Monday, July 30, 2012

One of the Best Ways to Grow Your Agency Book

A Blueprint to Guide You Through Developing
Program Business Within Your Agency
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How to Develop Program Business Within Your Agency (2 Part Series)
New Training from Academy of Insurance

Learn the Three Major Steps Required to Build a Successful Program Business Model

This 2-part webinar will be held on Aug 1st & 29th

Do you want to grow your book of business? Who doesn't; and one of the best ways to grow your agency is by developing and entering into a "Program" business model. But do you know where and how to begin?

The Insurance Journal Academy of Insurance offers you a blueprint to guide you through building a successful program. Mary M. Eisenhart, CPCU, ARM, ARe, RPLU, CIC, CPIW, shares her expertise in producing, underwriting and managing program business exclusively with you. Each of the three major steps required to build a successful and sustainable program business model are detailed over 2 classes.

Click Here to Register


Part 1: Research and Phase I Development
August 1, 2012

Before you can launch a program, you must determine the viability of the program. This class identifies everything you may need to consider to thoroughly research your program opportunities, including expertise development, competition, target client buying habits, territory, approaching carriers, exclusivity, MGA possibilities and technological concerns. The session covers the many projections you will need to make to develop the optimal financial and operational management of any program. Once you have thoroughly researched the program, you turn it into a reality. We begin the development stage in this class, including approaching carriers and non-disclosure agreements (NDAs). Whether you choose a retail, wholesale or combined business model, you will learn a detailed approach for developing the sales and operational side of your program.


Part 2: Phase II Development and Implementation
August 29, 2012

This final part continues the discussion on development of a program business model, and provides insights into staffing, recruitment and training, sales and marketing plans, underwriting guidelines, internal procedures, applications, and more. After you have researched and developed your program, how do you get it out to the market? This final segment also details how to roll out your program. Discussions revolve around sales scenarios, further development and coordination of sales and marketing plans and association involvement. Measurement of results is a key component – you have to think like both an agent and a carrier – and we show you how to take a "production underwriting" approach to making your program a success. Creative approaches for high retention and prolonging program life are discussed, as well as methods for staying ahead of your competition.

Click Here to Register

When you register, you get:

  • Access to the live webinars
  • Video and audio recordings, so you can watch or listen again
  • Question & Answer session with the instructor
  • Audio downloads of the webcasts
  • Presentation slides download

Join us this Wednesday, August 1st and Wednesday, August 29th for this two-part training webinar. (PLUS, all registrants will receive video and audio recordings of the webinar, so you can listen/watch again at your convenience.)

Space is limited!

Click Here to Reserve Your Spot!

Regularly priced at $197.00, just $147 when you
register today!
(special pricing expires July 31st)

Register Now

Have questions or need help?
Send an email to webcasts@insurancejournal.com
or call Barbara at 800-897-9965 x166.

Part 1: Wednesday, August 1st
Part 2: Wednesday, August 29th
Time: 1:30pm ET / 10:30am PT
Duration: 1 Hour Each Session
Price: Save $50 until July 31st! Register today for just $147!
Click Here to Register

Instructor: Mary Eisenhart, CPCU, ARM, ARe, RPLU, CIC, CPIW
Photo of Mary Eisenhart Consultant with 30 years of industry experience.


More Great Training:

Commercial Auto Class

THURSDAY: Commercial Auto Class - During this webinar we'll look at a few of the most common mistakes made when writing a BAP - and how to resolve these issues.

AUG 7: Producer Performance Development Program (8 Sessions) - This program is designed for newer producers and will re-energize experienced producers who have lost the edge in developing new business.

AUG 8: Understanding E&O Coverage - Join us for a breakdown of the E&O policy form and learn how to properly insure your client's exposures.

AUG 9: Risk Management Theory & Applications - Risk management is a process combining methods for reducing or avoiding an undesirable event with sources for covering the adverse financial losses that result from the occurrence of the undesired event.

AUG 15: Top 10 Things Agents do Everyday - But Shouldn't - If you've even wanted to turn potential E&O from mere CYA to ROI - or simply wish you could turn everyday chaos into potential growth, this session is for you.


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