Attention Agency Owners and Managers!

You think you're doing great, but the truth is, you're settling for just "OK."

The Agency Forum will show you how to move an additional 5% to 10% of revenue to your bottom line while reducing the time spent managing the details of your business!

The Agency Forum is an exclusive program for P&C insurance agency and broker executives. This program delivers the ultimate opportunity to network and learn from other top executives and industry experts to attain superior growth, profitability, and value.

We all know agents and brokers already have a lot of choices for spending their hard-earned money on various programs, classes, and groups.

What makes the Agency Forum different?
What makes it better?

Three words: Optimal Total Management (OTM).

The Forum provides unparalleled opportunities for agents and brokers to achieve OTM and the simple truth is, better total management decreases problems while increasing morale, sales, profits and energy!

Only a comprehensive program can provide OTM and only The Agency Forum delivers such a program.

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The forum covers:

  • Sales training and sales management, advertising, and marketing
  • Tools for writing all accounts more profitability
  • Tactics to rid your shop of the pesky management issues that are eating away at your time and productivity
  • Strategies for getting carriers to pay more
  • Better IT management (without having to learn IT)
  • Better financial management (without having to become an accountant)
  • Better quality control (which is becoming ever more important with rising E&O standards and the soft market)
  • Keys to managing so owners and managers know more, have better data, and spend less time on the process
  • 25 topics specific to achieving OTM with every topic taught by top industry experts!
Forum Members become OTM Certified and attain a level of management effectiveness that few executives ever realize.

 

"Revenue Per Producer" is meaningless!

"Revenue per producer" is a standard indicator for managing an agency, right? But, it's the wrong indicator! A multi-year study conducted by Burand & Associates determined that it has nothing to do with overall profitability, yet agencies continue to manage to this statistic! So when it comes time to sell, after spending years and years building their business, agency owners are learning their agencies are not worth what they thought.

Another study–the National Academy of Producer Studies' GPS Study– revealed the largest agencies in the U.S. actually lose $27 on every account. Why increase sales when you're losing money on each sale?

Agencies are spending thousands of hard-earned dollars annually on training, but these programs don't teach managers and owners how to make profitable sales and increase value.

The Agency Forum is built upon the industry’s most thorough and complete statistical study of insurance agencies.

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Burand & Associates conducted an extensive study involving over 100 agencies which revealed that most agencies are chasing the wrong benchmarks–benchmarks that have NOTHING to with increasing profit, growth or agency value!

Burand’s breakthrough study DOES uncover the key variables that DO impact profits, growth and value.

Too many agencies–even agencies managing to best practices standards–are measuring wrong data, using the wrong benchmarks and not measuring the keys to agency success.

Isn’t knowing the key to faster growth more important than knowing the average growth rate?

The study reveals information that will transform the way agencies are managed, and Forum Members will gain first-hand access to this information.

 

Networking: An essential component of the Forum.

After over 10 years of conducting networking groups for insurance executives, Burand & Associates has seen the positive impact peer feedback can have on agency success.

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The Forum is a "Top Gun" program. We bring together top insurance executives from across the country in an environment focused on taking agencies to the next level. Forum Members learn from each other's successes and challenges as they apply the strategies shared at the Forum.

The Forum is about "active participation" where Members set quarterly goals, implement what they've learned between sessions and share their results at the next session.

 

Members are protected with regional exclusivity.

Because networking and sharing ideas is such an important part of the Forum experience, participants have regional exclusivity so they can freely share ideas, discuss problems, explore solutions, and compare results.

 

Participation is limited to only 15 agencies.

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Participants will not see a room full of attendees. This is not a conference workshop or CEU class. This is a small-group learning opportunity. An opportunity to learn from the best instructors in their chosen fields. A chance to learn from other dedicated insurance executives that also want to take their business to the next level.

 

Do you truly want to grow your business and reduce the time spent managing the day-to-day details?

Do you want to free up time to spend selling instead of dealing with crisis?

Do you want to increase your agency value and assure a solid foundation for future ownership? 

Then you can't afford to miss the Agency Forum.