In this interactive session, presented live at Health Reform 2016, Wayne discusses several topics important to solo and partner insurance agencies:
- Preparing your day
- Essential tools of today – software, databases, office/practice management applications, smart phone apps, websites, cloud computing
- Benefit Management Software – a must for agents in the benefit space
- Ongoing Targeted Planning – defining & redefining your targeted markets on a regular basis – what gets you excited every day
- Understanding Your Market – Get to Know the Carriers & Competition
- Lead Generation – online leads or targeted leads – working it thoughtfully through to successful outcomes
- Prospecting through Referrals – clients, insurance agents, professional associations
- Are you covered – E & O, personal insurance – life, health, disability, LTC
- Annual Review of Practice – Do you have all you need in your back pocket mafia 3 download vollversion kostenlos deutsch?
- Compliance & Continuing Education
- Planning ahead – where do you want to be tomorrow? Is it all about money or satisfying your clients download phototan-app for free?
Wayne’s hope is that every attendee should be able to obtain at least one idea that will useful in his or her practice.