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Six Month Coaching $495 Per Month (New Clients ONLY)

$500.00 / month for 6 months

Category: Coaching Client Product ONLY Tags: portal, training

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*Service not offered by all Certified Coaches. For NEW Clients ONLY.

Your Membership will include:

Full and unrestricted access to our proprietary Insurance Agent Training System!
Online access to our responsive Lesson Plans to be used ON DEMAND and saved in your agent portal for future reference.
Participation in live webinars for FREE.
1000’s of support documents and growing daily.
Two one-hour coaching sessions per month by a Certified ContractCoach.

Marketing Clear

The 9 Core Lesson Modules – Building a Business that Gives Life Meaning

Leadership and Self-Awareness

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

Strategic Planning

Unit 1 – The Future of the Agency Distribution System
Unit 2 – Using Org Charts to Turn Dreams into Reality
Unit 3 – The Four Levels of Business Development
Unit 4 – Why Most Agents Plateau and What to Do About It
Unit 5 – Creating a Self-Running Agency
Unit 6 – Creating a Business Plan for Success
Unit 7 – Employee Agreements that Work
Unit 8 – Creating Meaningful Systems that Work

Branding

Unit 1 – Building Your Brand
Unit 2 – Advertising Your Brand
Unit 3 – The Ultimate Customer Experience
Unit 4 – Differentiating Your Agency
Unit 5 – So What Makes Successful Agents So Unique?

Marketing and 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 – How to Profit from Playing on Social Networks
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

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 Effeciency
Unit 5 – Self-Organization Techniques
Unit 6 – Your Recruiting System – Finding Your Next Top Producer
Unit 7 – Your Interview System – Selecting Your Next Top Producer
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

Staff Development

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

Client Retention

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

Finance

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

Life Balance

Unit 1 – Balance is the Key to Long Term Success
Unit 2 – Your Success Principle
Unit 3 – The Power of Perception
Unit 4 – Your Bucket List and Having Time
Unit 5 – Priorities and Living Life with no Regrets

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