Insurance Training Course Catalog
Turning a Losing Proposal into a Winning Proposal
An expertly designed proposal makes use of a specific formula based around facts, stories, processes and skills. Learn the secret of turning yours into a winning proposal.
Using Coverage Gaps to Win New Customers
Gain an understanding of the applicable insurance policy's limitations and exclusions to find and exploit coverage gaps.
Keeping Clients for Life - Superior Customer Service
Learn how to keep your best clients for life and to develop satisfied, long-term clients who are fiercely loyal to your agency.
How to Sell at Prices Higher Than Your Competitors
Transparency creates trust. Trust sells insurance. This session on price is about creating trust, value and earning the order.
Becoming an Exceptional Producer - How to Transform Yourself from a "Transactional" Salesperson to a Consultative Agent (3-part series)
To succeed in the future insurance world, agents must transform themselves from "transactional" processes to "consultative" selling.
Increase Sales by Improving Your Message (2-part series)
Learn how to show customers your value by developing your Client Attraction Story.
8 Secrets of the Top Performing Agents
During this practical and profitable webinar, Bill Whitley will share his research on how the fastest growing agencies attract clients and close more sales.
Finding Your Prospect's Pain.... When there doesn't seem to be any
As insurance consultants, it is our job to uncover our prospect's pain in a way that gets the prospect to self-realize it, rather than just telling them what it is.
Risk Management Approach to Selling
While agents aren't necessarily risk managers, they play a role in their clients' overall risk management strategy.
Join us as Precious Norman-Walton helps us to learn an approach to selling that is consultative and geared toward bringing the client into the process, rather than simply selling them a product.
What Not to Say to a Customer Part 1
"You don't need that coverage."
"Your assets are protected and can't be taken"
"You have no employees so you don't need hired and non-owned auto liability"
You've probably heard other agents use these phrases and others like them. You might have even said them yourself. Join us as David Thompson helps us to understand why we should never use these phrases again.