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COMMERCIAL INSURANCE SALES TRAINING

LEARN HOW TO INCREASE YOUR COMMERCIAL SALES

Looking to increase your commercial insurance book of business?

With our How To Sell Commercial Insurance Training Program, your agency will have a proven plan, simple and easy prospecting strategies and a clear sales process that your team can follow.

Get Ready to Boost Commercial Sales With A Simple & Easy to Follow Process

Our How To Sell Commercial Insurance Program Includes:

  • Building Your Ideal Client Profile
  • Incentive Plans
  • Goal Setting
  • Accountability Plans
  • Commercial Quote Sheet
  • How to Find and Build a Niche
  • Generating Commercial Leads
  • Building a Great Narrative
  • Creating the 360 Client
  • Moving From PL Sales To CL Sales
  • Selling 4 Lines To Every Lead
  • Commercial Insurance False Beliefs
  • Finding Time to Prospect
  • How To Ask for The Sale
  • Scripts
  • Role Playing Videos
  • Outbound Phone Call Plan
  • Underwriting Strategies
  • Handling Objections
  • Presenting Your Quote
  • Follow-Up
  • Post Bind Plan

WHAT THEY SAY

GOAL

The goal of the How to Sell Commercial Insurance Training Program is to empower agencies to prioritize and excel in selling commercial insurance by seamlessly integrating it into their existing personal and commercial insurance operations. 

This program provides clear strategies, scripts, and support to help teams confidently identify and pursue commercial insurance opportunities during client interactions, such as new business quotes, renewals, and service calls, transforming missed opportunities into increased sales.

WHO THIS PROGRAM IS FOR?

  • Commercial team members who need inbound sales training
  • New producers getting started and want to learn the right way
  • Personal agents who want to cross to commercial insurance sales
  • Agencies who want to build a commercial sales process & culture
  • Agencies who want to focus on small and mid-market opportunities

HOW TO SELL COMMERCIAL INSURANCE

Purchase the program

$295 (Special Until 1/31/26)​

Own the How To Sell Commercial Insurance Program For Life

SUBSCRIBE TO OUR SCHOOL

$295/Month

Get ALL of our courses to use at your leisure. 

HOW TO SELL

commercial insurance

Section 1: How Leaders Can Use This Program

LEADERSHIP LAUNCH SECTION

  • What is How to Sell Commercial Insurance
  • Telling Your Tea
  • Who Should Be In the Program
  • Sales Agent/Producer Job Description
  • Agency Incentive Plans
  • Setting Sales Goals
  • Handling Someone Not Hitting Goals
  • Sales Question Sheet & Quote Sheet
  • Setting Up Your Tracking/ Management System
  • Filling Your Team’s Pipeline
  • Ideal Customer 
  • Agency Standards
  • New Business Audit
  • Sales Process
  • Best Way to Use This Course 

Section 2: Commercial Insurance Sales Philosophies

BUILDING YOUR SALES FOUNDATION

  • Growth Stats – Secret Shopper Results
  • How to Be a Sales Educator (Not A Sleazy Sales Person)
  • Ideal Customer 
  • Importance of Agency Standards 
  • Building Your Agency Value Proposition 
  • Identifying Your Personal Pitch 
  • Sales Goals & Incentives – sales per day 
  • Tracking & Audits 1
  • 10 Growth Philosophies
  • Building A Niche
  • Growth False Beliefs
  • Why People Don’t Buy From You?
  • How to Prioritize Sales 
  • Golden Hour
  • Types of Commercial Sales
    • BOR/AOR
    • Working Expiration Dates
    • Call in Business

Section 3: Generating Opportunities

OBTAINING QUALITY LEADS

  • Working to Get an Appointment 
  • Call In Opportunities From Marketing
  • Working Your Current Book
  • Certificate Requestor Calls
  • Outbound Calls
  • Drop Bys
  • Networking
  • Niche Marketing Plan
  • Lead Sources 
  • Using Social Media 
  • X Dating And Workiung Your X Dates

Section 4: Getting The Opportunity To Quote

UNDERWRITING FOR SALES

  • Overview of the Sales Process
  • Step 1: Building Rapport
  • Step 2: Finding Pain Points
  • Step 3: Qualifying Your Opportunity
  • Step 4: Gathering Quote Information & Setting Expectations
  • Step 5: Quoting  Plan & Working With Underwriters 

Section 6: Closing Your Sale

TURNING QUOTES INTO NEW BUSINESS

  • Step 6: Presenting The Quote & Asking For the Bind
  • Step 7A: Embracing & Overcoming Objections Part 1
  • Step 7B: Embracing & Overcoming Objections Part 2
  • Step 8: Follow Up, Breakup & Recycle
  • Step 9: Referrals, Rounds & Service Efficiency

LET’S CONNECT!

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