The program is designed specifically to coach, support, and train independent and captive property and casualty agents to achieve significant and sustainable increases in production, retention, efficiency, and profitability. This program is designed to enhance, not replace, the current programs, capabilities, and business model at Polestar.
The program will be designed to be delivered in twelve monthly segments using the most advanced and efficient web-broadcast methods available. The broadcast will be generated from a studio and will include interactive capability for questions and comments. In addition to the facilitator, coaches will be on-hand to guide the participants through the presentation, interact with them during the presentation, and review assignments and coaching instructions for the remainder of the program.
The program outlined below follows the same developmental path that our in-person programs follow. Nothing is lost by conducting the program on-line versus delivering the program in person at a central gathering point. The program properly addresses the need for series-based performance development and reinforcement of and accountability to desired behaviors via individual and group coaching.
All materials, templates, and tools have been developed and are currently in use. Books, binders, instructions and pre-work will be mailed to all enrolled participants prior to the start of the program. All materials will also be sent electronically. Participants may also access Polestar's online library for additional copies, updated materials, and to view all prior presentations.
$990.00 for all twelve sessions
(includes materials and a personal coach)
$99.00 per session
(includes materials and group coaching)
Session I – Intro to Success
Program introduction, agency and client life cycles, description of the model, rules of engagement, agency differentiation, creating a value-proposition.
Session II Professional Business Planning for Busy Agents
Agency and personal activity performance management for sustainable increases in production, efficiency, retention, and profitability.
Session III Rising Above the Rest real ways to differentiate and be heard
Effective and efficient selling strategies that truly differentiate, conducting a personalized client assessment, selling programs rather than policies, off-season selling, creating quality clients for life.
Session IV Managing Your Message
Selling value, integrity, trust; creating an attractive marketing message, finding your niche, market segmentation & specialization, pipeline management.
Session V Sensible Marketing Strategies
The one, two, threes of creative, refreshing, effective, and efficient marketing initiatives that are attractive rather than intrusive. Best of all, they work.
Session VI Harvesting the Low Hanging Fruit
Never cold-call again! Cross-selling, referral harvesting, and network marketing methods that eliminate the need for any form of traditional marketing.
Session VII Selling Styles and Buying Habits
Communication, assessment, negotiation, and closing skills that identify what matters most expectations and intentions.
Session VIII Value Added Service Planning
Remain visible and viable with proactive service and client communication strategies that maintain your competitive advantage.
Session IX Gems in the Rough
Creative strategies for recruiting, hiring, training, and retaining producers and CSR's. Compensation options, pay-for-performance plans, agency perpetuation and expansion planning.
Session X Web-based Agency Resources at Low or No Cost
Struggling with a way to stay in front of your clients and prospects? Tired of tradition that calls for mailers, postcards, and phone work. We have assembled the best industry resources on the web and will introduce you to a new and creative strategy for using them.
Session XI Risk Management & Loss Control for Small Accounts
Risk management and loss control is for everyone, not just for large accounts. If we define these services as nothing more than proactive client education, then they can and should be provided to small commercial and personal lines accounts. Learn how by building an efficient, effective, and value-driven strategy for ongoing client education.
Session XII Program Wrap-up
A comprehensive review of where we have been, where we are going, and instructions on how to use your coach for life.
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