Seminars & Workshops

Sales Training

A skills enhancement workshop leading to greater efficiency and effectiveness in winning new clients and increasing retention leading to greater profitability

Succession Planning

Focuses on preparing for a smooth and seamless transition to the next generation

Agency Perpetuation

A perspective for both Sellers and Buyers on how to optimize the value before and continue to build the value after transition to new leadership

Mergers & Acquisitions

Includes Due Diligence checklists, valuation considerations and importance of “soft tissue” elements that will directly affect the selling price and ongoing value

Agency Management

A review of fundamentals and “state of the art” techniques that allow increased revenue per employee metrics, better customer service and greater support for new business acquisition

Underwriters Skill Enhancement Workshop

A workshop designed to sharpen skills on building long term relationships and how to better know what customers really want.  This workshop also includes techniques on how to improve listening skills and make effective presentations.  In addition, it includes the ‘art of negotiation’ for greater effectiveness in todays changing marketplace.  The objective is to win the right accounts by reducing “price” as the primary consideration in client placement.