Online Insurance Sales, Retention & Service Training

THE TOOLS YOUR TEAM NEEDS TO REACH THEIR POTENTIAL

Boost your department meetings with efficiency, sales, and retention training!

Our Agency School Will Give Your Agency:

Agency Growth Strategies
Strategies Broken into Lessons
Guides On How To Use Courses
Epic, AMS360, Hawksoft Guides
Scripts for Each Lesson
Quizzes for Comprehension
Role Playing Videos
Workbooks for Students
Book APP To Elevate Training
Ask Questions In The School
Specialized Bonus Content
New Training Added Quarterly

PURCHASE A SEAT IN OUR AGENCY SCHOOL

Month to Month Commitment!

GOAL

Provide your team, with training so your agency can hit it’s potential. Imagine if you had access to…

Prospecting Training
Ways To Reduce Backlog
Plan For Renewal Reviews
Inbound Sales Training
Hiring Training
Earning Opportunity from Service Calls
How To Reduce Re-shopping
Cross Selling Lessons
Building an Agency Plan

WHY YOUR TEAM NEEDS TRAINING

Customers are changing. We train our team on insurance products but not on how to master client relationships. Our Agency School is the answer you need. You can use the lessons in your team meeting or have a department watch the courses and take action! This is a great way for your team to have access to industry best practices.

AGENCY SCHOOL

courses

10 PROCESSESS

This training course will provide your team with structure and guidance. By following a defined process for the top 10 activities your team does daily, you can work efficiently, effectively, and WOW your customers. Every. Single Day. Your team will be able to:

Stop policy cancellations.
Handle payments with ease.
Proven Documentation Tasks
Bionic Proof of Insurance Tactics

HOW TO EXPLAIN & SELL COVERAGE

Insurance coverages are complicated for licensed agents. Imagine how complicated it is for the average client!

In our work with insurance sales and service teams we uncovered that team members know the coverages however, they struggle with how to explain it to clients and encourage them to move forward with adding or increasing coverage.

Explanation of the insurance coverage
Scrip to educate the client
Common claims examples
Overcoming objections
Role Playing Videos
Plan to role this out to your team
How to track team progress
Over 60 coverage outlines
Personal, Commercial and Life & Health

HOW TO CROSS-SELL LIFE INSURANCE

With our How To Cross-Sell Life Insurance Training Program, your agency will have a proven plan, ready-to-use scripts, and the support your team needs to ask your current clients for life insurance.

Our How To Cross-Sell Life Insurance Program Includes:

Final Expense Markets
Incentive Plans
Goal Setting
Accountability Plans
New Business Cross-Sell Quote Sheet
Renewal Review Cross-Sell Form
Endorsement Cross-Sell Form
Sample Underwriting Questions
Plan for Non-Licensed Team Member
Earning Buy-In
Life Changes To Recommend Life
Life Insurance False Beliefs
Finding Time to Cross-Sell
How To Ask for Life Insurance
Scripts
Role Playing Videos
Outbound Phone Call Plan
Underwriting Strategies
Handling Objections
Presenting Your Quote
Follow-Up
Post Bind Plan

CUSTOMER SERVICE

Impress your clients to boost retention, cross sales, referrals, and reviews. Customer Service Training Will Cover:

Tracking Customer Satisfaction
Service Team Incentive Plans
Anatomy of a Service Call
10 Things To Never Say
Wow Callers with WOW Greetings
Rounding, Referrals, & Reviews
First Call Resolution
Handling An Upset Customer

COMMERCIAL SALES

This commercial insurance sales training course will help your agency train commercial producers and give them commercial producer ninja tips to be incredibly successful. Your producers will be able to:

Follow up and work on prospects 60-90 days before renewal
Have producers who get along with account managers
Grow your commercial sales

AGENCY EFFICIENCY

Our newly revised time management course is here to help your agency move from busy to productive. Find more time in your day to improve your client’s experience while reducing your stress in the process. Your team will be able to:

Move from busy to productive
Take control of the day
Work from your mg system
Reduce E-Mail Clutter
Plan for “busy” seasons

HIRE TOP TALENT

Finding team members who are a good culture fit, have the right attitude and aptitude is harder than ever. For many agency owners, they have given up and put up with underperforming staff. With our plan we will help you find the right team:

Find, hire and keep top talent
Have a clear recruiting strategy
Compensation coaching
Forever recruiting strategy
Interview questions

INSURANCE RATE INCREASES

What if you walked into your agency and heard every one of your team members:

Smiling and relaxed while on the phone with your customers
Handling rate increase question
Reducing remarketing
Embracing eager conversations about rates
Selling and earning referrals in the difficult market

Your team needs training, tracking, and a tool kit for how to succeed in a rising rate & difficult market.

AGENCY SALES PROCESS

Growing insurance agencies are focused on how to sell more insurance. When you start tracking your new business and following a simple, repeatable sales process, it’s easy to convert more inbound opportunity. Our sales process training includes:

Drive closing ratios
Cross sell at the point of sale
Decrease follow-ups
Increase new business revenue
Overcome objections

CONVERTING SERVICE CALLS

Your team takes at least 15 inbound calls per day. But what almost no agencies understand is how to really convert those calls into opportunity. It’s not focusing on new business; it’s working to harvest the field of diamonds in your current book:

Get more online reviews
Consistently ask for referrals
Improve Coverage
Cross Sell
Update Contact Information

REDUCE REMARKETING

Are you seeing your insurance team remarket your book away? We know clients are more price sensitive than ever and their customer experience demands are high. Your team needs training on how to have a conversation about rate:

Reduce remarketing
Increase cross selling
Find more time in the day
Improve customer satisfaction
Boost retention

HOW TO CROSS SELL

You know your book of business has opportunity but you don’t seem to have a strategy for cross selling. Every day you hear how your team is too busy to cross sell insurance, but what they really need a cross selling plan that is simple and easy:

Look, educate and encourage clients
Cross selling at the sale
Turn renewals into opportunity
Convert inbound calls into quotes
Overcome common objections

BUILD YOUR AGENCY PLAN

You have agency goals. But they’re more like wishes than goals. Many agency owners have targets they would like to hit, but for a variety of reasons, we forget about them as the problems of the day take over. Let’s get a better plan:

Have accurate agency reports
Set goals and hit them
Have clear strategies for your team
Navigate & manage change
Address difficult issues

AGENCY RETENTION

Growing insurance agencies are all focused on keeping as many clients on the books as they can. When you can drive retention, every single new client sold becomes more valuable to the insurance agency. Let’s get your agency a retention strategy:

Boost retention
Cross sell customers
Improve coverages
Reduce remarketing
Proactively fine E&O issues

How Laven Insurance Used The APP Agency School

February 2022

Launching Renewal Reviews With the APP School

June 2022

LET’S CONNECT!

If your agency needs a hug, cheerleader or accountability partner that’s what we do!

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