It only takes a few steps to become an Academy member. Please refer to this quick
list so you are fully aware of where you are in the process of becoming
our newest member!
- Contact us and receive an information package and free audio
recording with additional membership information available. This
package includes information about each department, the Academy
software, Marketing tools, Continuing Education Courses, the Financial
Services support available and more!
- Speak with an Academy Membership Consultant about whether your
geographic area is available for membership. Advise this representative
of the goals you have for yourself and your practice and collect
the names of several members who have already gone through a transition
similar to the one you face. Members are always eager to share
their experiences with those considering membership.
- Call the members suggested. Speak with at least 2-3 members
about the steps you're considering. You will find out about one
of the most valuable benefits of membership-the members themselves.
This group of attorneys share concepts, successes, failures and
tips on the member listserv as well as by telephone. They are
the key ingredient to the high energy Academy Summit events held
twice per year!
- Fill out the Application. Once the
Membership Consultant and you have covered all of the due diligence
items necessary for making a transition in your practice, the
acceptance process on our end begins. The Academy has an approval
process that includes credit and reference checks. This process
generally takes a few days, so it is best to begin as soon as
you feel fairly certain about going forward with membership.
- Make sure that you meet our Malpractice Insurance Requirement
of $250,000 per incident, $500,000/per year. We recommend, however
that you have insurance covered for $500,000 per incident, $1
million aggregate per year.
- Designing an Academy Territory. This is a matter of discussing
your existing business and your goals even further. Once the territory
is structured, picking a "start date" for the membership to kick
off is the only remaining task!
- Review, Sign and Return the Agreement.
- Unpack your Starter Kit. Once the agreement is received and
processed, by the start date, the Starter Kit is shipped UPS 3rd
Day. A phone appointment is set so you can plan on unpacking these
boxes with a Practice Building Consultant on your speakerphone
discussing the use and timing of your implementation on each item.
GREEN: Open Territory, plenty
of room for members
YELLOW: Academy member(s) are
in this area but there is room for more
RED: Closed Territory, no membership
openings
CLICK ON THE MAP TO ENLARGE.
If
you have any questions regarding
territories and/or membership please
call Member Services at (800) 846-1555
or e-mail us.
- Click
here to print out a membership application.
- Fill out the application with the correct information.
- Fax it back to us at (858) 874-2560.
|
|
“The CATS database is the key to my practice. With a simple point and click, I can manage the marketing of my practice. I can also see instantaneously every time we have contacted a prospect or client and everything we've either done for them, or said to them or been told by them. I can't imagine practicing without it.”
Wesley G. — Louisville, Kentucky Member
|
|
|
