YOU ARE INVITED TO A LIVE

AGENCY OPERATIONS BOOTCAMP

HOSTED BY:
VLAD CHERCHENKO & ROB MCAFEE

BOOTCAMP DETAILS

Date

May 22nd, 2025

OR

June 5th, 2025

Time

7:30am – 5pm CST

Location

VLAD CHERCHENKO INSURANCE AGENCY IN DALLAS, TX

GET REGISTERED TODAY!

Reserve My Seat! Limited Capacity

EVENT SUMMARY

The Agency Operations Bootcamp is an intense 8-hour in-person workshop made for insurance agency owners who want to build high-performing teams. This bootcamp will help you set up the SYSTEMS in your agency to consistently write $100K, $300K, or even $500K in monthly premium without relying on the agency owner to handle sales or service.

WHAT WE’LL COVER

This workshop covers the essentials for running a scalable, efficient agency that can generate consistent high production. The focus is on developing systems in four core areas:

TECHNOLOGY & SYSTEM OPTIMIZATION

  • Phone System
    How our phone system is configured to allow maximum productivity for all team members

  • CRM
    How our sales and service team use our CRM to be organized with prospects and current clients

  • Agency Communication
    How we manage communication across departments to keep everyone aligned and reduce inefficiencies

ROLE SPECIALIZATION

  • Sales Agents
    How our sales agents structure their day and workflow, so they consistently write $40k a month in P&C premium

  • Sales Development Representatives (SDRs)
    How our SDRs create 15-20 new sales opportunities per day for the sales team

  • Customer Experience Managers
    How our service team onboards new clients, organizes their day, and creates cross-sell opportunities

PERFORMANCE REPORTING

  • Sales Reporting
    How to gather and analyze sales data to drive informed decisions that enhance performance and pinpoint areas for growth

  • Marketing Reporting
    How to spend money on marketing that produces a positive return on your investment

  • Service Reporting
    How to monitor and improve key service metrics, including cancellations, renewals, and retention rates

TEAM GROWTH & DEVELOPMENT

  • Recruiting & Hiring
    How to attract and hire A-Players who will be excited about joining your agency

  • Onboarding New Staff
    How to onboard your new staff in 5 days, so they are selling by their second week

  • Continuous Performance Management
    How to conduct regular check-ins with your team so they are intrinsically motivated to perform at a high level

AND So Much More!

You’ll have the opportunity to visit the Cherchenko Insurance Agency in Dallas, TX, where you can observe the Morning Huddle, the Daily Role-Play, and the Mid-Day Recap. You’ll also get a firsthand look at our workstations and office setup, and you’re welcome to ask any questions you may have.

Date

May 22nd, 2025

OR

June 5th, 2025

Time

7:30am – 5pm CST

Location

VLAD CHERCHENKO INSURANCE AGENCY IN DALLAS, TX

What Agents Say

December 2024 Event

January 2025 Event

Secure your seat by reserving it now!

Due to the intensive nature of the event and the need for individualized attention for every participant, capacity is strictly limited. Register now to ensure that you don’t miss out on this unique opportunity.

Reserve My Seat! Limited Capacity