Stop! Before adding someone to your agency/company for a registration, please email to ensure the individual is set up correctly in our system to receive accurate pricing and prevent duplicate records. Otherwise, the system will default to the higher, non-member rates for anyone manually added to your agency/company listing. If you are an agent member of IIANC or work for a PARTNER company, please verify that the system is giving you member pricing before you complete your registration. 

Agency Planning and Strategic Workflows

Agency Planning and Strategic Workflows

AM Session:  Strategic Planning, Workflow, & Managing Your Agency Team
8:30 AM - 12:00 PM

An insurance agency is probably the single most valuable asset to an agency owner and his/her family. Agency leadership and personnel management is critical in these economic times. Therefore, it is important to consider short and long term planning strategies. This session delves into the mechanics, methodologies, and sensitivities that accompany one of the greatest areas of agency responsibility – planning. We will discuss current market conditions as well as how to engage and manage agency staff to embrace the “agency of the future.” We will share ideas and plans on how one can maximize an agency’s effectiveness and value for everyone involved.


PM Session:  Improving Your Agency’s Workflow 
1:00 - 3:30 PM

Why is agency workflow so important?  Taking care of our customers’ insurance needs right the first time, should be one of every agency’s primary goals.  In doing this, agency staff will have more time to provide consultative insurance advice to clients, and also have time to complete required agency processes and procedures.  This session will provide insight and direction in key areas on how to improve your agency’s workflow.  An agency working more efficiently and effectively will eventually lead to profitability and higher customer satisfaction.

Registration: 8:00 AM
Class Time:  8:30 AM - 3:30 PM
Lunch:          12:00 - 1:00 PM  (All attendees are on their own for lunch)

CE Hours: 4 hrs.



3/5/2020 8:30 AM - 3/5/2020 3:30 PM
IIANC Classroom 101 Weston Oaks Ct. Cary, NC 27513 UNITED STATES
Online registration not available.

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Click here to view instructions for how to register online.

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