Where Knowledge Meets Opportunity

• 1

  Welcome and course outcomes

  • Welcome and Course Outcomes
  • Lesson 1.1 — How Insurance Agencies Work An insurer accepts specified risks under a policy in exchange for premium. An agency helps customers understand their needs, obtain and service appropriate options, and communicate with insurers within its authori
  • Lesson 1.2 — Agency Models and Team Responsibilities A captive or exclusive agency generally represents a particular insurer or affiliated group, subject to its contract. An independent agency typically has access to multiple insurers. Neither structure
  • Lesson 1.3 — Understanding Agency Roles, Responsibilities, and Professional Success
  • Module 1 Knowledge Check Quiz
  • Module 1 -Student Worksheet
• 2

  Module 2: Prospecting and Building a Pipeline

  • Lesson 2.1 — Defining a Useful Target Market A target market is a group whose needs, service expectations, and preferred communication channels the agency can realistically serve. Start with observable business characteristics or expressed needs
  • Lesson 2.2 — Building a Consistent Prospecting Strategy Prospecting is the intentional process of identifying and connecting with potential customers who may benefit from insurance products and professional guidance.
  • Lesson 2.3 — Managing Your Prospect Pipeline and Follow-Up A prospect pipeline is an organized system for tracking potential customers from initial contact through the sales process. A well-managed pipeline helps insurance professionals maintain relation
  • Module 2 Knowledge Check
  • Module 2 Worksheet — Prospecting and Building a Pipeline
• 3

  Module 3 — Customer Discovery and Ethical Sales

  • Lesson 3.1 — Understanding Customer Needs Through Effective Discovery
  • Lesson 3.2 — Matching Insurance Solutions to Customer Needs
  • Lesson 3.3 — Ethical Sales Practices and Building Customer Trust
  • Module 3 Knowledge Check — Customer Discovery and Ethical Salessson
  • Module 3 Student Worksheets — Customer Discovery and Ethical Sales
• 4

  Module 4 — Quoting, Follow-Up, and Client Experience

  • Lesson 4.1 — Preparing Accurate and Competitive Insurance Quotes
  • Lesson 4.2 — Developing an Effective Follow-Up Strategy
  • Lesson 4.3 — Delivering an Exceptional Client Experience
  • Module 4 Knowledge Check — Quoting, Follow-Up, and Client Experience
  • Module 4 Student Worksheets — Quoting, Follow-Up, and Client Experience
• 5

  Module 5 — Agency Operations and Retention

  • Lesson 5.1 — Building Efficient Daily Agency Operations
  • Lesson 5.2 — Managing Policy Renewals and Customer Retention
  • Lesson 5.3 — Building Team Accountability and Measuring Agency Performance
  • Module 5 Knowledge Check — Agency Operations and Retentionn
  • Module 5 Student Worksheets — Agency Operations and Retention
• 6

  Module 6 — Growth Planning and Performance Measurement

  • Lesson 6.1 — Setting Strategic Goals for Agency Growth
  • Lesson 6.2 — Understanding Agency Revenue, Expenses, and Profitability
  • Lesson 6.3 — Building Your 90-Day Agency Growth Action Plan
  • Module 6 Knowledge Check — Growth Planning and Performance Measurement
  • Module 6 Student Worksheets — Your 90-Day Agency Growth Action Plan

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