Planning for Agency Succession NOW!

February 6, 2019
1:00-3:00 p.m. ET

Exiting your agency takes time, and smarts. It’s not something you do casually. In this session, we'll tackle strategies for preparing your agency for your departure, even if that may be five or more years away.

This session is currently full. Please check back soon for future dates.

New Business Roadmap

Session 1: December 13, 2018
1:00-3:00 p.m. ET

A collaborative peer group designed to help you plan and implement your new business strategy for 2019. 

New business is so important to agency success that you cannot afford to ignore it. Too many agencies allow their new business efforts to languish and the wonder why there are no leads in the pipeline. Joining a peer group specifically focused on new business will compel you to devote the appropriate time and attention to your new business initiatives in 2019.

Account Service Essentials

Look for Upcoming Dates!
1:00-3:00 p.m. ET

A great course for Account Coordinators, Assistant Account Executives and Account Executives.

Did you miss our Complete Guide to Account Service seminar and don’t want to wait until 2019 to attend our upcoming session?

If so, we have the solution for you.