Feb 16, 2011

How to Develop Program Business for Your Agency

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Insurance Journal's Academy of Insurance

How to Develop Program Business for Your Agency

Information-packed 3-part training series starts tomorrow!

Do you want to grow your book of business? Who doesn't; and one of the best ways to grow your agency is by developing and entering into a "Program" business model.

But do you know where and how to begin?

The Insurance Journal Academy of Insurance offers you a blueprint to guide you through building a successful program.

Mary M. Eisenhart, CPCU, ARM, ARe, RPLU, CIC, CPIW, shares her expertise in producing, underwriting and managing program business exclusively with you.

Each of the three major steps required to build a successful and sustainable program business model are detailed over three classes.

When you register, you get:

  • Access to all three live classes
  • Question & Answer session after each class
  • Recording of everything, so you can watch again
  • Audio download of the classes
  • Presentation slides download

Classes start promptly at 1:30PM EST / 10:30AM PST, on Thursdays starting February 17. (See below for course outline and scheduled dates)

Register Now
Access to the 3-part course
Recordings of all sessions
Starts THURSDAY February 17

Use promo code PROGRAM to get an extra 25% off your registration!


Here's What's Covered in This 3-Session Course

Class One: Research Your Program Opportunities - February 17

Before you can launch a program, you must determine the viability of the program. This class identifies everything you may need to consider to thoroughly research your program opportunities, including expertise development, competition, target client buying habits, territory, approaching carriers, exclusivity, MGA possibilities and technological concerns. The session also covers the many projections you will need to make to develop the optimal financial and operational management of any program.

Class Two: Turning Your Program Into a Reality - February 24

Once you have thoroughly researched the program, you can turn it into a reality. Part of program development involves approaching carriers and non-disclosure agreements (NDA's). Whether you choose a retail, wholesale or combined business model, you will learn a detailed approach for developing the sales and operational side of your program. Discussions highlighting staffing, recruitment and training, sales and marketing plans, underwriting guidelines, internal procedures, applications and more are covered in this part.

Class Three: How to Roll Out Your Program & Maintenance - March 3

After you have researched and developed your program, how do you get it out to the market? This final segment details how to roll out your program. Discussions revolve around sales scenarios, further development and coordination of sales and marketing plans and association involvement. Measurement of results is a key component - you have to think like both an agent and a carrier - and we show you how to take a "production underwriting" approach to making your program a success. Creative approaches for high retention and prolonging program life are discussed, as well as methods for staying ahead of your competition.




Register Now
Access to the 3-part course
Recordings of all sessions
Starts THURSDAY February 17

Use promo code PROGRAM to get an extra 25% off your registration!


Meet the Instructor:

Mary Eisenhart
Mary Eisenhart has spent 30 years in the insurance industry, both in independent agencies and with insurance carriers.

She is the owner of Eisenhart Consulting Group, a consulting firm dedicated to helping insurance organizations become extraordinary.

Any Questions?

If you need help or would like to submit a question to the instructors before the webcast, send an email to webcasts@insurancejournal.com.



Insurance Journal
3570 Camino del Rio North, Suite 200
San Diego, CA 92108
(800) 897-9965
Copyright © 2011 by Wells Publishing, Inc.

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