Is your agency maximizing relationships with clients? 

Many agencies fall into the far too frequent trap of making every quote about little more than price.  These agencies and their producers fail to leverage the advantage they have over the direct writers and most other alternative product delivery systems: their deep knowledge base of insurance products, of their marketing areas, and of their clients’ individual needs.  The most successful agencies make a distinct change from the Price/Quote system that that treats insurance like a commodity to the Consultative System that is the highlight of Relationship Selling.  These agencies create the opportunity to tailor insurance programs to the specific needs of the client through the full development of a consultative agency approach. 

For over 35 years, Agency Consulting Group, Inc. and Powerhouse Learning have helped agencies identify and implement the changes needed to assure a conversion of agencies to successful relationship practices.  The Insurance Agency Transformation will teach you the cutting edge changes that are necessary for agencies to become customer-centric as well as provide all the material you need to start the change process yourself or with assistance to assure that the changes you desire will be implemented in your agency.

What will The Insurance Agency Transformation do for you agency?

This one-day seminar will help to Convert your agency agencies from price-driven to relationship-driven philosophies and a Customer-Centric approach to consultative service.  You will learn the Organizational Development necessary to best utilize the human resources and technology within the agency to advance Relationship Management objectives by developing and encouraging a Customer-Centric approach to operating an insurance business.  You will be introduced to an Incentive Compensation Program that pays for productivity gains.

All of this includes an organized and practical implementation strategy with ON-GOING COACHING as well as Post-Seminar telephone consultations with each participating agency to answer private questions, and to tailor the discussed seminar material to your agency.

Takeaways from the Insurance Agency Transformation include:

• Identification of the resources and skills to implement strategic change objectives
• Specific language for motivating staff and gaining accountability through Advanced Communication Techniques
• Client Relationship and Stewardship Reporting documents
• Workflow and Procedures templates
• Incentive Compensation documents and tracking metrics
• Converting and Operating the Asset Protection Model of Relationship Selling
• Compensation and Motivation alternatives for producers in a relationship-driven agency

TRANSFORM YOUR AGENCY NOW TO LET RELATIONSHIP SALES BECOME THE METHOD OF FUTURE AGENCY GROWTH AND SUCCESS!

Register Now!