Takeaway's from NCCI's Annual Issues Symposium (1 Hour)

Three Dimensional Training - With Chris Burand (53 Minutes)

The Valuation Date Process (39 Minutes)

Premium Audit Fundamentals (1 Hour 5 Minutes)

Select Booklet

Acres of Diamonds

How to Write More Comp with OSHA logs and safety (49 Min)

Building a Self Managing Company (55 Minutes)

Fliers, Maps, & White Papers

Every business needs to get the word out there about who they are, what they do, and how they are different. There are many cool ways to promote your agency. Social media marketing, YouTube, Search Engine Optimization and many other online and offline techniques for reaching customers. But, traditional aspects of the promotional mix in a well-thought out and developed marketing campaign are by no means dead. If you want customers, you need to let people know you exist. Sure, you have a website, a Facebook page, even a physical premise. Believe it or not, some people take very little notice of things that aren’t right in front of them. People still often prefer to have something in their hands that they can touch, feel, save on their desks or shelves and come back to when they are ready. Benefits of Working with a CWCA This piece helps create a particular image of you and gives you one more opportunity to effectively communicate your values, skills, education and experience to prospects and clients. Several versions of this design are available for personalization at MyAdvisorTools.com. Just add a professional portrait, logo, and contact info. Send with an introductory letter to new clients or prospects. Include them in presentation materials, distribute at workshops or trade shows and other events, add to marketing campaigns. Benefits of CWCA, Vs 1, 1-Page Flier (Doc# CWCA-001) Benefits of CWCA, Vs 1 Download Benefits of CWCA, Vs 2, 1-Page Flier (Doc# CWCA-002) Benefits of CWCA, Vs 2 Download Benefits of CWCA, Vs 3 - 2-Page Flier (Doc# CWCA-003) Benefits of CWCA, Vs 3 Download 1 Benefits of CWCA, Vs 3 Download 2 Benefits of CWCA, Vs 4, 1-Page Flier (Doc# CWCA-004) Benefits of CWCA, Vs 4 Download Benefits of CWCA, Vs 5 - 1-Page Flier (Doc# CWCA-005) Benefits of CWCA, Vs 5 Download 1 Benefits of CWCA, Vs 6 - 1-Page Flier (Doc# CWCA-006) Benefits of CWCA, Vs 6 Download 1 Benefits of CWCA, Vs 7 - 1-Page Flier (Doc# CWCA-007) Benefits of CWCA, Vs 7 Download 1 Benefits of Working with a CWCA This piece helps create the image of your agency as one that values skilled team members by providing another opportunity to effectively communicate the values, skills, education and experience of your team to prospects and clients. Several versions of this design are available for personalization at MyAdvisorTools.com. Just add a professional portrait, logo, and contact info. Send with introductory letter to new clients or prospects. Include them in presentation materials, distribute at workshops or trade shows and other events, add to marketing campaigns. Benefits of CWCS, Vs 1 (Doc# CWCS-001) Benefits of CWCS, Vs 1 Download Benefits of CWCS, Vs 2 (Doc# CWCS-002) Benefits of CWCS, Vs 2 Download Benefits of CWCS, Vs 3 (Doc# CWCS-003) Benefits of CWCS, Vs 3 Download Benefits of CWCS, Vs 4 (Doc# CWCS-004) Benefits of CWCS, Vs 4 Download Benefits of CWCS, Vs 5(Doc# CWCS-005) Benefits of CWCS, Vs 5 Download Controlling WC Costs and Your Bottom

PostCards

Postcards are a simple, inexpensive, and flexible direct mail marketing tool. They can be used to close sales, generate leads, cultivate return business, or introduce new products and services. In fact, the use of marketing postcards is really limited only by your imagination. 7 Secrets Postcard Series (Doc# CA-PC-7-001) 7 secrets postcard 1 Download 7 secrets postcard 2 Download 7 secrets postcard 3 Download 7 secrets postcard 4 Download 7 secrets postcard 5 Download 7 secrets postcard 6 Download 7 secrets postcard 7 Download 7 secrets postcard 8 Download Marketing Postcards This series of seven postcards is built around the Institute’s publication, 7 Secrets Insurance Companies Don’t Want You to Know. Use these postcards as a stand alone mini-marketing campaign, or combined with other types of “touches” (letters, phone calls, articles, newsletters, etc.) in a longer, more comprehensive campaign. They can be personalized with your agency’s logo and contact info, and, if you are targeting a specific industry, the photographic element can be personalized to your target market. Hugged Agent Lately Postcard (Doc# CA-PC-001) Hugged Agent Lately Postcard Download Hugged Agent Lately Postcard 2 Download Refund on Overcharges Postcard (Doc# CA-PC-002) Refund on Overcharges Postcard 1 Download Refund on Overcharges Postcard 2 Download Add to Bottom Line Postcard (Doc# CA-PC-003) Add to Bottom Line Postcard 1 Download Add to Bottom Line Postcard 2 Download New WorkComp Website Helps Recover Overcharges Postcard (Doc# CA-PC-004) New WorkComp Website Helps Recover Overcharges 1 Download New WorkComp Website Helps Recover Overcharges 2 Download Somebody’s Going to Pay for This!, Vs 1 Postcard (Doc# CA-PC-005) Somebody’s Going to Pay for This! 1 Download Somebody’s Going to Pay for This! 2 Download Somebody’s Going to Pay for This!, Vs 2 Postcard (Doc# CA-PC-005) Somebody’s Going to Pay for This Vs 2 - 1 Download Somebody’s Going to Pay for This Vs 2 - 2 Download Test Your Insurance Agent Postcard (Doc# CA-PC-007) Test Your Insurance Agent Postcard Download Test Your Insurance Agent Postcard 2 Download

Brochures

Brochures and booklets can be an integral part of the traditional marketing collateral, despite the growing use of on-line marketing initiatives. They are vital pieces of literature that highlight why your clients and future clients should do work with you. It keeps the face of your agency in their hands — and in their heads. People are kinetic. Prospects hold on to paper longer—when it is well-written and well-designed. A well-designed brochure is valued, not only for its visual effects, but for the loads of specific information featured in it. Below you will find professionally designed brochures that you can use to increase the effectiveness of your marketing campaign. Employee Benefits Consulting (Doc#CA-B-101) EE Benefits Consulting and Brokerage Trifold Download EE Benefits Consulting and Brokerage Trifold 2 Download Imagine Claim Issues Resolved (Doc#CA-B-102) Claims Impact WC Trifold Download Claims Impact WC Trifold 2 Download Skyrocketing Premiums (Doc#CA-B-103) Skyrocketing Premiums Trifold Download Proven Tactics to Cut Costs (Doc#CA-B-104) Proven Tacticks to Cut Your Workers' Compensation Cost Trifold 1 Download Proven Tacticks to Cut Your Workers' Compensation Cost Trifold 2 Download Planting the seeds of doubt - Are you being overcharged for your workers' comp? (Doc#CA-B-105) Through a series of questions designed to show the gaps in what they think they have and what their current program includes, this brochure walks your prospect through some of the common problems businesses have with their workers’ compensation. It can be printed as a booklet on 11X17” paper and folded to a finished size of 8.5X11”. It is formatted so you can easily produce in-house. Planting Seeds of doubt-Are yo being Overcharged for your WC Download Pyamid of Workers' Comp (Doc#CA-PYR-001) This multiple page booklet takes clients and future clients on a journey from “no control” to “full control” of their workers’ comp program and is “captive” ready. Case Studies (Doc#CS-001) This booklet can be personalized not only with your agency logo and contact information, but also with your agency’s personal case studies. Case Studies sorted into the following categories: Audit, Experience Mod, and Injury Management. The individual case studies include: Insured (type of risk, not client’s information), Situation (a synopsis of what was going on with the risk), Assessment (results of CWCA’s review of the risk), Solution (the CWCA’s plan to address the issues uncovered), and Result (the effect of the CWCA’s plan of action upon the risk). Case Study Booklet - FOR AGENTS Download Making an Impact on Your Workers' Comp (Doc#CA-B-106) Two versions of this informative brochure. The larger is formatted to print on 11X17” to produce a 4-page 8.5X11” brochure. The smaller version is set up to print on 8.5X11” paper to form a 4-page half sheet brochure. Both can be personalized with your agency information. Making an impact on your workers' comp bi-fold 1 Download Making an impact on your workers' comp bi-fold 2 Download Making an impact on your workers' comp bi-fold 3 Download Making an impact on your workers' comp bi-fold 4 Download What Would a 10% Reduction

WorkComp Advisory and Advisory Highlights

Link to WorkComp Advisory Newsletter WorkComp Advisory Newsletter

Marketing Letters

Marketing Letters 1 (Doc# ML-001) These letters can be used as inspiration to create your own stand-along marketing outreach program. Alternately, you can use one or more of them within a larger, more comprehensive marketing program. Letter 1 Download Letter 2 Download Letter 3 Download Letter 4 Download Letter 5 Download Letter 6 Download Letter 7 Download Letter 8 Download Letter 9 Download Letter 10 Download Letter 11 Download Letter 12 Download Letter 13 Download Letter 14 Download Letter 15 Download Marketing Letters 2 (Doc# ML-002) This campaign is designed to show your prospect what makes your trademarked workers' compensation program different from every other insurance agency's. Impact WorkComp Focus Download Private Client Risk Reduction Download Check Refund WC Download All WC is not the same Download IMPACT Focus Paying to much WC Quiz Download IMPACT WorkComp is for you if... Download All WC is not the same 2 Download WC Challenge Download WC Difference Download WC Advantage Download WC with a Twist Download

The New Factory Thinker - With Bill Bishop (1 Hour)

Perfect Prospecting Season - OSHA Recordkeeping and Workers' Comp (45 Minutes)

Ohio

Service Performance Proposal Checklist

Presentation to Employee Groups

PEO Contract Excerpts

PEO White Paper

Split Point Change White Paper

20 Workers' Comp Problems Bidding and Quoting Can't Solve

WorkComp Service Calendar

WorkComp's 7 Secrets - You're Paying Too Much for Workers' Comp

Institute Process Map

Prequalifying Your Business Can be Money in the Bank

Prequalifying Your Business Can be Money in the Bank - David Leng and Michael Lukart

The WorkComp Perfect Storm - David Leng, Duncan Insurance, PA

Post-Offer, Pre-Placement Medical Questionnaire

Spanish Post-Offer Pre-Placement Medical Questionnaire

Including Health & Wellness in Your Clients Plan Can Reap Benefits for Everyone

Ten Costly Return to Work Mistakes

In Workers' Compensation Cases, Subrogation May Be a Solution

Don't Let Worker's Comp Issues Keep Your Company's Bottom-Line from Growing - Steve Tade, Winter-Dent

When it comes to using PPE in the workplace, the “eyes” have it

Pre-qualifying Your Business Can be Money in the Bank - David Leng and Michael Lukart

Protecting Your Employees from Injury Can Often Be Child's Play

What You Don't Know About the Experience Mod Can Cost Your Client Plenty

Just What the Doctor Ordered: Workers' Comp Prescription Drug Costs, and What You Can Do About It

Food Industry Executives Shouldn't have to Swallow Excessive WorkComp Costs - Paul Johnson - Horton Group

How to Help Clients Make Workers' Comp Employee Friendly

Are You Making Workers' Comp "Employee Friendly"? - Published in Tire Business

Changes Coming to How California Addresses Workplace Injuries?

How Our Company's Workers' Compensation Insurance Works for You - A Document Explaining the Process

Post-Offer, Pre-Placement Medical Questionairre

Spanish Post-Offer Pre-Placement Medical Questionairre

Post-visit Preplacement Medical Form

Conditional Offer of Employment Form

Recovery at Work Coordinator

Post-Injury Map