Transportation/Trucking with Progressive
TWO DAY WORKSHOP on October 20 and October 22, 2020
Workers Comp with The Hartford
November 5, 2020 from 10:00 AM - 12:00 PM CST
Farm with Liberty Mutual and Nationwide
TWO DAY WORKSHOP on November 10 and November 12, 2020
Wealth Management in a Box
December 2, 2020 from 10:00 AM - 12:00 PM CST
Set Up a Marketing Campaign with ASNOA

Cybersecurity with The Hartford
Date: September 30, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Michelle Davis, Agency Education Consultant, and Stacey Hinterlong, Senior Small Commercial Sales
Description:
- New phishing scams to be aware of
- Additional strains to systems and confidentiality while working from home
- How to secure sensitive customer data
- How to properly dispose of sensitive customer data
- Using password protection
- What to do for a data breach

Transportation/Trucking with Progressive
Date: TWO DAY WORKSHOP on October 20 and October 22, 2020
Time: 10:00 AM - 12:00 PM CST (both days)
Presenters: Brian Ferkol, Commercial Lines Business Development Consultant, and Leslie Hojnowski, Agency Sales & Distribution Training Consultant
Description: Know the game before hauling this product to your agency!
Day 1
Take a deep dive into Progressive’s Commercial Lines market opportunity, products, coverages, underwriting guidelines, service, and claims processes.
Day 2
Learn how to complete Commercial Lines quotes quickly and efficiently, provide customers an accurate premium, and make sure their first experience as a Progressive policyholder is a positive one. Focus is placed on rating factors, policy features, discounts, and best practices when completing a Business Auto and Contractors and Heavy Truck quote in ForAgentsOnly.com.

Workers Comp with The Hartford
Date: November 5, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Stacey Hinterlong, MBA, CPCU, CIC, ARe, Senior Small Commercial Sales Rep
Description:
- Learn how to use Workers Comp as a sales tactic
- Quote an actual client/prospect in the workshop (have one ready to work through)
- Understand your coverage options
- Add 'Pay as You Go' flexible payment options for clients dealing with the pandemic
- Offer a digital experience to your WC clients/prospects
- Bring questions to discuss in this open forum


Farm Two Day Workshop with Liberty Mutual and Nationwide
Day 1: Liberty Mutual Service Center
Date: November 10, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Danielle Scott, MBA, CPCU, ARM, Territory Manager, Kim Adkins, Senior Territory Manager
Description:
- Farm package tailored insurance coverage option
- Berry Farms, Cattle Ranches, Dairies, Hay Growers, Hobby Farmers, Livestock Operations, Orchards, Row Crops, and Grain Farms, Vineyard/Wineries, Wholesale Nurseries
Day 2: Nationwide Farm
Date: November 12, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Holly Bousselot, Sales Manager, Matt Dorr, AFIS, Specialist, Business Development
Description:
- Why Nationwide Agribusiness?
- Farm Certification Program Highlights
- Overview of main products and lines of business
- Coverage differentiators
- Demonstration of quoting and online resources

Wealth Management in a Box
Date: December 2, 2020
Time: 10:00 AM - 12:00 PM CST
Presenters: Kelly Carter, CEO, Steve Conte, President, Beacon Retirement Planning Group, Inc.
Description: Wealth Management in a Box is a turn-key, actionable and time-tested financial services platform developed EXCLUSIVELY for ASNOA affiliates. The platform focuses on integrating comprehensive P&C risk management with comprehensive financial advice designed to enhance the overall client experience
Items that will be covered:
- How to protect your business in 2021 and beyond while looking for that competitive advantage to differentiate your value proposition
- How to use the updated life insurance term rater comparison tools
- Accelerated underwriting services as well as access to the General Underwriting Team for reviewing client health history prior to case submission
- ANNUALIZED COMMISSIONS JUST ANNOUNCED FOR TOP RATED TERM LIFE CARRIERS!
- We will discuss the latest resources, branding and marketing tools to help your clients begin thinking about life insurance and retirement planning
- Pre-built branded campaign set up and launch (both P&C as well as financial services introduction)
- Prospect lead nurturing campaigns & Drip campaign of educational platforms
- BRAND NEW! WMIAB website designed to further enhance YOUR local brand and the client communications introducing of your full-service WMIAB team and other tools designed to engage your clients
- Learn how to automatically accrue quarterly bonus credits to pay for additional marketing services to grow your practice

Set Up a Marketing Campaign with ASNOA's Creative Team
Date: March 25, 2021
Time: 11:00 AM - 12:00 PM CST
Presenters: Meghan Beach Lang, Marketing & Communications Manager, and Madeline Smith, Communications Supervisor
Description:
- Enough hypothetical talk, let's sit down and develop an actual marketing campaign you can implement in your agency after this workshop
- ASNOA's marketing team will reach out to each participant with prep materials before this workshop