Runs November 2025–April 2026
Nov 13, 2025 • Dec 3, 2025 • Jan 7, 2026 • Mar 18, 2026 • Apr 9, 2026
Nov 13, 2025Session 1 — What is my Bottom Line and How Do I Get There? Financial Clarity, Carrier Intel, and Contracts that Don’t Ambush You Later
- Introduction to TQA
- How to read P&L reports and other financial metrics
- How to read carrier reports and what to look for
- Agency valuations
- How do I compare to Best Practices?
- Contracts: how to read them and how to negotiate them
Dec 3, 2025Session 2 — Growing Your All-Star Team, Budgeting, Tech Stack, AMS Discipline, and Go-to-Market
- Agency budgeting
- Technology
- Managing your Agency Management System
- Marketing
- Sales mastery: commercial and personal
Jan 7, 2026Session 3 — Putting the Bricks Together, Structure, Roles, HR Guardrails, and a Functional Office
- Best Practices for independent agencies
- Who is in charge of what in your office?
- How to set up an office
- Delegation 101
- HR do’s and don’ts
- Managing staffing changes; attracting and keeping staff
- Internship programs; INVEST and NextGen pipelines
Mar 18, 2026Session 4 — Tricky Accounts: Setting Clients Up for Success, Claims, Underwriting, and E&O Awareness
- Claims management
- Underwriting
- Errors and Omissions
Apr 9, 2026Session 5 — Execution: You Completed TQA. Now What? Turn the Plan into Habits, Dashboards, and Outcomes
- How to implement the plan you built
- Operational cadence and accountability