Sales Marketing


Stay ahead of the competition!

As the internet evolves into a quick quote process, asking only three questions for a final price (and limited coverage), the need is apparent that today’s property casualty insurance agent needs to express his or her knowledge and skill level so that customers will need the advice and recommendations of the agent. Insurance is complicated, and no matter how the InsurTech group of companies want to simplify the forms it will still require great advice in purchasing a quality policy at the best price. With our assistance, you will identify and create a sales environment that helps you increase your revenue while developing solid relationships!

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Sales Marketing Courses

Prioritize your time by tasks and learn how to delegate those tasks that someone else can handle, so your time is spent on prospecting and developing relationships.
Identify different types of personalities and how to tailor your approach when approaching various types of clients to meet their needs and win the sale.
Set yourself apart from the competition and build your brand while selling commercial insurance.
Explore the importance of evaluating targeted sales and marketing techniques to write the type of commercial business you want.
We will help you identify the markets you want to go after and provide you with the guidance and carriers that can support that market base.
We will help you define who your model client is and how this can impact your sales revenue.
Since we deal with the intangibles of insurance, we must be credible with our clients and understand their needs and meet those needs with the proper products.
Since we deal with the intangibles of insurance, we must be credible with our clients and understand their needs and meet those needs with the proper products.
We will examine solutions available to meet the client’s needs and earn their commitment to buy from us.
We will examine generational buying habits, what the competition offers, identify sales strengths and weaknesses, and implement changes in sales techniques to succeed in the insurance business.
We will review the skills, concepts, and behaviors that will help you turn prospects into clients.
We will create and review a commercial marketing plan that you have designed and teach you how to implement and launch the program.

Insurance Sales Training & Education

Exclusive, one-on-one training and education for our affiliate agents all at no direct cost. We cover property and liability insurance for business and personal lines, beginner to advanced.

Your Power Tool for Success!

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