IIAT Advantage E&O's Cari Senefsky and Gunnar Kephart join Marit to talk about the benefits of having a strong E&O program. Learn about the role of the procedures manual in a healthy agency and how proper documentation keeps an agency healthy. A comprehensive E&O program is key to continuous improvement in any agency. Watch the episode to learn more!

Now that the holidays and end-of-year are behind us, let’s kick-off the year with a leadership boost. Join Marit to set critical goals for 2022 and be introduced to some great leadership books you can put on your reading list.

What's Catalyit and how can it maximize my agency? Steve Anderson chats with Marit about the new all-in-one agency tech solution. Also, Marit gives a preview of the 2022 Joe Vincent Management Seminar.

In this episode, IIAT's Chief Legislative Officer Lee Loftis fills in for Marit to give an update on the Texas Legislature and issues that could impact agents. IIABA's Senior VP of Governmental Affairs Charles Symington joins Lee to talk about the national political landscape and how your Political Action Committee is working to protect your business.

In the last episode, we focused on finding and attracting talent. This month, join us to hear what your peers are doing to engage and retain their top performers in today’s environment. Also, labor attorney Ann Price will discuss the most current Covid-related policies agencies should be considering.

We hear from agents all the time about the challenges they experience in finding and attracting talent. In this episode, Marit talks with Ben Patterson, President of Patterson & Associates Insurance Agency, about the successes his agency has experienced. Ben shares practical strategies for hiring, training and retaining the best talent. His agency has been featured as a “Best Places To Work” in the Dallas Business Journal and Best Places to Work in Texas.

On the eve of his retirement, Jim joined Marit to reflect on his time at IIAT and tell us what he thinks is in store for the insurance industry.

While service is most often talked about in agencies, sales are the true lifeblood. In this episode, Marit and Robert McCarthy, an Executive Lines Broker with Risk Placement Services, discuss the tactical details on gaining new agency customers using a modern and consultative approach. Adapting agencies to a modern sales process and methodology will improve results and create a repeatable pattern for future staff.

On this episode, Marit and Josh Andrajack, IIAT Board Member and President of Boley-Featherston, discuss the positive practices agents discovered and are keeping once the pandemic is behind us. Also, labor attorney Ann Price, Partner at Boulette Golden & Marin, L.L.P., discusses the HR-related dos and don’ts for your agency’s vaccine policy.