Select a Package here
This package includes 1 Day of training made up of two presentations “Sales Training - Tips and Tricks” and “Selling to Retain” presented by our instructors Amy Castro and/or Rosali Hernandez at our headquarters location.
What you will learn: Learn how to effectively overcome customer objections, as well as important techniques that will help you retain your book of business.
Personal Auto
This package includes 1 Day of training made up of two presentations “Sales Training - Tips and Tricks” and “Selling to Retain” presented by our instructors Amy Castro and/or Rosali Hernandez at our headquarters location.
It also includes a personalized coaching session on the Personal Auto policy with one of our instructors at your office location. During this session we will be fully invested in training to quote and apply all the sales techniques.
What you will learn: Learn how to effectively overcome customer objections, as well as important techniques that will help you retain your book of business. You will also learn to quote a personal auto policy.
Two Lines of Bussiness of your choice
This package includes 1 Day of training made up of two presentations “Sales Training - Tips and Tricks” and “Selling to Retain” presented by our instructors Amy Castro and/or Rosali Hernandez at our headquarters location.
It also includes two personalized coaching sessions on two lines of business (you can choose from Commercial Auto/Garage Keepers, Commercial General Liability, or Worker's Compensation for day one, and Personal Auto, Homeowners, Flood, Recreational Lines, or Excess Liability/Umbrella. for day two) with one of our instructors at your office location where we will be fully invested in training you to quote and apply all the sales techniques.
What you will learn: Learn how to effectively overcome customer objections, as well as important techniques that will help you retain your book of business. You will also learn to quote a personal auto policy.
Select a Membership here
Once a month
This membership plan includes a one-on-one personal coaching session at your office location once a month (for a minimum of 3 months). For this plan, you will be able to choose from Personal Auto AND one recreational line for your monthly coaching session.
Twice a month
This membership plan includes a one-on-one personal coaching session at your office location twice a month (for a minimum of 3 consecutive months). For this plan, you will have the option to choose between Personal Auto AND any Commercial Lines (excluding trucking and commercial property) for your monthly personal coaching sessions.
Once a week
This membership plan includes a one-on-one personal coaching session at your office location once a week (for a minimum of 3 consecutive months). For this plan, you will have the option to choose between ANY Line of Business (excluding trucking and commercial property) for your weekly personal coaching session.
Once a month
This ANNUAL membership plan includes a one-on-one personal coaching session at your office location once a month for 12 consecutive months. For this plan, you will have the option to choose between ANY Line of Business (excluding trucking and commercial property).