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Upcoming Trainings & Events

April 2021

Mon Tue Wed Thu Fri Sat Sun
1
  • 9:00am MDT CL Auto(1.5hrs.) - Jeff K
  • Back9 Life Insurance Webinar
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  • 10AM MDT QCommission - New Agent basics
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  • 9:00am MDT CL General Liability (1.5hr.) - Jeff K
  • 1:00pm MDT CL Property (1.5hr.) - Jeff K.
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  • 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K
  • 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K
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  • 9:00am MDT CL Auto(1.5hrs.) - Jeff K
  • 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K
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  • 9:00am MDT CL General Liability (1.5hr.) - Jeff K
  • 1:00pm MDT CL Property (1.5hr.) - Jeff K.
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  • 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K
  • PGI/Monthly Recruiting Invitation
  • 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K
15
  • 9:00am MDT CL Auto(1.5hrs.) - Jeff K
  • 10AM MDT QCommission Reports reconciling & producer commission reconciliation with excel basics
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  • 10AM MDT QCommission - New Agent basics
20
  • 9:00am MDT CL General Liability (1.5hr.) - Jeff K
  • 1:00pm MDT CL Property (1.5hr.) - Jeff K.
21
  • 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K
  • 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K
22
  • 9:00am MDT CL Auto(1.5hrs.) - Jeff K
  • 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K
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  • 9:00am MDT CL General Liability (1.5hr.) - Jeff K
  • 1:00pm MDT CL Property (1.5hr.) - Jeff K.
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  • 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K
  • 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K
29
  • 9:00am MDT CL Auto(1.5hrs.) - Jeff K
  • 10AM MDT Agency Bill
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Apr 13, 2021
Apr 14, 2021
Apr 15, 2021
Apr 19, 2021
Apr 20, 2021
Apr 21, 2021
Apr 22, 2021
Apr 27, 2021
Apr 28, 2021
Apr 29, 2021
May 3, 2021
May 4, 2021
May 5, 2021
May 6, 2021
May 11, 2021
4/7/2021 - Insurance, You indemnify me! 🎙Episode #3 - Carrier Spotlight with Traveler's RVP, Toby Tiffany!
4/7/2021 - Insurance, You indemnify me! 🎙Episode #3 - Carrier Spotlight with Traveler's RVP, Toby Tiffany!
 On this week’s podcast, we are featuring our very first Carrier interview with Traveler's RVP, Toby Tiffany!  Toby is the Western regional VP at Travelers. This interview moves fast from a myriad of meaningful topics. The Outline of the conversation is below.    If you have never listened to a podcast. Its about time you give it a try; Its like cuddling…
3/25/2021 - Are you ready for Podcast Episode #2? 🎙
3/25/2021 - Are you ready for Podcast Episode #2? 🎙
 Are you ready for Episode #2? This one has some FUNNY insurance stories you won't want to miss!  Tune in for a conversation full of laughs with a couple of great insurance agents!  Kyle Mediger & Josh Martin from The Insurance Advisors  Our hope for this podcast, is to help all insurance folks (Agents, Carriers, and Vendors) understand a little better where each party is coming from. Next…
3/19/2021 - Important updates to EZLynx Reporting in March
3/19/2021 - Important updates to EZLynx Reporting in March
 Dear PGI Agents –    This info is not new but is a reminder that EZLynx is deactivating their old report system on Sunday 3/21.  If you have not already done so, please make sure to create all needed saved and scheduled reports in the new reporting platform.   The new platform has received many updates over the past year…
3/18/2021 - Our Office is Moving!📦🚛
3/18/2021 - Our Office is Moving!📦🚛
  Like you read in our State of the State PGI is Moving! Our office will be closing early on Friday, March 19th at 3pm MST and will reopen on Monday, March 22nd at 9:00 AM MST. We’ll not have access to phones/internet or Management systems during this timeframe, we apologize for any inconvenience. We look forward to showing you our new…
QUICK REFERENCE GUIDE FOR:
New Agencies

1) Lifecycle Intro – New Agency

2) Introduction to Technology (Login Here To View)

3) Pillar #1 - Building Your Pipeline of Leads (Login Here To View)

4) Pillar#2, Sales & #3, Retention (Login Here To View)

5) Pillar #4 - Intro to Key Operational Metrics/Tracking & #5 Carrier Relations (Login Here To View)

Agencies Up and Running

1) Lifecycle Intro – Up & Running Agencies- Getting to $1M WP early in Year 2 (per producer)!
(Login Here To View)

2) 10 Habits of Highly Successful Agencies (Login Here To View)

3) P&C Industry Benchmarks (Login Here To View)

4) Operations and Time Management (Login Here To View)

5) Commercial Lines Primer and PGI CL University (Login Here To View)

Expansion Agencies

1) Lifecycle Intro - Agency Expansion Phase (Login Here To View)

2) How to Increase Your Agency Profit Margin - EBITA (Login Here To View)

3) People – How to Hire, Develop, and Retain the Best (Login Here To View)

4) How to Achieve Carrier Profit Sharing and Overrides (Login Here To View)

5) How to Evaluate Buy-Sell Opportunities & Premier's Acquisition Program Guide (Login Here To View)

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AGENCY ACHIEVEMENTS

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CARRIERS
$ 25 +
WRITTEN PREMIUM
3 +
Agents
1 +
STATES