Personal Lines Producer

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The Links in the Sales Chain for the P/L Producer Self-Training Sales Package will take a Producer through 13 separate essential Links.  The training starts with a module outlining what the Producer Role consists of and ends with how to be an Advisor after the sale.  The components in between feature modules for:

  • How to use relationships to obtain new prospects
  • Knowing all the benefits your carriers offer & how to use them
  • Bringing more passion to the process
  • Understanding the best ways for obtaining referrals
  • How to pick your targets & qualify your prospects more effectively
  • How to establish credibility
  • How to use something other than “price” to make the sale
  • How to use your time more effectively and lots more

Included in the course are roughly 60 documents & spreadsheets that will help sustain a new producer (or help an experienced one improve) with the tools, scripts and samples they will need to be successful.  A few key documents, included in this Sales Training Course that we would highlight are:

  1. Worksheets for Identifying who the Producer already knows
  2. Qualifying Questions to Evaluate a Prospect
  3. What an “A” Proposal should look like – what are the components?
  4. Sample Carrier Benefits Comparison Spreadsheets – for Auto, Home & High-Value Homes
  5. Sample Tool Defining who the Client should contact in the Agency to Obtain the Best Service
  6. Several Value Charts for Proposal Displays
  7. Several Suggested Scripts to insure Success when making Referral Requests
  8. Scripts & Methods for Orchestrating the Process for Quick Turnaround
  9. The Top 8 Ways to Obtain an "A-Type” Prospect
  10. Cheat Sheet for Obtaining 3rd Party Buy-In & Introductions
  11. Suggested Sample Weekly Producer Schedule & Template for Producer Use
  12. Sample Success Stories to Guide you in Developing some of your Own for Proposals
  13. Recording Tools & Methods to Use so you have Consistent Prospect Generation
  14. A “Weighing” Close Method to Help Finalize the Sale
  15. Sample Auto & Home Update Questionnaires(“Family Insurance Updates”) to Consider using as Value-Addeds
  16. A Sample Convert Sheet – Used to Persuade Direct Writer Insureds to Change
  17. Various Value-Added Displays so both the Prospect & the Producer know what is “extra”


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