Agency Management Practices

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Agency Management Practices is a seminar to enhance and develop abilities for managing and improving the practice and performance of insurance agencies. It is recommended that participants have a basic knowledge of agency financial management and agency operations.


  • Compare your agency's performance to new industry-wide benchmarks
  • Discover the legal responsibilities of the agency owner as an employer
  • Examine your agency’s E&O exposures and gain loss prevention techniques
  • Understanding what's involved in perpetuations, mergers and acquisitions, and agency valuation
  • Analyze your agency’s financial and productivity efficiencies and effectiveness

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