November 5, 2024 - Session 1 - So You Own An Independent Agency, Now What?
• Introduction to TQA
• Building a Business Plan
• Agency Budgeting
December 17, 2024 - 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
• Contracts
o How to read them
o How to Negotiate them
January 7, 2025 - Session 3 - Growing your All Star Team
• Technology
o Managing your Agency Management System
• Marketing
• Sales Mastery
o Commercial
o Personal
March 4, 2024 - 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?
April 1, 2025 - Session 5 - Tricky Accounts, Setting Your Clients Up for Success
• Claims Management
• Underwriting
• Errors and Omissions
May 6, 2025 - Session 6 - Execution - So You Have Completed TQA, Now What?
• How to implement the plan you built
• Implementing the plan you built