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Agency Builder Workshops

May 14-16, 2018 | Atlanta, GA

Early Bird Price $499 Good Until April 15th. *

After April 15th $599

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Agents have been calling out for a seminar like this for years

< < BUT > >

Most FMOs are afraid to build their own competition

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Let Us

Help You

Become The Agency You Need To Be

Bob Lochard
Executive Board Member
With over 30 year experience in growing agencies, Bob sold his own agency to take the helm as the President of a major health insurance company. Bob bring's the carrier's vantage point to our class.

Meet Our Key

Speakers

Rebecca Gordon
Vice President of
Gordon Marketing 
Rebecca has helped grow agencies for over 20 years. She has sat on the advisory boards for several Fortune 500 companies in her capacity as a FMO.
Sylvia Gordon, JD
President of
Gordon Marketing
Sylvia's insights as a licensed attorney will benefit you in your  contract negotiations, choice of entity and mitigation of potential risks you will face as you grow your agency.
Most attorneys know nothing about our industry!

Topics

Game changing sessions (delivered by recruiting, contracting, and marketing pros who actually do this stuff everyday) on every topic that matters to grow your agency

Setting up a Corporation

How to chose which type of entity is best for you and how to do it without an attorney. Which vendors to use and step-by-step instructions to get you set up and recruiting.

How to License Agents

How to Recruit Agents

A to Z recruiting that will help you hire agents from any market across the nation. We share the secrets that built GM, including tips on:

Venue: Location does matter, price doesn't.

Attendance: Bigger isn't better.

Subject Matter: Is not as important as enthusiasm.

Carrier Assistance: Often hurts more than helps.

Follow Up: It's all in the follow up. Drip. Drip. Drip.

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There are 3 ways to contract your agents and each has its own benefits and detriments. You might use all three.

Employment Contracts

How to chose which type of entity is best for you and how to do it without an attorney (who doesn't understand our business model anyway!)

Legal Considerations

You will be sued and you will need to sue to enforce your contractual rights. Before this times comes, learn your best options to avoid a costly lawsuit.

Understanding Hierarchies

You can't hit a target that you can't see. We examine the levels, overrides and production requirements of several key carriers to help you plan your growth. There is a strategy involved and it is NOT chasing the lowest-priced, easiest to-sell plans.

Building your Brand

No matter how much you invest in your agency, if you don't have a culture that makes agents want to stay, you will never be able to grow.

Planning for the Lawsuit

Get sample policies and procedures to set up your office with the best possible chance of avoiding litigation with your agents, clients, uplines, and your own partners.

Succession Planning

Eventually you will want to sell and if you are not set up properly you can leave a mess for your heirs.

Our Agenda

No fluff. No canned, bland, boring keynotes. No "rah-rah". Just up-to-date sessions delivered by real agency builders who know how to recruit, train, and grow agencies!

8:30 AM

Recruiting 101. Steal our best recruiting secrets (well, you paid for them so technically it won't be stealing).

Rebecca Gordon, VP, Co Owner Gordon Marketing

Handout: Face to face recruiting A-Z White Paper

10:30 AM

Invest $900 to find the ideal prospects in your target recruiting area. You will be shocked how easy this is -- and it was right under your nose all along.

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Lunch will be brought in

11:45 AM

12:45 PM

High Octane Pressure. How to get agents who are locked down to move to you. Release rules and regulations.

Bob Lochard, SVP Gordon Marketing

Handout: Compilation of industry Release Rules

2:00 PM

Don't get hung up on the "best" agents or you will never be able to grow. A, B, and C level agents have a place in your organization. Know the difference and invest in them accordingly.

Sylvia Gordon, President of Gordon Marketing

Register Today and Save

Your Ticket to the Workshop Includes...

Register Today and Save

Early Bird Price

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$499

Until April 1st

Register after April 1st

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$599

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  • Second or more attendees from the same organization are 50% off.
  • GM agents in good standing are 50% off.
  • GM partners are FREE

Your Ticket to the Workshop Includes...

Expert Keynotes and case study sessions designed around specific, actionable topics for insurance agency owners

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Sample Employments Contracts

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Sample Policies and Procedures to tailor to your operation

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"How to Host An Agent Recruiting Seminar" 

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Our Proprietary Recruiting Seminar Checklist

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Social Media Tips for Insurance Professionals

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A "Tactical Referral Guide"

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Lunch and dinners are included!

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Let Us

Help You

Become The Agency You Need To Be

800-388-8342 x 370  

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Contact our SVP, Bob Lochard about this workshop bob@gordonmarketing.com  

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