Education & Sales Training

The Five Training Pillars for Success

 
Agency Foundation

Courses are designed for both agency principles and staff, focusing on personal lines. The agency foundation program also touches on office set up, client development, marketing, consulting, automation, education and training designed to assist you in building your agency from the foundation” up. We introduce you to SIAA, discover the importance of an E&O program, provide you with the tools and knowledge to start selling and building your book of business immediately.

 
Commercial Education

Our Commercial Education program will provide a structured process for learning commercial lines insurance. The content of this course focuses on the following; Common Commercial Lines coverages, Commercial Lines Underwriting, Commercial Lines Submission Guidelines, Commercial Lines Rating, Commercial Lines Applications, Creating a Commercial Lines Business Narrative and the importance of 3rd party contract review. Along with this, there will be a high-level overview of specialty coverages.

 
BIA Leads Marketing

Business Insurance Advantage (BIA) will provide a proven structured process to write commercial lines insurance and a robust marketing approach that will create long-term success. Also, you will have a personal mentor to help you through the learning process as well as assist in the placement of business.

 
Complex Accounts

These types of accounts require advanced knowledge in coverages, correct applications of risk management and expertise in the insureds field. We are poised to help you get there! The focus is on addressing all coverage considerations, address underwriting concerns understand common risk control recommendations and obtaining an in-depth knowledge of the insured's industry.

 
Additional Offerings

We offer several other classes focused on enhancing your business and helping it grow. Based on feedback from our members we offer a diverse selection of topics from producer training to flood and earthquake coverages.

 
 

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