ON DEMAND
online store
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 since I started using his 5-Stop GPS. Customers have actually calmed down and they are appreciating the phone calls.
The course was very inspiring! Among my takeaways was to emphasize that I should be the #1 reason clients choose to stay, and how to be strategic about who to call first and what to say when we call. I also LOVED the “Keeping it Real” paragraph. I’m so much more confident now!
The course was amazing! It’s easy to fall into a pattern of, “not another one of these calls”, and go in expecting a battle vs being prepared for it and knowing how to handle it when premiums go up. It was 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.
Confident Staff
Happy Clients
56 short course modules to carry you from hesitant and uncertain to confident and successful - your own agency team portal with full course analytics.
SIGN UP TODAY AND RECEIVE OUR BRAND NEW MINI COURSE "MOMENTUM IS NOT ENOUGH" AS A WELCOME GIFT INSIDE YOUR AGENCY PORTAL FOR YOUR WHOLE TEAM
Important things to think about and do to establish the proper 'will set' and 'skill set' to be more successful even when you are more expensive.
How to make prospects easier to close and current customers more ’sticky’ by establishing your value beyond what is found in the policy jacket.
How to move your prospect and client conversations from transactional to transformational, giving you the best chance to win even when you are more expensive.
Learn a simple, and dare we say fun, 2 step process for handling any objection that comes your way with more confidence and greater success, even if that objection is based on price.
It’s a widely known fact that facts tell and stories sell, but that's only the case if you know how to contract an deliver an efficient and powerful story that also amplifies your value to your prospective client or customer. Greg will teach you how to do just that.
Greg will share what to do before premiums rise, what to do when premiums rise, and exactly what to say to customers who’ve experienced a premium increase that will maximize your chances of holding on to them.
What happens, win or lose, after you’ve had a conversation with a client when you’re more expensive is hugely important. Greg will lay out that ‘post-conversation’ plan for you in detail.
56 short course modules to carry you from hesitant and uncertain to confident and successful - your own agency team portal with full course analytics.
SIGN UP TODAY AND RECEIVE OUR BRAND NEW MINI COURSE "MOMENTUM IS NOT ENOUGH" AS A WELCOME GIFT INSIDE YOUR AGENCY PORTAL FOR YOUR WHOLE TEAM
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.
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.
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.
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.
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.