Building Your Foundation

Core Lesson Planshierarchy3

At ContractCoach, we have 88 Core Lesson Plans written specifically for insurance agencies. Our plans are designed to give you the ideas and tools you need to immediately impact the results of your agency! And we don’t stop there. Our list is continuing to grow and we are adding to the list on a daily basis.

Although we highly recommend you take advantage of our certified Agency Coaches, if you choose work on your own, many of the Lesson Plans offer advice based which is custom designed based on your responses throughout the program. It will not take you long to find out how ContractCoach can have an immediate impact on your business…and your life!

Leadership

Leadership and Self-Awareness

  • Unit 1 – A Starting Point
  • Unit 2 – Discovering Your Passion
  • Unit 3 – Why You Are Here
  • Unit 4 – Taking Responsibility for Your Success
  • Unit 5 – What’s Important Now
  • Unit 6 – What’s Important Now Questionnaire
  • Unit 7 – Inventing Your Leadership Style
  • Unit 8 –Leading with Passion
  • Unit 9 – Creating a Winning Attitude
  • Unit 10 – Your Agency Story
  • Unit 11 – Stay True to Your Dream

Strategic Planning

  • Unit 1 – Why Most Agents Plateau and What to Do About It
  • Unit 2 – So What Makes Successful Agents So Unique?
  • Unit 3 – The Four Levels of Business Development
  • Unit 4 – The Myth of the EMyth
  • Unit 5 – Creating a Self-Running Agency
  • Unit 6 – Using Org Charts to Turn Dreams into Reality
  • Unit 7 – Employee Agreements that Work
  • Unit 8 – Creating a Business Plan for Success
  • Unit 9 – The Cost of Wasted Time
  • Unit 10 – Self-Organization Techniques
  • Unit 11 – Time Management Skills and Maximizing Efficiency

Strategic_Planning

Branding

Branding

  • Unit 1 – Building Your Brand
  • Unit 2 – Advertising Your Brand
  • Unit 3 – The Ultimate Customer Experience
  • Unit 4 – Differentiating Your Agency
  • Unit 5 – Office Essentials
  • Unit 6 – Your Lease Agreement

Marketing & Sales

  • Unit 1 – Built to Impress Sales
  • Unit 2 – Developing Your Marketing Strategy
  • Unit 3 – Understanding the Competition
  • Unit 4 – Overcoming Call Reluctance and the Fear of Failure
  • Unit 5 – It’s Who You Know! Building Your Centers of Influence in Your Community
  • Unit 6 – The Introverted Extrovert – How to Lead When You Would Prefer to Read
  • Unit 7 – Setting Your Sights on Commercial
  • Unit 8 – Exploring Social Media
  • Unit 9 – Financial Sales Systems that Pay
  • Unit 10 – Life Sales Made Easy
  • Unit 11 – Stop Quoting and Start Building Relationships!
  • Unit 12 – Generating Leads Through Trade Shows and Event Marketing
  • Unit 13 – The Lost Art of Cold Calling
  • Unit 14 – The Secret to Referral Systems
  • Unit 15 – Marketing Ideas to Get Your Agency Growing Again

Marketing

Finance

  • Unit 1 – Finance 101 – OK, I Own a Business, Now What?
  • Unit 2 – Understanding Business Finance
  • Unit 3 – Following the Right Financial Path
  • Unit 4 – Too Much Month and Not Enough Money
  • Unit 5 – Tax Planning Strategies for Insurance Agents
  • Unit 6 – Making Solid Investments for Growth
  • Unit 7 – Accounting Fundamentals Overview and Quiz

Finance

Staff_Development

Staff Development

  • Unit 1 – Staffed to Grow
  • Unit 2 – Hire the Right People and Teach Them the Right Things to Do
  • Unit 3 – Invest in Quality People
  • Unit 4 – Creating a Culture of Success
  • Unit 5 – Compensation Programs that Motivate
  • Unit 6 – Awaken Your High Performance Team
  • Unit 7 – Getting Your Experienced Staff Engaged
  • Unit 8 – The Leader Inside Your Office Manager
  • Unit 9 – Setting Expectations and Demanding Accountability
  • Unit 10 – Installing Ethics and Leading With Integrity
  • Unit 11 – Staff Meetings that Ignite
  • Unit 12 – Resolving Conflict and Frustrations
  • Unit 13 – The Power of Self-Staff Appraisals
  • Unit 14 – Your Staff as Raving Fans

Systems Development

  • Unit 1 – Technology and the Modern Insurance Agent
  • Unit 2 – Office Manuals and Procedure Guides
  • Unit 3 – The Cost of Wasted Time
  • Unit 4 – Time Management Skills and Maximizing Efficiency
  • Unit 5 – Self-Organization Techniques
  • Unit 6 – Your Recruiting System – Finding Your Next Top Producer
  • Unit 7 – Your Interview System – Selecting Your Next Top ProducerSystems Development Clear
  • Unit 8 – Your Hiring System – Onboarding Your Next Top Producer
  • Unit 9 – Your Firing System – When It’s Time to Move On
  • Unit 10 – Your Training System – Mentoring Your Next Top Producer
  • Unit 11 – Your Retention System
  • Unit 12 – Your Sales System
  • Unit 13 – Your Accounting System
  • Unit 14 – Your Quality Control System

Systems_Development

 

Client_Retention

 

Client Retention

  • Unit 1 – Driving Customer Retention
  • Unit 2 – Why Customers Leave and What to Do About It
  • Unit 3 – Know Your Customer or Lose Them
  • Unit 4 – Service After the Sale
  • Unit 5 – Under Promise and Over Deliver

Life Balance

  • Unit 1 – Balance is Key to Long-Term Success
  • Unit 2 – 100 Steps to a Successful Insurance Agency
  • Unit 3 – The Power to Control Your Own Destiny
  • Unit 4 – Your Bucket List and Having Time
  • Unit 5 – Priorities and Living a Life of No Regrets

Life_Balance

 

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