Building a Future-Ready Agency
Agency life is changing fast.
Alternate funding, evolving client expectations, and consolidated competition are reshaping how benefits agencies operate. To stay relevant, every agency must learn how to flex, adapt, and commit to continuous professional development for the whole team.
This series will help you evaluate where your agency stands and where you need to grow across business model design, team training, communication, marketing, sales, and strategic partnerships. Join us for practical conversations with actionable takeaways to help you build a stronger, smarter agency ready for the next chapter of the industry.
Register now for the next series →
Register: 30/30 Soapbox Series
Topics in this series
Expand to read the session overviewsBefore you jump into something new, like alternative funding, it’s essential to understand your existing business model. What works? What limits you? And what needs to evolve? We’ll walk how to define and document your current model and identify where you should consider making intentional changes to stay current with changing demands.
Sales and service teams need structure, strategy, and training to stay current with changes and grow. We’ll explore what it looks like to make smart investments in upskilling your team, from sales coaching and service development to building a long-term plan for agency-wide learning that drives consistency, confidence, and results.
No matter what solutions you offer, success depends on how clearly you communicate them. We’ll dive into the realities of what a good communication program looks like and how to build a communication strategy that connects. Learn how to make year-round communication part of your service model to reinforce trust, transparency, and value.
What is the 30/30 Soapbox Series?
Each session is an hour long, split into two dynamic halves:
- 30 minutes: Expert-led training and coaching to provide practical, hands-on guidance for mastering business essentials.
- 30 minutes: Open discussion and Q&A with your peers to share experiences, ask questions, and collaborate on solutions.
