10 Month MasterClass

The Time-tested, Proven Method of Breaking Through to Success & Personal Freedom as an Insurance Agent!!

Course Description

The Time-tested, Proven Method of Breaking Through to Success & Personal Freedom as an Insurance Agent!!

  • Sales Module
  • Marketing Module
  • Social Module
  • Life Module
  • + much, much more

Current Status

Not Enrolled

Price

550.00/month

Get Started

Take this Course

Course Content

Introduction
Month 1
Reverse Engineering Your Numbers (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
How To Write 20 Policies THIS Week (Video) 2 Topics
New Client Correspondence (with MailChimp Guide) (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Selling Auto Insurance 101 (“Creating Doubt & Value”) (Video) 1 Topic
Month 2
You Need A Mentor! (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Joining a Networking Group (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Using BombBomb for Sales (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Google Reviews (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Month 3
It’s eventful! How to work an event (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Introduction to Social Media Marketing (Video)
Social Marketing – Instagram (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Putting Humanity Back Into Your Communication (using BombBomb)
Using Persuasive Language (Video)
Month 4
How To Help Clients Determine Proper Life Insurance Face Amounts (Video) 2 Topics
When and how to hire a staff member (Video) 2 Topics
Interviewing and Onboarding Webinar
Working NOC’s in your office (Video)
Month 5
How To Do a Simple Video Series for Social Media (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Using LinkedIn to Brand Your Agency (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
How To Be Quietly Aggressive When Chasing Business (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Setting Job Expectations (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Month 6
Creating More Content Through Blogging (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Increase Your Closing Ratio – Dress better! (Video)
How to Control the Rate Increase Conversation with Your Clients (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Selling Big Life Policies (Using Permanent Life Insurance) (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Month 7
How to delegate to your team (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Introduction to Commercial Insurance (Video)
Using BombBomb for Retention (Video)
Best practices for phone use in an office (Video)
Month 8
Time To Broadcast! How to set up a podcast (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
How To Get The Most Out of Your Team (Video) 1 Topic
Why You Need An Employee Manual (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
How to have hard conversations with clients (Video)
Month 9
How to Market to Mortgage Brokers (Video)
How to Deal with Claims in your Agency (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Build your Support Team Around You (Video)
Time Management (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Month 10
Risky marketing ideas (Video)
Up Your Production by Bringing On a Producer (Video)
The Truth about Internet Leads (Video)
Using MailChimp for Retention (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Having Hard Conversations with Staff (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
video
play-sharp-fill

This course includes:

  • Total videos: 46
  • Total Watch Time: 14 Hours
  • Downloadable files: 34

Delegation Task Ideas (List)

Here's a list of tasks to consider delegating to your team:

  1. Bank deposits
  2. Checking voice mail
  3. Checking staff email
  4. Loading up new emails into automated email campaigns (new business or new claims)
  5. Sending out binders as needed
  6. Following up on office texts
  7. Converting policies
  8. Taking payments
  9. Assisting clients with filing claims
  10. Calling service centers to find out information for you
  11. Canceling policies 
  12. Canceling policies from other agencies and confirming receipt of cancellation
  13. Quoting business for you to sell
  14. Documenting all conversations inside your customer management system
  15. Offering reviews to all clients who call in and scheduling for you
  16. Assisting you with any cross-sell marketing campaigns you are running.  Example- sending out email (or mail) in regards to umbrella or life policies.
Hide picture