You’ll learn the 3 core principles to follow when starting a sales call to ensure the prospect stays on the phone.

You’ll learn how to overcome initial objections, and also discover how to avoid those objections in the first place.

You’ll learn how to build relationships with your prospects so that people TRUST YOU, and DO BUSINESS with you.

You’ll learn how to get people to pay more for their Auto so they could be insured with your agency, instead of staying with their current carrier.

You’ll learn how to get people to pay more for their Homeowners so they could be insured with your agency, instead of staying with their current carrier.

You’ll learn how to effectively pivot from the Hook, to going over the prospects Auto, and Homeowners policy.

You’ll learn how to bundle Auto & Homeowners in a seamless way. The client, the producer, and the agency all win when a client bundles their home and auto insurance.

You’ll learn how to bundle Renters insurance with Auto, and sell them as a bundle.

You’ll learn how to effectively pivot from the Hook, to going over the prospects Auto, and Homeowners policy.

You’ll learn how to present the price in the MOST COMPELLING way possible. An agent should be able to explain the price in a way that gets the client excited to pay.

You’ll learn how to close the sale in the FIRST CALL by using the most effective closing script in the insurance industry.

You’ll learn how to transition from presenting the price to collecting the prospects payment information so that you can close the sale in the FIRST CALL.

You’ll learn how to overcome closing objections by being assertive, and not aggressive.

You’ll learn how to set an in-person (or virtual) appointment with your new client so that you can complete the Onboarding Appointment.

You’ll learn how to complete an in-depth policy review, go over your referral process, get an online review, and set the tone to retaining your new client for life! When done well, Onboarding Appointments reduce service work and offer another opportunity to write more business.

You’ll learn how to get your new and existing clients to send you referrals.

You’ll learn how to get more people to return your calls so that you have more quoting opportunities.

You’ll learn what you need to do to achieve MASTERY in the sales & referral process that you learned in THE ONE CALL CLOSE MASTERCLASS.

You’ll learn how to leave sales notes like a true professional. Being organized helps you know exactly where you left off in a conversation.

You’ll learn how to structure your day in a way that helps your team not just be BUSY, but be PRODUCTIVE.