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Halcyon Underwriters offers a Commercial Lines Insurance program that helps ... suitable for mid-sized and larger commercial risks. Who can I...

...eractive courses will take your Commercial Lines salespeople through 14 separate essen...

The Links in the Sales Chain™ for the C/L CSR Self-Training Sales Package will take a CSR through 13 separate essential Links. The training starts with a module for creating sales time and ends with how to be an advisor after the sale. The components in between feature modules for: How to use relationships to obtain new prospects How to Target Market to increase your chances & get the Underwriter on your side Understanding the best ways for obtaining referrals How to use better ways to get an introduction Using Qualifying Questions to evaluate prospects The Right Way to Reject a Prospect Using Disturbing Questions to establish credibility & separate yourself from the competition Additional Methods to Use to Enhance your Prospecting (beyond referrals) Included in the course are roughly 50 documents & spreadsheets that will help sustain the new salesperson (or improve an experienced one) with the tools, scripts and samples they will need to be successful. A few key documents, included in this Sales Training Course that we would highlight are: Qualifying Questions to Evaluate a Prospect Sample Class Marketing Letter Several Value Charts for Proposal Displays Suggested Quick Prospect Definition Profile Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions Several Suggested Scripts – 1st Contact & for Letting a Prospect Go Script for doing the Small Talking that will lead to a Referral Top 8 Ways to Obtain an “A” Referral Several Suggested Scripts to insure Success when making Referral Requests Recording Tools & Methods to Use so you have Consistent Prospect Generation What an “A” Proposal should look like – what are the components? Several Value Charts for Proposal Displays Sample Disturbing Questions to use to Create Prospect Needs Other Needs Creation Tools Recording Tools & Methods to Use so you have Consistent Prospect Generation $295.00 Add to Cart

...encies — from personal lines to commercial accounts. Overview of the PIA Prog... want to expand from personal into commercial lines, plus submission support and carri...

...lace standard and hard-to-place commercial risks. Whether you’re looking for t... in hard-to-place and non-standard commercial risks, especially those that fal...

... broker focused on placing both Commercial and Personal Lines that don’t fit t... fit for TAPCO’s Excess & Surplus Lines program?TAPCO is best for risks th...

...ge a wide range of personal and commercial lines through a single web portal —...or this program?Small to mid-sized commercial risks, specialty property & casualty accounts, and personal lines with unique exposures are good fit...

The Links in the Sales Chain™ for the P/L CSR Self-Training Sales Package will take a CSR through 13 separate essential Links. The training starts with a module for creating sales time and ends with how to be an advisor after the sale. The components in between feature modules for: How to use relationships to obtain new prospects How to obtain referrals Making the right 1st contact with a prospect Qualifying properly How to establish credibility Included in the course are roughly 50 documents & spreadsheets that will help sustain the new (or improve the experienced) salesperson with the tools, scripts and samples they will need to be successful. A few key documents, included in this Sales Training Course that we would highlight are Action Questions that Stimulate a Lukewarm Prospect Qualifying Questions to Help you Evaluate a Prospect Script for Doing the Small Talking that leads to a Referral 12 Essential Time Management Keys & Tips that have helped Others Save up to 2 Hours/Day The Best Way to Put your Proposal Together for Maximum Effectiveness 10 Key Steps to always use on the Front-End that will result in Back-End Closings Several Value Charts for Proposal Displays Sample Carrier Benefits Displays for your Proposal Several Suggested Scripts to insure Success when making Referral Requests Sample Success Stories to Guide you in Developing some of your Own for Proposals Suggested Scripts – 1st Contact & for Letting a Prospect Go The Top 8 Ways to Obtain an "A-Type” Prospect Several Tools & Worksheets to Help you Get Started Recording Tools & Methods to Use so you have Consistent Prospect Generation Sample Suggested Prototype Daily Schedule for a Typical CSR, including sales-related functions Sample Contest Flyers to Use to get more 3rd Party Help A Sample Convert Sheet – Used to Persuade Direct Writer Insureds to Change Sample Schedule to Use to Maximize your Workday Several Suggested Scripts – 1st Contact & for Letting a Prospect Go $295.00 Add to Cart

The Links in the Sales Chain™ for the P/L Producer Self-Training Sales Package will take a Producer through 13 separate essential Links. The training starts with a module outlining what the Producer Role consists of and ends with how to be an Advisor after the sale. The components in between feature modules for: How to use relationships to obtain new prospects Knowing all the benefits your carriers offer & how to use them Bringing more passion to the process Understanding the best ways for obtaining referrals How to pick your targets & qualify your prospects more effectively How to establish credibility How to use something other than “price” to make the sale How to use your time more effectively and lots more Included in the course are roughly 60 documents & spreadsheets that will help sustain a new producer (or help an experienced one improve) with the tools, scripts and samples they will need to be successful. A few key documents, included in this Sales Training Course that we would highlight are: Worksheets for Identifying who the Producer already knows Qualifying Questions to Evaluate a Prospect What an “A” Proposal should look like – what are the components? Sample Carrier Benefits Comparison Spreadsheets – for Auto, Home & High-Value Homes Sample Tool Defining who the Client should contact in the Agency to Obtain the Best Service Several Value Charts for Proposal Displays Several Suggested Scripts to insure Success when making Referral Requests Scripts & Methods for Orchestrating the Process for Quick Turnaround The Top 8 Ways to Obtain an "A-Type” Prospect Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions Suggested Sample Weekly Producer Schedule & Template for Producer Use Sample Success Stories to Guide you in Developing some of your Own for Proposals Recording Tools & Methods to Use so you have Consistent Prospect Generation A “Weighing” Close Method to Help Finalize the Sale Sample Auto & Home Update Questionnaires(“Family Insurance Updates”) to Consider using as Value-Addeds A Sample Convert Sheet – Used to Persuade Direct Writer Insureds to Change Various Value-Added Displays so both the Prospect & the Producer know what is “extra” $295.00 Add to Cart

...ew Jersey for both personal and commercial lines. Our platform is designed to ...lude: • Access to top-rated commercial and personal lines carriers • No minimum producti...