Building Your Foundation

Core Lesson Plans

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!

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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

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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Building Your Foundation

Core Lesson Plans

Leadership and Self-Awareness

Strategic Planning

Branding

Marketing & Sales

Finance

Staff Development

Systems Development

Client Retention

Life Balance

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