What Is Solutions?

Solutions is a unique program designed to make your competition irrelevant.  It has been developed over the past 26 years through our work with hundreds of agencies who have asked for answers to common problems they faced daily. Solutions provides a unique training experience combining:

  • Online Training
  • Weekly Solutions Meetings
  • Video Classes
  • Detailed Action Plans
  • A Personal Coach

Solutions includes five individual modules that addresses every area of agency operations.  Your agency will use Solutions to make decisions specific to your individual needs. 

Getting Started

  

Changing Your Culture

  

Getting Control

It's important to create a baseline to measure and monitor your progress.  It's also important to recognize paradigm changes which are needed.

  • Stragegic Planning
  • Paradigm Changes
  • Reward And Recognition
  

If your culture is the same as other agencies then you are in direct competition with them.  By changing your culture, you offer something totally unique and fresh to your customers and prospect.

  • Myth Busters
  • Who Is In Charge Of Your Agency
  • What Is A Vision Statement
  • Creating A Vision Statement
  

It's critical for your staff to feel in control of their day and their time.  Impossible?  Not at all.  Simple changes can immediately save over 2 hours per day per person.

  • Time Management
  • Managing Stress
  • Time Saving Decisions

Creating A Competitive Edge 

  

Understanding People 

    

What is your unique selling proposition?  What truly makes your agency different from all other agencies?  You don't just want to stand out, you want to make competition irrelevant.

  • Customer Satisfaction
  • Benefits vs. Features
  • Competitive Edge
  • Generational Servicing
  

Imagine having a secret weapon which compells customers and prospects to want to do business with you and never leave. It's easy once you learn a few simple tools.

  • Communication Skills
  • Transactional Analysis
  • Introduction To Personality Power
  • Personality Power
    

Agency Procedures

  

Personal Lines

  

Small Commercial
  • Documentation
  • Disaster Planning
  • Money
  • Independent Contractors
  
  • New Business
  • Renewals
  • Cancellations
  • Claims
  • Service Requests
  
  • New Business
  • Renewals
  • Cancellations
  • Claims
  • Service Requests

Large Commercial

  

Benefits

    
  • New Business
  • Renewals
  • Cancellations
  • Claims
  • Service Requests
  
  • Communication Skills
  • Transactional Analysis
  • Introduction To Personality Power
  • Perssonality Power
    

Scripts

  

Referral Program

  

3 Step Program

Everyone, even new staff, will be consistent in how they talk to customers and prospects with these proven scripts:

  • Personal Umbrella
  • Increase Auto Limits
  • Flood
  • Home Mortgage
  • Identity Theft
  • Long Term Care
  • Home Based Business
  • Scheduled Jewelry
  • Business Income
  • Valuable Papers
  • Buy Sell
  • Updated Building Codes
  • Business Personal Property
  • Polution Spill
  • Key Man
  • EPLI
  

Everyone knows that referrals are the best kind of business.  The problem is how to create a culture for getting them and having an effective system everyone can follow.

  • Setting The Stage At Point Of Sale
  • Scripts To Use When Asking For Referrals
  • Effectively Getting And Using Testimonials
  

This proven 3 step program will make certain your staff will cultivate the business you already have.

  • Ask Personal Questions
  • Create A Unique Story
  • Bring To A Point Of Decision

Sales 101

  

Creating The Right Mindset

  

Managing Producers
  • Consultative Selling
  • The Sales Process
  • Open Ended Questions
  • Non-verbal Communication
  • Reading Body Language
  • Handling Objections
  • Personality Selling
  
  • What Is Your Attitude?
  • What Is Your Product?
  • What Is Your Elevator Speech?
  • What Is Your Benefit?
  • Who Are Your Role Models?
  • What Is Your Competitive Edge?
  • How Do You Create Loyalty?
  • How Do You Prospect?
  • What Are Your Income Expectations? 
  • Management vs Leadership
  • Motivating Your Sales Force
  • Transactional Analysis
  • Analyzing The Producer's Business

Carrier Issues

  

Communication Issues

  

Customer Service
  • Carrier Relations: Getting Off To A Good Start
  • Double Your Contingency Bonuses
  • Evaluating Carrier Relationships
  • Maximizing Carrier Relationships
  
  • Powerful Communication Strategies
  
  • Dealing With Conflict
  • Improving Communication
  • Customer Service Philosophy
  • New Customer Instruction Sheet

Disaster Planning

  

Human Resources

    Insurance University
  • Interviews With Agencies
  • Disaster Planning
  
  • Performance Reviews
  • Hiring Practices
  • Personnel Issues
  • Employee Termination
  • Legal Issues
  • Virtual Offices
  • Job Descriptions
  
  • The Role Of The CSR
  • Insurance Basics
  • Personal Auto Forms 
  • Forms Review HO3
  • Personal Auto
  • Homeowners
  • Personal Umbrella
  • Motorcycles
  • Watercraft
  • Recreational Vehicles
  • Golf Carts
  • Flood
  • Financial Products
  • General Liability
  • Commercial Property
  • Life Insurance
  • Health Insurance
Management & Leadership   Reward & Recognition   Sales & Marketing

 

  • Management Philosophy
  • Leadership
  • Compensation
  • Producers
  • Financial & Strategic Planning
  • Errors & Ommissions 

 

  
  • Making Fun Of Change Can Lead To Serious Growth
  • Creating A Reward System
  
  • Automated Marketing Systems
  • Sales Philosophy
  • Sales Training
  • Using The Web To Sell
Staff Motivation   The Internet    
  • 7 Ways To Reduce Negativity
  
  • Website Design
  • SEO & Social Networking