January 24-25, 2018
LOCATION: Risk Innovations- 211 Perimeter Center Pkwy
Suite 1050, Atlanta, GA 30346
- WHAT TO BRING: Your agency's assessment from Reagan Consulting reviewed in the last session and one or two questions you have from it. For example, "Why is my agency's revenue per employee low?"
Session Two, Day I
WEDNESDAY, January 24, 2018
with Laura Nettles, Nettles Consulting Network
9:00 a.m. - 12:00 p.m.
- Policies and procedures
- Account current
- Account receivables management
12:00 p.m. Working Lunch
1:00 p.m. - 4:00 p.m.
Agency Legal Matters
with IIAG Counsel Mark Burnette
- Restrictive covenants and non-competes
- Vicarious liability of an employer for actions of an employee
- Federal Trade Commission Act and National Labor Relations Act and how they affect insurance agencies
- E-verify and how it applies to hiring and filing requirements
- Overview of “at will” employment under Georgia law
- Shareholder and operating agreements
Session Two, Day II
THURSDAY, January 25, 2018
9:00 a.m. - 2:30 p.m.
Stuart Ganis - Ganis Consulting
Stuart Ganis started his career as a producer in 1989 and later co-founded an independent insurance agency with his wife Mary, that grew to 20 million in premium volume within 3.5 years. After the sale of the agency, Ganis launched a consulting firm serving local insurance agents in the areas of sales, marketing, operations and M&A advisory services with emphasis on seller representation. Over 1,000 Owners have attended our Agency Growth Academy which challenges Agency Principals to review every facet of their business including sales and service processes, marketing strategy, retention and cross-sell best practices, tracking metrics, culture, and most importantly, themselves.
Embassy Suites: 1030 Crown Pointe Pkwy, Dunwoody, GA 30338 Phone: 770-394-5454
Hyatt Place Perimeter Center: 1005 Crestline Pkwy, Sandy Springs, GA 30328, Phone: 770-730-9300
Crown Plaza Atlanta Perimeter: 4355 Ashford Dunwoody Rd, NE Dunwoody, GA 30346, Phone: 678-695-9060
Comfort Suites Perimeter Center: 6110 Peachtree Dunwoody Rd, Sandy Springs, GA 30328, Phone: 770-828-0330
Hampton Inn & Suites Atlanta Perimeter: 4565 Ashford Dunwoody Road, Atlanta, GA 30346, Phone: 855-605-0317