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Success Training: Empowering Your Agency for Growth

Ready to take your agency to the next level? Start learning today!
Contact rachel@iianm.org if you require your member login information.

Welcome to Success Training, your go-to resource for building a thriving insurance agency. Whether you're a new agency owner looking for guidance, a seasoned professional seeking the latest industry tools, or a team looking to sharpen your skills, we have the training and resources to help you succeed.

Explore a variety of educational opportunities, including:

New Agency Owner Training – Get the foundation you need to launch and grow a successful agency.
Agency Technology Training – Stay ahead with cutting-edge tools and systems to streamline operations.
Agency Marketing Training – Learn proven strategies to attract and retain clients.
Social Media Training – Leverage social platforms to build your brand and connect with prospects.
Insurance Podcasts – Stay informed with expert insights and industry trends on the go.
Risk Management – Protect your agency and clients with essential risk assessment strategies.
Demo Station – Discover innovative products and services that can elevate your agency’s efficiency and effectiveness.

No matter where you are in your journey, Success Training equips you with the knowledge and tools to excel in today’s competitive insurance market.

New Agency Owners & Leadership Training

Copy of MagnetMail September (4)

An Agency Toolkit to Grow Your Business & Gain Appointments

Members = FREE
Non-members = $199

If you require your member log-in, contact rachel@iianm.org

Agency Leaders:

This (4) part series includes the following training sessions:

Part One: Your Agency's Operating Style 
Part Two: 
Employees, Your Key to Increased Productivity 

Part Three: Preparing for the Company Appointment 
Part Four: Yearly Planning and Agency Goal Setting  

You can now download the full workbook here.

Questions? Email anitra.rivera@iiaba.net

Agency Technology Training

Big I ACT
ACT Webinars_800x240
W1

AI Innovations That Shaped 2024... and What's Next

W2

New Year - New Threats

W3

Fresh Eyes - Bold Insights

W4

Crawl - Walk - Run
Leveraging Social Media

W5

A Different Conversation About Tech & AI

Agency Marketing Training with Trusted Choice

Advertising101
Advertising 101
This nine-part series is designed to help you understand, design and execute a successful advertising campaign.
Learn about advertising goals, market research, budgeting, strategy and more!
Powerof30
The Power of 30 Seconds
This training series was designed to help agents maximize the experience of customers calling your agency. The training has three sections that focus on workflow, soft skills and automation. 
SocialMedia
Social Media Training
Take one, two or all three levels of our social media training program based on your experience level.

POSTS:

If you require your member log-in, contact rachel@iianm.org

Risk Management Webinars

The Big “I” Professional Liability Program and Swiss Re Corporate Solutions periodically host free webinars on E&O related topics featuring some of the most knowledgeable sources in the industry.  Recordings and slide presentations of these are available here.  They are generally less than an hour in length and make the perfect learning tool to share with the entire agency staff. Topics are current to today’s insurance environment so while some webinars were recorded a few years ago, they are still very relevant.

Topics include: Property Valuations and Your E&O Exposure, Hardening Markets: Carrier Rehabilitation/Liquidation, Tales from the Crop, Your Website Says WHAT?, and much more!

Product DEMO Station