The BIG Event 2011: MAIA's Annual Convention and Trade Show
Massachusetts Association of Insurance Agents
Annual Convention & Trade Fair
November 3, 4, 5 & 6, 2011
Marriott Hotel, Copley Place, Boston, MA

VIEW

• ALL Sessions

SESSIONS BY LEARNING TRACK

• 2 Floors of Exhibits!
• Licensing Program
• PIP Certification
• Whole Person, Whole Employee
• Risk Management Hands-On
• Personal Lines
• Commercial Lines
• Personal & Commercial Lines
• E&O
• Management
• Personal & Career
• Receptions/Food Functions

SESSIONS BY DAY

• Thurs Pre-Conf. Intensives
• Friday Programs
• Saturday Appreciation Day
• Sunday GAME DAY!

>>>REGISTER!
Saturday 2:00 pm – 3:00 pm
Controlling Your Book of Business Through Strategic Operational Processes
CEUs: 1
Speaker(s): Chris M. Sullivan, CIC

This interactive workshop is designed to teach, enable and provide you with all the tools necessary to help you control your book of business through strategic operational processes.

Do you want to learn an organized, effective way to?.........
  1. Monitor and Control your loss Ratios
  2. Use reporting functions to allow you to inspect what you expect.
    • What, when and how you should track your results, processes and workflows.
    • Learn to effectively analyze the information on the reports.
  3. Learning the less is more concept in relation to your operations and book of business
    • The art of cleansing your book
    • Writing your agency underwriting guidelines
    • What tools carriers offer that you may not know about


Chris M. Sullivan, CIC
Chris has been in the Insurance industry for 25 years with 18 + years in Operational Management. She is a certified insurance counselor and is licensed in Massachusetts for property, casualty, life, accident and health. Throughout her career, she has focused on the following areas:

Leadership, mentoring, team building, procedural/ process development and management, time management, goal setting, benchmarking, strategic planning, sales training, growth incentive programs, client relationship management programs.

Chris has an extensive background in property casualty insurance, time management and strategic planning , information technology, insurance software systems& Microsoft office components. Chris currently owns and operates an insurance agency management consulting business, enabling her to utilize her years of experience in the agency environment and provides hands on training and development to all levels of agency personnel.

SPEAKER(s)ALSO PRESENTING:
Critical Factors and Steps to a New Manager’s Success in an Insurance Agency
Importance of Standardized Workstation Setup, Time Management Skills and Strategic Planning
CSR Survival in a Tough Economic Environment
Critical Factors and Steps to a New Manager’s Success in an Insurance Agency

Sponsored by...
Number One Insurance Agency, Inc.

Frequently Asked Questions  | Need help? Ask Sheron
Massachusetts Association of Insurance Agents  | 91 Cedar Street | Milford, MA 01757 | massagent.com®