Featured Resources
We’ve compiled some of our most popular webinars and white papers to share with you . Take a look at one of the webinars in our three-part Best Practices Webinar Series or read our white paper for some important tips to keep in mind as you evaluate management systems.
Select from the topics on the left and download free webinars and white papers from our collection.
If you have any questions, or need more information, complete the contact form or call 800.999.5368.
Check back often for more webinars and white papers!
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TAM2TAMOnline Real Users Answer Your Questions
Hear from industry professionals as they give you honest answers to some of the most common questions about migrating to an online system. No hype, just the facts. These agents and brokers share what the transition is REALLY like and give some concrete numbers regarding cost vs benefits of the online environment.
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Best Practice Series – Producer Recruitment and Development
Discover the “how to’s” for recruiting insurance agents and what steps you should take to train successful producers during this conclusion to the insurance best practices webinar series. Listen as we share the secrets to recruiting and managing young producers to be your organization’s biggest asset.
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Best Practice Series – Perpetuation – Understanding What It Takes to Remain Privately Held
Attention independent insurance agents and brokers: Have you thought about your agency's future once you decide to retire? In this webinar, you'll gain a full understanding of the most important investment you can make as an independent insurance agency. Don't miss out on these foolproof steps you can take today to prepare for tomorrow!
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Best Practice Series – Bringing the Best Practices Study to Life
Hear it straight from the 'godmother of the Best Practices Study' herself as she takes a look at some of the leading best practices in insurance and brings the Best Practices Study to life. Ever wonder how your agency's performance compares to the rest? Find out in under 60 minutes some of the top workflows for insurance best practices. You'll also discover two simple formulas that will catapult your agency into the stratosphere of agency performance.
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Errors & Omissions – 6 Secrets to Crush a Claim And Keep Your Agency Out of Court
Meet Agent X, an agency owner that saved his agency’s reputation and potentially millions of dollars in the process by implementing the “6 Secret System.” You’ll discover some important things to consider as you review your next E&O insurance policy. Also learn the #1 thing you need to tell EVERY employee in your agency or brokerage to avoid a business-ending lawsuit.
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Deliver Award-Winning Customer Service
Great customer service and that intangible personal touch can make the difference between retaining clients in today’s market. We’ve assembled the 2010 Outstanding CSR of the Year and 3 Top Finalists to share their proven methods and award-winning insurance customer service techniques.
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