2021 TQA Program Modules


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Build
Foundation Session Day 1: March 9th & 10th
Noon - 4:00 p.m. each day with Mary Eisenhart Belka via Go To Webinar

Foundation Session Day 2: March 16th & 17th
Noon - 4:00 p.m. each day with Mary Eisenhart Belka via Go To Webinar

Mary Eisenhart Belka of Eisenhart Consulting Group, Inc. leads attendees in a new and
exciting strategy to Build/Grow/Perpetuate your agency.

Grow
Session #1 Operational Success – Redefined: April 13th & 14th
Noon - 4:00 p.m. each day with Mary Eisenhart Belka via Go To Webinar
Operations management has become a game-changer and a professionally-run agency is
now a requirement for supporting sales efforts and achieving profitable growth. It’s not
“office management” anymore. Paper is – or should be – a distant memory. The myriad
components of agency operations can no longer be handled piecemeal – an individual
possessing a combination of insurance expertise, technology savvy, leadership skills and
organizational acumen is needed to coordinate global operations in agencies both large
and small. Creating appropriate, clear metrics is critical to agency performance. We will
identify why agency owners struggle with things operational – and with delegating these
responsibilities.

Perpetuate

Session #2 Strategize and Capitalize!: May 11-12, 2021
Noon - 4:00 p.m. each day with Cheryl Koch via Go To Webinar
Mary, with 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 #3 Financial Success, Worth, & Perpetuation: June 8-9, 2021
Noon - 4:00 p.m. each day with Chris Burand via Zoom
Mary, with Chris Burand, Burand & Associates, will educate on the importance of:
• Negotiating contingency/bonus income
• Managing income/expenses
• Measuring financial performance

Session #4 Choosing & Managing Company Relationships: August 31 - September 1, 2021
Noon - 4:00 p.m. each day with Chris Burand via Zoom
Mary and Chris will discuss the importance of:
• Selecting suppliers carefully
• Communicating expectations to carriers
• Dropping markets to grow new business
• Strengthening carrier relations

Session #5 Leadership, Commitment, & Management in a Changed World: October 5-6, 2021
Noon - 4:00 p.m. each day with Mary Eisenhart Belka via Go To Webinar
As we enter uncharted territory, intentional leadership has never been more critical. Agency leaders must help clients and employees adapt to a post-pandemic landscape. We examine this “new normal” complete with both opportunities and challenges, and help agency owners to identify skills and knowledge that will be needed to meet their clients’ evolving exposures and expectations.

Wrap Up
Final Session: The Plan Comes Together: December 7-8, 2021 
Noon - 4:00 p.m. each day with Mary Eisenhart Belka via Go To Webinar
Mary returns to piece together all the parts of the plan and show you how to develop a solid business formula. She’ll also explain that planning, improving, building, growing for the long term goal of perpetuating is a continuous process.