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Agency Management (AM) Institute

Agency personnel today must be both professional insurance counselors and sound business people. Learn the operations necessary to run an agency.

This institute covers:

  • The Agency as an Organization
  • Financial Analysis and Agency Value
  • Managing an Agency's Book of
    Business I - New Business
  • Managing an Agency's Book of
    Business II - Retention
  • Human Resources
  • Agency Productivity and Effectiveness
  • Legal & Ethical Responsibilities

 
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