Education Calendar
Education Calendar
The Ultimate Account Manager -Desk Management and Client Value
8:00 AM - 9:57 AM
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training ...
Transportation Risk and The Agriculture Client - Vital Coverage Considerations
10:00 AM - 1:00 PM
A farm is an active operation. Vehicles of all shapes and sizes are in near-constant motion. Some of these items travel under their own power – others are provided mobility by power units. Regardless of the source of their movement, the liability ...
The Ultimate Account Manager - Effective Communication
11:00 AM - 12:57 PM
Many organizations today have initiatives supporting diversity and inclusion. Quite frankly, independent agencies have not always led the way when it comes to embracing these concepts and taking the necessary steps to ensure they are more than just ...
The Ultimate Account Manager -Errors and Omission
2:00 PM - 3:57 PM
Three or four decades ago, about 1 in 25 agencies could expect to have an E&O claim, and up until that time there were few, if any, claims paid in excess of $300,000. A typical deductible for agency E&O coverage was $2,500 to $5,000. Today, one in ...
The Ultimate Account Manager - Risk Management and Contract Analysis
8:00 AM - 9:56 AM
Independent insurance agents are at their best when they assist their clients in making sound risk management decisions. In order to do so, you need to have a fundamental understanding of the risk management process. The steps in the risk management ...
The Ultimate Account Manager -What Makes an Ultimate Account Manager
11:00 AM - 12:56 PM
We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with ...
The Ultimate Account Manager - What Will Be
2:00 PM - 3:57 PM
For the first time in American history, there are as many as five different generations in the workplace. You might think that’s a good thing, since we have previously talked about the talent shortage facing the industry. And it is a good thing, but ...