A Practice Management Tune Up


In this interactive session, presented live at Health Reform 2016, Wayne discusses several topics important to solo and partner insurance agencies:

  1. Preparing your day
  2. Essential tools of today – software, databases, office/practice management applications, smart phone apps, websites, cloud computing
  3. Benefit Management Software – a must for agents in the benefit space
  4. Ongoing Targeted Planning – defining & redefining your targeted markets on a regular basis – what gets you excited every day
  5. Understanding Your Market – Get to Know the Carriers & Competition
  6. Lead Generation – online leads or targeted leads – working it thoughtfully through to successful outcomes
  7. Prospecting through Referrals – clients, insurance agents, professional associations
  8. Are you covered – E & O, personal insurance – life, health, disability, LTC
  9. Annual Review of Practice – Do you have all you need in your back pocket mafia 3 download vollversion kostenlos deutsch?
  10. Compliance & Continuing Education
  11. 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.

Download a PDF of the Presentation

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