Meeting Facilitator
Many firms find keeping a meeting on-track to be a challenge. A facilitator is someone who helps a group of people understand their common objectives and assists them to plan to achieve them without taking a particular position in the discussion. The facilitator will try to assist the group in achieving a consensus on any disagreements that preexist or emerge in the meeting so that it has a strong basis for future action. The role has been likened to that of a midwife who assists in the process of birth but is not the producer of the end result.
A meeting facilitator can bring a number of things to the table. These may included:
- Meeting Planning – This might included planning the order of the sessions along with the length of time for each session.
- Session Planning – Some sessions should be presentation, other might need to be interactive and others may need to be break-out sessions.
- Facilitator – contributes structure and process to interactions so groups are able to function effectively and make high-quality decisions.
I can facilitate meetings from a few hours to several days. Contact me to customize your meeting.
Speaking
I speak on topics that are relevant to technology for insurance agencies; defining and implementing standards, workflows and procedures; and other subjects revolving around insurance agency issues. I have provided keynote addresses, breakout session presentations, and workshops. I do these presentations for various Independent Agent state and local associations; insurance agency meetings, user group meetings and other insurance industry meetings and conventions.
I will customize my presentation to meet your organization’s specific needs. My goal is to facilitate the outcome you want to accomplish.
My current topics include:
- Social Media in Insurance Agencies
- 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
I am a member of the CIC National Faculty. I focus on the Agency Management Institute and I am 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
