Session 1 - So You Own An
Independent Agency, Now What?
·
Intro
·
Building a Business Plan
·
E & O process & Audits
Session 2 - What is my Bottom Line and How Do I Get There?
·
How to read PL Reports other financial metrics
·
How to read Carrier Reports and what to look for
·
Agency Valuations
·
How do I compare to best practices
Session 3 - Growing your All Star Team – People Problems
·
Technology
o
Managing your Agency Management System
Session 4 - Putting the Bricks Together
·
Best Practices for Independent Agencies
o
Who is in charge of what in your office?
§
How to set up an office
§
Delegation 101
·
The dos and don’ts of HR
o
How to manage staffing changes
§
Attracting New Staff
§
Keeping Staff
§
Internship Programs
§
INVEST – Young Agent?
Session 5 - Growing Your Brand and Your Book
·
Marketing for Independent Agencies
·
Sales Mastery
o
Commercial
o
Personal
·
Contracts
o
How to read your contract
o
How to negotiate
Session 6 - Tricky Accounts, Setting Your Clients Up For Success
·
Importance of Selling Accounts to Underwriting
·
Claims Management
Session 7 - Execution - So You Have Completed TQA, Now What?
·
Selling the plan to your team
·
How to implement the plan you built