Producer Series Program

  • April 10, 2014
  • 8:30 AM - 4:00 PM
  • BB & T Insurance Services | Anaheim
Our first CE presentation will teach you to grow your agency with the right people, products, markets and compensation plans. Followed by a Lunch & Learn on improving your sales productivity by 30%, and finally our second CE presentation will include a good discussion of producer compensation alternatives. Entire day will include 5-hours of CE.

CE Programs Presented by:

Catherine Oak, CRM, CIC, AAI

Oak and Associates

Since 1984, Catherine, Founder of Oak & Associates, has been a management and financial consultant. She gained her experience as Senior Consultant for two of the largest consulting firms in the insurance industry, Russell Miller, Inc. and Marsh/Berry. Her experience ranges from working with small firms to the largest national firms and companies.

9:00 AM to 12:00 PM

Strategies for Developing Your Sales and Marketing Strategy
Approved for 2-hours of CE | Course Number: 307172



This course is designed to help agencies target their efforts to grow their firm with the right people, the products,markets and compensation plans, management and tools they need. This is like a self-help course that will assist firms who have never done planning; do so in an organized fashion. It will provide the firm with action plans to make their sales and marketing goals happen. If the firm done planning before, this program will provide owners with new and helpful tools to do a better job in attaining their sales objectives and manage their firm.

12:00 to 1:00 PM

Lunch & Learn - Improving Your Sales Productivity By 30%

No matter where your business is right now... it is either moving forward or backwards. What are you doing to ENSURE that you are making real progress? I'm talking about TANGIBLE RESULTS • More clients • More revenue • More sales channels • More meaningful conversions • MORE EVERYTHING.

Smartphone Trainers™ has the exact program for you. The question is "DO YOU REALLY KNOW WHAT YOUR SMARTPHONE" is capable of performing on a daily basis?

These handheld devices are so incredible, you would be floored if you knew what you were missing out on:

• More prospects

• 50% more productive daily

• Better management of your data base daily.

• Recovering 63% lost minutes daily

1:00 to 4:00 PM

Producer & Other Agency Compensation, Contracts & Vesting/Equity
Approved for 3-hours of CE | Course Number: 292450
Please note: If you attended this presentation in May 2013, you cannot sign-in and receive credit for this course. A licensee can only receive credit for the same course once in a two-year period (subject to verification).

This course provides good discussion of producer compensation alternatives, goals to set for new business, how to manage producers properly, how to compensate owners equitably as well as agency support staff and managers. Also discussed with be what should be in a producer contract, vesting and equity alternatives for successful producers, to help retain them and bring them into ownership positions, if desired by agency management. The materials presented will be practical and based on the speaker’s work with thousands of agencies over the years, as well as survey information.

Registration Information:

Registration: 8:30 AM

Morning CE Presentation: 9AM to 12PM
Lunch & Learn: 12 to 1PM
Afternoon CE Presentation: 1 to 4PM

Member: Registration Fees
- $50

AM or PM Session: Includes Lunch & Learn
- $80
Both Sessions: Includes Lunch & Learn

Non-Member: Registration Fees
- $80

AM or PM Session: Includes Lunch & Learn
- $150
Both Sessions: Includes Lunch & Learn

2023 Program Sponsors








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