Live Role Play Webinar -How to call back a LIVE transfer when they're no longer LIVE…
2023-12-05 15:00 - 15:30 (America/New_York)
While LIVE transfers are designed to be answered as they come in, there are definitely times when it is impossible to do so. We might be doing other quotes, multiple transfers might come in at the same time, or perhaps we have a customer walk into the office. Whatever the reason, it is crucial that we have a process to call these valuable leads back, but in a way that will lead to them still being excited and willing to have you go through a proposal with them. Tune in this week, and we will share a very effective process that we use every day in our agency – one that results in a lot of sales for our producers!!

Live Role Play Webinar-How to sell Umbrella policies!!
2023-12-12 15:00 - 15:30
One of the most important policies you can offer a customer, we often overcomplicate the umbrella “presentation.” Join us this week to learn a very simple yet effective way to make sure you are offering this to your prospects and customers every time!

Live Role Play Webinar-Taking the uncomfortable out of the asset conversation!
2023-12-19 15:00 - 15:30
The asset conversation is crucial if we want to help protect our customers with insurance. I mean, how can we give the RIGHT advice if we don’t know what we are protecting? So often, we hear that this part of the conversation makes sales producers feel uncomfortable because they feel it’s too personal and invasive. This week, we will show you how to get over the “uncomfortable” of the asset conversation to give you the confidence to give the best advice possible!

Live Role Play Webinar-2024 Vision Planning!!
2023-12-26 15:00 - 15:30
This week we will work on planning our vision for the upcoming year. The more specific we are with where we want to go, the more likely we will get there! By the end of this episode, you will be fully prepared to work on your own vision and create one that will have a lasting impact!
