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Upcoming Trainings & Events

May 2021

Mon Tue Wed Thu Fri Sat Sun
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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
  • Back9 Life Insurance Webinar
  • 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
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  • 9:00am MDT CL Auto(1.5hrs.) - Jeff K
  • 10AM MDT QCommission Reports reconciling & producer commission reconciliation with excel 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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  • 10AM MDT QCommission - New Agent basics
25
  • 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
  • 10AM MDT Agency Bill
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May 18, 2021
May 19, 2021
May 20, 2021
May 24, 2021
May 25, 2021
May 26, 2021
May 27, 2021
Jun 1, 2021
Jun 2, 2021
Jun 3, 2021
Jun 7, 2021
Jun 8, 2021
Jun 9, 2021
Jun 10, 2021
Episode #6: Agent Spotlight - Johanna Hernadez - Agency Owner Prime Insurance & Business Services
Johanna Hernadez is IN THE HOUSE! Johanna started working with PGI 10.5 years ago as a Receptionist Admin. Since then she has grown exponentially in the insurance industry, becoming a commercial insurance titan and starting her agency in September of 2020. In this episode, Johanna sits down with Shawn to talk about her career path, carrier relationships, efficiently working with…
5/5/2021 -Podcast Episode #5: Carrier Spotlight - Ben Wilhelm - AVP Sales at Nationwide Insurance
5/5/2021 -Podcast Episode #5: Carrier Spotlight - Ben Wilhelm - AVP Sales at Nationwide Insurance
 I am shocked at how many Folks at all levels are listening to and loving “Insurance, You identify me!” Carrier folks are getting insight they never expected and Agents are learning tips and tricks about the five pillars and are feeling more connected to their partner carriers than ever.      We know you’ve been waiting for the next release!  Here it is!   …
4/14/2021 - Insurance, You indemnify me! 🎙Episode #4 - If you're a boxing fan, you will want to hear this! 🥊
4/14/2021 - Insurance, You indemnify me! 🎙Episode #4 - If you're a boxing fan, you will want to hear this! 🥊
 Next up on the Insurance, You indemnify me! 🎙 podcast is the Carmen Beall! With 4 locations across the Denver metro area, it's time we show the power of women in insurance! Chime in to see what other wonderful stories she has to share with us!  https://www.buzzsprout.com/1722711/8329952 Honorable @Mentions in this episode: Ron Roybal - All Drivers Insurance  Kristy Lange - Dairyland Insurance …
4/12/2021- PGI Address Change: Possible Mail Delay
4/12/2021- PGI Address Change: Possible Mail Delay
  PGI Agents,    Normally our address change would have limited impact on you and your daily interaction with PGI. (Although we are excited for the vaccine to be more wide spread, so we can get you here to the new home office and interact with us face to face.)   However, when we change addresses we find that some…
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