Agency Management Resource Group <I>Presents</I>

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The Ultimate Producer School™

Essential Training for the Next Generation
www.agencymanagement.com
1-800-601-6711

Dates:
September 12-16, 2005
October 10-14, 2005
November 7-11, 2005

Location:
Embassy Suites Riverfront Promenade
100 Capitol Mall Dr., Sacramento, CA 95814
916-326-5000

Cost: The Total cost is $3,600, including tuition, books, CE credit, AAI testing and afternoon refreshments. Travel, lodging, and other related expenses are the participant’s responsibility.

Contact Michelle Vogelman at michelle@agencymanagement.com or 1-800-601-6711 to register or for more information!

Why You or Your Producer Should Attend
FACT: It normally takes 3 to 5 years to recoup your investment in a new producer.

RESULT: Our program reduces this break-even time to between 18 and 24 months.

FACT: New producers are required to complete 50 or more hours of continuing education in their first two years.

RESULT: Our program provides over 50 hours of continuing education credit combined with the skills necessary to sell.

FACT: Many agency owners ask, “What if we train them and they leave?”

RESULT: What if you don’t and they stay?

How the Program Works
Classes meet one week per month over a three-month period. This schedule is family and agency friendly – keeping in mind producers’ schedules and lives. Your producer returns to his or her agency to practice newly learned skills and develop goal-oriented marketing plans. Progress toward goals is tracked and monitored between sessions. Upon completion of the program, the producer is no longer a raw recruit, but a well-trained professional salesperson. During the program, your new producer will receive technical insurance training with emphasis on:

Creating high-quality submissions that insurers really want to work on

Speaking the language of the insurance consumer for better understanding

Working with diverse groups of people toward a common goal

Assisting customers in making decisions that will benefit them

Practicing ethical decision-making to improve success

Setting lofty yet achievable goals to ensure focus and effectiveness

Why Our Program is Your Best Choice in Producer Training
Our instructors work in REAL agencies with REAL people each and every week. From that perspective, they are able to view the best practices of some of the country’s leading independent insurance agencies. While technical training is vital to an individual’s success, translating what is learned in the classroom into real-world situations is of even more importance. Our approach, which allows the producer to return to the agency between sessions, mixes the academic setting with the agency environment. When they return to the classroom, successes (and disappointments) can be shared and mid-term corrections made to improve overall results.

Students will receive a minimum of one hour of telephone consultation between sessions. After completing the program, quarterly follow up by phone, email, or Webcast will help keep them on track.

All UPS students are required to identify an agency mentor or sponsor who will assist in the producer’s development within the agency. We will share their progress with this person and help ensure a smooth transition when the formal training is over.

Participants have the option of sitting for four of the nine required examinations leading to the Accredited Adviser in Insurance (AAI) designation, the industry’s top program geared exclusively to the needs of producers and agency owners. The remaining exams will be offered through AMRG following completion of the Ultimate Producer School™.

Our Instructors

Cheryl L. Koch, MBA, CPCU, CIC, ARM, AAI, AIM, AAM, AIP, AIS, ARP, ACSR
Patrick G. Gaffney, CPCU, CIC, AAI, RPLU
Mary Eisenhart, CPCU, CIC, ARM, ARe, RPLU, CPIW
Rhonda Parsons, CIC, CISR, ACSR
Mona M. Carpenter

How the Program Benefits the Agency’s Bottom Line

Reach profitability faster on each new producer due to intensive training

Reduce E&O exposures by enhanced knowledge

Realize higher retention of customers and employees

Reduce expenses by pre-qualifying applicants and improving hit ratios

Improve carrier relationships due to better risk selection and preparation of top-notch submissions

Train up the Next Generation of agency managers and owners to assume leadership positions in the future

Improve profitability by cross-selling, upgrading and rounding out accounts

Why leave training to chance? Since 1999, we have been helping agencies develop their sales and customer service staff, building their careers and enhancing the quality of the agencies they represent. Visit www.agencymanagement.com or call us at 1-800-601-6711 to see how we can take you and your producers from ordinary to extraordinary!

To earn more, you have to learn more!™

Topics Agencies Training Development

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