

Identify your strengths, weaknesses, opportunities and threats.

Develop your agency’s value proposition.

Part 2: Employees Are Your Key to Increased Productivity

Evaluate employee job design.

Determine growth goals.

Utilize tracking and reporting.

Part 3: Developing Strong Carrier Relationships

Prepare for key discussions with company representatives.

Understand the carrier agency appointment process.

Learn how to utilize company production records.