ATTENTION: agency owners, producers & Account managers
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THE ULTIMATE ACCOUNT MANAGER SCHOOL
ADDRESSING THE NEEDS OF ACCOUNT MANAGERS,
THE INSURANCE AGENCIES THEY REPRESENT & THE CLIENTS THEY SERVE
Elevate your agency's performance with a program that turns your account managers into proactive,
high-performing assets. THE ULTIMATE ACCOUNT MANAGER™ addresses the critical challenges
facing your team - overwhelming workloads, time constraints, and escalating client demands -
all while boosting your agency's bottom line.
Live 2-hour Zoom Calls on May 28, June 4 and June 18 2025 - AND lifetime access to all recordings!
Need more information?
Join live informational webinar on Mar 21, Apr 18 or may 16
Learn more about VUAMS
presented by AMRG
Join us for an informational webinar on The Ultimate Account Manager School (VUAMS), a transformative 4-week program designed to elevate your agency's performance. You will learn more about this comprehensive training initiative that focuses on enhancing account managers' skills through six modules, covering efficient desk management, advanced risk assessment, E&O claim prevention, exceptional customer service, and industry trend adaptation. During the webinar, we'll explore how VUAMS can help eliminate chronic backlog, boost productivity, and position your agency as a leading risk management expert. You'll learn about the program's unique blend of live and recorded sessions and have the opportunity to ask questions about how this investment can drive your agency's growth and profitability. Don't miss this chance to discover how VUAMS can give your team the competitive edge it needs to thrive in today's dynamic insurance landscape.
By enrolling your account managers in THE ULTIMATE ACCOUNT MANAGER school, you're not just investing in employee development - you're investing in your agency's future success.
Increased productivity
Our CaughtUp™ system eliminates chronic backlog, streamlining operations and enhancing customer service efficiency
Risk Mitigation
Advanced risk management and contract analysis training reduces your agency's exposure to errors and omissions claims
Enhanced Client Relationships
Improve client retention and acquisition through superior communication skills and proactive service
Future-Proofed Workforce:
Equip your team to navigate emerging industry trends and thrive in a diverse, multi-generational workplace
Why it matters
By enrolling your account managers in THE ULTIMATE ACCOUNT MANAGER school, you're not just investing in employee development - you're investing in your agency's future success.
This program will help:
Reduce operational costs through improved efficiency
Minimize potential losses from E&O claims
Increase client satisfaction and retention rates
Differentiate your agency in a competitive market
THE ULTIMATE ACCOUNT MANAGER is more than just a training program – it's an investment in your agency's success, and the satisfaction of the clients you serve. Together, let's redefine what it means to be an account manager in the independent insurance agency sector.
Here's what you can expect when you sign up:
Three 2-hour Live Online Exclusive Training Sessions
We will arrange live Zoom call sessions (May 28, June 4, June 18) with your instructor for 3 of 6 modules in the program. We will collaboratively focus on the areas where you require the most assistance, tailoring weekly trainings to address key areas. Your instructor will act as your accountability partner, ensuring you remain on course!
Two 1-hour Live Online Group Coaching Sessions
Group coaching sessions will be scheduled after the program ends to answer your questions about implementation. This is your opportunity to share successes and challenges with your peers and receive feedback and additional information on agency best practices.
Lifetime Access to Recorded Training Modules
You have recording access to all 6 modules. In addition, you will have access to transcripts, worksheets, templates, and other resources to help you implement what is taught in the program.
Access to A Private Group Forum for Continued Support
Support does not end with the conclusion of the live Zoom calls. We will provide a communication channel via a private forum for you to reach out to your instructor anytime you need. Struggling with CaughtUp™ implementation? Unsure about a particular process or procedure? We are here to help!
Comprehensive 30-Day BONUS Content Schedule
Hours of additional on-demand recordings valued at over $2000:
-Understanding The X-Mod, & Why Safety Pays
-Garage Liability, Auto Dealers and a Bit More
-The Exposures of Working from Home
-What Every Agent Should Know About Reinsurance
-CPP or BOP in an Hour!
-Social Inflation - What is it and How Does it Affect My Clients?
-The Changing Landscape of Cyber
-Risk Management in an Hour!
-Contractual Risk Transfer - A Risk Management Technique
-Ordinance or Law in an Hour!
-Commercial Building Valuation in an Hour!
-Fiduciary Liability in an Hour!
-Professional Liability in an Hour!
-Flood Insurance in an Hour!
-Pandemic Insurance in an Hour!
-Garage and Garagekeepers in an Hour!
-Smash Your Backlog!
-Commercial Property Endorsements in an Hour!
$897 Special Introductory Pricing (discounts for groups)
Schedule
:: DISCOVERY
Week One - May 28, 2025
Live Online Training Wednesday from 9-11am Pacific time
Identify and develop critical skills of an Ultimate Account Manager
Distinguish between critical and non-critical tasks for improved prioritization
Apply the CaughtUp™ system to improve workflow and reduce overwhelm
:: ANALYZE
Week Two - June 4, 2025
Live Online Training Wednesday from 9-11am Pacific time
Develop advanced risk management and contract analysis skills
Discover the STOP IT list to identify and eliminate agency practices that increase E&O risks
Implement effective agency procedures to avoid E&O claims
:: INTEGRATE
Week Three - June 11, 2025
This is your Integration Week -- your chance to catch up on Milestones, dive deeper into Trainings, and lock in everything you’ve learned so far. Take a breather, reflect and get ready for the next step in your journey!
Create a personal career development plan
Implement efficient desk management techniques to eliminate chronic backlog
Identify and mitigate Errors & Omissions (E&O) risks in agency operations
:: IMPLEMENT NEW SKILLS
Week Four - June 18, 2025
Live Online Training Wednesday from 9-11am Pacific time
Enhance communication skills for better relationships with producers, team members, and clients
Implement strategies for client retention and account rounding
Identify emerging trends and their impact on independent insurance agencies
BE A PIONEER,
SHAPE THE FUTURE
Join our Founders Circle (use coupon code FC100 - SAVE $100) to shape the future of account management in the insurance industry. As a member, your agency will receive:
Early access to the program
Direct input into future developments
Group coaching for your team
Lifetime updates to the program
Recognition as an industry pioneer
Don't miss this chance to transform your account managers into ultimate professionals, driving your agency's growth and success. Invest in THE ULTIMATE ACCOUNT MANAGER today and secure your agency's position at the forefront of the insurance industry.
Upon joining this program, you'll uncover:
the proven insights and high-performance strategies traditionally reserved for elite carrier training programs
—now accessible to every insurance agency, regardless of carrier partnerships.
01
Change from responding to problems to actively helping customers.
By shifting to a proactive approach, you'll anticipate client needs, resolve issues before they escalate, and provide a seamless customer experience. This leads to increased customer satisfaction, loyalty, and retention.
02
Master efficient desk management and eliminate chronic backlog.
You'll learn to implement a simple desk management system, helping you prioritize tasks, manage multiple producers, and assist customers in a timely manner. This improves productivity and reduces stress, allowing you to focus on creating unforgettable customer experiences.
03
Develop advanced risk management and contract analysis skills
Gain a thorough understanding of the risk management process and contract analysis techniques. This enables you to identify potential liabilities, mitigate risks, and make more accurate, strategic decisions for your clients.
04
Implement effective agency procedures and avoid E&O
Learn best practices for errors and omissions (E&O) loss control, especially when dealing with Certificates of Insurance. This knowledge helps reduce E&O exposures, protecting both your agency and clients from potential legal and financial risks.
05
Enhance communication abilities for better producer, team, and client relationships
Develop effective communication skills that are crucial for great customer service. You'll learn to actively listen and respond appropriately, adding a personal touch that sets your agency apart and strengthens relationships with producers, team members, and clients.
06
Stay ahead of industry trends and thrive in a diverse workplace
Gain insights into the changing landscape of the insurance industry, including talent crises, global events, and technological advancements. This knowledge prepares you to adapt to future challenges and opportunities, ensuring your continued success in a diverse and evolving workplace.
MEET THE President & CEO
The woman behind it all:
With a deep-rooted connection to the insurance industry, I've built a career delivering exceptional agency management training and consulting services that drive significant results.
My specialties encompass sales, customer service, operations management, strategic planning, and both personal and commercial insurance, providing a robust foundation for my work.
I've engaged in extensive teaching and consulting for insurance carriers, brokers, independent agencies, and esteemed trade associations such as IIABCal and IRMI.
As an author for Rough Notes Magazine, I share insights into innovative practices that are setting new standards in insurance account management.
I create impactful learning experiences for insurance account managers who are eager to learn and implement cutting-edge strategies.
My approach empowers these professionals to embrace innovation and change, equipping them with the tools needed to excel in their careers and lead the industry forward.
Experience Products™ combine gamification, adult learning psychology and innovative curriculum design to create a unique experience that works with the brain's natural chemistry of motivation to get you hooked on taking action, getting results and changing your life for the better.
While 97% of people who take regular information-based products, don't complete those products and get results. Certified experience products are known for consistently engaging 50-95% of their students and seeing the highest success rates in the online training industry.
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