The programs below provide agency owners and principals the strategic knowledge and management skills they need to tackle complex issues. Topics for our management training are identified through member input, course evaluations and other feedback.
Agency Management System Selection E-Summit (recorded webinars)
Take a guided tour through over a dozen agency management platforms without leaving your home or office. Technology expert Steve Anderson streamlines the research and system review by moderating one-hour demos with each vendor. (Webinars will remain available for approximately nine months after their original recording in July 2018.)
HR Pitfalls for Independent Agencies (on-demand program)
This online course is presented by IA&B legal and industry affairs staff who discuss common HR pitfalls that impact independent agencies. It is designed to help principals and owners better manage their agency by improving their skills in recruiting, training and managing employees. Management practices discussed in the course help with agency stability and perpetuation as well as with remaining compliant with state and federal laws.
Vital Signs...Learning the Metrics that Are Key to Your Agency's Success (Recorded Power Hour webinar)
Learn key financial indicators that should be tracked to plot the course for success. With a few simple indicators, you can monitor your agency's health. By doing it regularly, you can also measure your progress and how your corrective measures affect the bottom line. This webinar is presented by agency consultant Chris Burand.
New HR & Staffing Solutions for Insurance Agencies (Recorded Power Hour Webinar)
The program describes the shifting paradigm of agency hiring and staffing. Learn how to adapt while remaining on track to their business goals and true to their customer service ideals. Featured speakers are Sharon Emek, Ph.D., CIC and Bill Hunt, senior executives from Work at Home Vintage Employees (WAHVE, a unique contract staffing solution matching agencies with remotely based experienced insurance professionals.
Premium Financing Challenges & Opportunities (Recorded Power Hour Webinar)
Learn why current market pressures on businesses’ cash flow can make premium financing essential in the selling process and how best to use premium financing to help you write business. Understand how premium finance companies look at a risk to determine rates and learn about financing solutions you didn’t know were available. This program is presented by Stewart Sheppard, president of Premium Finance Brokerage.
Understanding Predictive and Catastophe Modeling (Recorded Power Hour Webinar)
Loss potential from a major hurricane (and many more mundane risks faced by your insureds) can be factored into underwriting calculations through predictive modeling. Learn how catastrophes and other weather-related events are rated, how multi-variate analysis works and how refined it can be and how predictive modeling is developed. Presented by Kevin Livermore and Grant Owens, Karen Clark & Co., Catastophic Modelers.
Marketing & Branding; The TrustedChoice.com Consumer Portal (Recorded Power Hour Webinar)
Learn how Trusted Choice and Project CAP are providing “Four Affordable Ways to Kick Butt Online.” Learn how to have an effective website, how to optimize your appearance in search directories, How estabilish your social meda presence and how to enhance your profile on TrustedChoice.com. Presented by Paul Martin, CPCU, State Association Liaison for Project CAP.
Understanding Digital Signatures & Electronic Transactions (Recorded Power Hour Webinar)
Learn the legality of electronically executed contracts, the permissibility of delivering policy documents via email, services available to facilitate e-signatures and more. Learn if a signature valid when the application just shows a typed name and if duty to read the policy still an available defense if it was sent electronically. Presented by Claire Pantaloni, CIC, CISR and Don Bankus, IA&B.
Key Financial Ratios to Monitor in an Agency (Recorded Power Hour Webinar)
This program shows key financial indicators that should be tracked to plot your course for success. With a few simple indicators, learn to monitor your agency's health. By doing it regularly, you can also measure your progress and how your corrective measures affect the bottom line. Presented by Agency Consult Chris Burand.