Premier Group Insurance

Access

Independence

Ownership

The Premier Difference

Your PGI Playbook for Success

Agent Resource Center for 2020 and Beyond!

About Us

"2020 Vision"

Become An Agent

Premier and Industry Videos

Important Announcements & COVID-19 Related Updates

	July 2021
Mon	Tue	Wed	Thu	Fri	Sat	Sun
			1 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events Back9 Life Insurance Webinar PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • • •	2	3	4
5	6 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	7 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K PGI Events • •	8 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • •	9	10	11
12 10AM MDT QCommission - New Agent basics PGI Events •	13 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	14 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K PGI Events PGI/Monthly Recruiting Invitation PGI Events 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K PGI Events • • •	15 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 10AM MDT QCommission Reports reconciling & producer commission reconciliation with excel basics PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • • •	16	17	18
19	20 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	21 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K PGI Events • •	22 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • •	23	24	25
26 10AM MDT QCommission - New Agent basics PGI Events •	27 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	28 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K PGI Events • •	29 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 10AM MDT Agency Bill PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • • •	30	31

Jul 28, 2021

9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K
View All Events & Registration Links
1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K
View All Events & Registration Links

Jul 29, 2021

9:00am MDT CL Auto(1.5hrs.) - Jeff K
View All Events & Registration Links
10AM MDT Agency Bill
View All Events & Registration Links
1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K
View All Events & Registration Links

Aug 3, 2021

9:00am MDT CL General Liability (1.5hr.) - Jeff K
View All Events & Registration Links
1:00pm MDT CL Property (1.5hr.) - Jeff K.
View All Events & Registration Links

Aug 4, 2021

9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K
View All Events & Registration Links
1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K
View All Events & Registration Links

Aug 5, 2021

9:00am MDT CL Auto(1.5hrs.) - Jeff K
View All Events & Registration Links
Back9 Life Insurance Webinar
View All Events & Registration Links
1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K
View All Events & Registration Links

Aug 9, 2021

10AM MDT QCommission - New Agent basics
View All Events & Registration Links

Aug 10, 2021

9:00am MDT CL General Liability (1.5hr.) - Jeff K
View All Events & Registration Links
1:00pm MDT CL Property (1.5hr.) - Jeff K.
View All Events & Registration Links

Aug 11, 2021

9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K
View All Events & Registration Links
PGI/Monthly Recruiting Invitation
View All Events & Registration Links
1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K
View All Events & Registration Links

Aug 12, 2021

9:00am MDT CL Auto(1.5hrs.) - Jeff K
View All Events & Registration Links
10AM MDT QCommission Reports reconciling & producer commission reconciliation with excel basics
View All Events & Registration Links
1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K
View All Events & Registration Links

Aug 17, 2021

9:00am MDT CL General Liability (1.5hr.) - Jeff K
View All Events & Registration Links
1:00pm MDT CL Property (1.5hr.) - Jeff K.
View All Events & Registration Links

Aug 18, 2021

9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K
View All Events & Registration Links
1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K
View All Events & Registration Links

Aug 19, 2021

9:00am MDT CL Auto(1.5hrs.) - Jeff K
View All Events & Registration Links
1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K
View All Events & Registration Links

Aug 23, 2021

10AM MDT QCommission - New Agent basics
View All Events & Registration Links

Aug 24, 2021

9:00am MDT CL General Liability (1.5hr.) - Jeff K
View All Events & Registration Links
1:00pm MDT CL Property (1.5hr.) - Jeff K.
View All Events & Registration Links

Aug 25, 2021

9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K
View All Events & Registration Links
1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K
View All Events & Registration Links

Aug 26, 2021

9:00am MDT CL Auto(1.5hrs.) - Jeff K
View All Events & Registration Links
10AM MDT Agency Bill
View All Events & Registration Links
1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K
View All Events & Registration Links

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…

May 12, 20210

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! …

May 7, 20210

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 …

Apr 14, 20210

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…

Apr 14, 20210

QUICK REFERENCE GUIDE FOR:

All Agencies

1) Website Intro & Initiative Calendar

2) Working ON & IN the Business

3) Agency Checklist of Success Must Dos (Login Here To View)

4) E&O Prevention (Login Here To View)

5) Premier Contact List – Who does what

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)