This registration page may not work well in Internet Explorer. Please use a different browser to complete your registration.

September 1st - Big I Oregon Webinar Series: Insurance Agency Roadmap: Design Your Annual Plan for Peak Performance - APPROVED FOR 1 GENERAL CE HOUR IN OREGON

September 1, 2026 12:00 PM - 1:00 PM (PDT)

Description

Ready to replace short-term fixes with long-term scaling strategies?

This 1-hour live interactive session guides insurance agency owners and managers through the process of creating an effective annual strategic plan. Participants will learn practical steps to assess current performance, set actionable goals, allocate resources, and measure success, all tailored to the unique challenges of the insurance industry.By addressing key areas like revenue growth, client retention, team development, and compliance, the session empowers agencies to build a roadmap for sustainable profitability and adaptability.

By the end of this 60-minute session, you’ll be ready to:

  • Audit for Opportunity: Pinpoint exactly where your agency is leaking profit and where it can grow. 
  • Set High-Impact Goals: Craft crystal-clear targets for revenue, retention, and peak operational efficiency.
  • Build Your Blueprint: Leave with a structured, step-by-step annual plan complete with timelines and metrics. 
  • Protect Your Business: Seamlessly weave compliance, risk management, and ethical practices into your strategy. 
  • Execute & Pivot: Master the tracking strategies needed to keep your plan winning all year long.


Turn your annual plan into a powerful growth engine. Don’t keep reacting, start leading your agency’s growth. Reserve your spot today to grow with us and earn 1 general CE credit for Oregon the same time!  

Register Here

Location

Webinar
View Event

Contact Information

Big I Oregon
Name: Heather Kressin
Phone: (503) 765-8751
Email: heather@bigioregon.com
We're sorry. No registrations are currently available. You may wish to contact the event organizer for assistance.
{{ vm.EventInfo.ErrorMessage }}

Select Registration Options

Edit
{{vm.regWarningMessage}}
{{vm.regAlertMessage}}

Exhibitor Opportunities

Name Price Att Qty
{{ et.Name }}
{{ et.IncludedAttendeesCount }} {{ et.AttendeeRegType.RemainingPerType }} Remaining {{ et.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ et.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ et.Remaining }} Remaining
 Sold out

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available
{{ vm.stats.totalAttendeesCount }} Registered , {{ vm.OverallOverAmount() }} on Waiting List , {{ vm.OverallOverAmount() }} Over Limit
Name Price Qty
{{ rt.Name }}
{{ rt.IsMemberOnly ? ' (Members Only)' : '' }}
Limit: {{ rt.LimitPerPurchase }}
Included Attendees: {{ rt.AttendeesCountPerOneRegistration }}
{{rt.Price | currency }} {{rt.PriceAfterDiscount | currency }} {{ rt.Price | currency }}
{{ rt.RemainingPerType }} Remaining
{{ rt.RemainingPerType * -1 }} on Waiting List
{{ rt.RemainingPerType * -1 }} Over Limit

{{'[[Sponsorship]] Opportunities' | localizeString:'['}}

Name Price Att Qty
{{ st.Name }}
{{ st.IncludedAttendeesCount }} {{ st.AttendeeRegType.RemainingPerType }} Remaining {{ st.AttendeeRegType.RemainingPerType * -1 }} on Waiting List {{ st.AttendeeRegType.RemainingPerType * -1 }} Over Limit
{{ st.Remaining }} Remaining
 Sold out
Continue

Registration Information

Edit

Exhibitor - {{er.Name}}

Exhibitor #{{ $index + 1 }}

Total: {{exhibitor.TotalPrice | currency}} {{ exhibitor.IsBenefit ? "- Included as a Benefit" : exhibitor.IsDiscounted ? "- Discounts have been applied" : ""}}
Exhibitor Directory
Primary Contact
Booth Information
Additional Information
Additional Items

Attendee - {{er.Name}}

{{ att.getAttendeeTerm(vm.EventSettings.AdditionalAttendeesTerm, $index) }} #{{ att.getAttendeeIndexDisplay(vm.EventSettings.AdditionalAttendeesTerm, $index) }}

Total: {{att.TotalPrice | currency}} {{att.DiscountMessage | localizeString:'['}}
A No Show fee is being assessed for {{fee.EventName}} on {{fee.EventStartLocalTimeString}}.
More Information Less information

Address

Phone

Additional Information
Event Sessions

{{slot.Name}}

{{$select.selected.SessionName}}
(full)
{{slot.SelectedSession.SessionDescription + (slot.HasFees ? " (Price: " + (slot.PriceTotal | currency) +")" : "")}}
Additional Items

{{'[[Sponsorship+]]' | localizeString:'['}} - {{er.Name}}

{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Total: {{sponsor.Price | currency}}
Continue

Additional Items

Edit

{{(vm.EventInfo.Terms.Donation || "Fundraising") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description + (item.ShowMinimumPrice && item.MinimumPrice ? " (Min: " + item.MinimumPrice + ")" : "")}}
Continue

Complete Registration

Edit

Terms & Conditions

No Show Policy

{{ vm.EventInfo.EventSettings.NoShowPolicy }}

Enter Promo Code

Billing Contact

Registration Protection
This event is synced to a webinar so no confirmation email will be sent from GrowthZone.

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}