Regularly updated to align with an ever-changing marketplace, this customizable, activity-based sales training program is designed for groups and provides insurance agents and brokers with one-on-one coaching to maximize results. Participants enhance their skills in marketing and prospecting, client relationship development, value-added service, and client relationship management.

Three in-class sessions covering:

• Marketing and prospecting
• Relationship development
• Value-added service delivery
• Relationship maintenance

One-on-one coaching:

• Personalized business plan development
• Goal setting and sales skill development

Virtual training:

• Group webinar coaching sessions and online resources