Click Here to Register for the Session - $29

Effective 1:1 Meetings: Turning Conversations into Accountability & Growth
Thursday, August 13th | 10 - 11:30 a.m. CT | Virtual
Instructor: Jessica Jeffress, NetVU

Consistent, well-structured 1:1 meetings are one of the most powerful and underutilized tools in agency leadership. Yet in many organizations, these conversations become reactive, inconsistent, or overly focused on status updates, leaving issues unresolved and opportunities for growth missed.

In this session, you’ll learn how to transform your 1:1 meetings into a structured, results-driven rhythm that improves communication, strengthens accountability, and drives performance across your team. Using practical, real-world examples from independent insurance agencies, carriers, and MGAs, we’ll introduce a simple, repeatable framework aligned with EOS principles that you can immediately put into practice.
Whether you lead account managers, producers, or service teams, this session will help you create more productive conversations, surface issues earlier, and keep your team focused on what matters most.

What You'll Learn:

• The true purpose of 1:1 meetings and why they are critical to team performance 
  
• Common mistakes that make 1:1s ineffective and how to avoid them 
  
• A simple, EOS-aligned agenda you can use for every 1:1 
  
• How to use scorecards and priorities to drive accountability 
  
• Techniques for identifying and solving issues before they escalate 
  
• How to keep meetings focused, productive, and actionable 
  
• Practical ways to implement consistent 1:1s in a busy agency environment
  
   

About Your Instructor
Jessica Jeffress is the Learning Experiences Director at NetVU, where she designs and delivers educational programs for independent insurance professionals. She is a licensed agent with an MBA and spent 15 years in an independent insurance agency, where she managed a commercial lines service team and served on the agency’s leadership team. Her experience includes workflow development, team development, process improvement, and system implementation. Jessica brings a practical, real-world approach to her sessions, focusing on strategies that help account managers improve efficiency, strengthen workflows, and deliver better client experiences.

Need help registering? Contact NetVU.

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Disclaimer:
Please note that most webinar sessions will be recorded. Webinar recordings are the property of NetVU and are exclusively available to NetVU Members and Partners through NetVU University. These recordings are not available for download, preserving the unique value and benefits of NetVU membership. However, certain sessions, such as discussion-based or highly interactive formats, may not be recorded. This approach ensures open dialogue, encourages active participation, and respects participant confidentiality.