Commercial Masterclass Order

1) Introduction to Commercial Insurance
  • Why sell Commercial Insurance
  • Key Terms and Concepts
  • Importance of Commercial Insurance to Businesses
2) Product Knowledge
Commercial insurance policies, their key coverages, endorsements, and examples of businesses effectively utilizing the policy
  • Commercial Auto
  • Workers Compensation
  • Commercial Umbrella
  • Prop BOP
  • Professional Liability
  • Habitational Insurance
3) Marketing
  • Free Lead Sources
  • Paid Lead Sources
  • Cross-Selling From Current Clients
  • Lead Vendors, Public Data & Tech
4) Sales Process
  • Outbound Calling To Cold Prospects
  • Walk & Drops
  • Collecting Declaration Pages
  • Completing Application
  • How to read a lease
  • Sales Presentation
5) Underwriting
How to work with underwriters to get better rates
6) Agency Operations
  • Specialization in SIC code
  • Broker Fees
  • How to set up your staff
7) Service & Retention
  • How to work renewals
  • Handling Non-Renewals
  • Certificate of Insurance COI
8) Niche Specific Training
  • Plumbers
  • HVAC
  • Electricians
  • Landscapers
  • Restaurant
9) Carrier Appointements
How to secure carriers appointments and effectively match carrier appetites with client needs to optimize coverage options and pricing
10) Farmers Agents
  • What Farmers Agents write
  • What to write
  • What is hot, what is not
  • How to write Farmers in a Hard Market
  • How to make Kraft Lake work for you by keeping it within the Farmers family