New Format: 16 CE Hour Institute Wednesday & Thursday ONLY Exam: Friday 8-10AM
Strategic Planning (4 hours)
What does it take to have a thriving agency? The answer is strategic planning, actions aimed toward agency profitability. Learn about change-management processes, establishing actionable goals, identifying appropriate insurance markets, and conducting essential analyses. Use tools that measure an agency’s financial health, including examinations of cash flow, budgets, income statements, and balance sheets — all of which provide the insight required for making effective strategic decisions.
Talent Acquisition and Development (4 hours)
Acquire the tools necessary to build and manage today’s diverse workforce. Learn how to recruit, hire, and manage personnel who reflect an agency’s culture and allow for a more productive and satisfying work environment. Learn how to hire for success, including how to write position descriptions, conduct interviews, train new employees, evaluate performance, and manage separations.
Client Retention and Acquisition (2 hours)
Acquire and keep new clients and learn how to meet their expectations. The information provided in this section will teach you how value, vision, and mission statements shape your agency’s brand and help you capture and keep clients. Learn how to market for success and maintain fruitful client relationships. Discover how to determine the profitability of an account.
Technology Utilization (3 hours)
Learn how to evaluate existing technologies to determine how to effectively engage with clients and insurance companies. This section will help you learn how to select and implement the tools and technology that support your agency’s workflows, standards, and procedures — the foundations for profitable growth.
Ethical Responsibility (3 hours)
Learn the relevance of professional ethics in the workplace and the legal duties an ethical agent, agency, and insurance company are responsible for. Understand how unfair trade practices influence ethical behavior, and how missteps can lead to Errors and Omissions. This section will provide you with the foundations of ethical behavior, steps in ethical decision-making, and the process of establishing a Code of Ethics.