OVERVIEW AND TOPICS


Managing change, establishing actionable goals, identifying appropriate insurance markets, and conducting essential analyses.
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 market for success, maintain fruitful client relationships, and shape your agency's brand.
Evaluate existing technologies and tools that support your agency’s workflows, standards, and procedures — the foundations for profitable growth.
How unfair trade practices influence ethical behavior and how missteps can lead to Errors and Omissions.

COURSE DETAILS


DURATION
16 Hours

PRICE
$475

FORMAT
Classroom

CE CREDIT
Varies by State

INSTRUCTION LEVEL
Advanced

FINAL EXAM
Nov 24, 2024 - Nov 29, 2024

EVENT LOCATION


Embassy Suites Santa Ana Orange County Airport North

1325 E Dyer Road
Santa Ana, CA
92705

714. 241. 3800

FACULTY BIO


WHO SHOULD REGISTER


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