Insurance Training Course Catalog
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.
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.
It's Not Enough to Just Check the Digital Box
As agency management standards have evolved over the years, so, too, have the rules changed for customer-facing digital tools.
Building Your Personal Brand
Organizations aren’t the only ones that benefit from clearly defined, well-articulated brands anymore.
How Big Data Is Changing Workers' Compensation
Insurance agents are increasingly confused and frustrated by the pricing they are seeing on their workers’ compensation new business quotes and renewals.
Certificate of Insurance: You Can't Always Get What You Want
All too often, certificate holders ask for information on the certificate of insurance that agents simply cannot provide.
Three Best Closing Techniques
“No” isn’t the worst thing you can hear from a prospect. Do you know what is? “Maybe”.
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.
Why Should I Hire You as My Insurance Agent?
The most significant competition for an insurance agent is not another insurance agent, but the "status quo."
Underwriters are People Too!
