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Course Content

During the entire three-week program, senior commercial producers and faculty from the highly acclaimed Dynamics of Selling training course act as mentors, working in groups and one-on-one to develop individual producer skills.

NOTE:  Agency/sales managers are invited to participate in the opening program Sunday night, and attend special classes all day Monday through Tuesday untill 12:00 p.m. (Curriculum for agency managers is highlighted in blue.)

Week One

  • Dynamics of Selling - Students & Agency Managers

    Traits of Super Producers

    Why People Buy -- Avoiding Price-

     
    Driven Sales
  • Dynamics of Selling - Students

The Power of the Probe

Marketing & Sales
The Process - Overview
Niche Marketing
  • Managing the Sales Process - Agency Managers

    Dynamics Overview

    The Power of Niche Markets
    The Game Book
    Post-School Training
  • Dynamics of Selling - Step One - Students
  • The Diagnostic Appointment
    Personality Styles
  • Managing the Sales Process - Agency Managers

    Establishing Realistic Goals

    Expectations
    Mentoring, Monitoring & Tracking
  • Essentials of Risk Management
  • Dynamics of Selling - Step Two: Protection Review
  • Universal Concepts of Property Insurance
  • Property Valuation & Case Study
  • Personal Property/Miscellaneous Concepts
  • Property Contracts: An Interactive Exercise
  • Equipment Breakdown
  • Time Element
  • Inland Marine

Week Two

  • Essentials of Liability Insurance
  • Liability Contracts: An Interactive Exercise
  • Professional Liability/Employment Practices Liability
  • Commercial Umbrella
  • Crime Coverage
  • Dynamics of Selling - Step 3: Presentation of Solutions
  • Dynamics of Selling - Advanced Communications

Active Listening

Dealing With Objections
Interactive Objection Drills
  • Dynamics of Selling - Advanced Role-Play Practice
  • Dynamics of Selling - Game Book Development
  • Ethics for Insurance Professionals
  • Panel Discussion


Week Three

  • Workers Compensation
  • Workers Compensation - Street Training

Classification Drills

Application Completion
  • Business Automobile Policy
  • Garage Policy
  • Rating Factors: An Interactive Exercise
  • Dynamics of Selling Review
  • Game Book Panel & Niche Market Coverages
  • Establishing Realistic Goals

 
 
 
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