DEVELOPING Team Members for the LONG-TERM

Perfect for Agents and Team Members

(New AND Existing)

looking to get to the next level!

Do you have NEW or NEWER Team Members?

Agents tell us it takes SIX Months to train New Team Members.

What if I told you I could handle a SIGNIFICANT part of their learning and development so you did not have to!

You Hire them. We Develop Them!

Regarding your Existing Team.....could they benefit from additional training and support?

Are they looking to get to the next level?

Our Sales and Service Academy includes:

(a) 12 Foundational Topics as outlined below;

(b) 110 Live Lesson Plans offered DAILY (15 minutes);

(c) Daily Planning / Accountability Worksheets.

Email us to learn more

  • The Daily Planner

    We offer the Daily Planner during the Academy as a tool to remind Team Members of the Foundational Activities that most contribute to the success of an Agency.

    Team Members use the Daily Planner to hold themselves Accountable for the Activities they wish to complete.

    (Request Printing Instructions: your212coach@gmail.com)

    Click Here

  • Life, Health and Overcoming Common Objections

    March 18 through May 3

    Why Pivot to Life and Health Insurance; When to Pivot; How to Pivot and perhaps most importantly, how to AVOID or OVERCOME common objections when Pivoting to Life and Health Insurance.

  • Writing a "Shit-Ton" of Auto Insurance

    May 6 through May 17

    Auto is the “Bread” of your “Bread and Butter” and every Agency could benefit from having each team member write/close 100 MORE Autos than current pace. We’re not talking about buying more leads…..we’ll teach how to close MORE of the current leads available. 100 additional Autos per Team Members equals a SHIT-TON of new business for your Agency!

  • The Ultimate Pending System

    May 20 thru May 24

    Creating a PENDING system for Auto and Fire that will set you apart from the competition and enable to write MORE business in a world where people DO NOT want to be sold

  • Writing a "Boat-Load" of Fire Insurance

    May 28 through May 30

    Homes. Renters, Condos. PLUP’s. PAP’s. Commercial Fire. Tons of Opportunity here! Fire Insurance is the “Butter” to your “Bread and Butter” and we’ll show each one of your team members how they can add an additional 100+ policies to your Agency….all totaled, that’s a BOAT-LOAD of Fire!

  • Recognizing SIGN-ificant Events to Control Lapse Cancellation

    June 10 through June 14

    Recognition of SIGN-ificant events that could be key indicators that a current household could be leaving the Agency and thus, negatively impacting lapse/cancellation;

  • Self-Accountability and Ownership of Results

    June 17 thru June 20th

    Accountability is a necessary evil. We don’t like it and don’t handle it well! Truth is though, we all need more of it in order to reach our GREATEST potential. Accountability starts with one’s own self though and our ability to hold ourselves accountable to the activities we know we should engage in!

  • Long-Term Development

    Dates TBA

    How do you get from who you are to who you want to be? Through carefully laid out development plan that allows you to grow at a pace that is sustainable for the long-term. The plan requires discipline though, particularly in a world where we all want it now!

  • Action Planning to Achieve Results

    July 8 thru July 19th

    An understanding of and commitment to engage in careful thought and planning on how to achieve Daily Goals. If people won’t go into a Grocery Store without a list….how can they approach a day of their career without the same level of thought and planning!

  • Pivoting on ALL Sales and Service Transactions

    July 22 thru August 2

    Simple and logical pivots to additional lines on (a) ALL payments received in office or by phone (new and renewal business); AND (b) ALL service transactions during the normal course of your day

  • Earning an Unprecedented Number of Referrals

    August 5 thru August 16, 2024

    An understanding of the PERFECT time to ask for a referral, how best to ask for the referral and how best to track/follow-up on your referral request

  • Appointment Setting Strategies

    August 19 thru August 30, 2024

    How to set TWO Appointments per day with:

    (a) NEW Business to the Agency,

    (b) Renewal Business and

    (c) Through everyday transaction in the Agency.

  • Conducting Appointments That Sell "The 90%-er"

    September 3 thru September 13, 2024

    An understanding from a sales and retention standpoint, the importance of meeting with at least one policyholder each day and how an agenda for that meeting can uncover a want for non-demand products such as Life and Health. We call this Appointment “The 90%-er” since it is perfectly appropriate for 90 percent of your Policyholder-base.