Planning for Success: Strategies for Insurance Agency Growth in Today's Market
Total Credits: 3 including 3 CE Credit
- Average Rating:
- Not yet rated
- Categories:
- Personal Lines | Professional Development | Professional Development - Agency Management | Professional Development - Operations and Human Resources
- Speaker:
- Terry L. Tadlock, CIC, CPCU, CRIS
- Course Levels:
- Intermediate
- Duration:
- 3 Hours
- License:
- Access for 90 day(s) after purchase.
Description
The main reason an insurance agency fails is due to lack of planning. But planning isn't just the responsibility of agency owners - the entire agency should be involved. This course will examine how to implement the planning process and how to avoid the fatal mistakes. Attendees will learn the essentials of the budgeting process and the important metrics that must be tracked to assure agency growth and success. Finally, we will examine how to set and track goals and evaluate for accountability.
SC Course number 6000185297Type of Course: Property & Casualty
Basic Course Information
Learning Objectives- Identify why planning is essential in agency growth and longevity
- Learn the fatal mistakes of planning
- Determine how to manage for growth in the agency
- Examine how to set and track annual goals
Major Subjects
- Planning
- Budgeting
- Agency Metrics for growth
- Evaluation and Accountability
Course Materials
| Please Read - VOD credit instructions and state specific required forms (156.9 KB) | Available after Purchase | ||
| 2022 DOI Statement (132.3 KB) | Available after Purchase | ||
| Planning for Success Handout (2.4 MB) | Available after Purchase | ||
| Planning for Success Timed outline (14.2 KB) | Available after Purchase | ||
Speaker
Terry L. Tadlock, CIC, CPCU, CRIS Related Seminars and Products
Industry Expert Presenter
CIC, CPCU, CRIS
Terry is a 40-year veteran of the insurance industry. In an attempt to enjoy a little slower paced life, he has joined the Correll Insurance Group of agencies as the President of Coastal Plains Insurance, LLC (CPI) and South East Coastal Underwriters (SECU) in beautiful Hilton Head Island, South Carolina. Terry is part owner and responsible for the day to day operations of CPI and SECU. Prior to Terry's joining CPI he was owner and CEO of Florida Insurance Educators, Inc. which is an insurance education and consulting firm that in conjunction with Florida Insurance School worked with state and national organizations providing a variety of educational courses and consulting services. Terry continues to accept national speaking engagements and writes technical articles for a variety of state and national insurance publications. In his spare time Terry is also recognized by Federal and State courts as an expert on insurance coverages and serves as an expert witness. Terry began his career in 1979 in Florida. The majority of his time was spent as the principal of an independent insurance agency in Florida where he specialized in a variety of Professional Liability programs as well as designing several specialty programs serving the Construction industry. Terry has also worked with the Florida Department of Insurance where he was the Administrator of Agents Licensing. His primary responsibilities included the approving individuals for agent licensing and supervision the writing of all state insurance examinations. During this time, he also represented the state of Florida on the National Test Development Committee which sets standards for agents licensing examinations. Currently, Terry holds a Certified Insurance Counselor (CIC) designation and is a National Faculty Member of the Society. In addition, he serves as the Educational Consultant in the State of North Carolina. Terry also holds a Chartered Property and Casualty Underwriter (CPCU) and Construction Risk and Insurance Specialist (CRIS) professional designations.