In an insurance agency, every minute counts.

9267 Haven Avenue,Rancho Cucamonga CA 91730

23 June, 2022

Description

You may be surprised to find systems and processes that you are not currently taking advantage of which could be costing your agency money. In this workshop, Barbara Caudana, certified instructor and insurance coach, will cover the following topics: Tried and true tips to Reduce Risk on the client side as well as the carrier side Accelerate Growth – how a management system works to attract new customers to your agency Increase Efficiency - how you can establish work flows and documentation procedures Retention – having the data to renew and round out your accounts is game changing This is an IN-PERSON workshop taking place at IC Insurance Academy in Rancho Cucamonga. Coffee, water and lunch will be provided. See you there!