Presentations


Pat gives keynote addresses, breakout session presentations, and workshops. Pat provides these presentations for various Independent Agent state and local associations; insurance agency meetings, user group meetings and other insurance industry meetings and conventions.

Topics include:

  • e-Servicing the Generations
  • How to Achieve Best Practices
  • Targeting Agency Time Wasters
  • The Power of a Positive Audit
  • Managing Change
  • Preparing for New Technology
  • Why Your Technology is Not Working for You
  • Business Records Management
  • Developing Core Automation Competencies
  • Errors & Omissions
  • The Proper Use of Email in the Business Environment

Pat is a member of the CIC National Factuality. Pat focuses on the Agency Management Institute and is approved for the following subjects:
  • Managing an Agency's Book of Business I - New Business
  • Managing an Agency's Book of Business II - Retention
  • Agency Productivity and Effectiveness
  • Legal & Ethical Responsibilities