2024 Total Quality Agency (TQA)

Starts:  Nov 5, 2024 08:00 AM (ET)
Ends:  May 6, 2026 04:00 PM (ET)

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