Business
Solutions for
Your Success
"
Our Learning & Development Initiatives support Insurance Agents as they transition to Producers and as they look to scale their skillsets as they move into leadership roles.
WHAT WE OFFER
CUSTOMIZED
TRAINING
-
New Agent Facilitator-Led 9 Day Course
-
New Agent Self-Paced 3 Week Course Access
-
One on One Coaching Sessions
-
Company Workshops
-
Webinars
-
2,4,6 Week Touchpoints
SOLUTIONS
-
Interim Management for PRIME Times in the Year (PUSH Month)
-
PRTL Matrix
-
Leadership Matrix
-
Self Activation with qualified new agents
-
Explain the process
-
Identify Resource
-
Book, Sit, Sell
-
Presentation Review & Rubric
-
Recognition Meeting Review
-
Team Evaluation
TECHNOLOGY
-
Interactive Script
-
BTT Agent Packet
-
Zoom Based Learning
-
Custom Dashboards
-
Custom Applications
FULL COURSE LIST
CUSTOMIZED WORKSHOPS TO FIT YOUR TEAM
-
Leadership Matrix
-
PTRL - Leadership Training PKG
-
Pre-Leadership Training
-
Supervising Agent
-
General Agent
-
Master General Agent
-
-
Leadership Expectations
-
Setting Up Policies & Procedures
-
Team Game Plans
-
Recruiting & Pipeline Management
-
Identifying Leadership Potential
-
Successful Coaching & Team Meetings
-
Codes - How They Work & Self Activation
-
How to Run Workshops
-
Leading From the Front
-
Conducting Interviews
-
Reading Reports (ICM, Mods, Bulletins, AWS, AP&P, Financial)
-
Lead Management
-
How to Run Ride-Alongs
-
Maximizing Your Hierarchy
-
Business Budgeting
NEW AGENT
TRAINING
GENERAL
WORKSHOPS
LEADERSHIP
WORKSHOPS
Includes the following courses :
-
Professionalism
-
IDC
-
Rapport Building
-
Need For Insurance
-
Closing & Rebuttals
-
Sales Methodology
-
Power of Referrals
-
Active Listening
-
Script Training
-
Presentation Training
-
Application Qualification
-
Technology
-
Presentation Software
-
Application Software
-
Zoom Basics
-
-
Rapport Building
-
Active Listening
-
Methodology
-
Power of Positivity
-
Emotional Granularity
-
Transitional Phrases
-
Sales Psychology
-
Passion, Conviction & Belief
-
-
Initiative, Discipline & Coachability
-
Types of Insurance
-
Importance of Insurance
-
Technology
-
Application Software
-
Headstart Program (Globe)
-
Intro into Basic Software
-
Excel, Google Sheets, etc
-
-
Game Plans
-
-
Compensation
-
Application Qualification
-
Policy Integrity (Mods & Conservation)
-
Business Building
NEW AGENT TRAINING
AND ACTIVATION
FACILITATOR LED
COURSE
We offer a 9 day course led by a facilitator. The course can be modified to fit your company's policies, procedures and products. Our course teaches industry knowledge, business acumen and technology required for your company.
SELF PACED COURSE
We offer a course specifically designed for those individuals who won't fit well in the constraints of a classroom environment. Your agent will get 3 week access to a six module training course designed to mirror what they would learn in the classroom.
SELF ACTIVATION
We will work with new agents to get their contract activated so you don't have to. New agents will understand what it means to 'self activate' and identify individuals who are willing to help them jumpstart their career. We will assist your new agents in the process of scheduling, presenting and building the application.
SOLUTIONS TO
FIT YOUR
NEEDS
We build solutions that go beyond cookie-cutter training. We evaluate your agents then offer courses and workshops that will train on your agent's lowest attributes to level your team up.
Producing
Training
Leading
Recruiting
THE PTLR
MATRIX
We offer training and workshops for
your agents and leaders. Whether they
are just starting out or ready to level up.
We have narrowed down the expectations and activities for every
level of producer on a daily, weekly and monthly timeline. With our matrix we have created workshops and coaching sessions to maximize effectiveness for your organization.
