SNP

Upcoming Education & Events

Education and In-person Events

Our robust education program provides you with opportunities to stay up-to-date with the latest industry trends and techniques. We also understand that sometimes you need to get from behind your computer to network with others, so we offer in-person opportunities to connect throughout the year. We constantly add new courses, webinars, and events to our offerings to help you expand your knowledge and improve your skills. 

Filter by webinars, CE, or CPIA courses with the links on the right. Be sure to regularly check the calendar below to see what's going on! 


FL - Annual Meeting Join US - event postponed

 

 

Ready to Plan for 2025? Every Insurance Agency Needs a Strategic Plan.

Watch this special 1 Hour On-Demand Webinar with Kelly Donahue-Piro of Agency Performance Partners as she provides you with a framework to create your strategic plan for 2025. The best part is, you can watch it whenever and wherever works for you! 

Why Strategic Planning: 
• What is a plan?
• Why you may not have one?
• Common Failure Points
• Best Practices
• What To Expect

This webinar will walk you through the APP Strategic Planning Workbook that you can complete at your own pace. Use discount code PIA PLAN to receive 20% off the workbook. 

Member price: $0
Nonmember price: $15


REGISTER FOR WEBINAR

Annual Strategic Planning Workbook Includes:

  • Owner & Leader Job Descriptions
  • How to Celebrate Success
  • SWOT Analysis
  • Resource Review & Follow Up
  • 10 Year Vision
  • Identify Roadblocks
  • Values
  • Ideal Client
  • 1 Year Plan
  • Organizational Chart
  • Agency Reporting
  • Process Review
  • Getting Your Team Feedback
  • Goal Setting
  • Big 3 Objectives
  • Team Roll Out

Set your goals, build your plan to hit them, get your team to buy in, and drive accountability until you celebrate when you achieve them.