Carriers and Technology

One-On-One Guidance

Owner-First Based Training

Insurance Carriers, Technology Companies and vendors serving the insurance industry work with an Insurance Agency base that needs a source for Leadership, Sales, Marketing and Operations training. Our training is designed for Agency Owners first, then the staff follows so everyone hears the same core principles, terminology and delivery.

From Leveraging Tools to Leadership

Training includes how to find the best people, develop rock solid processes and how to leverage tools and technology available to the industry. We discuss leadership, sales, online lead conversion, cross-selling, how to use data in the agency to make key decisions, with a key emphasis on growth.

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All-Inclusive Course

Wouldn’t you like to send your agency base to an agency training course on leadership, closing new business, cross-selling existing accounts, up-selling coverage when appropriate and strategically develop processes in the agency.

Class sizes vary from 20-150 and include workbooks with your choice of 1/2, 1, 2 or 3 day workshops.

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We currently work with start-ups and Inc 500/5000 Companies on the following

  • Sales: Building Inside and Outside Sales Teams, sales process, scripting and targeting the insurance industry
  • Business Development: Strategy to land larger accounts, how to navigate the insurance industry, proper terminology when approaching thought leaders and executives
  • Marketing: Messaging, content, advertising and strategy for marketing teams of all sizes
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For more information, call us today at 800-528-1325 Contact Us