When insurance agency staff lack the skills to effectively dissuade clients from canceling their policies, it can severely harm the agency’s sales production and customer retention.
Each lost policy represents not only immediate revenue loss but also the erosion of long-term client relationships. This creates a ripple effect, where decreased customer retention leads to reduced referrals and a weakened market position.
For the agency owner, this means lower profitability, increased pressure to replace lost clients, and potential damage to the agency's reputation. Ultimately, the inability to retain clients jeopardizes the stability and growth of the entire business.
AS A RESULT OF COMPLETING THE COURSE
"I'M OUTTA HERE"
YOUR AGENCY TEAM WILL:
Learn the TOP 5 reasons that insurance customers defect.
Learn exactly how to respond if the customer says that are canceling because of "Rates".
Learn exactly how to respond if the customer says that are canceling because of "Lack of Accessibility"; they can never get anyone on the phone.
Learn exactly how to respond if the customer says that are canceling because of "Bad Customer Service".
Learn exactly how to respond if the customer says that are canceling because of a "Bad Claims Experience".
Learn exactly how to respond if it appears that you are not going to be able to keep them from leaving.
Learn exactly what to do if you do ultimately lose the customer that will greatly increase your chances of winning them back at a later date.
1.5 - 2.0 hrs, depending upon how much role play is integrated into the course.
Copyright © 2024 Greg Gray, Inc.
CHOOSE THE RIGHT
Package For You
ON-SITE PACKAGE
VIRTUAL PACKAGE
SINGLE TRAINING OPTION
ON-SITE PACKAGE
ON SITE TRAINING EXCLUSIVELY FOR YOUR TEAM*
Greg will come to you to deliver on-site training live and in person scheduled on the date and time and at the venue of your choosing.
We’ll set up a pre-training consultation meeting so that YOU can decide what training objectives and outcomes are most relevant and needed for YOUR team in real time.
Your training will be tailored to align with your agency’s culture, policies, and procedures so that the skills learned will be plug and play in your specific agency environmant.
You'll have the opportunity to choose from over a dozen proven high impact training topics so that you can focus on targeting the outcomes of writing more new business, moving the needle upward for customer retention, or both.
You’ll have the option to focus on a single topic, combine topics or, if need be, we can custom design training just for you so that the training is laser focused on what YOU believe is most important.
Every participant will receive an interactive workbook as a takeaway so that you and your staff can reference or revisit the training materials and content whenever you wish.
BONUS for on-site training
We’ll schedule a virtual post training session with you and your team so that you can either follow up with a deeper dive and Q&A from the last training topic OR you can utilize the follow-up session for a different training topic altogether. YOUR CHOICE!
If you buy the 20 Hour package, you’ll receive the bonus of an additional 2 hours of training. That’s 22 hours of LIVE training in total!
Travel expenses for On-Site Training will be invoiced separately.
Greg Gray - Live on Demand
10 hour On-site Package
$15,000
Greg Gray - Live on Demand
20 hour On-site Package
$30,000
VIRTUAL PACKAGE
LIVE VIRTUAL TRAINING EXCLUSIVELY FOR YOUR TEAM*
Virtual training scheduled on the date and time of your choosing
We’ll set up a pre-training consultation meeting so that YOU can decide what training objectives and outcomes are most relevant and needed for YOUR team in real time.
Your training will be tailored to align with your agency’s culture, policies, and procedures so that the skills learned will be plug and play in your specific agency environment.
You'll have the opportunity to choose from over a dozen proven high impact training topics so that you can focus on targeting the outcomes of writing more new business, moving the needle upward for customer retention, or both.
You’ll have the option to focus on a single topic, combine topics or, if need be, we can custom design training just for you so that the training is laser focused on what YOU believe is most important.
Every participant will receive an interactive workbook as a takeaway so that you and your staff can reference or revisit the training materials and content whenever you wish.
If you buy the 20 Hour package, you’ll receive the bonus of an additional 2 hours of training. That’s 22 hours of LIVE training in total!
Training is up to 2 hours in duration
Travel expenses for On-Site Training will be invoiced separately.
Greg Gray - Live on Demand
10 hour Virtual Package
$15,000
Greg Gray - Live on Demand
10 hour Virtual Package
$15,000
SINGLE TRAINING OPTION
You’ll have the option to focus on a single topic or combine topics for your single training session with Greg.
We can further customize the training so it is laser focused on what YOU believe is most important.
Every participant will receive an interactive workbook as a takeaway so that you and your staff can reference or revisit the training materials and content whenever you wish.
BONUS for on-site training
We’ll schedule a virtual post training session with you and your team so that you can either follow up with a deeper dive and Q&A from the last training topic OR you can utilize the follow-up session for a different training topic altogether. YOUR CHOICE!
Training is up to 2 hours in duration
Travel expenses for On-Site Training will be invoiced separately.