AppX
Commercial Insurance
SALES TRAINING
This commercial insurance sales training course will help your agency train commercial producers and give them commercial producer ninja tips to be incredibly successful.
AppX
Commercial Insurance Sales
TRAINING
Motivate your commercial producers and grow your commercial sales.
Every year, you sit down to set your goals, growing commercial sales is a big part of those goals. But let’s be honest, it’s incredibly hard to keep track of your commercial producers, it’s not easy to motivate your commercial producers. Commercial producers are a different breed of producer, we want to give them the proper tools to be successful. For many agency owners, they have producers out there, representing their agency, possibly paying them a salary to prospect, yet they feel uncomfortable as to what they are doing. Commercial producers that are heavily incentivized by commission can be desperate and write business that may not be the most ideal client for your agency.
There's just one problem...
No one has given your team a clear plan, including scripts for time blocking and how to focus.
MAYBE THESE FEARS, UNCERTAINTIES, AND DOUBTS HAVE YOU PARALYZED:
- There’s no time
- Commercial Insurance Sales Training is costly
- No consistency
- Little buy-in
- There’s no plan
- Small bursts don’t work
STEP 1
coffee.
STEP 2
relax.
YOU HAVE A PLAN
Hi Agent!
I'M HEATH SHEARON
I’m a second-generation insurance professional, creator of the Insurance Town Podcast, and Agency Performance Partners’ newest performance coach. I built a successful insurance agency before transitioning to the carrier side. Working with hundreds of insurance agencies throughout my career as a marketing representative and consultant, I have a natural ability to network and build relationships.
I have parlayed that into a career in consulting with insurance agencies all over the country in sales strategies, niche marketing, relationship building, cross-selling, customer retention, mergers and acquisitions, developing culture, and brand building, among other things. I am a strong believer in the accountability factor in coaching and enjoy working with agencies both large and small.
In the past two years, I have spent time working on my brand, Insurance Town, and working with agencies to help them develop their own branding and develop a culture for their business. Through accountability and consulting, I have helped agencies grow and achieve their goals—often times exceeding them. By joining the team at Agency Performance Partners, I am able to serve my customers more effectively by working alongside a team of professionals highly regarded and deeply entrenched in the industry that I love so much.
I'M KELLY DONAHUE-PIRO
I worked a summer job as a bank teller to pay for college. I realized that my co-workers weren’t taking advantage of incentive $$ by cross selling products. I started spending time learning how to sell, since my bank had no training program for frontline employees. Insurance was one of those products.
In 2000, I was still working at the bank. The executives loved me, and my co-workers hated me. I proved they could cross sell but weren’t. I toned down my sales skills to be accepted and missed key career opportunities as I was graduating. I got my first job out of college and realized again that many small businesses had no sales and marketing strategy. I had to figure it out on my own.
The mortgage crash found me unemployed. I was recruited back into insurance by a tech company that was also making the switch. We were pioneers in digital marketing for agents. We found that agencies were not equipped to convert a web lead effectively. I led the client management group that coached the agents in transforming. I worked with over 700 agencies in six years.
In 2014, the company I was working for was sold to Zywave, but I’d found my calling helping install systems into agencies to help them become ridiculously amazing. APP has worked with over 1,000 agencies in the US and Canada.
IF YOU WANT A LESS STRESSED OUT TEAM AND A BETTER CUSTOMER EXPERIENCE
I HAVE GOOD NEWS FOR YOU...
...you can with a plan
IT’S EASIER THAN YOU THINK
I know YOUR AGENCY CAN:
- FOLLOW UP AND WORK ON PROSPECTS 60-90 OUT IN THEIR PIPELINE
- HAVE PRODUCERS WHO GET ALONG WELL WITH ACCOUNT MANAGERS
- GROW YOUR COMMERCIAL SALES
Ridiculously Amazing Agencies Outlast The Suck Of Change
— Kelly Donahue-Piro
WITH EXPERIENCE IN WORKING WITH OVER 1500 AGENCIES WE HAVE LEARNED THERE IS A STRATEGY TO SUCCESS
That’s Why We Created
APPX
Commercial Insurance
SALES TRAINING
E-COURSE
What would it look like to have a team of commercial producers you could easily track, who were following up with their prospects, who were working on prospects 60-90 out in their pipeline, and got along really well with their account managers? What would that be like for you to be able to trust your commercial producers, to know that they were representing your agency in the same way that you would? This course will help you do that.
HERE’S WHAT YOU’LL LEARN IN OUR COMMERCIAL INSURANCE SALES COURSE
LESSON 1
Prospecting/Ideal Client
The first step of a ridiculously amazing sales process is FILLING YOUR FUNNEL! Let us share with you the best practices of prospecting so you exceed your commercial insurance sales goals.
LESSON 2
Cold Calling
Ick right? Cold calling… But when you think of cold calling like scratching a lottery ticket, it changes. The best sales people consistently make outbound calls to ensure they have a proactive lead-generation strategy.
LESSON 3
Sphere of Influence/Networking
Referral sources are highly sought after, but no one shares with you how to get in front of the right ones. In this lesson, we fill you up with the best strategies to earn those relationships.
LESSON 4
Social Media
Social media is a powerful tool that can be used to your advantage. People buy from who they know, like, and trust. Harness social media to be your 24/7 sales assistant in this lesson.
LESSON 5
Getting the Appointment
Once you have mastered prospecting, it’s time to make the first move. The appointment! Let us share with you how to set the first appointment and not take no for an answer.
LESSON 6
Working with Underwriters
You did know there were two sales, right? The sale to the client and the sale to the underwriter. Knowing and working with your underwriters will help you win more deals.
LESSON 7
Qualifying Your Prospect
You aren’t for everyone and that is ok! Your time is your biggest asset and you need to manage it with the right types of clients. Let us share with you how to set your qualifications.
LESSON 8
Presentation and Handling Objections
This is your big performance, your time to shine. We will show you how to present the quote and not make it about price.
LESSON 9
The Close
You are at the finish line ready to celebrate. But not so fast, make sure you have a strategy to ask for the business and overcome objections.
LESSON 10
The Client Experience
By this time, you have built their pipeline, you have walked them through the underwriting process, and we have closed the deal. Now what? This is where we differentiate ourselves from the competition and build a client experience that is unlike any other.
HERE’S WHAT'S INCLUDED
- 10-LESSON COMMERCIAL INSURANCE SALES COURSE
- WORKBOOK
- SCRIPTS
- AMS360, Hawksoft, and Epic Set-Up Course*
- ROLE-PLAY VIDEOS
- MANAGER SECTION
- QUIZZES
YOU PAY ONLY
$245/month
THE CONSERVATIVE TOTAL VALUE OF THE PROGRAM FOR YOUR INSURANCE AGENCY
$10,000
EXCITED TO GET STARTED?
Here’s how:
- Say YES to your agency and click the “BUY NOW” button anywhere on this page.
- If you don’t already have an account with us, you can create a new account with your email address. You’ll have immediate (and forever) access to login and have 24/7 access to all modules and learning materials.
- You’ll start the process of becoming Ridiculously Amazing!
THIS COMMERCIAL SALES COURSE WAS CREATED FOR INSURANCE AGENCIES JUST LIKE YOURS.
THIS E-COURSE IS perfect IF YOU'RE
LOOKING TO TRAIN YOUR COMMERCIAL TEAM TO GROW YOUR COMMERCIAL SALES. IF YOU KNOW YOUR INSURANCE AGENCY NEEDS TO UPGRADE ITS CUSTOMER EXPERIENCE, THIS COURSE IS FOR YOU!
YOUR INVESTMENT TO BECOME
Ridiculously Amazing
WITH THIS COMMERCIAL INSURANCE SALES COURSE!
NOW IT’S TIME TO MAKE A DECISION.
YOU CAN DO NOTHING, AND BE EXACTLY WHERE YOU ARE NOW ONE YEAR FROM TODAY. OR, YOU CAN HOP ON BOARD FOR ONLY $245 PER MONTH AND GIVE YOUR AGENCY THE PLAN IT DESERVES.
If you want a ridiculously amazing agency, then yes, it’s for you. But remember, businesses don’t build themselves. If you’re willing to watch the entire course and put time and effort into implementing your new knowledge with your team, you’ll have the tools you need to succeed. Simply put, you have to put in the work.
Our goal is to help your agency train commercial producers and give them commercial producer ninja tips to be incredibly successful.
Once you purchase the course you will be emailed instructions on how to set up your account and log in. Be on the lookout!
Each lesson has a defined time when you log in. Generally they are 10-15 minute lessons.
If you’re not happy, we aren’t happy! Reach out to us so we can understand your concerns and work out a solution.
Every year, you sit down to set your goals, growing commercial sales is a big part of those goals. But let’s be honest, it’s incredibly hard to keep track of your commercial producers, it’s not easy to motivate your commercial producers. Commercial producers are a different breed of producer, we want to give them the proper tools to be successful. For many agency owners, they have producers out there, representing their agency, possibly paying them a salary to prospect, yet they feel uncomfortable as to what they are doing. Commercial producers who are heavily incentivized by commission can be desperate and write business that may not be the most ideal client for your agency.
The Agency Performance Pack also includes AppX Retention, AppX Sales, and our Quarterly Course Additions!
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