As is the case with all of our performance-based programs, our workshops and seminars are custom-tailored to provide you with a solution that exactly fits your organization. We begin every program by conducting a strategic assessment of your company and your specific goals for the session. Then, and only then, do we design.
Although our workshops and seminars are usually limited engagements, every one of them still provides the requisite personalized coaching, implementation, and follow-up services using our online community center, scheduled conference calls, and e-mail exchanges.
Here is a sample list of some of our most popular topics. Many clients choose to use these sessions as follow-up programs and refreshers. Also, feel free to design your own session by reviewing any of the topics covered in our series-based performance programs. We are more than willing to compress any program that we offer into a workshop or seminar.
What makes for a healthy and thriving relationship between underwriter and agent? Why are some markets considered “go-to” and others not? Is it just the appetite, price, and “ease-of-doing-business”? Sometimes yes, most often times no. In this session we will identify the interdependent nature of the carrier-agency-client relationship and learn to break-away from the inappropriate presumptions and behaviors that waste time, energy, and opportunity.
Everything or nothing, depending on what it says. Learn everything you need to know about agency or company branding and positioning. You’ll leave this session fully aware of the critical importance of a logo, tagline, and identity. You’ll hear from our designers about the psychology that goes into every one of their designs and recommendations. You’ll get to witness an actual design session, learn about the most common mistakes that clients make, compare “good” and “bad” identity programs, and much more.
The effectiveness of any team is directly correlated with the team member’s ability to communicate effectively, efficiently, and consistently. Learn how to enhance the performance of any existing team and/or how to construct a high-performance team that plays together and stays together.
Tired of the same old mailer, email blast, advertisement, or pre-approach letter? Bogged down by inefficient and ineffective prospecting systems? Struggling to differentiate yourself, your agency, or your company in a crowded market? Spend some time with our industry experts. Our strategic marketing and communications team works with over 40 insurance organizations and has differentiated every one of them. These folks really know their stuff and they are willing to share their experience and trade secrets with you.
So…how do you define good service? Does it match up well with your client’s definition? Most agencies and carriers are victimized by the belief that “good administration” translates into “good service”. We believe differently. Our service programs reach far beyond conventional service standards to proactively define and respond to client expectations. Most admin-based service programs fall short because they are focused on the paper and not on the people. Good admin is only doing what we are supposed to do. Value-driven Service is much more. In this session, we will outline numerous value-driven techniques and build a client support system that is designed to function in concert with sales and marketing initiatives.
By far our most popular session. Why? Because everybody is busy. In this session participants learn to accept that fact that they are always going to be busy and never have enough time to do it all. Given this fact, we introduce them to a priority management system that enables them to identify their true priorities, both personally and professionally, and allocate more time to accomplishing these things that matter the most. This is not a “buy my calendar system” or quick fix solution to personal organization. It is, instead, a reasonable and flexible approach to allocating your time in a way that is consistent with your priorities.
How are we perceived by the people that we meet? Are we seen as too pushy, too meek, too generic, or too different? Do we talk when we should listen, ask what we should know, or believe that we know it all? Each of us has a unique personality that comes with character strengths and character weaknesses. Learning to identify a client buying style and adjusting the approach is a critical first step to building and maintaining trust and integrity in client relationships. In this session we will profile each participant’s personality and discuss methods to highlight the strengths and reduce the impact of the weaknesses. We will review sample client profiles and discuss their probable impressions, needs, and adaptability. This is a great place to learn how to communicate rather than just talk.
For anybody who has ever been at the head of the class and would like to make the next time more enjoyable for everyone. From preparation to presentation, our lead trainer will walk you through every trick of the trade to ensure that your next training experience has impact and proves captivating, regardless of the subject matter.
Confronting performance and effectively coaching behavioral change is difficult and potentially impossible if not handled properly. Our presentation will explain why we tend to avoid these conversations, how to effectively and safely conduct them, what to expect, and how to be respected.
All too often we find creative, functional, and effective marketing plans dead on the drawing board due to poor execution and inconsistent staff commitment. Usually, the “easy” initiatives have been partially integrated, however, consistent follow-up and tracking is missing.
Marketing events are not linked, synergistic, or progressively targeted with a consistent sales effort. In this session, we will demonstrate functional marketing plans that are designed with accountability and efficiency in mind. Do not spend another marketing or advertising dollar until you sit with us.
Chances are good that you have been exposed to one or more goal setting systems, strategies, and techniques that, though logical in approach and principle, never quite seem to catch on long enough to become habit forming. Why is it that such a beneficial and balanced approach to life is so difficult to consistently maintain? The answer to this question will be reviewed, as will the other pitfalls of conventional goal setting myths. Participants will develop a realistic business and personal goals program that will stand the test of time and become the foundation for achievement.
Our six-month program crammed into one morning? Not even close. However participants will receive a detailed overview of the principles and techniques that drive our performance-based selling program. We will identify high-payoff activities, review the nature of client-centered relationships, and learn to identify proactive sales and service opportunities. This is an ideal workshop for any new employee entering a high-performance environment or for anyone in need of a refresher.
Perfect presentations are 80% preparation and 20% delivery. We can not remove all of the butterflies but we can show you how to minimize their effect and overcome the most common pitfalls that can derail any presentation. You will learn how to handle a crowd, how to take advantage of your mistakes, and how to deliver the presentation you wish to deliver when you wish to deliver it.
The only effective defense against the growing risk of sexual harassment liability is a proactive program of prevention that educates, informs, and enforces your sexual harassment policy. Our sexual harassment seminar for supervisors, employees, and senior managers is customized to include your existing policy and we will certify your company as a ZeroTolerance organization. If you do not have a formal sexual harassment policy in place or the one that you have is in need of an update, we will be more than happy to help.