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...e in the insurance, retention and market research industries. Our system is the only one built on a research-based scientific methodology with a ...

...ng how long have they been in the market, how strong their position is, how lo...trengths and weaknesses? 4. Is the market saturated? 5. What does an agenc...

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In-House Customized Mini-Boot Camp This is usually one day or two days if the agency is divided into two groups. The Mini-Boot Camp takes my basic one-hour presentation that gives the "Headlines" and expands it into an interactive, fun, informative, and productive day. At the end of the day, the participants will know: 1. Why retention is so important, 2. Why they cannot afford allowing a Client to have a negative event, 3. Why they have to be nothing less than “absolutely delightful every day,” 4. Why they have to cross-sell and ask for referrals, 5. Why they must Wow! Clients every day, and 6. Why they must Wow! each other every day. Our results-driven Boot Camps are designed to help your agency provide outstanding service that will keep your clients for life & have them regularly referring other business to your agency while cross-buying. •Boot Camp- the entire package! - Two-day in-house Boot Camp-the entire package to get everyone in your agency moving toward the same goals around retention, referrals and cross-selling! - One-day, in-house Mini-Boot Camp- a great way to get others aboard! Most agencies and companies opt to have Self-directed Teams implementing some of the ideas. The Teams send me their Meeting minutes and there is not any additional burden on Management. I am "on call" for them for one year. I visit quarterly to meet with Management and with the Teams, to track progress and provide additional tools and skills to ensure that your talent stays sharp!

At 21st Century Management Consulting, we are Keynote Presentation Consulting experts who specialize in the P&C insurance industry for over 23 years. All of our work is highly customized and high touch. With a retention, referral and cross-selling solution with a 20 year proven track record of producing actionable and measurable results. Our results-driven Keynote Presentation Program is designed to help your agency provide outstanding service that will keep your clients for life and have them regularly referring other business to your agency while cross-buying. Keynote Presentation Consulting: Love Them or Lose Them: Customer Retention in Action! •Creating, Keeping, and "Wow!"ing Clients Again & Again. •Mastering Methods of Dealing with Upset and Angry Clients. •Cross-selling for Customer Service Representatives. •Generating Rich Referrals. Keynote Presentation engagement can be anywhere from one hour to a few hours. This can be for senior management, an Agents’ or employees' Annual meeting, etc. All of our presentations are customized, so I will cover the areas that are most salient to you. The mainstays are: • The trends in the insurance industry • The powerful economics of Client retention • The insurance industry’s rework and acquisition costs, which are the highest of any industry • Referrals and Cross-selling, the primary ways to obtain high quality new business • The role of the insurance agent has changed to an advisor role. There is no difference between an insurance agent and a doctor or dentist - they all are advisors and have expertise. • Complaints as gold mines • Client segmentation • The four stages of a Client relationship • The importance of focusing on your "A" Clients • Being nothing less than "absolutely delightful every day