Select a Package here

Personal Auto 101
Quoting and Underwriting


For the first day of Coaching, we will be going over a presentation on Personal Auto 101 to learn the basics and most important aspects of quoting this line of business. We will also be looking at how to navigate through a quote and how to efficiently communicate the offer to the client to close it.



For the second day of Coaching, we will be working on more complicated quotes and focusing on underwriting guidelines to make sure you have a strong understanding of how to manage risk placement.

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Name
Price: $2,000.00
Order Summary
Item Quantity Total
Personal Auto Package1$2,000.00
Total$2,000.00

To cancel your package, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session (sooner than 30 days) will not result in a refund. We will, however, assign that credit to your account for future use.
A personal coaching session will have a total duration of 4 hours.
Presentation dates are set by us for specific dates and times and are subject to availability. You must check the dates available and complete your reservation to secure a spot for your preferred date. Reservation is not complete until payment has been received.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your package, the date and subject for your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per coaching session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
The purchase of any training package includes a 7-day courtesy window for any questions related to the training material that you may have after the sessions are over. If you still need further coaching, we urge you to consider subscribing to one of our memberships for ongoing training.
Package prices do not include any additional cost arising for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Commercial Line 101
Quoting a Commercial Line


Commercial Auto/Garage
Commercial General Liability
Worker’s Compensation.


For the first day of Coaching, we will be going over a presentation on the commercial line of business you picked from the options available, and we will be learning the basics and most important aspects of quoting this line of business. We will also be looking at how to navigate through a quote and how to efficiently communicate the offer to the client to close it.



For the second day of Coaching, we will be working on more complicated quotes and focusing on underwriting guidelines to make sure you have a strong understanding of how to manage risk placement.

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Please, complete this form to request this product and we will be with you shortly.

Name
Price: $2,300.00
Order Summary
Item Quantity Total
Commercial Package1$2,300.00
Total$2,300.00

To cancel your package, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session (sooner than 30 days) will not result in a refund. We will, however, assign that credit to your account for future use.
A personal coaching session will have a total duration of 4 hours.
Presentation dates are set by us for specific dates and times and are subject to availability. You must check the dates available and complete your reservation to secure a spot for your preferred date. Reservation is not complete until payment has been received.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your package, the date and subject for your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per coaching session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
The purchase of any training package includes a 7-day courtesy window for any questions related to the training material that you may have after the sessions are over. If you still need further coaching, we urge you to consider subscribing to one of our memberships for ongoing training.
Package prices do not include any additional cost arising for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Residential Risk 101
Citizens


HO4 HO6
HO3 DP1 DP3


For the first day of Coaching, we will be going over a presentation on the residential line of business you picked from the options available, and we will be learning the basics and most important aspects of quoting this line of business. We will also be looking at how to navigate through a quote and how to efficiently communicate the offer to the client to close it.



For the second day of Coaching, we will be working on more complicated quotes (Citizens if applicable) and focusing on underwriting guidelines to make sure you have a strong understanding of how to manage risk placement.

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Please, complete this form to request this product and we will be with you shortly.

Name
Price: $2,300.00
Order Summary
Item Quantity Total
Residential Risk Package1$2,300.00
Total$2,300.00

To cancel your package, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session (sooner than 30 days) will not result in a refund. We will, however, assign that credit to your account for future use.
A personal coaching session will have a total duration of 4 hours.
Presentation dates are set by us for specific dates and times and are subject to availability. You must check the dates available and complete your reservation to secure a spot for your preferred date. Reservation is not complete until payment has been received.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your package, the date and subject for your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per coaching session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
The purchase of any training package includes a 7-day courtesy window for any questions related to the training material that you may have after the sessions are over. If you still need further coaching, we urge you to consider subscribing to one of our memberships for ongoing training.
Package prices do not include any additional cost arising for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Select a Membership here

Personal Coaching

Once a month

Personal Auto OR Recreational Lines

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.

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Please, complete this form to request this product and we will be with you shortly.

Name
Price: $800.00
Order Summary
Item Quantity Total
Bronze Membership1$800.00
Total$800.00

Memberships must be kept active for a minimum of 3 consecutive months.
Memberships can be upgraded without any additional fees at any time. However, they cannot be downgraded during the first 3 active months. To downgrade your plan, you must contact us AT LEAST 2 weeks in advanced.
A personal coaching session will have a total duration of 4 hours.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your membership plan, the date and subject of your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
To cancel your membership, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session will not result in a refund. We will, however, assign that credit to your account for future use.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per training session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
Memberships do not include any additional cost for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
Membership fees are not subject to financing. The fee must be paid in full every month on its due date. Late payments will be subject to a $25 late fee.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Personal Coaching

Twice a month

Personal Auto and Commercial Lines

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.

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Name
Price: $1,400.00
Order Summary
Item Quantity Total
Silver Membership1$1,400.00
Total$1,400.00

Memberships must be kept active for a minimum of 3 consecutive months.
Memberships can be upgraded without any additional fees at any time. However, they cannot be downgraded during the first 3 active months. To downgrade your plan, you must contact us AT LEAST 2 weeks in advanced.
A personal coaching session will have a total duration of 4 hours.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your membership plan, the date and subject of your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
To cancel your membership, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session will not result in a refund. We will, however, assign that credit to your account for future use.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per training session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
Memberships do not include any additional cost for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
Membership fees are not subject to financing. The fee must be paid in full every month on its due date. Late payments will be subject to a $25 late fee.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Personal Coaching

Once a week

All Lines

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.

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Please, complete this form to request this product and we will be with you shortly.

Name
Price: $2,500.00
Order Summary
Item Quantity Total
Gold Membership1$2,500.00
Total$2,500.00

Memberships must be kept active for a minimum of 3 consecutive months.
Memberships can be upgraded without any additional fees at any time. However, they cannot be downgraded during the first 3 active months. To downgrade your plan, you must contact us AT LEAST 2 weeks in advanced.
A personal coaching session will have a total duration of 4 hours.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your membership plan, the date and subject of your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
To cancel your membership, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session will not result in a refund. We will, however, assign that credit to your account for future use.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per training session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
Memberships do not include any additional cost for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
Membership fees are not subject to financing. The fee must be paid in full every month on its due date. Late payments will be subject to a $25 late fee.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Annual Membership
Personal Coaching

Once a month

All Lines

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).

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Name
Price: $6,600.00
Order Summary
Item Quantity Total
Diamond Membership1$6,600.00
Total$6,600.00

This membership is not cancellable during the first twelve months.
This membership cannot be downgraded.
Memberships can be upgraded without any additional fees at any time. However, they cannot be downgraded during the first 3 active months. To downgrade your plan, you must contact us AT LEAST 2 weeks in advanced.
A personal coaching session will have a total duration of 4 hours.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your membership plan, the date and subject of your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
To cancel your membership, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session will not result in a refund. We will, however, assign that credit to your account for future use.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per training session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
Memberships do not include any additional cost for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
Membership fees are not subject to financing. The fee must be paid in full every month on its due date. Late payments will be subject to a $25 late fee.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.
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Why do people choose us?
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Have you ever thought about becoming independent and having your own business?

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