2022 TQA Program Modules


Build
Session #1 Foundations: March 14 - 15, 2022
Both days: 8:00 a.m. - 4:00 p.m. 
Instructor: Mary M. Belka of Eisenhart Consulting Group, Inc.

Two full days of insights on agency management including procedures to stop, start or to improve. Learn how to design your organizational structure for optimal performance and growth.

Grow
Session #2 Operational Success – Redefined: April 11 - 12, 2022
April 11: 6:30 - 8:30 p.m. and  April 12: 8:00 a.m. - 4:00 p.m.
Instructor: Mary M. Belka of Eisenhart Consulting Group, Inc.

Operations management has become a game-changer and a professionally-run agency is now a requirement for supporting sales efforts and achieving profitable growth. Creating appropriate, clear metrics is critical to agency performance. The myriad components of agency operations can no longer be handled piecemeal - an individual possessing a combination of insurance expertise, technological savvy, leadership skills and organizational acumen is needed to coordinate global operations in agencies both large and small. We will identify why agency owners struggle with things operational - and with delegating these responsibilities.

Session #3 Recruit, Engage & Retain, May 9 - 10, 2021
May 9: 6:30 - 8:30 p.m. and May 10: 8:00 a.m. - 4:00 p.m.
Instructors: Caryn L. Bedford, Big I Michigan and Mary M. Belka of Eisenhart Consulting Group, Inc.

Covid has changed the workplace forever - the remote workplace is here to stay in some form. How will you handle the new changes? Intentionally leading your agency with updated recruitment and management practices can provide  better risk management for you in these areas - and provide a better model for your clients as well. The need to replace the more loosely defined, reactive hiring practices of the past with a proactive, intentional approach in a changed landscape is critical. Planning is key!

Perpetuate

Session #4 Financial Success, Worth, & Perpetuation: June 6 - 7, 2022
June 6: 6:30 - 8:30 p.m. and June 7: 8:00 a.m. - 4:00 p.m.
Instructor: Chris Burand, Burand & Associates

  • Negotiating contingency/bonus income
  • Managing income/expenses
  • Measuring financial performance


Session #5 Strategize and Capitalize!: July 11 - 12, 2022

July 11: 6:30 - 8:30 p.m. and July 12: 8:00 a.m. - 4:00 p.m.
Instructor: Cheryl L. Koch, Agency Management Resource Group

Distinguish between marketing your agency effectively and actively selling your products and services.

Session #6 Choosing & Managing Company Relationships: August 29 - 30, 2022
August 29: 6:30 - 8:30 p.m. and August 30: 8:00 a.m. - 4:00 p.m.
Instructor: Mary M. Belka of Eisenhart Consulting Group, Inc.

  • Selecting suppliers carefully
  • Communicating expectations to carriers
  • Dropping markets to grow new business
  • Strengthening carrier relations


Session #7 Leadership, Commitment, & Management in a Changed World: October 3 - 4, 2022

October 3: 6:30 - 8:30 p.m. and October 4: 8:00 a.m. - 4:00 p.m.
Instructor: Mary M. Belka of Eisenhart Consulting Group, Inc.

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
Session #8 The Plan Comes Together: December 5 - 6, 2022 
December 5: 6:30 - 8:30 p.m. and December 6: 8:00 a.m. - 4:00 p.m.
Instructor: Mary M. Belka of Eisenhart Consulting Group, Inc.

Piece together all the parts of the plan and develop a solid business formula. Mary will also explain that planning, improving, building, growing for the long term goal of perpetuating is a continuous process.