2017 Agenda: Personal Use of Business Autos, Millennials at Work + More

What’s on the agenda for the Personal Lines Practice Group in 2017?
Suggestions ranged from personal use of business autos to hiring, handling and keeping millennials at this month’s teleconference, chaired by George Pester of Johnson Kendall Johnson.

THESE WERE AMONG THE TOPICS

  • Training new producers
  • Social media campaigns that keep the agency’s name in front of clients and prospects
  • Social media’s role in client retention
  • How your agency can increase visibility through volunteer days, networking groups and other efforts
  • Improvements in the claims process
  • Risk management techniques that lower risks
  • Technology and risks, such as helping clients in geographic areas where alarm systems are required
  • Segmenting clients and the use of service center
  • How to hire, handle and keep millennials
  • Time management
  • Client retention strategies
  • Motivating service teams to offer additional products to clients
  • Community events that draw business to the agency
  • Personal use of business vehicles and insurance pitfalls
  • Encouraging referrals from commercial lines
  • Structuring service teams

The next teleconference will be Dec. 14 with Colleen Boyle, senior vice president-national sales director of Pall Mall Art Advisors, as a guest speaker. Her topic will “Completing the Picture of Wealth: Managing Tangible Assets.”