Producer Best Practices Sales Training
Producer Performance Development Program
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Offered by IEA in conjunction with Polestar Performance Programs, this highly-acclaimed, career-shaping, behavior-changing program will instill sales disciplines that consistently drive personal and agency success. Tailored to the needs of producers committed to selling value-added services that differentiate them from other mainstream producers and agents, this program is built on the premise that a steady stream of customized services always sells when delivered proactively, consistently, and with integrity. Participants learn hands-on strategies for accelerating sales, ensuring client retention, increasing efficiency and maximizing profitability. Participants also access detailed planning tools for personal and professional development. What really sets this program apart from others is personalized coaching.
Each participant works closely with their assigned personal coach before,
during and after the program to ensure that what is learned is translated
into results-impacting daily behaviors. |
During this highly interactive, energizing program, participating producers will:
- Improve Production by 20% or more
Develop and implement an efficient, effective new business development strategy that attracts, qualifies, educates and closes the right accounts, with special emphasis on harvesting referrals, cross selling, pipeline management, pinpointed niche and prospect-specific marketing and strategic needs assessment.
- Significantly Improve Retention
Customize and implement a proactive, value-driven, client management plan that provides a consistent level of client contact, and ensures that a visible and viable partnership is maintained with each key account. - Work smarter, live better, receive greater return on your invested time
Learn how to create a priority management planning system that defines, organizes, and prioritizes high-payoff, goal focused activities. - Improve book of business loss ratio
Help clients manage insurance costs by minimizing frequency and severity of claims
How the Program is Structured
Session 1 (2.5 days)
Participants are assigned pre-work and arrive at the session with required materials.
The 2.5 days will include a series of nine training sessions, breakout sessions,
group discussions and assignments, and one-on-one coaching sessions that are
used to develop each participant's marketing, sales, and value-added service
planning skills. After the 2.5 day immersion, participants will continue to
work with their coach, one-on-one, and in webinar-based team coaching sessions,
to implement the plans and ensure accountability to the program.
Session 2 (1.5 days)
Participants return to the classroom @ seven weeks later to participate in facilitated
training sessions covering additional sales techniques and CE credit-approved
technical information and in one-on-one and team coaching sessions with their
assigned coach. .
Session 3 (1.5 days)
Participants again return to the classroom @ seven weeks later to formally present
their sales, marketing, and service plans, including their results to-date,
to the coaches, instructors, participating agency principals and the Polestar
executive team. Upon successful completion of their presentations, participants
receive a framed graduation certificate.
- Each participant is assigned an individual coach for life and has unlimited
access to a rich library of support tools.
- Each session is a mixture of classroom training, breakout sessions, group
discussions and one-on-one coaching
- Coaches are available to assist between sessions throughout the entire four-month training period
- Coaches remain available after the program for as long as graduates choose to use them.
Hear what others have to say about the program
If you EVER need a reference or a good word from a Polestar Graduate, you can call on me anytime. I would be happy to speak personally, make a phone call, or write a letter on Polestar's behalf. I'm very grateful for everything Polestar did for me.
Kari Cooling, Holmes Murphy & Associates
Keep up the great work and thanks for all your help! Since Polestar, I have been 5/5 on the accounts since June and have written $40,000 in revenue in 2 months!
Michael J. Lloyd, Brockhaus, Stuber, Fox & Lloyd, Inc. Insurance Agents
Polestar is not a class, a seminar, or a how-to guide. It is an ever-evolving community that helps you develop as a person and a producer. The Polestar community has been of tremendous value to me and I recommend it to anyone who is looking for a down to earth approach to improve their sales, service, and relationship building skills.
Josh Linn, Security Insurance Services, Inc.
For more information about this program,
Call John Beach (415)445-7189,
john@ieatraining.com
725 Town and Country Road, Suite 430,
Orange, CA 92868-4705