*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.
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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