Agency Management Course

Course Overview

The Agency Management Course is a skills-based program designed to help a field manager fully develop and sharpen specific management skills in the areas of planning and goal setting, recruiting and selection, training, and activity management. Focuses on building agency managers’ skills to succeed in today’s competitive business environment.

The course is designed to provide the basic and intensive field management skills to the new and experienced managers. Upon completion of the course, candidates are expected to be able to establish an agency and guide the future generation to perform well in the insurance industry.

Learning Objectives

Those who successfuly complete this course will demonstrate ability to improve key agency-success metrics, including:

  • Retention of full-time agents
  • New premium written by new full-time agents
  • Number of new agents contracted and retained
  • Number of potential recruits
Download Course Brochure

Module 1: Course Overview

Module 2: Preamble

Module 3: Introduction to Agency Management

Module 4: Leadership and Planning

Module 5: Recruitment

Module 6: Selection

Module 7: Training

Module 8: Performance Management and Supervision

Module 9: Performance Management

Module 10: Motivation

Module 11: Agency Building Road Map

Price: $185

This Course includes:

   Text-based content

   4 Weeks