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Agency Performance Partners

THE TOOLS YOUR TEAM NEEDS TO REACH THEIR POTENTIAL

Boost your department meetings with efficiency, sales, and retention training!

Our Agency School Will Give Your Agency:

  • Agency Growth Strategies 
  • Strategies Broken into Lessons
  • Guides On How To Use Courses
  • Epic, AMS360, Hawksoft Guides
  • Scripts for Each Lesson
  • Quizzes for Comprehension
  • Role Playing Videos
  • Workbooks for Students 
  •  Book APP To Elevate Training
  • Ask Questions In The School
  • Specialized Bonus Content
  • New Training Added Quarterly

PURCHASE A SEAT IN OUR AGENCY SCHOOL

Month to Month Commitment!

GOAL

Provide your team, with training so your agency can hit it’s potential. Imagine if you had access to…

  • Prospecting Training
  • Ways To Reduce Backlog
  • Plan For Renewal Reviews
  • Inbound Sales Training  
  • Hiring Training
  • Earning Opportunity from Service Calls
  • How To Reduce Re-shopping
  • Cross Selling Lessons
  • Building an Agency Plan

WHY YOUR TEAM NEEDS TRAINING

Customers are changing. We train our team on insurance products but not on how to master client relationships. Our Agency School is the answer you need. You can use the lessons in your team meeting or have a department watch the courses and take action! This is a great way for your team to have access to industry best practices. 

AGENCY SCHOOL

courses

NEW COURSE: WoW Customer Service Launches 10.15!

COMMERCIAL SALES

This commercial insurance sales training course will help your agency train commercial producers and give them commercial producer ninja tips to be incredibly successful. Your producers will be able to:

  • Follow up and work on prospects 60-90 days before renewal
  • Have producers who get along with account managers
  • Grow your commercial sales

AGENCY EFFICIENCY

Our newly revised time management course is here to help your agency move from busy to productive. Find more time in your day to improve your client’s experience while reducing your stress in the process. Your team will be able to:

  • Move from busy to productive
  • Take control of the day
  • Work from your management system
  • Reduce E-Mail Clutter
  • Plan for “busy” seasons

AGENCY RETENTION

Growing insurance agencies are all focused on keeping as many clients on the books as they can. When you can drive retention, every single new client sold becomes more valuable to the insurance agency. Let’s get your agency a retention strategy:

  • Boost retention
  • Cross sell customers
  • Improve coverages
  • Reduce remarketing
  • Proactively fine E&O issues

AGENCY SALES PROCESS

Growing insurance agencies are focused on how to sell more insurance. When you start tracking your new business and following a simple, repeatable sales process, it’s easy to convert more inbound opportunity. Let’s get your agency as a sales process:

  • Drive closing ratios
  • Cross sell at the point of sale
  • Decrease follow-ups
  • Increase new business revenue
  • Overcome objections

CONVERTING SERVICE CALLS

Your team takes at least 15 inbound calls per day. But what almost no agencies understand is how to really convert those calls into opportunity. It’s not focusing on new business; it’s working to harvest the field of diamonds in your current book:

  • Get more online reviews
  • Consistently ask for referrals
  • Improve Coverage
  • Cross Sell
  • Update Contact Information

REDUCE REMARKETING

Are you seeing your insurance team remarket your book away? We know clients are more price sensitive than ever and their customer experience demands are high. Your team needs training on how to have a conversation about rate:

  • Reduce remarketing
  • Increase cross selling
  • Find more time in the day
  • Improve customer satisfaction
  • Boost retention

HOW TO CROSS SELL

You know your book of business has opportunity but you don’t seem to have a strategy for cross selling. Every day you hear how your team is too busy to cross sell insurance, but what they really need a cross selling plan that is simple and easy:

  • Look, educate and encourage clients
  • Cross selling at the sale
  • Turn renewals into opportunity
  •  Convert inbound calls into quotes
  • Overcome common objections

BUILD YOUR AGENCY PLAN

You have agency goals. But let’s be honest, they are more wishes than goals. Many agency owners have targets they would like to hit, but for a variety of reasons, we forget about them as the problems of the day take over. Let’s get a better plan:

  • Have accurate agency reports
  • Set goals and hit them
  • Have clear strategies for your team
  • Navigate & manage change
  • Address difficult issues

HOW TO HIRE TOP TALENT

Finding team members who are a good culture fit, have the right attitude and aptitude is harder than ever.  For many agency owners, they have given up and put up with underperforming staff. With our plan we will help you find the right team:

  • Find, hire and keep top talent
  • Have a clear recruiting strategy
  • Compensation coaching
  • Forever recruiting strategy
  • Interview questions

LET’S CONNECT!

If your agency needs a hug, cheerleader or accountability partner that’s what we do!