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Insurance Agents

Rapid changes in technology, mergers and acquisitions and the influx of a multi-generational workforce has many overwhelmed insurance agency owners looking for help in navigating these changes while addressing the constant need for new business growth. Today’s most successful agencies know that people are their most important asset. Investing in your team to help them become more creative, collaborative and connected will deliver clear ROI.

Unique Training Offerings for Insurance Agencies include:

  • Reengaging stagnant producers: Developing custom programs to re-energize those struggling producers. Help them rediscover that fire and “inner mojo” vital in today’s sales environment
  • Creating New producer onboarding strategies: Finding, training and retaining new producers who, while technically proficient, may lack the air of confidence, resilience and discipline needed to build their book
  • Enhanced Account Manager trainings: Shifting from Service Representative to Trusted Advisor through confidence building, mindset shifting and getting back to making work “fun” again
  • Establishing perpetuation plans for retiring producers: Helping agents create customized transition programs for senior producers that maximize talent and customer retention