Event Information
TQA22 Big I Michigan Total Quality Agency Series 25th Anniversary (MEMBER ONLY)
Date: March 14, 2022
Location: Big I Michigan

 

 
 
 
 
Whether you’re new to agency management, planning for perpetuation or simply trying to become extraordinary, the Total Quality Agency (TQA) series of seminars will provide you with a strategy for total quality agency management. 2022’s TQA program combines best practices with data and tools that will assist in building and growing a successful agency for the future. Start planning now!


Participants must attend all sessions, complete a strategic plan, and hold a carrier discussion to receive their TQA Agency designation. Agencies must obtain 6 update credits per year to maintain their agency designation.

Schedule:

BUILD

Session #1 Foundations:

March 14: 8:00 a.m. - 4:00 p.m. AND March 15: 8:00 a.m. - 4:00 p.m.

Instructor: Mary M. Belka of Eisenhart Consulting Group, Inc.

Two full days of insights on agency management including procedures to stop, start, or to improve. Learn how to design your organizational structure for optimal performance and growth.

GROW

Session #2 Operational Success – Redefined:

April 11: 6:30 p.m. - 8:30 p.m. AND April 12: 8:00 a.m. - 4:00 p.m.

Instructor: Mary M. Belka of Eisenhart Consulting Group, Inc.

Operations management has become a game-changer and a professionally run agency is a requirement for supporting sales efforts and achieving profitable growth. Creating appropriate, clear metrics is critical to agency performance. The myriad components of agency operations can no longer be handled piecemeal – an individual possessing a combination of insurance expertise, technology savvy, leadership skills and organizational acumen is needed to coordinate global operations in agencies both large and small. We will identify why agency owners struggle with things operational – and with delegating these responsibilities.

Session #3 Recruit, Engage, & Retain:

May 9: 6:30 p.m. - 8:30 p.m. AND May 10: 8:00 a.m. - 4:00 p.m.

Instructors: Caryn L. Bedford, Big I Michigan & Mary M. Belka of Eisenhart Consulting Group, Inc.

Covid has changed the workspace forever – the remote workplace is here to stay in some form – how will you handle the new challenges? Intentionally leading your agency with updated recruitment and management practices can provide better risk management for you in these areas – and provide a better model for your clients as well. The need to replace the more loosely defined, reactive hiring practices of the past with a proactive, intentional approach in a changed landscape is critical. Planning is key!

PERPETUATE

Session #4 Financial Success, Worth, & Perpetuation:

June 6: 6:30 p.m. - 8:30 p.m. AND June 7: 8:00 a.m. - 4:00 p.m.

Instructor: Chris Burand, Burand & Associates

• Negotiating contingency/bonus income

• Managing income/expenses

• Measuring financial performance

Session #5 Strategize and Capitalize!:

July 11: 6:30 p.m. - 8:30 p.m. AND July 12: 8:00 a.m. - 4:00 p.m.

Instructor: Cheryl L. Koch, Agency Management Resource Group.

Distinguish between marketing your agency effectively and actively selling your products

and services.

Session #6 – Choosing & Managing Company Relationships:

August 29: 6:30 p.m. - 8:30 p.m. AND August 30: 8:00 a.m. - 4:00 p.m.

Instructor: Chris Burand, Burand & Associates.

• Selecting suppliers carefully

• Communicating expectations to carriers

• Dropping markets to grow new business

• Strengthening carrier relations

Session #7 Leadership, Commitment, & Management in a Changed World:

October 3: 6:30 p.m. - 8:30 p.m. AND October 4: 8:00 a.m. - 4:00 p.m.

Instructor: Mary M. Belka of Eisenhart Consulting Group, Inc.

As we enter uncharted territory, intentional leadership has never been more critical. Agency leaders must help clients and employees adapt to a post-pandemic landscape. We examine this “new normal” complete with both opportunities and challenges, and help agency owners to identify skills and knowledge that will be needed to meet their clients’ evolving exposures and expectations.

WRAP UP

Session #8: The Plan Comes Together:

December 5: 6:30 p.m. - 8:30 p.m. AND December 6: 8:00 a.m. - 4:00 p.m.

Instructor: Mary M. Belka of Eisenhart Consulting Group, Inc.

Piece together all the parts of the plan and develop a solid business formula. She’ll also explain that planning, improving, building, growing for the long term goal of perpetuating is a continuous process.

All sessions take place at the Big I Michigan office: 1141 Centennial Way, Lansing, MI 48917

Sessions 2-8 begin with an evening session from 6:30pm - 8:30pm with hors d’oeuvres.

8:00am - 4:00pm classes include continental breakfast and lunch.


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