Dynamics of Company / Agency Relationships (3-Day)

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Dynamics of Company/ Agency Relationships was developed exclusively for insurance companies. It is highly beneficial for underwriters, marketing representatives, supervisors, claims adjusters, loss control, and management.

This interactive course helps company associates better understand the world of the agent in order to become more effective business partners. In 2 ½ days, we’ll bring a proactive, insurance-specific approach to relationship building, to create an atmosphere of cooperation between companies and the agencies they do business with.

Course Content

The curricula is enhanced by role-playing and the facilitation of instructors who are actively, successfully, involved in the industry.

You’ll learn how to:

  • Begin new business relationships and enhance existing ones.
  • Develop communication and negotiation skills.
  • Communicate with different personality styles.
  • Improve relationships within company ranks.
  • Adapt to the changing marketplace.
  • Determine what is most important from your agent's perspective.
  • Recognize different agency cultures and adapt the sales culture accordingly.
  • Develop a system of pre-qualifying agency submitted accounts

Dynamics of Company/Agency Relationships is also available as an in-house program for staffs of 20 to 60.

Full attendance at a Dynamics program qualifies for one year of update credit for dues-paid CICs and CRMs, and up to two years of update credit for dues-paid CISRs and CSRMs.

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* Even though class is sold out, click the Wait List button to be placed on the waiting list.
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