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Change Management Masterclass

Lead Change With Confidence

A 6-Week Program for Independent Insurance Agencies

Per Class
$499
+ fees
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Full Series
$2499
+ fees
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Align Your Team and Drive Clarity.

The Change Management Masterclass is a structured, hands-on program designed to help independent insurance agencies successfully plan, lead, and implement meaningful change.

 

Over six weeks, participants don’t just learn concepts, they build a real change initiative step-by-step that’s tailored to their agency.

Who Should Attend

This course is designed for professionals responsible for driving or supporting change within an agency, including:

  • Agency Owners & Principals
  • Operations Leaders
  • Department Managers & Team Leads
  • Project or Initiative Owners
  • High-potential employees involved in process improvement

Recommended Experience Level

No formal change management background required. This course is ideal for:

  • Leaders with practical experience but no formal framework
  • Teams who have struggled to implement change successfully
  • Agencies preparing for technology, workflow, staffing, or compensation changes
Best fit: Individuals who influence how work gets done, not just those with formal authority.

What You'll Learn

Participants follow a structured progression that mirrors how successful change actually happens.

The course will be a combination of live sessions and self-paced modules, with weekly assignments tied directly to your change initiative. Participants should expect a time commitment of about 1–2 hours per week.

Week-by-Week Focus

Now

Enroll

Take the first step and enroll now

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Now
Week 0

Prework

Assess your agency and identify a real change opportunity

checklist
Week 0
Week 1

Define the Change

Clarify the problem, scope, and success metrics

clarify
Week 1
Week 2

Understand the Current State

Map processes, identify gaps, and uncover root causes 

understand
Week 2
Week 3

Lead the Change

Navigate stakeholders, resistance, and communication 

leaders
Week 3
Week 4

Design the Change

Build a practical future-state process and implementation plan 

process
Week 4
Week 5

Refine & Reinforce

Strengthen your plan and ensure sustainability 

reinforce
Week 5
Week 6

Present & Close

Present your change plan and receive feedback

present
Week 6
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What Makes This Different

Built Around Your Agency

You work on a real initiative, not a generic case study.
Built Around Your Agency

Structured but Practical

Clear frameworks without unnecessary complexity
Structured but Practical

Focus on Execution

Emphasis on how change actually happens, not just theory
Focus on Execution

People-Centered Approach

Addresses resistance, communication, and team dynamics
People-Centered Approach
Catalyit Masterclass

What You'll Walk Away With

By the end of the program, participants will have:
  • A fully developed change plan ready to implement
  • A clear understanding of current vs. future state processes
  • Defined roles, stakeholders, and communication strategy
  • A practical implementation roadmap
  • Measurable success metrics and tracking approach
  • Increased confidence in leading change within their agency

Ideal Outcomes for Agencies

Agencies that participate can expect:

Improved operational efficiency and clarity

Stronger alignment across teams

Reduced resistance to change

More successful implementation of key initiatives

Better decision-making around priorities and execution

Ready to Get Started?

Participants should come prepared to:

1
Identify 1–2 potential changes within their agency
Identify 1–2 potential changes within their agency
2
Engage actively in discussions and assignments
Engage actively in discussions and assignments
3
Apply concepts directly to their organization
Apply concepts directly to their organization
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