| | | |  | | During this practical and profitable webinar, Bill Whitley will share his research on how the fastest growing agencies attract clients and close more sales. Register now » Date: Wednesday, Sept 11 Time: 1:30pm ET / 10:30am PT Length: 1 Hour | You will learn the questions, comments, conversations and stories the top agents use to position themselves as respected advisors, demonstrate their value and make everyday risk easy to understand.  | | Meet the Instructor Bill Whitley is the founder of three successful start-up companies and is the author of Art of the Rainmaker and Story Selling in the Connected Economy. A sales and marketing expert, Bill has a gift of making complex topics simple, visual and easy to understand. Bill uses a blend of humor and insightful stories to teach advisors how to fully engage clients, bring more value to the sale and develop long term high value relationships. View Bill Whitley's full profile. | | | | | | | | | | | Executive Training Sale These on-demand courses are available for immediate viewing.
There's no expiration so you can view or review in the future. | | | | | | | | Agency Financial Management is a tool to help an agency protect its own assets and achieve its primary goal of making a profit by helping clients minimize risk. It's so much more than balancing a spreadsheet to budget, although that is important, too. Without good financial management, owners can work hard, build sales and have a less than average agency. This class will teach you how you can work just as hard but use good financial management techniques in order to outperform the competition. This 6-hour class explains what smart Agency Financial Management involves, what smart agency management avoids, as well as Five steps to Sound Financial Management (including: Expense control, Income & Expense Analysis, Income Safeguards & Controls, Automation, and Taxes). - The new application of the Liquor Liability exclusion;
- How the new Other Insurance wording simplifies life;
- What ISO has done to alter 24 of the additional insured endorsements;
- How the new "Primary and Noncontributory" endorsement works;
- What two endorsements are now available for use as an "underwriting tool."
 | | Meet the Instructor Chris Burand is president and owner of Burand & Associates, LLC, a management consulting firm specializing in the property-casualty insurance industry. Chris is recognized as a leading consultant for agency valuations, increasing profits and reducing the cost of sales. View Chris Burand's full profile. | | | | | | | | | | | Learn how to maximize your leverage with the carriers as well as specific steps to take to increase your profits through a well managed relationship with the carriers in this 4-hour class. Deciding on which carriers your agency should go into business with can be very overwhelming. How do you go about choosing which ones to partner with, and then, how do you best manage those relationships? Some agencies think more is better, but when it comes to your clients, you should really focus on quality rather than quantity. This 4-hour class, divided into 2 segments, will teach small agency owners how to maximize their leverage with the carriers. This class will help you answer the unknown as well as provide specific steps toward increasing your profits through a well managed relationship. Participants in this webinar will learn: - The benefits of managing your carrier relationships specific to your agency's profitability
- Steps you can take in order to identify a carrier's stability, performance and product quality
- Specific ways to enhance your carrier relationships
- Opportunities that will lead your carrier companies to pay you more
| | Meet the Instructor Chris Burand is president and owner of Burand & Associates, LLC, a management consulting firm specializing in the property-casualty insurance industry. Chris is recognized as a leading consultant for agency valuations, increasing profits and reducing the cost of sales. View Chris Burand's full profile. | | | | | | | | | | | What is one thing a Paper Company and Insurance Agency have in common? Answer: they need a solid business strategy to survive - not just sales. It isn't unheard of for an agency to be successful while relying on optimism and pure skill, but it's sure risky. This 2-hour class covers the tools you need to organize a quality strategic planning session as well as help you answer the following questions regarding your agency: - Where are you today?
- Where do you want to be tomorrow?
- How do you get there?
- How do you take action?
In addition, you will understand the ground rules on WHAT you need within your agency in order to create and execute a strategic plan, including the necessary steps on HOW to do so, such as: 1) Outline a SWOT Analysis in order to determine where your agency stands today 2) Create reasonable goals, identify potential threats as well as strengthen your agency against those threats 3) Take the appropriate steps to reach your goals given the previous factors - The new application of the Liquor Liability exclusion;
- How the new Other Insurance wording simplifies life;
- What ISO has done to alter 24 of the additional insured endorsements;
- How the new "Primary and Noncontributory" endorsement works;
- What two endorsements are now available for use as an "underwriting tool."
| | Meet the Instructor Chris Burand is president and owner of Burand & Associates, LLC, a management consulting firm specializing in the property-casualty insurance industry. Chris is recognized as a leading consultant for agency valuations, increasing profits and reducing the cost of sales. View Chris Burand's full profile. | | | | | | | | | | | Get all three Executive Training courses detailed above above in one package. 12-hours of information packed training that you can access and refer back to anytime. Get all three Executive Training course » | | | | | | |
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