Agency Measuring Stick
Kelly Donahue-Piro - Agency Performance Partners
You can’t manage what you can’t measure but more importantly we can’t grow with our accurate and relentless attention to the numbers. Numbers allow you to make business decisions that are based on facts not feelings. We have boiled down the top 6 metrics your agency needs to start tracking now!
1. Website Traffic: You can't be considered if you aren't being found
2. New Business: Revenue, Source & Producer
3. Closing Ratio: # of quote vs. sales
4. Remarketing Hit Ratio: # of remarkets vs. # of movies
5. Marketing Reach
Talent Recruitment Strategies
Stacy Zapar - Tenfold | The Talent Agency
The insurance industry workforce is quickly aging, especially in the agency ranks. It’s been reported that nearly 50% of the industry’s workforce is above the age of 45. Insurance agencies are faced with a talent crisis that will only get worse as more agents and brokers retire in the coming years. The challenge for agencies in search of top talent is to stand out and differentiate their organization from all the other businesses searching for employees. It’s critical for insurance agencies to get it right. The purpose of this session is to highlight and explain the new ways to recruit and retain top talent.
At the end of this class, insurance brokers and agents will have a better understanding of how to recruit employees that are the best fit for their agency, for the position, and have the highest chance to succeed. Today’s recruiting tools and methods have changed drastically from the days when an employer would simply post a job opening in the local newspaper.
Top Agency Challenges (and How to Overcome Them)
Patrick Kinney - Travelers
Join Patrick Kinney, Executive Vice President of National Distribution with Travelers, for a frank discussion about the state of the industry. Patrick will share his insights about major happenings in the industry today, the impact of automation in coming years, and major obstacles being faced by both independent agents and the industry as a whole.
Bob Rusbuldt - Independent Insurance Agents & Brokers of America
Join Bob Rusbuldt, CEO of the Independent Insurance Agents & Brokers of America, as he sheds light on what's going on the industry.