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The eWorld This program explores all of the recent
innovations and future systems and procedures, that are totally
revolutionizing the way brokerages process, market and sell. By
illustrating both in-house and web based technologies, Jack presents
a poignant presentation that provides the attendees insights into: Managing Your Electronic Employees This course is designed for agency owners, officers, CSRs, communications managers and Administrative Managers. The primary goal is to assist agency personnel in adapting to the newer technologies available. The course identifies the efficiencies to be realized with the proper use of automation and how to incorporate these efficiencies into the workflow procedures. The course goes on to provide the agency managers with tools to assist them in motivating their employees and the "How To" of implementation. It further provides the agency personnel with ongoing monitoring guidelines and also disaster prevention. Finally, the program addresses upcoming technological changes. The purpose of this portion of the program is to assist the agency owners and managers to purchase the right equipment that will better serve them and their customers. Small Agent Survival Strategies
Agency This program first reviews the standard tests for agency viability, stability and growth. It then addresses the realities of agency survival and growth. The seminar then outlines the reasons and preparation for a business planning meeting. The attendees are then coached on the various ways of creating a Mission Statement. This statement is crucial in establishing the focus of the agency. Finally, each aspect of agency operations is reviewed and the attendees are given the review and planning techniques for preparing their individual business plans. Workflow Procedures
In An Automated Agency Workflow Procedures
in an Automated Agency is designed for agency customer service
representatives, supervisors and managers. (These managers could
also be agency owners). The course covers various areas of Errors
& Omissions Protection for the agency as well as efficiencies
to be realized. It also helps agency personnel provide their insureds
with outstanding customer service by protecting their clients
from financial loss and insuring the customer has the right types
of protection. Business Planning This program first reviews the standard tests for agency viability, stability and growth. It then addresses the realities of agency survival and profitability. The seminar then outlines the reasons and preparation for a business planning meeting. Each aspect of agency operations is reviewed and the attendees are given the review and planning techniques for preparing their agency's individual business plans. Win Customers For Life through
Old-Fashioned Customer Services This course is designed for agency owners, officers, managers and CSRs. The primary goal is to assist management in establishing perceptible Customer Service standards that will insure the agency of longer retention of customers. Since the independent agencies of the 21st Century will face competition from direct writers, non-traditional direct writers and the Internet, they must focus their attention on structuring their agency in such a way as to provide their clients with above average customer service. The course looks at customer surveys and regular agency "check-ups to insure that service standards are met and exceeded by all personnel. It addresses both traditional written and verbal customer service along with the use of the internet and agency Web sites to create excellent service to existing personal and commercial customers. Creating a Marketing Cluster
This program begins by outlining the benefits and problems of agency clustering. It outlines the creation of a cluster agreement and the organization and planning necessary to achieve a manageable and efficient working arrangement among the cluster members. The seminar also includes material relevant to notifying companies and the agencies staffs of the structure, objectives and goals of the alliance. There is also time spent providing guidance for agencies that might want to join an existing cluster. Finally the program discusses the legal requirements of forming a cluster and provides the attendee with some of the documents necessary to begin the process. Risk Management-Keys to Analyzing,
Implementing and Monitoring Loss Control The prime purpose of an insurance agency is to provide its clients with protection from financial loss. These losses can be prevented by both insurance and non-insurance means. We call this risk management. The course reviews various aspects of risk management: personal insurance clients, small commercial clients, large commercial clients and even Y2K loss prevention ideas. Various safety rules are reviewed and specific loss prevention techniques are presented to assist the agent in counseling their clients as regards: Back injury, Office safety, Repetitive stress syndrome, Stress injuries, Sexual harassment, and the elimination of drugs in the workplace. Electronic Commerce Into the
Year 2000 and Beyond And The Resulting Impact On Your Agency This program addresses the use of the Internet as a new facility for marketing, servicing and information gathering. There is a review of the traditional and non-traditional marketing and sales methods and a discussion of the current changes observed by the attendees. Time is spent instructing the novices on the terms and usage of the Internet and World Wide Web with a specific focus on insurance. Pertinent web addresses are provided for the attendees to assist them in information gathering and dissemination. A look at future distribution avenues follows. The attendees are given a sample of the benefits received and the mistakes made using the Internet as a marketing and distribution tool. There is also a discussion on how to incorporate the use of the Internet with an agency's "Off-line" marketing and servicing. Creative
Marketing Using Today's Technology Course Relevancy and Content This program addresses the use of the Internet as a new facility for marketing, servicing and information gathering. There is a review of the traditional and non-traditional marketing and sales methods and a discussion of the current changes observed by the attendees. Time is spent instructing the novices on the terms and usage of the Internet and World Wide Web with a specific focus on insurance. Pertinent web addresses are provided for the attendees to assist them in information gathering and dissemination. A look at future distribution avenues follows. The attendees are given a sample of the benefits received and the mistakes made using the Internet as a marketing and distribution tool. There is also a discussion on how to incorporate the use of the Internet with a brokerage's "Off-line" marketing and servicing. ProImage -
Electronic Filing and Other High Tech Aids To Profitability The primary
goal of the program is to assist agency owners and managers in
reorganizing insurance agency's systems and procedures to allow
profitable growth in a volatile marketplace. The program will
also define and determine the use of new technologies that will
increase productivity, so that maximum growth and profitability
can be achieved. A full description of the purpose, implementation
and results of electronic filing will enable the audience to see
how a true "paperless" environment can be established
and maintained in an agency. Everything You Know About
Internet Marketing Is Wrong Most insurance agents today are wasting their money and time with the web sites they are designing. Lack of knowledge of insurance Internet marketing and dependence upon "Cookie Cutter" Web Site Design and unknowledgeable designers has left agents with the inability to secure the substantial new benefits provided by this growing media. Attendees
will learn the ABC's of insurance Internet marketing. These include: Ethical Conduct and Behavior
For Agents and Companies This seminar has been created for both agency and company personnel. The material being presented is designed to provide an ethical overview of the industry and agent. It is a reminder of the attitudes and conduct expected of our industry which deals in one of the society's most important basic needs personal, family and business, financial and economic security. Organizing Your Agency For
The 21st Century This course is designed for agency owners, officers, and Managers. The primary goal is to assist management in organizing insurance agencies to grow profitably in the 90's and into the 21st century. Since the independent agencies of the 21st Century will face competition from direct writers, non-traditional direct writers and the Internet, they must focus their attention on structuring their agency in such a way as to provide their clients with above average customer service. The course explains how an agency can combine small commercial lines and personal lines servicing into one unit to better serve the customers. It goes on to describe exactly how to eliminate paper and how the structure of the agency must be altered to accommodate these changes. Finally, the program delves into the entire area of customer service and how the agency personnel can provide the best perceptible customer service to their clients. The Art Of Insurance Professionalism The seminar first examines the causes of Errors and Omissions claims from the customers, industries and the agent's points of view. The program then looks at how an agent can initiate quality control in their agency. This includes through documentation, communications, automation utilization and information that will convince the attendee of the value of excellent Errors and Omission prevention techniques. The program also presents to the attendee the overall of the "Best Practices" approach to E & O loss prevention. Finally, the program addresses the hiring practices, training and development of employees and customer communications necessary to prevent future Errors and Omission losses. Guarantee Future Profitable
Growth With Proven Marketing Techniques Jack brings over 30 years of marketing experience to you. He will present both traditional and "new age" marketing programs that you can implement today in your agency. Learn how to create an agency image that will allow you to establish your own "Brand" for insurance in your marketing arena. Jack will show you how to have a consistent approach to associating your agency's name with quality insurance products and programs. You will benefit from learning how every phone call, every mailing and every email can lead you to more prospects and more sales. The difference between ordinary and extraordinary is only a little extra. Jack will show how you can apply those "extras" in your correspondence, brochures and target-marketing campaigns. Jack is one of the recognized experts, when it comes to eCommerce and marketing on the Internet Agents have saved thousands of dollars by learning the "right way" to advertise and market on the World Wide Web. Jack will provide you with the dos and don'ts of Internet marketing and web site design. Fries
& Fries Consulting • P. O. Box 66 • Alexandria, KY 41001 |