A seminar to enhance and develop abilities for managing all aspects of the business. It is recommended that participants have a basic knowledge of agency financial management and agency operations. Choose a specific area of interest during one concurrent-topic session.

Topics:

• Comparing your agency's performance to new industry-wide benchmarks
• Improve performance using basic Microsoft Excel, Outlook, Word applications, and explore a virtual office concept
• Auditing your agency's automation efficiency
• Identifying what is being done correctly, and targeting areas for improved automation marketing
• Discovering the legal responsibilities of the agency owner as an employer
• Adapting customer service to an automated environment
• Understanding what's involved in perpetuations, mergers and acquisitions, and agency valuations