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Right Start Training Series for startup agencies now on demand

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

IIABA created the Right Start Training Series to give new agency owners and those interested in agency ownership the tools needed to move to the next level and gain carrier appointments. First offered in 2018, all four sessions of the FREE series are now available on demand.​​ Sessions are designed to give insights on  operational effectiveness, employee productivity, and goal setting.


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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 (available on demand)
  • Evaluate employee job design.
  • Determine growth goals.
  • Utilize tracking and reporting.

Preparing for the Company Visit  (available on demand)
  • Prepare for key discussions with company representatives.
  • Understand the carrier agency appointment process.
  • Learn how to best use company production records.

Yearly Planning and Agency Goal Setting  (available on demand)​
  • Establish a process for setting goals.
  • Build carrier loyalty.
  • Utilize retention, rounding and referrals.



 
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