Insurance Excellence Series
Strategies for Thriving in a Dynamic Market
Are you ready to take your insurance agency to new heights? We invite KAIA members to join us for the Insurance Excellence Series, presented by MarshBerry, where you'll gain invaluable insights and strategies to thrive in today's dynamic insurance marketplace.
- Craft challenging yet attainable visions and goals.
- Develop strategies for objective achievement.
- Embrace innovation and differentiation for profitability.
- Prioritize and analyze your agency's performance with advanced analytics.
- Assess and improve your sales culture for predictable growth.
- Master communication strategies for a challenging market.
- Gain insights into industry challenges and growth opportunities for 2024.
Don't miss out on this chance to transform your agency's future and ensure resilience in the face of change. We encourage you and your staff to take advantage of these valuable sessions. Register now for the entire series – your roadmap to success awaits!
Presented by MARSBHERRY
Helping clients learn, improve, and realize value
MarshBerry serves the insurance distribution and wealth management industries including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory; Business Planning), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions), and Market Intelligence & Benchmarking.
SESSION 1: MASTERING VALUE COMMUNICATION: NAVIGATING THE HARD MARKET LANDSCAPE
Date: October 31, 2023
Location: Webinar
Time: 10:00 AM - 11:00 AM
Registration Fee: $0.00 Member, $50.00 Non-Member
Join us for an illuminating webinar where we'll equip you with the essential language and strategies needed to effectively convey your immense value, even in the most challenging market conditions. In a world of rising premium costs, carrier capacity restrictions, and team members with limited hard-market experience, MarshBerry brings you the tools to not only communicate your worth but also to create a robust strategy and succession plan for your firm's growth in today's market. Don't miss this opportunity to gain a competitive edge and thrive in the midst of market turbulence.
SESSION 2: UNLOCKING ORGANIC GROWTH: MASTERING STRATEGIES FOR THRIVING INSURANCE AGENCIES
Date: November 28, 2023
Location: Webinar
Time: 10:00 AM - 11:00 AM
Registration Fee: $0.00 Member, $50.00 Non-Member
In this dynamic session, we'll take you on a deep dive into the world of organic growth practices tailored specifically for insurance agencies, equipping you with the essential insights to thrive in today's competitive marketplace. Discover the keys to creating visionary goals that challenge yet empower your team, learn how to craft effective strategies for goal attainment, and uncover the secrets of innovation and competitive differentiation that drive profitable development. Don't miss this opportunity to gain the knowledge and tools you need to lead your insurance agency to new heights.
SESSION 3: DATA DRIVEN SUCCESS: UNLEASHING YOUR AGENCY'S POTENTIAL
Date: December 12, 2023
Location: Webinar
Time: 10:00 AM - 11:00 AM
Registration Fee: $0.00 Member, $50.00 Non-Member
Unlock the power of data to propel your agency towards unprecedented success! In this dynamic session you'll gain invaluable insights into harnessing advanced analytics to navigate your agency's evolving needs. Discover the art of analyzing historical and current performance, mastering key metrics definition and measurement, and transforming financial statements to benchmark your agency against similar-sized revenue firms. Don't miss this opportunity to supercharge your decision-making with data-driven precision and drive exceptional value for your agency.
SESSION 4: CULTIVATING SUCCESS: UNLOCKING YOUR SALES CULTURE POTENTIAL
Date: January 16, 2024
Location: Webinar
Time: 10:00 AM - 11:00 AM
Registration Fee: $0.00 Member, $50.00 Non-Member
Discover the keys to assessing and improving your sales culture to drive predictable and profitable organic growth within your organization. In this session, you'll gain a comprehensive understanding of how a sales culture assessment can provide invaluable insights into your firm's inner workings. Explore the four critical focal points of this assessment and learn how to leverage the results to implement transformative changes. Don't miss this opportunity to elevate your sales culture and supercharge your business success.
SESSION 5: NAVIGATING THE FUTURE: STRATEGIES FOR SUCCESS IN THE EVOLVING INDUSTRY LANDSCAPE
Date: Annual Convention - February 5-7, 2024
Location: Wichita, KS
Time: TBD
Registration Fee: Subject to Annual Convention pricing
Registration Open Soon
In this session, you'll gain invaluable insights into the challenges currently facing the industry and learn how to confidently respond to unexpected market changes. Discover best practices for accelerating economic transformation and get a strategic overview of opportunities for independent firm growth in 2024. Don't miss this opportunity to transform priorities into results and ensure your business's growth and resiliency in the year to come.