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Insurance Training Course Catalog

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Selling Yourself without Selling Yourself Out

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The best of salespeople are those who truly believe in the product that they plan to sell. So why do so many of us have a hard time selling ourselves? When it comes to career planning and career advancement, there is no salesperson like yourself and there is no one who seems to have more reluctance to sell you than yourself. Join us as Marsha Egan helps us with a plan to grow in our careers.

Attend Live June 8, 2023

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Leveraging Data to Differentiate Yourself from the Competition

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In an industry that is so data reliant as insurance is, it is troubling that some simply don't know how to use the available data to tell their clients' stories. Join us as Frank Pennachio helps us to apply benchmark data and appropriate data analysis to help gain and keep clients longer.

Available On Demand

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What Not to Say to a Customer Part 1

$129.00
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"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.

Available On Demand

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Risk Management Approach to Selling

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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.

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It's Not Enough to Just Check the Digital Box

$129.00
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As agency management standards have evolved over the years, so, too, have the rules changed for customer-facing digital tools.

Available On Demand

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Building Your Personal Brand

$129.00
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Organizations aren't the only ones that benefit from clearly defined, well-articulated brands anymore. 

Available On Demand

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Finding Your Prospect's Pain.... When there doesn't seem to be any

$129.00
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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.

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Certificate of Insurance: You Can't Always Get What You Want

$129.00
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All too often, certificate holders ask for information on the certificate of insurance that agents simply cannot provide.

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How Big Data Is Changing Workers' Compensation

$129.00
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Insurance agents are increasingly confused and frustrated by the pricing they are seeing on their workers' compensation new business quotes and renewals. 

Available On Demand

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Three Best Closing Techniques

$64.00
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"No" isn't the worst thing you can hear from a prospect.  Do you know what is?  "Maybe". 

Available On Demand

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Items 1 to 10 of 33 total

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