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Lunch and Learn Agency Management Series

An agency management series hosted by our Agency Advantage Coach, Kim Hutson, and our Continuous Improvement Director, Angela Ford.

Register for the next topic.

This series covers tactical agency operations & management issues that managers face. It is specifically targeted at smaller agencies without mature management teams.

Watch the latest topics.

ABC's of Agency Metrics Webinar Recording

This course is designed to educate on the concepts of agency benchmarking metrics and best practices. How to measure ratios, what reports to run, and why they are important.

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Navigating the Certificates Dilemma

Get educated on the rules of issuing certificates, how to protect the agency, and manage insureds' expectations.

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Reports and the Stories They Tell

Are you a sales-focused agency vs. a services-focused agency - You need to be both this session will provide a foundation for what types of reports you should be using to understand your agency story. What kind of reports are you running? What type of reports should you be reviewing regularly? How are you tracking your growth?

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Coming up next!

Drive Agency Efficiency with Technology

Tuesday, May 17, 2022 12:00 PM - 1:00 PM
No CE Hours | Member- Free

Instructor: Angela Ford

This session will discuss common agency service procedures and best practices to keep your agency running smoothly. We will discuss the importance of monitoring your agency efficiently and remotely using your agency’s technology tools beyond the basics.

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Kier Lewis

Education Coordinator
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Felicia Rodriguez

Education & Programs Manager

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