Description

Discover the foundations of strategic planning inside an organization and the steps required to attain growth. You will learn how to apply the management ideas, methods, and practices required to run a profitable insurance agency in the CIC Agency Management course. Leave the session prepared to put profit-boosting techniques into practice.

Strategic Planning

Managing change, establishing actionable goals, identifying appropriate insurance markets, and conducting essential analyses.

Agency Talent Management

Learn how to recruit, hire, and manage personnel who reflect an agency’s culture and allow for a more productive and satisfying work environment.

Managing Agency Client Retention and Acquisition

Learn how to market for success, maintain fruitful client relationships, and shape your agency's brand.

Managing Agency Technology Utilization

Evaluate existing technologies and tools that support your agency’s workflows, standards, and procedures — the foundations for profitable growth.

Ethical Responsibility

How unfair trade practices influence ethical behavior and how missteps can lead to Errors and Omissions.

Agenda: View the Agenda here.

Hotel: Seacrest Beach Hotel MAIA 2024