“How To Run Your Agency” 4 Hour Workshop for Owners & Managers

**Email invites will be sent to all owners and managers on April 5th, 2023. If you still need the private registration link after that date, please email amanda@insuranceroleplay.com.

One of the most common questions we get is “How do I manage my team or how can my Sales Manager learn to do so?” If these are questions that you are curious about, and if you are looking to take your agency to another level, this workshop is exactly for you.

We are super excited for April’s “How to Run Your Agency” workshop.  This quarter we have condensed this popular training into one 4 hour session that will be a live and interactive Zoom meeting on April 12th, from 1-5pm EST. This workshop is open to all agency owners, then of course to managers as well as long as the agency owner supports it! Please come with your video and audio on as we will be doing some interactive exercises.

During this live and interactive workshop we will share with you and/or your sales manager some very specific strategies that we have learned over my 25 years in this industry and that Kristin has learned in her experience with sales and coaching. Content will be collaborative with the focus on sharing what works and maybe helping you avoid some of the ups and downs that can happen as you continue to facilitate changes in your agency. Our goal is to help you and your team be as successful as you can and should be.

Below is a list of some of the topics we will cover:

• Our Journey
• Coaching vs Managing
• Building a growth-minded culture
• How to run an effective team meeting
• How to facilitate role play
• Different types of coaching strategies for one on one vs. group coaching
• Hiring & Firing
• Onboarding new team members
• Creating promos
• Communicating with team members
• Setting expectations
• Building a leadership team