Dates & Details

November 18, 2021
1:00 - 3:00 PM Eastern Time

Virtual Training: Includes live presentation and Q&A

Attendance is limited to 25 agencies with 3 logins permitted per agency.

Login credentials will be sent 48 hours prior to the session.


Members: $199 per agency
Non-Member: $249 per agency


New business is the lifeblood of every agency but pursuing new business in today's environment is like pushing a boulder uphill. It's vital for agencies to revisit their new business programs each year to ensure they have the appropriate people and tactics in place to move ahead full-speed regardless of world events or economic forecasts.

This session will review the strategies needed to help you make the most of your new business initiatives in 2021. We'll cover everything from building the right team to how to get a meeting.

Agenda includes:

  • Identifying the new business team
  • Fine-tuning your agency brand
  • Building the right prospect list
  • Outlining a new biz marketing plan
  • New business tactics that work and those that don't
  • LinkedIn, Cold Calls, Direct Mail, Email, Social, SEO, PPC
  • Positioning yourself as an expert; blogs and content
  • Making the most of referrals and organic growth
  • Using deliverables as a way in the door
  • Managing the pipeline
  • How to get a meeting