The seminar and workshop topics presented by Catherine Oak, CIC, CRM, AAI are below:

  • How to Value an Agency
  • Agency Management Trends
  • How to Design your Agency Business Plan
  • Designing and Implementing Your Agency Sales & Marketing Strategy
  • Becoming a High-Performing Agency
  • How to Buy or Sell an Agency
  • Designing Effective Owner and Producer Compensation Plans
  • Effective Sales Management
  • Effective Communication Skills
  • Financial Dynamics
  • Perpetuation Planning
  • To Merge, To Cluster or To Acquire
  • Managing Agency-Carrier Relations
  • Sales Strategies in Difficult Times
  • Streamlining Agency Systems and Procedures
  • Effective Personnel Management Practices
  • How to Prevent Errors and Omissions
  • Extreme Agency Makeover/Art of Restructuring

We can also design presentations for a separate fee. 

Call us to discuss your specific needs and pricing information. All these seminars and workshops can also be customized and designed to fit your specific needs. We can also structure them so that they can conform to the time constraints of any length meeting or conventions. In our experience, for maximum effectiveness, most subjects should be taught from two to six hours in length. Call us for more details.Seminar Fee Schedule

Half day session (one to four hours) $750.00
All day session (five to eight hours) $1,500.00 – one instructor ($2,000 for two)

If a new course must be custom designed for a particular meeting a charge of $200 per hour of our time to design it will be charged. Travel and miscellaneous expenses are in addition.