fbpx

Agency Performance Partners

GIVE YOUR TEAM THE TOOLS THEY NEED TO SUCCEED

Training is easy when you have a partner.

The Agency Training Plan Will Help Your Agency:

  • Engage in continuous training
  • Train all experience levels
  • Cover a variety of topics
  • Provide coaching & training
  • Become growth minded
  • Have solutions to agency challenges
  • Improve team morale
  • Reduce E&O issues
  • Enforce agency standards
  • Build a relationship with clients
  • Create a client experience
  • Onboard new team members

LEARN MORE ABOUT OUR AGENCY TRAINING PLAN

GOAL

Everyone needs training! When APP works with your agency leaders training can work. We partner with you on training, tracking, incentives, and individual coaching. 

  • Over 50 topics to select from
  • Help to earn team buy-in
  • New lessons added quarterly 
  • All sessions are recorded
  • Monthly leadership meeting 
  • 3 Hours of 1:1 Team Coaching

WHY YOUR AGENCY NEEDS ONGOING TRAINING

Growing agencies are always looking for ways to invest in their team. What better investment than training with a coach! Your team can directly engage with the APP team for dialog, coaching and questions. Make training fun again!

SAMPLE TRAINING CONTENT

agency training plan

Efficiency Training

TOPICS

We want your team to be efficient and effective! With our agency efficiency topics, your team can engage with a trainer to save time.  

  • 12 Time Management Philosophies
  • Using Virtual Assistants
  • Email Management
  • Task Use
  • Reducing Remarketing
  • Client Follow Up
  • Planning Your Day
  • Working With In Your Role 
  • Wrapping Up Client Calls

Retention Training

TOPICS

Every client experiences a renewal at least one time per year. Your renewal experience should be optimized for your agency and the client. 

  • Handling Rate Increases
  • Using Renewal to Boost EFT
  • Cross Selling at Renewal
  • Remarketing Strategies
  • Improving Coverage
  • Asking for Referrals
  • Building Relationship at Renewal
  • Ways to Reduce Remarketing 
  • Getting Proactive At Renewal

Sales Training

TOPICS

Everyone in insurance is in sales. We sell people why to pay, renew and do business with us! Let’s help your team sharpen their sales skills. 

  • Building Your Agency’s Value Proposition
  • Cross Selling On New Business
  • Quoting Over the Phone
  • Asking For The Business
  • Overcoming Objections
  • Follow Up Strategies
  • The Break Up
  • Asking for Referrals
  • Speed and Sales


PRICING

$1500/MONTH

6 Month Program

Get to work with an APP training and bring the industry’s best training directly to your team every other week. Pick your training plan for the quarter and hit your agency’s potential!

  • Access to the Agency School ($245/month value)
  • Bi-Weekly Live Zoom Training
  • Monthly Leadership Meeting
  • 3 Hours 1:1 Coaching with the Team 

$500/MONTH

6 Month Program

Take your training to the next level with the APP Dashboards. We take your agency system reports and bring them to life. Know what is working and not working in your agency. 

  • Guides to set up reports for AMS360, Hawksoft, Epic
  • Custom built agency reporting dashboards
  • Weekly report updates
  • Reports are presented in gorgeous charts and graphs  

LET’S CONNECT!

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