If you’ re ready to stop guessing and start operating with more clarity and consistency, this is where you begin. Reserve your spot today at www. sitkins. com / see-the-difference. •
If the answer is unclear, or if you know that things are not where they should be, then it may be time to stop relying on effort alone and start focusing on alignment. Because once your agency is aligned, that’ s when you experience real progress, and you will never want to go back.
Take a step back and look at your agency differently
Sometimes the most valuable thing you can do as a leader is step outside of the day-to-day and see your agency from a different perspective. That’ s what we’ re inviting you to do.
We host 60-minute sessions with Brent Kelly designed specifically for agency leaders who are tired of working hard without seeing consistent improvement. In these sessions, you’ ll get a clear look at what’ s holding most agencies back, what high-performing agencies are doing differently, and how alignment across your team changes everything.
This is not just theory. It’ s a practical look at what actually works.
If you’ re ready to stop guessing and start operating with more clarity and consistency, this is where you begin. Reserve your spot today at www. sitkins. com / see-the-difference. •
Roger Sitkins is the CEO of Sitkins Group, Inc. After over 40 years he has truly become an icon in the insurance industry having trained and mentored thousands of insurance professionals.
Roger was inducted into the Michigan Insurance Hall of Fame in 2017 and in that same year also received the Dr. Henry C. Martin Award from Rough Notes magazine. Roger is among only six people to have the honor of receiving this prestigious award.
Recognized as the nation’ s top insurance agency results coach and renowned leader for improvement, he believes that if you improve the life of one person, you improve the world. To learn more, visit www. sitkins. com.
BIG“ I” PROFESSIONAL LIABILITY ONBOARDING
September 2022
OUR AGENCY BELIEVES IN REDUCING E & O EXPOSURE
PROFESSIONAL LIABILITY.
Whether you’ re a seasoned producer, account manager or just beginning your insurance career, we developed some customized training videos that will help you better serve our customers and avoid potential E & O claims. We feature 13 core videos on topics that frequently drive E & O claims and are challenging topics for many agents. There are also several videos that are optional viewing on business income and workers compensation coverage.
The videos last between eight minutes and 30 minutes and provide insight into placing that type of coverage. Because agents’ professional liability errors and omissions( E & O) is such a widespread problem for today’ s insurance professionals, we want to ensure you view the videos to help avoid an E & O situation. The critical knowledge from our Big“ I” experts will also help you gain technical coverage knowledge you will use throughout your insurance career.
Please take the time to review these educational videos when you are able. If you have any questions or want to discuss, please reach out to your supervisor.
Just a warning: Reading the key takeaways and handouts does not replace listening to the videos. Click the play icon to view the accompanying videos and the PDF icon to view the handouts.
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C OMMERCIAL PRODUCER & ACCOUNT MANAGER
T R AINING GUIDE & O NBOARDING
R ESOURCE
Copyright © 2022 Independent Insurance Agents & Brokers of America, Inc. All rights reserved. No portion of this document may be reproduced in any manner without the prior written consent of IIABA ®.
The E & O Guardian Commercial Lines Producer Onboarding guide will take you through 13 core videos critical to your onboarding process and includes key takeaways and links to accompanying handouts.
Access to the E & O Guardian risk management website is an exclusive Big“ I” member benefit. Content may be accessed by Big“ I” members, with key resources reserved for exclusive access by Swiss Re Corporate Solutions E & O policyholders
* You will be prompted to login with your Big“ I” membership credentials to access this resource.
DOWNLOAD IT NOW AT https:// eoguardian. com / commercial-producer-onboarding /
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