Ricochet360 Overview

You’ll learn the process of selling Life insurance based on your client’s needs, tailored to their current lifestyle and future goals.

You’ll learn the simple way to educate your clients on the different types of life insurance, in a very simple and easy-to-understand manner.

You’ll receive product training, as well as strategies on how to sell Term insurance. 

You’ll learn how to sell Life insurance to people who may not be ideal candidates for Term insurance, and only want to cover their final expenses.

You’ll learn how Whole Life insurance works, and how to sell it.

You’ll learn how Traditional Life insurance works, and how to sell it. 

You’ll learn how Variable Life insurance works, and how to sell it.

You’ll learn how an IUL works, and how to sell it.

You’ll learn how to use Juror #1 as a sales guide for your life insurance presentations.

You’ll learn how to sell large IUL life insurance cases to business owners, and their employees.

You’ll learn how to use illustrations to paint a compelling picture on how a permanent life insurance policy works, giving your clients a clear view of the long-term benefits.

You’ll learn the sales process that top procuring agents use to sell life insurance.

You’ll learn how to share compelling stories when overcoming objections.

You’ll learn how to convert a Term policy into a Permanent life policy.

You’ll learn what the key Riders are, how they work, and who to offer them to your client.

You’ll learn the key coverages and endorsements for the 9 most common commercial products that agents sell.

You’ll learn how to generate both free and paid commercial leads.

You’ll learn when to prospect to business owners, what to say, and how to get them to work with you.

You’ll learn the three-step sales process in selling Commercial insurance.

You’ll learn best practices on how to prepare quotes, so that you get the most favorable rates.

You’ll learn how to work with underwriters to get better rates on your commercial proposals.

You’ll learn how to specialize in different niches and know what business owners care most about.

You’ll learn how to have a high retention rate, and have a strategy in place to almost never lose clients.

You’ll learn how to structure your commercial team so that you run a high producing, and profitable commercial agency.

You’ll learn which carriers to work with if your primary carrier is not able to place that new business.

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.