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AgencyWISE is a monthly webinar series packed with insights and tips to help independent insurance agents navigate the challenges of running an agency.
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New episodes every month.
NEW!
Crushing Canva: Refreshing Your Ageny Aesthetics
Join Ciara Gravier, Founder & CEO of The Bunker Insurance & Risk Management, as she shares practical, easy-to-implement Canva strategies to elevate your agency’s brand aesthetics. In this webinar, you’ll learn:
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How to use Canva to create professional content with ease
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The importance of a brand guide for consistency
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Time-saving design hacks
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How to make your agency recognizable & memorable
Remote Work in Insurance Agencies Today
Remote and hybrid work models are more common than ever in the insurance industry—but what does that mean for independent agencies like yours? In this episode, IIAT's Director of Technical Affairs Carie Ann Roach dives into "Remote Work in Insurance Agencies Today" with Lizzy Jarvis of CareerPlug. Whether you’re considering remote work for the first time or looking to refine your current approach, this webinar offers practical strategies and expert insights to help your agency succeed.
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Hiring Top Performers in a Candidate-driven Market
Join Sara Bradshaw Ray, SVP of Strategic Initiatives at Big I Oklahoma, and Nolan Duda, Client Experience Manager at IdealTraits, for this must-watch AgencyWise webinar tailored for independent insurance agencies navigating the competitive hiring landscape. This webinar explores the modern challenges of recruiting in a candidate-driven market and provides actionable insights to help agencies attract and retain top talent.
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What We Can Learn From Looking At Our Operations
Independent insurance agencies often grapple with balancing operational efficiency and delivering exceptional customer experiences. In this AgencyWise webinar, Mallory Cornell, VP at the Big I in Wisconsin, explores how agencies can optimize workflows, foster team consistency, and boost client satisfaction.
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Cyber 101: An Easier Way to Think About Cybersecurity & Cyber Risk
In today’s digital world, cyber threats are a growing concern for insurance agents and their clients. But protecting your agency doesn’t have to be overwhelming. Join Ryan Smith, President of RLS Consulting, as he simplifies cybersecurity. Whether you're a seasoned pro or new to cyber risk management, this session will give you practical strategies to safeguard your agency and confidently advise your clients.
Overcoming the Top Three Challenges Hindering Agency Growth & Profitability
Learn key strategies to enhance your agency's growth! Hosted by Jason Sabo, director of agency development at IIANC, and Steve Heroux, founder and CEO of The Sales Collective, this episode covers key strategies for avoiding hiring mistakes, building an effective sales process, and improving training. Discover practical tips to enhance profitability and drive agency growth. A must-watch for those looking to overcome common challenges!
Kolbe It Really Does Work
Join us for an insightful session with host Marit Peters, Executive Director & President of IIAT, and guests Stewart Berrong from Berrong Insurance Agency, and Avery Moore from ECI Insurance.
Marit, a Kolbe expert, guides you through practical applications of Kolbe methods. Discover how you can leverage Kolbe knowledge in hiring, team building, and assessing leadership dynamics within your teams.
Staff Stratification: Extending Your Bench Through Alernative Resources
With labor costs on the rise, competition intensifying, and client expectations evolving, there's a pressing need for innovative staffing strategies for independent agents. The concept of "Staff Stratification" may be unfamiliar. Put simply, it involves optimizing essential functions and tasks within your organization to ensure they're executed with utmost efficiency and quality, all while minimizing payroll expenses. Essentially, it's about achieving more with less, without compromising service quality or increasing exposure to errors and omissions.
A Conversation with Lea Ann Hawk
We are thrilled to have Lea Ann, esteemed retired Chief Operating Officer from Keystone Insurers Group. Lea Ann brings a wealth of experience and expertise to her role, overseeing Agency Services, Conference Management, Human Resources, Profit & Growth, Contract Management, Strategic Legal, and Project Operations. Join us as we delve into her insightful perspectives and glean valuable insights from her vast professional background spanning roles in banking, insurance, and agency management.
Maximizing Your Agency Technology
Catalyit CEO Steve Anderson discusses his path in the insurance industry and the critical role of technology in improving agency efficiency and profitability. He introduces Catalyit's tools, including the Tech Assessment and Tech Stack Survey, which help agencies optimize their technology use. Steve highlights the Catalyit Success Journey roadmap and live events for ongoing support. He also identifies future trends like generative AI and personalized video as transformative. The webinar underscores viewing technology as a profit center and leveraging it to increase agency value.