2023 Total Quality Agency (TQA)

Starts:  Oct 17, 2023 08:00 AM (ET)
Ends:  Apr 30, 2024 04:00 PM (ET)

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