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Enhancing Brokerage Performance
The Best Practices program is designed (by brokers for brokers) to identify powerful new approaches to brokerage operations that will significantly improve the performance of any office, including yours!
Find out…
- What the current trends and challenges in the insurance industry are and exactly where the opportunities are to significantly improve your business results
- How Best Practices tools and methodologies are deployed to gain a competitive advantage
- How other offices are applying business intelligence to impact operational efficiency and financial results.
The Best Practices program is the most comprehensive brokerage management course available in North America .
In 2008, IBABC will be offering all five modules in one Comprehensive Certification Course that promises to transform your brokerage...
31 Jan 2008
Module 1 |
Introduction
– Setting the Framework for Change
Getting Started
The Challenge of Change
Developing a Strategic Plan
Getting Staff Involved |
| 28 Feb 2008 Module 2 |
Sales and Marketing
Sales Management
Producer Development
Carrier Relations
Customer Service |
27 Mar 2008
Module 3 |
Human Resources
Human Resources Management
Employment Law Issues
Employment Challenges – Building a Team |
24 Apr 2008
Module 4 |
Operations and
Financial Management
Operations Management
Technology Management
Financial Management
Financial Operations |
29 May 2008
Module 5 |
Conclusion –
Action Planning
Perpetuation Planning
The Planning Process
Management & Operations Review
Create a Brokerage Action Plan
Making Everything Fit |
6 Hours of Professional CE Credits per module
BONUS: In order to maximize the process of change for participants, we have added Professional Coaching! Business coaching has been proven to deliver significant improvements to any business, especially when combined with a proven learning program like Best Practices.
You will receive…
- 5 days (1 day per month) of in-class training and participation covering all 5 modules
- Training manuals and supplementary worksheets and information
- 10 personal 1-hour coaching sessions (via telephone) to help guide you and ensure results.
Who Should Attend
This program is specifically designed for brokerage principals (i.e., owners and key managers) who are eager to implement change and improve on existing practices. For maximum benefit to your brokerage, it is recommended that more than one principal attend the workshops. It is an excellent program for new and experienced brokerage principals alike. In some cases, you may choose to send different representatives to the modules depending on their areas of expertise. What Some of our Best Practices Graduates
Have Said
“I found the Best Practices (workshops) to be the most
rewarding education in my thirty years in the insurance business.”
- Laurie Forshner-Talbot, President of Talbot Insurance Services
Ltd., Gibsons, B.C.
“My partner, Carl Sulkowski, and I still quote back to
each other certain philosophies and ideas that we learned in the
Best Practices program. This is a great crash course filled with
great ideas on how to better run your brokerage. I'd like to suggest
all brokers should take this course, but it is better for us if
only a few of us know all the inside secrets!”
- Kevin McIntyre, President of Underwriters Insurance Agencies (Kamloops)
Ltd.
“The Best Practices program has helped clarify the benchmarks
that successful brokerages achieve and work towards. The methods
and means to achieve a better operating business, as well as defining
the strategic plan and long-term vision, are offered to help brokers
individually develop their business as they want it to be. I recommend
the program to anyone trying to define and improve on the key elements
of their business.”
- Winston Pain, President of Underwriters Insurance Agencies (Kamloops)
Ltd.
2008 Workshops Location
The Executive Hotel & Conference Centre
4201 Lougheed Hwy, Burnaby, BC
Tel. 604-298-2010
The Instructor
IBABC's 2008 Best Practices workshops
and telephone coaching sessions will be facilitated by Brian Bonsma, a former insurance brokerage principal and full-time business coach, based in Kelowna, B.C.
Fees and Registration
$2,995 per person, all inclusive
For a Limited Time Only:
Register yourself and an office colleague before
15 December 2007and get the second registration for just $995!
To register for all five modules and supplemental coaching sessions, please download the Best
Practices Companion Program Registration Form [76K PDF]
here.
You will need the Adobe Acrobat Reader to view registration forms
in PDF file format. Click here for a free
download. Please forward your completed registration form and accompanying
payment to the IBABC office by ICS or mail. Applicants will not
be registered until full payment has been received.
Please Note: Partial program registrations will not be accepted. For even more information about the Best Practices program, contact Greg Mansfield, IBABC Continuing Education Coordinator, at 604-606-8007 or via e-mail at gmansfield@ibabc.org |
