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TQA: The Plan 2014

SOLD OUT!

Please let us know if you would like to be placed on the wait list for 2015, email or call Mary Gardner at mgardner@michagent.org or 517-327-8045.

Whether you’re new to agency management, planning for perpetuation or simply trying to become extraordinary, the Total Quality Agency (TQA) series of seminars will provide you with a strategy for total quality agency management. 2014’s TQA program combines Best Practices with data and tools that will assist in building and growing a successful agency for the future. Start planning now!

Build
Foundation Session – Laying Out the Plan
(Filed for 8 hours of CE)
Monday, March 17 and Tuesday, March 18 – both days 8:00 a.m. - 4:00 p.m. (March 17 dinner on your own)
Mary Eisenhart of Eisenhart Consulting Group, Inc. leads attendees in a new and exciting strategy to Build/Grow/Perpetuate your agency.

Note: Sessions I – V begin with dinner on the first date from 6:30 - 9:00 p.m. (location TBD)

Grow
Session #1 – Cultivate Leaders
(Filed for 6 hours of CE)
Monday, April 14 and Tuesday, April 15
Leaders do not grow on trees, but with Mary’s help, you can:
• Identify forward thinkers
• Motivate employees to achieve
• Maintain valuable assets that drive your agency’s future

Perpetuate
Session #2 – Financial Success, Worth & Perpetuation
(Filed for 7 hours of CE)
Monday, June 2 and Tuesday, June 3
Chris Burand, Burand & Associates, will educate on the importance of:
• Negotiating contingency/bonus income
• Managing income/expenses
• Measuring financial performance

Session #3 – I.D. Operations and IT Opportunities (Filed for 7 hours of CE)
Monday, September 8 and Tuesday, September 9
Agencies that do the bare-minimum with technology fall behind in business. Mary can help identify and secure a global approach to agency operations by implementing a new tech strategy (including paperless, mobile office, social media, etc.)
and more. E&O issues will be addressed as well.

Session #4 – Strategize and Capitalize! (No CE)
Monday, October 6 and Tuesday, October 7
Instructor Cheryl Koch, Agency Management Resource Group, will host a valuable session that distinguishes between marketing your agency effectively and actively selling your products and services.

Session #5 – Carrier & Vendor Relations (Filed for 6 hours of CE)
Monday, December 1 and Tuesday, December 2
Chris will discuss the importance of:
• Selecting suppliers carefully
• Communicating expectations to carriers
• Dropping markets to grow new business
• Strengthening carrier relations

Wrap Up
Final Session: The Plan Comes Together
Monday, January 12 and Tuesday, January 13, 2015 
Mary Eisenhart returns to piece together all the parts of the plan that have been covered and show you how to develop a solid business formula. She will also explain that planning, improving, building, growing for the long term goal of perpetuating is a continuous process.


 

Professional Development
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Schedule & Location

Foundation: Monday, March 17 and Tuesday, March 18, 2014

Session #1: Monday, April 14 and Tuesday, April 15, 2014

Session #2: Monday, June 2 and Tuesday, June 3, 2014

Session #3: Monday, September 8 and Tuesday, September 9, 2014

Session #4: Monday, October 6 and Tuesday, October 7, 2014

Session #5: Monday, December 1 and Tuesday, December 2, 2014

Wrap Up: Monday, January 12 and Tuesday, January 13, 2015

Foundation and Sessions take place at the MAIA office. 

About TQA Presenter Mary Eisenhart, CPCU, ARM, Are, RPLU, CIC, CPIW

Mary Eisenhart, TQA PresenterMary Eisenhart has spent more than 30 years in the insurance industry, both in independent agencies and with insurance carriers. In 1996, she became an insurance industry consultant, and is the owner of Eisenhart Consulting Group in Lincoln, Nebraska, a consulting firm dedicated to helping insurance organizations become extraordinary.

Mary has been featured in Rough Notes and other insurance industry publications, and has authored a Best Practices tool for IIABA, The Next Generation: A Young Agent’s Best Practices Leadership Guide. She has also chaired local and state Big “I” Education Committees. Mary develops and presents insurance industry management, technical, Best Practices, motivational, and risk management seminars throughout the U.S. 

Street Smart Selling Workshop Qualifies for TQA Agency Update

Edwin Lamont - Workshop PresenterMAIA is pleased to invite you to participate in a sales workshop May 21, 2014 at the Kellogg Center in East Lansing, presented by Edwin Lamont CIC, CRM, President of Lamont Consulting Group, Inc.

Street Smart Selling satisfies the 2013-14 TQA update and is effective for experienced and inexperienced producers, account managers, CSRs and agency leaders. Not a TQA agency? No problem, all MAIA Members are welcome.  Click here for more information.

 

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