 Navigating
the Industry’s “Transition” - causes,
constraints, and effects of the soft market, hard market,
and everything in between.- A new strategy for a new Insurance Era – converting
carrier/agency relationships into value-driven partnerships.
- Rising above the rest – breaking through presumptions,
stereotypes, and conventional “wisdom” while
rejuvenating your entrepreneurial spirit.
- Effective Agency Management Planning – differentiation,
opportunity selection, agency segmentation, and driving
uncommon value.
Key Discussion Points:
- Characteristics of the current market
- Shift in focus from policy/price to people/relationship
- Intro to service/sales cycle
- Segmentation strategies
- Investing time with agents that are worthy
- Definition and selection of High Payoff Activities
- Visibility and Viability with Key Agents
- Developing a personal goals program
Performance Plan
- Establish well-defined, measurable, professional objectives for production, retention, profitability, and personal efficiency.
- Determine short and long term personal objectives for career, health and fitness, family life, hobbies and interests, finances, etc. Formulate a detailed and manageable personal development plan to achieve these objectives.
- Create specific accountabilities and establish measurable performance benchmarks to stay consistent and on track.
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