CAA Account Manager Academy
Account Manager Academy

CAA Account Manager Academy

Sharpening Soft & Hard Skills for Account Managers

The CAA Account Manager Academy is a year-long professional development program designed to strengthen both the soft skills and technical expertise of agency account managers. Through bi-monthly sessions—many offering CE credit—participants gain practical tools to improve communication, efficiency, client service, and overall agency performance.

  • 12-month curriculum blending communication, leadership, and operational mastery
  • CE credits available through select sessions
  • Led by AEBetancourt, featuring industry experts including NLP, IIAT, Blueprint, and Market Retrievers
Building Confidence, Capability, and Client Experience

Building Confidence, Capability, and Client Experience

The CAA Account Manager Academy is a year-long development program designed to enhance both the technical and interpersonal skills of insurance account managers through monthly CE-accredited sessions, hands-on workshops, and practical assignments. The curriculum covers collaborative communication, time management, E&O best practices, AMS system optimization, AI tools, underwriting and carrier relationships, branding, client experience, account rounding, cross-selling, retention strategies, and emotional intelligence, with two in-person workshops for deeper skill-building. By progressing through topics such as book management, documentation, customer interactions, and growth mindset, participants finish the program equipped to deliver stronger service, support agency profitability, and elevate the overall client experience.

In-Person Workshop Sessions

In-Person Workshop Sessions

When: 9:00 AM
Where: Austin, Texas
Contact: Contact Joan Sutton (joan@combinedagents.com) with any questions!
  • March 5th, 10am-5pm in Dallas, Omni Las Colinas
  • July 15th, 9am-4pm in Dallas, Omni Las Colinas

Optional In-Person (March/July) & Weekly Virtual Check-Ins

$ Pricing

$50 per month, per account manager.

Account Manager Academy File library

Access the recorded sessions and resource materials from the Account Manager Academy below:

Item NamePosted ByDate PostedLink
Session 9 Passcode: $6GBPu^zAdministration6/10/2026Session 9 Passcode: $6GBPu^z
Session 7 - Passcode: A&9Nn=o9Administration6/17/2026Session 7 - Passcode: A&9Nn=o9
Session 6 - Passcode: 63%B6#AMAdministration6/17/2026Session 6 - Passcode: 63%B6#AM
Session 5 - Passcode: RQXy52=?Administration6/17/2026Session 5 - Passcode: RQXy52=?
Session 3 Passcode: ^ABZ?7umAdministration6/1/2026Session 3 Passcode: ^ABZ?7um
Session 2 Passcode: H059Lz**Administration6/1/2026Session 2 Passcode: H059Lz**
Session 1 Passcode: +WnQb9NAdministration6/1/2026Session 1 Passcode: +WnQb9N
Navigating Change with Meg McKeenAdministration6/1/2026Navigating Change with Meg McKeen