Join us at our next workshop! B2 New York October 2018 10/25/2018

Our Workshops

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We currently offer four workshops:

View Workshop Schedule

For Agents, Office Managers, Agent Aspirants

Agency Success Blueprint (formerly called Coaching & Accountability)

The Architecture for Consistent Growth, Efficiency, & Profit

Learn how to train & hold your team members accountable with proven, easy techniques. Includes an in-depth scorecard discussion.

Workshop Duration: 1/2 Day

Note: This workshop was formerly called "Coaching and Accountability". The content hasn't changed, but we recently renamed it "Agency Success Blueprint" in order to better reflect the workshop's focus - which is all aspects of running a highly successful agency (not just coaching and accountability).


Focus:

Scorecard Maximization (In Depth Discussion) – Don't leave money on the table
Hiring Model – Navigating the hiring maze
Driving Raw New Production
Production Planning and Execution
Creating Incremental and sustainable lift in any one category without overwhelming your team
Agency Accountability
Use Prospector Plus and Simple Spread Sheets to improve coaching and hold team members accountable. What should you track, on a Daily, Weekly, and Monthly basis? How to coach based on tracked results.
Learn Process Design and Implementation for predictable, repeatable and measurable results.

Workshop Price: $999 per person

Bundle Pricing – Save $500 on Two Workshops!

- Agency Success Blueprint + any other workshop: Only $1,498*

*when attended by the same agent on consecutive days


For Agents, Team Members, Office Managers, Agent Aspirants

Sales & New Customer Acquisition

Key Systems & Conversations for Multiline Sales Success

Increase your sales, closing ratios. Learn effective techniques to shift the conversation from a single line quote to a bundle. Move beyond the basic 2-line bundle to a 4-line bundle.

For New Team Members:

Designed as a consistent training ground - send new team members for sales training and move them to profitability quicker.

For Veteran Team Members:

Expand capabilities of onboard/veteran team members, increase their productivity and your ROI.

Workshop Duration: 1 1/2 Days



Focus:

Sales Conversations that Start with:

Auto Conversation
Home / Renters Conversation
Going from Homeowner's to including Life & Health
Increasing Car Loan Application with effective conversations

Sales Mastery Concepts Include:

Creating Value in your conversations
Closing Techniques
Asking for the sale
Getting the Money
Objection Handling
Quoting Apples to Oranges
Implementing Follow Up Systems
Perfecting the Conversion Process from Prospect to Customer
Leveraging current systems & platforms
Launching new team members

Workshop Price: $999 per person

Bundle Pricing – Save $500 on Two Workshops!

Agency Success Blueprint + Sales & New Customer Acquisition: Only $1,498*

*when attended by the same agent on consecutive days


For Agents, Team Members, Office Managers, Agent Aspirants

Life Insurance Sales by the Numbers

Proven Systems That Generate Apps, Premium, & Volume

Build A Consistent Life Insurance Producing Machine!

Designed specifically for the multiline agency and aimed at agents and team members who strive for production and recognition, this dedicated workshop provides a step-by-step framework for life insurance sales professionals at every stage in the career path. Workshop graduates will be well-prepared to direct and hold effective life insurance conversations, with the program tools to achieve their goals. This workshop is an investment in excellence for your agency, career and team.

Workshop Duration: 1 1/2 Days


Topics Include:

Life Insurance Sales Conversation Point-by-Point
Customer-Focused Sales Concepts
Consultative Selling
Opening the Sales Interview
Life Insurance Pivots
Closing the Sale
Overcoming Objections
Product Positioning (the right product at the right time)
Selling Against the Competition
Follow Up - Getting Policies Issued
Overcoming the Fear
Life Insurance Sales Funnel
Prospecting for Life Insurance
Life Specific Appointment Sales
Transactional Life Sales
Multiline Life Conversations
Business Owners' Life Insurance Marketplace
Getting the Money

Workshop Price: $999 per person

Bundle Pricing – Save $500 on Two Workshops!

Agency Success Blueprint + Life Insurance Sales by the Numbers: Only $1,498*

*when attended by the same agent on consecutive days


For Agents, Team Members, Office Managers, Agent Aspirants

Business Insurance with a BANG!

The Science of Selling to Business Owners

Perfectly fitting the renewed focus on business lines, Business Insurance with a BANG! is designed precisely for the agency that wants to be successful in the business insurance market. This power packed workshop provides a step-by-step framework for both AGENTS & TEAM MEMBERS - from those wanting to enter the business insurance market to others just looking to sharpen their skill set.

Graduates will be well-prepared to direct and hold effective prospecting, fact finding, and sales conversations, with confidence to identify, qualify, quote, design, present and close effective and competitive business insurance solutions.

Taught by seasoned agents who have ALREADY DONE IT THEMSELVES, this unique, highly focused workshop demonstrates in detail how to jump-start your fire premium in the Commercial arena and CONSISTENTLY WIN in competitive situations. Business Insurance with a BANG! is a great investment in your agency and revenue stream!

Workshop Duration: 1 1/2 Days


Topics Include:

• Selling Against the Competition
• Prospect Identification & Qualification
• Sales Weapons
• Prospecting Conversations
• Fact Finding Conversations
• Sales Conversations
• Policy Presentation Concepts
• Quote Design & Preparation and Bundling
• Product Positioning (the right product at the right time)
• Business Owners Life Insurance
• Commercial Policy Types
• Policy Differentiation
• What Sets Us Apart
• How to Get Loss Runs Guaranteed
• Don't Take a Knife to a Gun Fight
• Workers Compensation
• Working with Underwriting
• Follow Up - Getting Policies Issued

Workshop Price: $999 per person

Bundle Pricing – Save $500 on Two Workshops!

Agency Success Blueprint + Business Insurance with a BANG!: Only $1,498*

*when attended by the same agent on consecutive days


View Workshop Schedule

Pricing Information

(all prices are per person)

Agency Success Blueprint (formerly called Coaching & Accountability)
$999.00
Sales & New Customer Acquisition
$999.00
Life Insurance Sales by the Numbers
$999.00
Business Insurance with a BANG!
$999.00

Special Bundle Pricing

Save $500 on Two Workshops! Any two consecutive-day workshops attended by the same agent: Only $1,498.00
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