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Right Start Training Series for startup agencies

FREE Four-part series to take your agency to the next level

​​Register now to participate in our online Right Start Training series for new agency owners or those interested in agency ownership. This FREE four-part series of one-hour sessions was created to give you the tools needed to soar to the next level and gain appointments with sought-after carriers. 

REGISTER NOW

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Sessions

Understanding Your Agency Operating Style (available on demand)
  • ​​Learn your agency's operating style.
  • Identify strengths, weaknesses, opportunities and threats.
  • Develop your agency's value proposition.

Employees, Your Key to Increased Productivity (May 17, 1:00 pm EDST)
  • Evaluate employee job design.
  • Determine growth goals.
  • Utilize tracking and reporting.

Preparing for the Company Visit   (June 20, 1:00 pm EDST)
  • ​Prepare for key discussions with company representatives.
  • Understand the carrier agency appointment process.
  • Learn how to best use company production records.

July 12: Yearly Planning and Agency Goal Setting  (July 12, 1:00 pm EDST)
  • Establish a process for setting goals.
  • Build carrier loyalty.
  • Utilize retention, rounding and referrals.​


 
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