Captive property and casualty insurance agents,
this is the answer to your prayers!

Happy Clients

Happy Staff

STEPS

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Shift your team's service level from tolerable to extraordinary with this six-step program.

MY EXPERIENCE?

Over the past 2 decades I've successfully delivered training to more than 10,000 captive agents and nearly 15,000 of their employees in 125 cities across 42 states. Now I'll show you course by course exactly what I've been teaching for years and you don't have to wait for me to come to your city or wait for your company to provide it. Oh... and did I mention that along the way I actually was the owner of a captive agency as well? So this is not about theory. It's about practical and tactical training that works in the real world.

TOOLBOX

INTERACTION

TRAINING

Let me set the scene.

You've got a busy team, you're busy. Finding time away from the "work"  to train = time away from production and sales so it's hard to justify.

It would be great if your team could just assimilate the training without the distraction of attending it live.

Your team has so many areas where they could improve but isn't always easy acknowledging you need help.

You're not even sure you have the right employees, so investing in high-priced live training may seem like a lost cause........

You do know that you could be better at client retention. You may be regularly shelling out profits buying internet or warm transfer leads and believe that those customers aren't likely to stay anyway.

THE PARADIGM

shift sequence

THE PARADIGM

shift sequence

1

Introduction

Start with our introductory course, "DESPERATELY SEEKING SERVICE... Looking BEYOND mere client satisfaction"

Step Two

Your second course in the sequence is "THE 93% RULE... what clients REALLY listen to and how it's affecting your close ratio and service scores"

2

2

Step Two

Your second course in the sequence is "THE 93% RULE... what clients REALLY listen to and how it's affecting your close ratio and service scores"

3

Third Step

The third course will be "THE CHAMELEON APPROACH... Why one size does NOT fit all in client interactions and how to use this to your advantage to write more business and reduce client cancellations"

Step Four

The fourth course in the sequence will be "EXPECT TO WIN... and entirely new and DRAMATICALLY more effective way of dealing with client objections"

4

4

Step Four

The fourth course in the sequence will be "EXPECT TO WIN... and entirely new and DRAMATICALLY more effective way of dealing with client objections"

5

Fifth Step

We'll follow this with "THE ANTI-GHOSTING PROTOCOL... A step by step process designed to reduce the likelihood of your prospects DISAPPEARING on you when it's time to close the deal"

Step Six

Next is "WHEN PREMIUMS RISE... A practical GPS for successfully navigating premium change conversations"

Upgrade to Live Training

6

6

Step Six

Next is "WHEN PREMIUMS RISE... A practical GPS for successfully navigating premium change conversations"

Upgrade to Live Training

FULL SIX-STEP PROGRAM

  • Full access to all six=steps of the training for all your team.
BUY NOW

START WITH STEP ONE

  • Purchase each step separately or upgrade to the full course at any stage. 
BUY NOW

HAPPY CLIENTS

testimonials

Detrick Stanford

Chief Operating Officer

We will continue to engage Mr. Gray's great ability to make a lasting difference in the groups he comes in contact with. That being said, I do not hesitate to highly recommend his professional services for whatever your needs may be. He certainly can adapt instantly to any audience he addresses.

Steve Knudsen

Employment Development
Counselor at County of Marin

Greg is a highly motivating and inspiring trainer and presenter. He brings it with real flavor - humor and wit - to get the message across. I have attended several sessions on Customer Service when I was with Allstate as an insurance provider. Greg's presentations sent me out ready to dazzle our customers. Now as a trainer myself, I value even more Greg's talent and professionalism. Thanks Greg. All the best.

Ned L. Jacobs

Owner/Agent Allstate Insurance


I have been a student in two of Greg's amazing high energy workshops as an Allstate agent. Not only is his workshop content right on target, relevant and useful in our agency, but he also makes the learning experience so much fun! Thank you, Greg, for just being you. Bam!!!

HAPPY CLIENTS

testimonials

HAPPY CLIENTS

testimonials

Allison Williams

Staff Member, State Farm Insurance Agency

Jessica Runnels

Agency Owner,
Jessica Runnels State Farm Insurance

Team Member

Jennifer Mathews Allstate Insurance Agency

The increase calls have been less intimidating after taking Greg’s course, which was interactive and informative. People are more receptive to what I have to say when using the GPS. I had a few customers that were a little aggravated about the increase call at first but after running through the GPS given, they calmed down and appreciated the phone call as a heads up before they received their renewal.

The course was amazing! It was really helpful for my team to not just see what the “path” looks like but to practice it and put it into action. It was also a great reminder for those of us that deal with the rate calls on a more regular basis to be sure to have the right mindset. It’s easy to fall into a pattern of, “not another one of these calls”, and go into already expecting a battle vs being prepared for it and knowing how to handle it. We also loved the emotional deposits section - just helps reiterate why we do what we do and why it’s important to have those little extra touches.


The course was very inspiring. Among my takeaways were to emphasize that I should be the #1 reason clients choose to stay, call mono-line clients first because they have the biggest opportunity to for savings (gets our bundle numbers and up and helps with premium goals), and I loved the “Keeping it Real” paragraph. I also really liked role-playing the scenarios with Greg. It was very beneficial.