Learn the fundamentals of strategic planning within an agency
and learn what actions are needed to achieve growth.
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. Leave the class prepared
to implement strategies designed to increase agency
profitability.
Updated and revised 2-day course.
Strategic Planning (4 hours)
What does it take to have a thriving agency? The answer is
strategic planning, actions aimed toward agency profitability.
Learn about change-management processes, establishing actionable
goals, identifying appropriate insurance markets, and conducting
essential analyses. 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.
Agency Talent Management (4 hours)
Acquire the tools necessary to build and manage today’s diverse
workforce. Learn how to recruit, hire, and manage personnel who
reflect an agency’s culture and allow for a more productive and
satisfying work environment. Learn how to hire for success,
including how to write position descriptions, conduct
interviews, train new employees, evaluate performance, and
manage separations.
Managing Agency Client Retention and Acquisition (2 hours)
Acquire and keep new clients and learn how to meet their
expectations. 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. Learn how
to market for success and maintain fruitful client
relationships. Discover how to determine the profitability of an
account.
Managing Agency Technology Utilization (3 hours)
Learn how to evaluate existing technologies to determine how to
effectively engage with clients and insurance companies. 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.
Ethical Responsibility (3 hours)
Learn the relevance of professional ethics in the workplace and
the legal duties an ethical agent, agency, and insurance company
are responsible for. Understand how unfair trade practices
influence ethical behavior, and how missteps can lead to Errors
and Omissions. This section will provide you with the
foundations of ethical behavior, steps in ethical
decision-making, and the process of establishing a Code of
Ethics.