Right Start Training Series now available on demand

Over the past few years, the Big "I" Diversity Task Force has met with agency owners from across the country to learn about the challenges they face within their businesses. One of the main obstacles voiced was the inability to gain appointments with top carriers—which paved the way for the new four-part Right Start Training Series: An Agency Toolkit to Grow Your Business and Gain Appointments. 

The series, led by Big "I" Virtual University Executive Director Chris Boggs, breaks down topics like so:

Understanding Your Agency Operating Style

• Learn your agency's operating style
• Idenfity strenghts, weakenesses, opportunities, and threats
• Develop your agency's value proposition

Employees:: Your key to increased productivity

• Evaluate employee job design
• Determine growth goals
• Utilize tracking and reporting

Preparing for the company visit

• Prepare for key discussions with compay representatives
• Understand the carrier agency appointment process
• Learn how to use company production records

Yearling planning and agency goal setting

• Establish a process for setting goals
• Build carrier loyalty
• Utilize retention, rounding, and referrals