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Jan 04
On Our Mind...Goals, Not Resolutions

By Jim Lombardo, CPCU, AAI, AIM, MBA, AVP of Learning & Development

Happy New Year! Well, what a year we just experienced. Needless to say, I hope you, your staff, and your family are safe and well. My question is, now what? What do we do now that is different and/or more productive?

I have never been big on New Year's resolutions BUT I am big on setting goals and working to hit those goals.

It looks like we will be working remotely for a couple more months at a minimum. We certainly have experience doing that, so, let's make the best of it: exercise more, drink more water, reach out to friends and family you haven't talked to in a while. Now is certainly a good time to focus on personal and professional growth and help your staff to achieve some growth as well.

Take a class together and discuss it afterwards. Share the experience of a recent sales call or complaint. Let them know how you handled it, what your strategy/thinking was, and what your follow up steps are. In other words- mentor, coach and train!

Here are some upcoming classes so you can get a jumpstart on your CE requirements for 2021.

ABEN Flood Program Overview: NFIP Then and Now    

Coverage Problems Your Contractors Hate    

VU 9 Rules for Reading An Insurance Policy Based on Law​

Remember, you can give us a call to discuss ways we can customize and individualize your agency's CE needs.​


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