- Participants will develop and consistently implement an efficient and effective new
business development strategy that attracts, analyzes, educates, and embraces only
truly qualified opportunities. Production will improve by a minimum of 20%.
- Participants will customize and implement a proactive, value-driven, client
management plan that provides a consistent level of client contact and ensures that a
visible and viable partnership is maintained with each key account. Retention will
dramatically improve.
- Participants will create a priority management planning system that will define,
organize, and prioritize high-payoff, business building activities. As a result,
participants will work smarter, live better, and receive a far greater return on
their invested time and attention.
- Participants will learn how to integrate practical, hands-on, efficient and effective
education initiatives that enable personal lines, small commercial, and middle market
clients to proactively manage their insurance programs. Clients will learn to manage
their insurance costs the right way-by minimizing the frequency and severity
of their claims.
The program is facilitated in topic specific sessions that are approximately two hours each and
will be presented during the first 2.5 days of the program. Following each of these group
sessions, participants will begin meeting with their assigned coach for one-on-one performance
coaching and in break-out teams with other participants. The one-on-one coaching sessions are
used to design, implement, and review individual action plans. Daily, weekly, and monthly
business and personal goals will be established, tracked and reviewed for effectiveness. The
breakout sessions are used to dissect and discuss the session topics, share ideas, report victories,
and establish common ground with a professional peer group.
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