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.

Topics:

• Strategic Planning
• Talent Acquisition and Development
• Client Retention and Acquisition
• Technology Utilization
• Ethical Responsibility

Please note: Your window to take the test will be the Monday through Thursday of the week following your class. 

Please note: Taking the test is NOT required to earn CE for this course.

CLASS TIME: Day 1 - 8:00 am to 5:15 pm  (5:15 pm - 5:30 pm is an exam review)
                       Day 2 - 8:00 am to 5:00 pm
                       

Download Agenda