Training Series for Startup Agencies & New Agency Owners.
Over the past few years, the Big “I” Diversity Council has met with scratch agency owners from across the country to learn about the challenges they face within their businesses. One of the main obstacles voiced was the inability to gain appointments with top carriers which paved the way for the new four-part Right Start Training Series: An Agency Toolkit to Grow Your Business and Gain Appointments. Attendees will gain knowledge on operational effectiveness, employee productivity, and goal setting.
The Right Start Training Series: Parts 1-4.
An Agency Toolkit to grow your business and gain appointments. Through this training, Big “I” members will understand and enhance agency operations, increase employee productivity, learn how to prepare for company visits, and establish and achieve agency goals.
Part 1: Your Agency Operating Style
Identifying your strengths, weaknesses, opportunities and threats
Developing your agency’s value proposition
Part 2: Employees, Your Key to Increased Productivity
Determine growth goals
Utilize tracking and reporting
Part 3: Developing Strong Carrier Relationships
Understand the carrier agency appointment process
Learn how to best use company production records
Part 4: Yearly Planning & Agency Goal Setting
Build carrier loyalty
Utilize retention, rounding and referrals
Big “I” Members access on-demand training here.
Big “I” Diversity Council Company Partners.
