Growing Your Agency from Carrier Rep Status
There is a lot of change happening in the insurance world as healthcare is continuously hectic and the adoption of technology expands. At this time, many agents are making the choice to expand their business from a simple carrier rep status to a full-fledged insurance agency business.
This transformation is long overdue.
So, how can you do it? First off, you must be running your agency like a business, instead of as an independent book of business. This webinar will give you the building blocks to understanding the what, the why, and the how of starting this transformation in your agency. Discussing key topics like getting started, tracking and monitoring analytics, and the benefits of having a technological partner, you will leave with a solid footing for your next step in taking your agency into the future.
During this webinar, Cheryl from BIG-HR will explore:
- Efficiency = profit
- How to get your mind right
- How to set up your plan
- The questions you must be asking yourself
- The analytics & reports you need to track on a monthly/quarterly/yearly basis
- How to monitor your success