Insurance CSR Master Class

January 8 to April 2, 2025 Online CE Credits: GEN

**Register two agents from your agency and get a 3rd registration free!!**
Contact bmangum@iianc.com to process your third registration.

As a CSR, would you like to ignite your sales confidence, comfort, and success as you become a catalyst for angecy growth and client retention? If you answered, yes then, you have come to the right place!  This 6-module, on-demand course, supplemented with twice-monthly, live implementation support is co-led by nationally known sales coach, Sheldon Snodgrass and IIANC's very own Director of Agency Development, Jason Sabo.  You will learn effective methods of cross-selling, up-selling, generating more referrals, handling objections and closing new business with greater comfort, confidence and consistency. 

Earn 4 CE Hours for this program!!

Suggested Completion Schedule:

Ready, Set, Go!  Kick-Off Meeting.   
Wednesday, January 8, 2025   9:00 - 10:00 AM EST
This 30-minutes kick-off event will introduce your coaches, set expectations for your learning journey, clarify each phase, answer your questions and fire you up!      
 

Module 1:  Increase Your Service Task to Sales Ask Effectiveness.  
Learn to comfortably, confidently and consistently transition from service task to sales ask without sounding pushy and keeping your ego intact.
Practice Period:  Wednesday, January 8, 2025 - Wednesday, January 22, 2025
Group Coaching Webinar:  Tuesday, January 22, 2025    9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.) 
 

Module 2:  Improve Your Outbound Call Effectiveness.  
Learn to take the OW out of outbound calling so that you voice messages get returned, you spend less time in follow-up purgatory, and your renewal reviews, referral requests, and new business calls become welcome sales conversations.
Practice Period:  Wednesday, January 22, 2025  -  Wednesday, February 5, 2025
Group Webinar:  Wednesday, February 5, 2025     9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.)       
 

Module 3:  Boost Your Inbound, New Business Closing Rate.  
Learn to quickly and diplomatically disqualify low probability prospects, connect more deeply with the remainder, and close more of those who are right for your agency.
Practice Period:  Wednesday, February 5, 2025 - Wednesday, February 18, 2025
Group Webinar:  Wednesday, February 18, 2025     9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.)     
 

Module 4:  Handle Objections with Ease and Trial Close without Sounding Pushy.   
Learn how to handle resistance, including price objections, by tapping your deep source of power as an advisor in service to others.
Practice Period:   Wednesday, February 18, 2025 - Wednesday, March 5, 2025
Group Webinar:  Wednesday, March 5, 2025    9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.)         
 

Module 5:  Generate More High Quality Referrals.  
Learn how to ask your best customers and centers of influence for introductions to people you could serve.
Practice Period:   Wednesday, March 5, 2025 - Wednesday, March 19, 2025
Group Webinar:  Wednesday, March 19, 2025    9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.) 
         

Module 6:  Integration - Achieve Long Lasting Success in Your Life.  
In this final module, you will learn how to leverage four habits of the mind and three behavioral hooks to achieve any personal change you desire.
Practice Dates:   Wednesday, March 19, 2025 - Wednesday, February 5, 2025
Group Webinar:  Wednesday, April 2, 2025    9:00 - 10:00 AM (Coaching sessions are held as a Zoom meeting.)       
 

Coach-the-Coach Meetings:  
Dates:  January 8, 2025 , February 18, 2025, April 2, 2025
Time:  10:00 - 11:00 AM ET  (Coaching sessions are held as a Zoom meeting.)
A coach-the-coach meeting is specifically designed for Principals and managers to support the implementation of lessons learned by their staff.  These three leadership-oriented webinars focus on the four pillars of skill development:  Maintain buy-in, enable focus, facilitate reinforcement, and measure process not outcome.  Agency leaders should join all three coach-the-coach meetings so they can improve their outcomes while enabling staff to do the same. 

Cancellations:  If you wish to cancel your registration, please contact the IIANC Professional Development Department at education@iianc.com.  All cancellations must be submitted in writing to be processed.