Thanks for registering for the Advanced AE Bootcamp Workshop!
I’m looking forward to spending a couple of days with you, talking about ways to fine-tune your account service skills to help grow the success and profitability of both your agency and your clients.
We will definitely be adopting the AMI philosophy of — “you will gain in proportion to what you share” – so I’m hoping that everyone will come to the workshop ready to learn from each other and hopefully from us as well. We will also be honoring the AMI commitment to confidentiality so please come ready to get to know each other’s agencies — warts and all.
Here’s everything you need to know for the workshop.
LOCATION:
This year we’ll be meeting via Zoom. We’ll send out links a couple of days before the workshop.
SCHEDULE:
We will start both mornings at 9 am CST both mornings. We’ll shut down on day one at 5 pm CST and day two at 3 pm CST.
BREAKS:
I know you’ll need to check in with the office and voicemail, email, etc. We’ve built a 20-minute break into both the morning and afternoon workflow, so you’ll never be disconnected for more than a couple hours.
We can’t predict the exact timing of the morning or afternoon break. If you have to schedule a call – your best bet is going to either morning before or during breakfast or during day one’s lunch between 12:15-12:45 pm.
FOCUS:
I know it’s hard not to check email or chat when you’re in a zoom meeting but please remember that your agency owner is investing in you. I would ask that you use your technology to take notes — but not to allow yourself to be distracted. I’m counting on your active participation.
DID I MISS SOMETHING?
If so — shoot me an email.
Thanks,
Drew McLellan
Agency Management Institute
YOUR TURN:
Do me a favor and answer the following questions for me:
