Stay Connected
Now Through March 1, 2021
The Insurance Agency Engagement Series is a virtual platform designed to keep you inspired, informed, and connected — all while practicing safe social-distancing. Together with our loyal partners, we are offering insurance agents a platform filled with ongoing offerings of valuable insurance-related content, including but not limited to webinars and discounts on products/services. We hope you take advantage of these resources as we work towards empowering independent insurance agents and brokers to thrive through advocacy, education, and networking.
Check back regularly as this list expands.
Engage, Educate, and Save
Educational package includes special discounts, webinar, white paper, 30-minute managed accounting consultation, and an Agency Nation podcast on the future of HawkSoft’s agency management platform.
DATES
Now through March 1, 2021
HawkSoft is pleased to offer this special American Agents Alliance “Engage, Educate, and Save” package to thank you for all you do as an independent agent. Whether you’re looking for a new management system or your current one is meeting all of your needs, we share these resources to help your agency maximize its potential. Sign up with HawkSoft before March 1, 2021 to receive special discounts.
The Most Important Operational Initiatives to Increase Your Agency’s Valuation
We will examine common value drivers buyers examine when evaluating the purchase of an insurance agency, with the most important value driver covered with anecdotal success and failure studies by an M&A expert.
DATES
Thursday, Feb 25, 2021
10 am PST
There are a number of key requests that buyers commonly ask for when making the initial discovery inquiry and in order to survive a rigorous due diligence examination by a prospective purchaser prior to a transaction closing. We will cover the most important value drivers and operational improvements agency owners can immediately take to boost the valuation of their Company, independent of any future contemplated M&A activity. Join Rick Carlson, CEO of ProNova Partners live.
Can’t Make the Webinar? Schedule a Diagnostic Call
Having an accurate read on the value of your agency in today’s M&A landscape is critical when starting any exit planning conversation or process. Once you have your 2020 P&L (or 2019 is fine assuming it’s roughly in-line) the CEO of ProNova Partners is happy to provide a ‘back of the napkin’ valuation and deal structure target you can expect for your agency on a brief diagnostic call. Book any available meeting time slot with Rick Carlson, CEO of ProNova Partners here.
GeoVera Educational Virtual Training
Learn how GeoVera Insurance Company can help your clients with their Earthquake Insurance needs.
DATES
Open
Don’t miss the chance on meeting with one of our Sales Leaders for a one on one agency virtual meeting to learn how GeoVera Insurance Company can help you and your clients protect their financial future from an earthquake. Please contact one of our Sales Leaders to schedule a virtual meeting at (805) 404-5101 or by email at jgarcia@geovera.com. We look forward to providing you with the financial security you need.
Flooding after Fire
Learn in 10 Webinar
DATES
January 12, 10-10:15 am PST
January 20, 1-1:15 pm PST
January 26, 9-9:15 am PST
The Western United States just had its worst fire season in recorded history with over 30 major fires and 10 million acres burned. Fires dramatically alter the earth’s ability to absorb water, creating a second devastating peril of flooding in areas that would otherwise not flood. Our Learn in 10 Webinar will help agents understand this peril so they can better advise their clients on the need for flood insurance in and around impacted wildfire areas. The Three 15-minute webinars will be January 12, 10-10:15 am Pacific, January 20 1-1:15 pm Pacific, and January 26 9-9:15 am Pacific.
NOTE – Although these webinars have passed, it’s not too late to learn more about the importance of flood insurance and how to best advise your clients. Simply get in touch with AonEdge today!
Kickstart 2021: 4 essentials for agency success
On-Demand Webinar
DATES
Open
Remember the way agencies did business ten years ago? It’s a whole lot different now, and much like 2020, next year will undoubtedly present new challenges. The traditional methods of running an agency are outdated and ineffective in an evolving environment; it’s vital to ensure that your agency is ready to charge into 2021 with a solid foundation. Watch the on-demand webinar, to hear from a panel of experts and agency leaders on how best to prepare your agency for growth in the new year.
Free Instant Quotes for Trucking & Commercial Auto!
Learn how to receive quotes from multiple markets in minutes!
DATES
Open
This webinar will teach you how to submit Trucking & Commercial Auto risks through the Appulate online platform and receive multiple quotes from all of Brookside’s markets in minutes. All this can be accomplished by having you answer a simple questionnaire and transferring the information to various markets with Brookside’s database so that you don’t have to rekey data. There are no fees or monthly cost to use the Appulate platform. It is completely free and you don’t even have to be appointed!
Arrowhead’s Value Select Residential Earthquake Training
One-on-One 30-minute Training Session
DATES
Open
Protect your clients with industry leading earthquake coverage. Arrowhead’s Value Select residential earthquake program with Palomar has the best coverages and lowest deductibles in the marketplace. Contact Zander Walker at zwalker@arrowheadgrp.com to setup a brief training session to learn about our product and system. This brief, 30-minute session is great for new producers, staff and as a refresher. Make sure your clients are prepared and protected with earthquake insurance. They will be thankful you did!
Customer Experience Educational Package
Learn what is customer experience, why it’s important, and how you can create a great customer experience that helps your agency grow.
DATES
Open
Did you know 89% of consumers switch to a competitor after a poor customer experience? But, what is customer experience? It’s a common misconception to think customer experience and service are the same thing. The truth is that customer experience is more than just customer service. With the right tools you can create the right experience to better sell, service and retain the modern consumer. ITC has put together a special package of educational content to help you learn how to create a great customer experience. Enjoy our recorded webinar where ITC CEO Laird Rixford will be sharing the next generation of online rating.
Digital Marketing.....
Where to start before it’s too late!
DATES
February 4, 2 pm PST (Live webinar)
In this webinar, we will be teaching you the basic fundamentals of how to prepare your business for our digital marketing age.
You may not think that you will be marketing digitally, but it is definitely the future, so why not build your foundation so when the time comes you are ready.
During this webinar, Skip Gilleland, the Vice President of Marketing will be discussing the “Must Haves” for tracking and retarget marketing online.
Have you ever wondered how platforms like Facebook and Google always show you ads for what you have been looking for? Do you want to show potential clients your ads when they are looking for your service? If they look at your website, would you like to show them ads on Facebook?
Talk with us: Free 10-minute consultation
Grow your business through our 10 distinct specialty risk insurance programs
DATES
Through Mar 1, 2021
Tap our expertise. Ask about trends. Find out how Aon Programs specialty risk solutions can help you grow your business. You talk. We listen and respond. Helping brokers break new ground or expand their business is our specialty. Aon Programs provides agents and brokers with insurance and industry-specific expertise in ten different program areas, powerful insights on emerging trends, and a host of other resources. We offer agents and brokers insurance, risk and client support solutions through our 300+ custom specialty risk programs, backed by outstanding service. All designed with one goal in mind: to help agents and brokers grow their businesses and thrive.