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Total Support Staff Training


In our ongoing efforts to help your team excel, USA Tax and Insurance Services announcesour next Total Support Training will be held to January 8 – 9, 2009 at the beautiful Safety Harbor Spa & Resort near Tampa, FL.

Download Detailed Agenda

If your staff has not yet participated in this comprehensive training they - and you - are missing out!

With expertly trained assistants our top producers are free to do what they do best - meet with clients and write business. Our training covers the entire business model and includes marketing, money moving, office management, paperwork and client service with advanced focus on planning and using resources for efficiency.

We feature a Guest Panel of expert producers and support staff to share what works for their offices.

Your staff will also hear Success Stories from other offices, including techniques to earn referrals and build your client base without seminars. For more experienced attendees we feature a Round Table breakout session with our Guest Panel.

Attendees become members of Support Staff Alliance and will be linked into a network of mentors and peers. They will come away with a greater understanding of challenges you face and how to overcome them.

For more information regarding Total Support and Support Staff Alliance contact Tammy Brooks or Gail Hastings.

We will feature a panel of successful assistants and producers so you can tap into their on-the-job knowledge!

Click here for the USA Tax Staff 411 Directory

In this training you will learn about:

  • Developing and organizing an internal marketing system
  • Marketing materials in detail, how to know what works
  • Procedures for working with each marketing vendor
  • Making the most of additional marketing opportunities
  • Efficient paperwork processing to get policies delivered faster
  • Tracking commissions so you get paid correctly
  • Maximizing carrier relationships
  • Better communication with prospects and clients
  • Preparing for seminars and follow up
  • Tax season preparation and operations
  • Tracking and managing clients effectively
  • Successful client appreciation events
  • Compliance procedures and changes affecting our industry
  • Using the Producer Resource Center and other tools
  • Managing your time for maximum efficiency
 
 
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