[Webinar Recording] The What, Why, & How of Growing a Modern Insurance Business

The life and health insurance industry is evolving, and the change over the past couple of decades is unprecedented. In this webinar, we’ll discuss how to transform your agency into a modern business to help you meet your goals, stay competitive, and ultimately grow your book of business.


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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

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Guest Presenter:

Cheryl Perez, BIG-HR

Cheryl Perez is the President of BIG-HR & Chief Impact Officer for Cheryl C Perez Enterprises. With nearly 20 years of experience in the employee benefits and HR fields, Cheryl has led her firm to be the largest African American female-owned HR consulting and compliance firm in Northeast Ohio.

 

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