Here's What You Will Learn

  • How to pre-qualify a BOR sale. How does this candidate client look differently from a traditional “hope, quote and pray” sale.

  • Why this offers a fuller quality experience to your clients, producers and account managers.

  • The financial reality of BOR Selling – make more money, easier and with far less stress.

  • How to at least double the amount of prospects seen and proposals given.

  • Develop meaningful rules for your agencies “walk away power!”

  • Develop your sales strategy for your agencies points of differentiation!

  • Create a structure for producers to actually produce (not service).

  • Make the renewal less stressful, a “non-event” in effect that happens automatically!

  • How to design your BOR service team and how it looks different in function and form from a traditional approach.

  • How to deal with the cultural change from old quoting to new BOR selling!

  • Create an easy customer segmentation between A, B and C clients. Why this is important to your success!

  • Using monthly and quarterly meetings to assure absolute stress-free retention.

Course curriculum

  • 01
    Getting Started - Details, PDFs, & More!
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    • What Will You Learn?
    • Download the PowerPoint PDF Here!
  • 02
    BoR Selling: BoR in the New Normal
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    • Video: BoR Selling: BoR in the New Normal
    • MP3 Download "BoR Selling: BoR in the New Normal"
  • 03
    Master the Meeting: “As We Agreed”
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    • Video: Master the Meeting: “As We Agreed”
    • MP3 Download: "Master the Meeting: 'As We Agreed'"
  • 04
    Meetings & Operations
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    • Video: Meetings & Operations
    • MP3 Download: "Meetings & Operations"
  • 05
    WCCA & Steve Williams
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    • Video: WCCA & Steve Williams
    • MP3 Download: "WCCA & Steve Williams"
  • 06
    Operations & Teams - Become a Well-Oiled Machine
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    • Video: Operations & Teams - Become a Well-Oiled Machine
    • MP3 Download: "Operations & Teams - Become a Well-Oiled Machine"
  • 07
    Panel Discussion
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    • Video: Panel Discussion
    • MP3 Download: "Panel Discussion"

Pricing options

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