Service Oriented Sales
The Production Underwriter Development Program
|
This program develops and integrates a strategic environment that advocates a proactive, and productive method for each cross-functional underwriting team, to create, harvest, and retain quality opportunities with quality agents. Offered by IEA in conjunction with Polestar Performance Programs, the program features custom-designed and progressive sales, marketing, and service initiatives to help you........
We'll help identify and prioritize activities and initiatives that directly support the achievement of your four key objectives:
|
Program Objectives
- An immediate and dramatic improvement in quality opportunities by
developing, integrating, coaching, and supporting personalized relationship
management strategies for each Marketing/Territory Manager and underwriting
team.
- Organize a goals based business plan that results in a significant increase in close ratios, productivity, retention, product awareness, and goodwill.
- Develop a personal goals program, plans of action, and consistent tracking systems focused on high payoff activities.
- Analyze participant's time use and design a planning system to increase effectiveness, accountability, and efficiency.
- Identify personal barriers to growth and facilitate a behavioral transition to improve negotiation and communication skills with external (agents) and internal team members.
- Design and implement streamlined systems and creative strategies to improve consistency, pro-active agency management, value-added service programs, and follow-up efforts.
- How to enhance personal attitudes, self-motivation, entrepreneurial spirit, and self-discipline.
For More Information
For more information on how you and your Company can receive the phenomenal
value of this customized training, call John Beach, (714) 689-0161, or email
john@ieatraining.com