EXCLUSIVE "VIRTUAL" PACKAGES
1 EXCLUSIVE"VIRTUAL" TEAM SESSION
$897
$897
6 EXCLUSIVE "VIRTUAL" TEAM SESSIONS PACKAGE
$4,997
12 EXCLUSIVE"IN-PERSON" TEAM SESSION
$8997
$8997
Program Topics
Referrals are the lowest-cost, highest-conversion, and most bundled leads you can generate—yet many agency owners and managers struggle to get their staff to ask for them consistently. This course is here to help you change that, giving you the insights and strategies you need to unlock your team’s referral potential.
As a leader, it’s one of the most frustrating challenges: how is it possible that the people you lead aren’t following through, even when they’ve been given clear instructions? This course will provide you with the tools to decode this mystery and, more importantly, fix it.
This course is all about mastering proven strategies to enhance your ability to connect with clients, strengthen relationships, and close more sales. These principles aren’t just about selling—they’re about understanding what drives people to say yes.
In this course, we’ll explore how you can leverage the six keys to influence—principles rooted in psychology and backed by real-world success stories. You’ll learn practical ways to improve communication, foster commitment, and use strategic recognition to create a more motivated and productive team. By the end, you’ll be equipped to align your leadership approach with strategies that deliver measurable results for your agency.
In this course we’ll explore how to use tools like the Likert scale to measure client satisfaction and identify your top promoters—those clients who are most likely to refer others. You’ll also learn how to transition seamlessly from satisfied clients to valuable referrals. Rest assured that we’ll include a focus on overcoming objections, tackling the common reasons clients hesitate to give referrals
Have you ever had a great streak of success only to feel it fade away? This course is here to help you shift from relying on fleeting momentum to building consistent, sustained performance through intentional strategies and a proactive mindset. You’ll learn key strategies for maintaining focus and taking control of your performance.
This course is designed to help you master the art of more easily bundling insurance policies in a way that’s beneficial for both your clients and your agency. Bundling isn’t just about combining policies—it’s about creating a seamless experience for your customers, increasing loyalty, and maximizing value. By the end of this course, you’ll feel confident in overcoming common challenges and turning single-line customers into multi-policy lifetime clients.
This course is packed with dozens of proven strategies designed to energize customer engagement and elevate the value of your agency. These ideas come directly from successful insurance agencies across the country, giving you access to the very best practices to make your agency stand out.
If you’ve ever faced the challenge of customers calling to cancel (and one day you will), this course is designed for you. It’s all about equipping you with strategies to retain clients who are headed for the exit, turning cancellations into opportunities to strengthen relationships and build loyalty.
If you’ve ever felt stuck or frustrated when dealing with client objections, this course will change the way you approach those moments. Instead of battling objections, you’ll learn how to embrace them, pivot effectively, and turn what might seem like obstacles into opportunities to win and build trust.
Giving feedback is one of the most powerful tools you have as a leader. But let’s be honest—it doesn’t always go as planned. This course is designed to help you overcome the common challenges of giving feedback, whether it’s a lack of time, fear of a negative reaction, or uncertainty about how to make it stick. By the end, you’ll know how to deliver feedback that’s clear, impactful, and truly makes a difference.
If you’ve ever felt frustrated by poor customer service—or worried that your own agency might fall into the same traps—this course is designed to help you deliver service that stands out for all the right reasons.
Have you ever found yourself wondering why some clients seem easy to connect with while others feel like a constant challenge? This course is designed to help you master the art of adaptability, so you can communicate effectively with anyone—whether you’re closing a sale or resolving a service issue.
Have you ever faced challenges in adapting your leadership style to fit the unique personalities on your team? This course is designed to help you become a more flexible, effective leader by learning to meet each team member where they are and empowering them to reach their full potential.
If you’ve ever had a prospect disappear after what seemed like a great conversation, you know how frustrating ghosting can be. While we can’t eliminate ghosting entirely, this course will give you the tools and strategies to significantly reduce the chances of it happening and keep your sales pipeline moving forward.
This course will help you confidently bring life and retirement conversations into your client interactions—turning missed opportunities into stronger connections and better protection for your clients.
You’ll learn practical strategies to seamlessly introduce life and retirement options into your conversations.
This course is designed to help you understand how much of what we communicate goes beyond the words we use—and how mastering this can transform your interactions with clients and colleagues.”
This course is designed to help you confidently navigate one of the most challenging conversations in the insurance industry: talking with customers about premium increases. Whether it’s a first-time client or a long-time policyholder, the strategies you’ll learn here will make those conversations smoother, more proactive, and ultimately more successful.
This course is all about transforming your conversations with prospects—making them more conversational and less transactional. By connecting on a deeper level and building trust, you’ll achieve better results while keeping your interactions authentic and engaging.
If you’ve ever invested in training only to feel like it doesn’t stick, this course is here to change that. You’ll learn how to make training a transformative part of your agency’s culture, ensuring it leads to measurable results and meaningful improvement.
COMING JANUARY 2025
In the world of sales, facts and figures only take you so far. What truly connects with your clients are the stories you tell—stories that paint a picture, build trust, and inspire action. This course will show you how to craft and deliver stories that resonate with your prospects and help you close more sales.
COMING JANUARY 2025First impressions matter, especially when you’re on a call with a prospect. In those critical first moments, you have the opportunity to capture attention, establish trust, and set the tone for the entire conversation. This course will show you exactly how to make those first 30 seconds count and ultimately put you in a better position you to close the sale.
COMING JANUARY 2025Have you ever had a high-performing team member who isn’t meeting even your most basic expectations, all because they believe they’re too valuable for you to let them go? It’s a frustrating and delicate situation, but this course will give you the tools to address it head-on, regain control, and create a team culture where no one is above the rules.
