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CAA Agency Management Forum Toolkit

Download the Course Materials & Presentations

Presented by Catalyit & CAA - Combined Agents of America
February 22-23, 2023 | Omni Las Colinas | Irving, TX

GENERAL SESSIONS

Culture, Growth & Profitability Marit Peters, PRESIDENT & EXECUTIVE DIRECTOR, IIAT | Carey Wallace, FOUNDER, AGENCY FOCUS

Ready, Set, Go Marit Peters, PRESIDENT & EXECUTIVE DIRECTOR, IIAT

HR

How to Recruit & Hire the Next Generation Jason Sabo, AGENCY CONSULTANT, IIANC

How to Build a Compensation Plan Carey Wallace, FOUNDER, AGENCY FOCUS

How to Make Your Workplace Culture a Competitive Advantage | Workbook Marit Peters, PRESIDENT & EXECUTIVE DIRECTOR, IIAT

OPERATIONS

How to Create a Profitable Agency and Understand Your Financial Reports Carey Wallace, FOUNDER, AGENCY FOCUS

How to Measure & Manage Agency Productivity Kim Hutson, AGENCY ADVANTAGE COACH, IIAT | Angela Ford, CONTINUOUS IMPROVEMENT DIRECTOR/BUSINESS PROCESS & AUTOMATION SPECIALIST, IIAT

How to Design Efficient Workflows Jennifer Bejarano, AGENCY BUSINESS CONSULTANT, IIAT

How to Onboard & Train New Employees Jason Sabo, AGENCY CONSULTANT, IIANC

INNOVATION

How Eager Adoption of New Technology Improves Agency Value Steve Anderson, CO-FOUNDER & CEO, CATALYIT

How Virtual Assistants and Outsourcing Can Work for Your Agency Jason Sabo, AGENCY CONSULTANT, IIANC and Angela Ford, CONTINUOUS IMPROVEMENT DIRECTOR/BUSINESS PROCESS & AUTOMATION SPECIALIST, IIAT

How to Modernize Your Agency with the Latest Technology Angela Ford, CONTINUOUS IMPROVEMENT DIRECTOR/BUSINESS PROCESS & AUTOMATION SPECIALIST, IIAT

How to Provide Value-Added Services to Your Clients Jennifer Bejarano, AGENCY BUSINESS CONSULTANT, IIAT

SALES

How to Transform Your Sales Performance Dustin Wambsgans, AGENCY CONSULTANT, IIABL

How to Use Your AMS for Marketing Dustin Wambsgans, AGENCY CONSULTANT, IIABL


🏆 Earn CE

Remember, you can earn 4 hours of CE for attending insurance events like the Agency Management Forum. To earn credit, file form FIN523 (Request for Banking of Association Credit Accepted by TDI) and send it to the address on the form.

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