CIC Agency Management -- Mississippi

Start Time/Date: 8:00 AM Wednesday, May 16, 2018
End Time/Date: 12:00 PM Friday, May 18, 2018
ADDRESS: Hilton Jackson
1001 East County Line Road
CITY: Jackson, MS 39211

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Additional Event Information
 
Agency Management (AM) Institute  (To view agenda, click here)

Building Value

The Agency Management institute emphasizes value added, relevant and practical topics for all agency owners and managers, producers, CSRs, and company personnel. This institute blends marketing and financial issues, and more agency management “tools” to enhance the daily work and experiences in insurance agencies. Whether you are a manager or have a manager, you’ll benefit from the practical information this program delivers.

Take advantage of the Agency Management experience to become more productive, increase sales, and reduce E&O.

Topics:
  • Agency Organizations (2 hours) Discuss the types of agency organizational structures, the importance of licensing, and the role of state and federal regulation.  Learn the stages an organization goes through as it grows.  Discover why it is important to understand both traditional and non-traditional insurance company markets and determine the best arrangement for the agency.  
  • Understanding and Managing Financial Strength (2 hours) Discuss how financial performance affects both clients and agency employees.  Understand the basics of Cash Flow, Income Statements, Balance Sheets, and the importance of effective collection procedures.  Learn ways to establish financial goals and manage expenses.    
  • Agency Planning (4 hours) Learn the fundamentals of agency planning and the steps involved in the planning process including questions to consider in the agency planning process and how to conduct the proper agency analysis.  Understand the benefits of succession planning and the methods to use to perpetuate the agency organization as a successful viable entity.    
  • Human Resources (4 hours) Take a look at the process of managing personnel, including legal guidelines, establishing job descriptions, interviewing techniques, performance appraisals/evaluations, and termination procedures.  Discuss the organizational impact of mergers and acquisitions on the agency personnel.    
  • Agency Productivity and Effectiveness (4 hours) Study productivity and how to take advantage of automation to improve the effectiveness of your organization.  Discover how to manage processes and the importance of having written procedures.  Take a look at sources of receiving and distributing information and better understand how to use reports from an agency management system.  Discuss compliance and cyber liability exposures and learn how to address these important data requirements.    
  • Legal and Ethical Responsibilities (4 hours) Determine what motivates ethical behavior and how to define the types of agency authority and the resulting liability.  Examine the leading causes of errors and omissions claims made against agents and the risk control methods that can be implemented to reduce or prevent them.