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IA-MBA Program

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What is the IA-MBA Program?

The IA-MBA is a 10-week, fully digital program for current and aspiring leaders within the independent insurance agent community. Focused on the essentials of people management and business finance, it empowers managers at every stage of their careers to reskill and upskill effectively.

 

To deliver this transformative experience, we have partnered with the expert-led learning platform GoalMakers to offer our members a solution that strengthens your leadership team and directly improves your bottom line.

 

Modeled after an executive MBA curriculum but streamlined into 10 weeks, the IA-MBA equips your team with the tools to:

  • Organizational Leadership: Establishing vision, strategic planning, and aligning company goals.

  • People Management: Mastering hiring, creating systems, and leading with the proper management style.

  • Financial Mastery: Reading financial statements and understanding how to improve them.

 

The IA-MBA targets both emerging and seasoned leaders, ensuring they grasp the intricacies of financials and learn how to apply these skills to maximize their team's performance, serve the right customers, and enhance their hiring processes—creating an immediate impact on your organization.

 

Built for the modern, busy professional, the entirely virtual format allows participants to learn anytime, anywhere. eLearning has proven to be the most efficient method for upskilling, and this program is tailored for those managing full-time careers.

 

Participants will also benefit from networking with peers across the country. With insights from industry experts and the opportunity to engage with other independent insurance agents, the program offers a unique blend of practical learning and peer collaboration.

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Who is this program for?

The IA-MBA is ideal for those currently in or stepping into management roles. Whether you're new to management or a seasoned leader looking to refine your skills, the program provides resources to elevate your success.

It is more than self-paced learning — it's a social learning experience. You’ll engage with other independent insurance agents nationwide, sharing insights and learning from their challenges and successes.

Additionally, we encourage teams to participate together. Discounts are available starting with just 2 participants, and teams of 5 or more can save $1000. This collaborative approach enhances organizational alignment, ensuring your leadership team can cohesively implement what they’ve learned.

What impact will this have on my growth?

By the end of the program, you will be equipped with practical tools, knowledge, and a supportive community to implement new strategies in your daily role. 

This isn’t just learning for learning’s sake—participants will see an immediate impact, from improving team dynamics to making data-driven financial decisions. You’ll emerge as a more confident and capable leader, ready to drive personal and organizational success.

Additionally, you'll receive the IA-MBA Certificate of Completion, including a digital badge for LinkedIn and professional recognition.

FAQs

  • Who will be our instructor?
    Your instructors are experienced industry leaders and business professionals. For example, one of our lead instructors has over 30 years of executive experience and holds an MBA from The Wharton School.

 

  • Who should participate?
    The program benefits everyone, from CEOs to aspiring managers. For the best results, we recommend that owners, managers, supervisors, and high-potential employees participate for the most impactful organizational alignment.

 

  • How many people should join from my team?
    The more, the better! This program acts as an organizational alignment tool, so involving more of your team ensures better implementation and outcomes.

 

  • What if I miss a live session?
    All live sessions are recorded and available for review at any time. Even if you miss the live event, you can still benefit from the discussion.

 

  • How long will I have access to the program?
    Participants will retain access to the eLearning content for a full calendar year, allowing ample time for review and application.

 

  • How much time will it take?
    Expect to dedicate around 3 hours per week, with bi-weekly live sessions lasting 60 minutes. Total time commitment varies but typically ranges from 20-40 hours over the 10 weeks, depending on your current knowledge and professional goals.

 

  • Are there assignments and testing?
    Yes, throughout the program, there are knowledge checks and a cumulative exam at the end. All assessments must be passed to receive your certificate.

Not quite sure if the IA-MBA is right for you? We offer a no-cost preview of the course. Get a firsthand look at the valuable content and resources that await you.

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