Classes

Home Sweet Homeowners

Let’s roll up our sleeves and get our hands dirty! We will begin building your home with the HO3 policy using your carrier’s wordings instead of unrealistic ISO forms. We will dissect each line of coverage and refer to claims scenarios to help the agents understand the coverage on a much deeper level. This will create a strong foundation that will last a lifetime. Once the HO3 is mastered, the other forms will naturally follow. Upon completion of this class, your agents will not just be going through the motions, they will be selling and servicing from a strong point of knowledge.

Lock the Back Door!

Turn your agency into the Hotel California, where no one will ever leave! Agents will become well versed in proving the value of an independent agency, and providing an experience that won’t soon be forgotten. If you want your agency to thrive, we’ll take you to the next level by showing you how to throw the metrics out the window and focus on delighting your clients. It’s time that agencies focus on their clients rather than products.

A Day in the Life of a CSR

Let’s take an hour to explore more efficient ways to handle your desk on a daily basis. This class will analyze everything from how to handle rate increases at renewal, complies coverage scenarios and how to reduce your E&O exposure when remarketing accounts. We will discuss current issues such as UBER, drones, and AIR B&B coverage. Your CSRs will feel energized by working smarter not harder.

NOT a Sales Class - Sales Class

Do you have CSRs that think selling is not their job or that they are being pushy when asking for a cross sell or referral? If so, that means lost business to you every day. Don’t worry, we can help change that mindset and by the end of the coaching session, they will realize they are actually helping the client which is what CSRs do best. No harsh sales techniques, just a gentle nudge to help them feel good about what they are doing and move them in the right direction. They will no longer think “SELL” is a 4 letter word!

Guarding the Castle

Your agents and CSRs are the gatekeepers of your agency ensuring the business on the books remains desirable and profitable which is crucial to your agencies’ success. It is important for your agents to see the big picture and truly understand the reasoning behind RED FLAG UNDERWRITING. We use real life examples to show why upfront underwriting is imperative and your staff will remember the stories long after the session is over. As agents, our purpose is to protect our clients as well as nurturing the partnership with our carriers. By enforcing these underwriting rules, you will maintain a better control over your loss ratio which will results in a larger profit check for your agency.

There's Gold in Them Thar Files

If you are like most agencies, you probably have untapped monoline business just waiting to be cross-sold. It sounds simple to just call and ask for another line of business but there is so much more to it than that. We will look at several different ways of approaching the cross sell opportunity and overcoming call reluctance. We will review much needed optional endorsements which will not only benefit your clients, but your agency as well.

Working with the High Net Worth

Are your agents intimidated by your client’s pocketbook or assets? This coaching session will help them overcome their fear of high value dwellings, exotic cars, extensive schedules and more. By the end of the class, they will have the ability to discuss and uncover the exposures your HNW clients have and confidently provide solutions to meet their unique needs.