![]() This section will help you learn how to select and implement the tools and technology that support your agency’s workflows, standards, and procedures - the foundations for profitable growth. Learn how to evaluate existing technologies to determine how to effectively engage with clients and insurance companies. ![]() Managing Agency Technology Utilization (3 hours) Discover how to determine the profitability of an account. Learn how to market for success and maintain fruitful client relationships. The information provided in this section will teach you how value, vision, and mission statements shape your agency’s brand and help you capture and keep clients. Managing Agency Client Retention and Acquisition (2 hours)Īcquire and keep new clients and learn how to meet their expectations. Learn how to hire for success, including how to write position descriptions, conduct interviews, train new employees, evaluate performance, and manage separations. ![]() Learn how to recruit, hire, and manage personnel who reflect an agency’s culture and allow for a more productive and satisfying work environment. Use tools that measure an agency’s financial health, including examinations of cash flow, budgets, income statements, and balance sheets - all of which provide the insight required for making effective strategic decisions.Īcquire the tools necessary to build and manage today’s diverse workforce. Learn about change-management processes, establishing actionable goals, identifying appropriate insurance markets, and conducting essential analyses. What does it take to have a thriving agency? The answer is strategic planning, actions aimed toward agency profitability. Leave the class prepared to implement strategies designed to increase agency profitability. In the CIC Agency Management course, you will learn how to apply the management theories, methods, and procedures necessary to operate a successful insurance agency. Learn the fundamentals of strategic planning within an agency and learn what actions are needed to achieve growth.
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