Upcoming and On-Demand Webinars
Don't miss out on the opportunity to learn from some of the top insurance agents in the industry—watch our upcoming and on-demand webinars to uncover invaluable insights into how other agents are finding success.
Register for our upcoming Webinars.
Transform Your Agency TODAY with AI with Phillip Ngo
December 4, 2024 @ 2:00 PM EST Growing your insurance agency requires strong training systems. But creating playbooks for team members is time-consuming, and pulling out what to teach from our head can feel overwhelming. This is why we asked Phillip Ngo, CHFC CPCU – our AI expert whom is also a fellow insurance agent –...
Rebuilding Your Insurance Agency from A to B - One Agent Tells His Story with Andrew Reuther
December 11, 2024 @ 2:00 PM EST At one point or another in their career, many insurance agents will be faced with an incredibly difficult situation - the need to "rebuild" their agency after dealing with significant challenges. Whether it's having to rehire or replace their entire team (by choice or otherwise), losing ...
Learn this Winning Account Review Process PLUS Where to Pivot Sales Conversations with Colter Johnson
January 8, 2025 @ 2:00 PM EST For insurance agents conducting account reviews with customers can be a powerful way to both better serve your clients while also improving your multiline sales numbers and boosting your average premium. But for many agents the review process is simply perfunctory. Join us as we welcome ba...
Watch On-Demand Webinars anytime, anywhere.
Learn this Top Agent’s Secrets to Scale Your Agency PROFITABLY (Part 2) with Coach P. (David Peterson)
(Part 2 of 2) Almost any insurance agent would agree that scaling an agency's business -while still remaining profitable- can be very challenging. For our this webinar session (the 1st in a 2 x part series) President’s Club member - David Peterson (Coach P.) – gives us a clear road map to how to scale an agency while c...
Learn this Top Agent’s Secrets to Scale Your Agency PROFITABLY (Part 1) with Coach P. (David Peterson)
(Part 1 of 2) Almost any insurance agent would agree that scaling an agency's business -while still remaining profitable- can be very challenging. For our this webinar session (the 1st in a 2 x part series) President’s Club member - David Peterson (Coach P.) – gives us a clear road map to how to scale an agency while c...
Learn How to Overcome Objections to Set More Appointments and Close More Sales with Thomas Ntuk
Throughout the career of every insurance agent, customer objection are unavoidable. But with preparation and the right strategies, you can turn your customer objections around to book more appointments and ultimately write more business. During this session, multiple-award-winning agent, author and speaker Thomas Ntuk ...
The Agency Audit: How to Make Sure Your Agency is on the Right Track with Scott Grates
In this webinar session, multiple-award-winning agent, author and speaker Scott Grates walks us through his “Agency Audit" process. As Scott puts it, “the checker gets what the checker checks.” In his view there are 4 primary chambers required to building a successful insurance agency: Team Building, Customer Acquisiti...
Turn Your LinkedIn Into a Steady Source for New Business with Danny DelVecchio
For so many agents LinkedIn is something of an afterthought – posting occasionally and hoping for the best. But with the right strategy you can turn your LinkedIn into an active source for new business! Join LinkedIn guru Danny DelVecchio for this webinar presentation. Danny has years of experience helping insurance ag...
The Business of Life: Life Insurance Discovery Questions 101 with Scott Foster
In this agent-focused webinar we’re thrilled to welcome back a legend in the world of insurance agents - Scott Foster - who will be joining us for this presentation. During this session, Scott will address one of the most important parts of the life insurance sales process – discovery questions. He discusses how to app...
The 10 x Step Lead Process that Helps This Top Producer Write +40% More Multi-Line Apps a Month with Christian Bisese
Having a solid lead process is on the fundamental keys to success for so many agents. That’s why we’re thrilled to have Christian Bisese of The Team Member Perspective for this webinar session. As a sales coach with The Team Member Perspective, Christian draws upon his years of experience as a top sales producer, teach...
5 Things Every Agent Should Be Doing to Make Their Team Successful (a Team Member’s Perspective) with Colter Johnson
When it comes to managing producers and service staff, many agency owners struggle to drive consistent performance from every member of their team. In this agent-focused webinar, sales trainer and founder of The Team Member Perspective – Colter Johnson – tells us the things that EVERY agency owner should be doing to he...
Level Up Your Agency: Go from Managing Sales People to Coaching Sales Performance with Dean Mannix
Have you ever wondered what the difference is between a “sales manager” and a “sales coach?” For so many insurance agency owners, the transformation from “sales manager” – simply managing sales producers day to day– to “sales coach” –helping drive better results by guiding producers to consistently level up their perfo...
The Business of Life: All About the Appointment with Scott Foster
Join EverQuote as we welcome a legend in the world of insurance agents - Scott Foster - for a session focused on life insurance appointments – how to set more of them, and how to execute them to best serve both your business and your customers. During this session, Scott addresses a common challenge for so many agents ...
‘Go for No’ and Boost Your Sales! Yes is the Destination, No is How You Get There with Andrea Waltz
From the dawn of the modern era, sales professionals have been preoccupied by the idea of avoiding hearing that dreaded word - "NO." But what if we had this idea completely backwards? What if sales people were to actively welcome hearing "No" from a prospect and that ultimately, hearing “No” is a step on the way to rea...
Enhancing Your Insurance Agency with AI and ChatGPT with Whitney Mork
Welcome to the future of insurance - a world where AI and ChatGPT are not just tools, but your dynamic allies in our ever evolving industry. This week's speaker - Whitney Mork - will help us unravel how these state-of-the-art technologies are boosting customer service quality and operational efficiency for insurance ag...
How to Ask the Tough Questions that Inspire Customers to Invest in Life Coverage with Thomas Ntuk
Almost any insurance agent who has sold life products has probably realized that many customers are resistant to even discussing life insurance. But there are strategic questions that can challenge your customers to start looking at life insurance in a whole different way. Join multiple-award-winning agent, author and ...
Strategies, Word Tracks, Pivots and Daily Activities to 2X Your Life Insurance Sales with Michael Weaver
In this presentation Michael focuses on his most effective techniques for selling life insurance. He shares specific strategies, word tracks, and pivots you can use, along with daily activities to hold your team to - all aimed at helping set you up to have a huge impact on your life insurance sales. Michael has helped ...
Learn the Sales Process This Remote Team Member Provider Uses to Train Producers with Jason Stefely
During this agent-focused webinar, you'll get an exclusive, behind the scenes look at the sales process used by AGS (Agency Growth Services) – a company that provides insurance agents with fully licensed, remote P&C sales producers. With a huge sales team to train and manage, it’s absolutely critical that AGS is able t...
Instant Issue Life 101: Make Instant Sales and Get Instant Commissions! with Parker Adams
For so many P&C-focused agents, consistently selling Life insurance remains a challenge. But what if there was a way to make Life sales in your sleep? If you think it sounds impossible, think again! In the past year or so we've seen a number of instant decision life insurance products gain traction in the marketplace. ...
Do Remote Service Team Members Make Sense for Your Agency? (and How to Get Started) with Melanie Yeatts
With the massive workforce paradigm shift we’ve witnessed since the COVID pandemic, more and more insurance agents are leveraging remote employees – including service team members. In this webinar, Melanie Yeatts (CEO of Agency Resource Solutions and ARSidekicks) helps us answer the question: “Do Remote Service Team Me...
Bigger Paychecks, Better Paychecks: Secrets of the Highly Effective with Randy Thompson
In this session, lifetime Presidents Club member Randy Thompson shows how you can get on the path to becoming more highly effective and earn bigger, better paychecks! Whether it’s achieving wealth or any other ambitious goal, so many people (including many of us in the insurance industry) don’t quite know where to star...
How to Create a 'Profit First' System to Run Your Insurance Agency with Scott Grates
It's not what you make, it's what you keep! Are you struggling to really drive serious profit at your insurance agency? If so, make sure to join multiple-award-winning agent, author and speaker Scott Grates for our webinar “How to Create a 'Profit First' System to Run Your Insurance Agency” (hosted by Chandler Hahn). C...
Learn the Lead Process that Helped Build a $31 Million Dollar Book in Under 5 Years with Andrew Filar
During this webinar, Andrew walks us through the ins and outs of the proven sales process that helped build a book of business worth tens of millions of dollars. He also discusses common mistakes that agents make with leads and how you can avoid falling into these same pitfalls that most agents are forced to learn thro...
Learn the System That Helps Team Members Write 200+ Life AND 100+ Health Apps Every Year with Colter Johnson
Does your agency struggle with consistently hitting your company’s financial service sales goals? Do you feel the constant weight and pressure to sell financial services – specifically life insurance? Do you find yourself scrambling (almost in a panic) for apps at the end of the promo or end of the year? Or maybe…. to ...
Management Secrets from the #1 Ranking Multiline Agent With Her Company with Sara Labraaten
Join EverQuote and the #1 ranked multi-line agent with her company – Sara Labraaten – for this agent training webinar focused on management tips, strategies and secrets to drive maximum production. As lifetime President’s Club, MDRT member, and the #1 ranked multi-line agent with her company (for multiple consecutive y...
How to Scale Your Agency PROFITABLY with David Peterson
For many insurance agents, being able to grow their businesses, while still remaining profitable can be incredibly challenging. For this webinar session, President’s Club member - David Peterson (Coach P.) gives us advice and a clear road map for agents to scale their agencies and achieve their growth goals. David Pete...
Protecting Your Agency: TCPA Compliance 101 for Insurance Agents with Eric Troutman
For many insurance agents, understanding the TCPA (Telephone Consumer Protection Act) in relation to their business operations and ensuring their agencies are compliant can feel like an incredibly daunting task. Luckily for us, we have one of the country's preeminent TCPA experts - Eric Troutman - helping break down th...
This Secret Blueprint Training Will 3X Your Advertising Results At Your Agency! with Coach Carroll
Insurance agencies not using online advertising today are missing out a crucial tool for generating new business. Join renowned sales coach and insurance marketing expert DJ Carroll as he walks us through the blueprint that can help TRIPLE your results from marketing. It doesn't matter if you are brand new to marketing...
Insurance Agency Hiring and Management in the Remote World with Carly Pickern & Troy Greenway
Over the last 3+ years, insurance agents – like many other industries in the US – have seen a significant transformation in their hiring and workforce management. One of the core aspects of this transformation is the emergence of remote work. Now more than ever, qualified job seekers are looking for remote opportunitie...
Net Gain Growth: Growing Your Business Through Deliberate and Meaningful Client Interactions with Troy Korsgaden
During this exclusive webinar session, best selling author and renowned multi-line insurance expert Troy Korsgaden discusses his proven process for growing your insurance business – from defining leads, through scheduled appointments to conducting powerful meetings. Troy also discusses two of the roles that he attribut...
Let It Go and Grow! How to Focus on Your Strengths and Outsource the Rest to Grow Faster" with Terry Stach
Running an insurance agency requires taking on a wide range of tasks and responsibilities in order to be successful. The problem for agents is that many of these tasks and responsibilities can redirect time and efforts from achieving their agency's core objective - generating revenue. During this webinar, captive agent...
AI for Insurance Agents – How You Can Use ChatGPT to Better Run Your Agency with Vlad Cherchenko
It wouldn’t be difficult to make the case that the latest developments and applications of Artificial intelligence (AI) constitute some of the biggest technological advances of recent years. Right now, businesses across a plethora of industries are making use of AI in ways that seemed unimaginable even just a decade ag...
The Secret to Doubling Health Production Using This Powerful P&C Conversation with Tyson Luthi
For many P&C agents, health insurance can seem like something of an afterthought that they only occasionally write for customers. However, with the right sales strategy, health can be a significant source of revenue – even for agents who primarily write home and auto. With almost a decade running a successful captive i...
SPEED Training: Work Smarter (Not Harder) to Run a More Efficient & Effective Insurance Agency with Sean Morton
Learn how to run a more efficient office and provide consistent, outstanding customer experiences by implementing these proven systems and processes from Sean Morton. For many insurance agents, it feels like there just aren’t enough hours in the day to hit your sales goals, accomplish everything you need to do and stil...
3 Secrets to Building a High Performing Team & Hiring Better with Rikka Brandon
Few things in an insurance agency can have as big of an impact (good or bad) on your chances of success as who you hire. During this session, award winning author Rikka Brandon shares the best practices, hacks, and shortcuts she’s learned over 20 years as a professional recruiter so you can start to hire better (and ma...
Learn The Exact Follow-Up Process (and Templates) That Helped This Agent TRIPLE His Book in 3 Years with Bo Ward
This webinar session features top agent Bo Ward (of IndyCover) as he gives us an exclusive look into exactly what he’s doing to follow-up with leads and nurture the leads he doesn’t immediately contact. As a captive agent, Bo was able to grow his book of business from 800 to 3,700 PIF in JUST 3 YEARS and a huge part of...
Taking Advantage of Rising Insurance Rates – Why NOW Is the Best Time to Grow (& How to Do It) with Zach Vaswani
For most P&C agents, success in the insurance business is all about consistent growth. And right now, with more consumers than ever looking to switch companies due to increasing rates, the conditions are perfect for agents looking to accelerate their business growth. During this webinar, captive agent Zach Vaswani walk...
How to Sell Life/Health Insurance While Explaining Auto/Home Coverages (V2) with Thomas Ntuk
Watch multiple-award-winning agent, author and speaker Thomas Ntuk for this 2nd webinar session focused on selling life and health insurance to auto/home insurance shoppers. Thomas' presentation covers how you can pivot from a standard P&C conversation to life and health and improve your multi-line and non-core product...
6 Steps to Improve Your Lead Response Rate By 15% (+ 2 FREE Templates) with John Graham
Are you looking to improve your response rate with insurance leads? Watch John Graham – Founder & CEO of Little Giant Marketing – in this free training session: “6 Steps to Improve Your Lead Response Rate By 15%.” Most agents and producers understand that reaching out to leads with the correct messaging can make or bre...
Life Sales Tips from a Lifetime MDRT Agent (Plus How ‘Team By the Minute’ Helps Supercharge His Results) with Kirk Baker
During this presentation, lifetime MDRT and President's Club member Kirk Baker gives you a rundown of some of his top life insurance sales tips, covering things like: - High level life premium & simplicity life tips - The “4 buckets of money” discussion - Tips on getting preferred, super preferred or elite rate for you...
Learn the System That Helps Team Members Write 200+ Life AND 100+ Health Apps Every Year with Colter Johnson
Does your agency struggle with consistently hitting your company’s financial service sales goals? Do you feel the constant weight and pressure to sell financial services – specifically life insurance? Do you find yourself scrambling (almost in a panic) for apps at the end of the promo or end of the year? Or maybe…. to ...
The 3 Reasons You're Failing At Hiring with Rikka Brandon
According to a recent survey, 93% of agents find hiring challenging. During this webinar, Rikka Brandon (CEO of Building Gurus) discusses the top 3 challenges agents are facing when it comes to hiring and how you can overcome these. Rikka has been featured in Fast Company, CBS Small Business Pulse, NFIB, Daily Worth, a...
Discover the Hidden Source for Multi-Line Business Used by the #1 Ranked Property Agent with David Stroman
During this webinar, David Stroman –the #1 agent in Property/Fire with his carrier- walks us through how he has been able to cultivate a consistent source for huge amounts of multi-line business by developing referral relationships with building landlords and managers. David gives you an exclusive behind the scenes loo...
12 Life Insurance Sales Tips to Close Out the Year Strong (and Set Your Agency Up for a HUGE Year)
If you're an agent determined to put up high life insurance sales numbers, there is no doubt that you'll need to drive maximum production. But how do you accomplish that? To find out, watch multiple-award-winning agent, author and speaker Scott Grates for this joint webinar with EverQuote: “12 Life Insurance Sales Tips...
Learn How This Former Captive Agent TRIPLED His Book in 3 Years with Bo Ward (hosted by EverQuote's Matt Ricker)
Being able to quickly grow and scale an insurance agency is an all too common struggle for thousands of agents across the US. During this webinar, we speak with agent Bo Ward – who's managed to figure out a formula for continual growth. As a captive agent Bo was able to grow his book of business from 800 to 3,700 PIF i...
How To Take Effective SALES NOTES When Working Insurance Leads with Vlad Cherchenko
TRUE or FALSE: If team members paid for the internet leads themselves, they would work them more diligently. Most agents would agree with that statement! One of the most frustrating things agents experience is NOT KNOWING what is going on with the leads that they're buying for their team. Disorganized agencies miss out...
Multi-Lining Mastery with Joseph Puckett of Craig Wiggins Coaching
During this webinar, Craig Wiggins Coaching co-founder Joseph Puckett shares highly effective word tracks and strategies for multi-lining leads. Joseph helped Craig Wiggins grow his agencies to over $40,000,000 in premium by developing their staff to generate 100+ policies sold every month per producer. He is bringing ...
Increase Your Multi-Line Sales: How to Pivot From Auto and Home Insurance to Life (and Health) with Thomas Ntuk
Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on selling life and health insurance to auto/home insurance shoppers. Thomas' presentation covers how you can pivot from a standard P&C conversation to life and health and improve your multi-line and non-core product sales. This ...
Discover an Untapped Gold Mine of Leads: The Power of Community Engagement with Whitney Mork
During this webinar top agent Whitney Mork will show you how a strategic media marketing plan, along with your business’s community involvement efforts, can build your brand’s reputation, credibility, and can give your business eye opening results. Whitney’s insurance agency in Birmingham, AL is nationally recognized a...
Want to Sell More Life? Get Ready to Dominate Life Insurance Awareness Month with Michael Weaver
During this presentation top agent and trainer Michael Weaver will focus on his most effective techniques for selling life insurance. He will be sharing specific word tracks, pivots you can use, and daily activities to hold your team to - all aimed at helping set-up you have a huge month for life (in fact 80%+ of the a...
Setting Goals & Expectations and When to Fire Team Members with Michael Church
For top performing agent Michael Church, ensuring that his 16+ team members (across 2 office locations) are productive, performing, and hitting their goals is absolutely crucial to achieving continued success. But how is he able to do this so effectively? By properly setting goals and expectations! During this presenta...
How This Top Ranked Agent Grew His Team From 3 to 30 (with No Business Debt) with David Peterson
In our current market, hiring and recruiting is one of the top challenges insurance agents face. During this webinar, President's Club winner (and #8 multi-line agent with his company) David Peterson shows you the exact recruiting and hiring process he’s used to scale his agency from 3 to 30 – all without adding any bu...
How I Was Able to Triple Lead Engagement Through Analytics & Automation with Peter Vitale
We’ve all heard the old adage – “work smarter not harder” and it’s no different when it comes to insurance sales. If you’re looking for ways to work leads more strategically, award-winning agent Peter Vitale shows us how he has been able to automate processes to save serious amounts of time, and that have helped triple...
The Life Sales Process that Achieved 132 Consecutive Months of DOUBLE DIGIT Life Policy Sales with Scott Smith
Maintaining consistent life sales numbers is often a challenge for P&C agents. During this webinar, President's Club winner Scott Smith walks you through the life sales process he’s used to achieve 132 consecutive months of double digit life policy sales – all with only 2 x licensed life sales people. Scott has been wi...
Learn How this Captive Agent Generates 5X ROI on Internet Leads with Chandler Hahn (hosted by Craig Wiggins Coaching)
Join exclusive agent Chandler Hahn as he shares the exact system he uses to work internet leads and how he’s able to maximize ROI on leads through his sales process. During the presentation Chandler will walk us through how his agency has been able to fuel consistent growth by partnering with EverQuote. Chandler has wo...
How Every Producer Can Close 100+ More Auto Policies BEFORE Year-End with Tim Lindon
Almost every P&C agent strives to sell more auto policies than their competitors. But before you can dominate...you first must understand the bigger picture – the current circumstances the industry and consumers are facing, and what has made writing more Auto policies such a challenge. During this webinar presentation ...
Leadership & Sales: How to Level Up Your Agency with Steve Wilmer & Steve Rozenberg (The Two Steves)
When it comes to leading their team, many agency owners conflate "managing" with "leading" – managers tell people what to do while leaders get people to follow them. During this presentation, sales and business leadership coaches the “Two Steves” – Steve Wilmer and Steve Rozenberg – give you actionable tips you can put...
How to Develop a HUGE Marketing Source from Community Involvement & Local Events with Chelsea Flores
While internet leads provide a huge source of business for insurance agents, some of the most savvy diversify their strategy, supplementing leads with other marketing sources – both traditional (referrals) and high-tech (like SEO). Join exclusive agent Chelsea Flores for this webinar where she walks us through how she ...
How to Overcome Customer Procrastination and Inaction and Create Urgency with Thomas Ntuk
One of the most frustrating (and all too common) issues insurance agents face is getting clients and prospects to take action. Some are procrastinating and giving excuses, some are just not motivated, but in all these case agents are dealing with a lack of urgency and clients who are putting off taking action. During t...
Top Recruiting Mistakes: Avoid These and Build a Championship Team in ANY Market & With ANY Budget with Alex Shattuck
When it comes to recruiting team members, many (if not most) insurance agents struggle. But it doesn’t have to be this way! During this presentation award winning agent, coach and author of Complacency Kills – Alex Shattuck – walks us through the most common recruiting mistakes insurance agents make and how you can avo...
How to Manage Leads for Maximum Revenue with John Sheridan & Bill Blaser (of Agency Performance Systems)
For most insurance agents, internet leads are a crucial means of acquiring new business. However, when it comes to putting in place the systems and processes required to maximize ROI on leads, many struggle. During this webinar, renowned sales trainers John Sheridan and Bill Blaser of Agency Performance Systems (APS) s...
Final Expense Insurance 101 & Overcoming the Prepaid Funeral Plan Objection with Colton Brazier
Selling final expense and other life products to customers can be a challenge, especially when you're confronted with prospects who have already purchased a pre-paid funeral plan. Join funeral home industry expert Colton Brazier for this webinar with EverQuote where he breaks down the insider information he learned aft...
What, the Health? Are Your Customers Insuring Their Greatest Asset? with Adam Herndon
For insurance agents focused on either P&C or life products, health can seem like an ancillary product that is firmly outside of your wheelhouse. But for savvy agents health insurance not only can help increase their overall revenue, but also lead to customers who are better served, more satisfied, and much more likely...
The Value of Financial Forecasting for Agents (and How to Get Started) with Club Capital
Many insurance agency owners come to the role with a high level of sales and customer service acumen. But when it comes to business planning, back office management and financial analysis, many agents find that resources and trust-worthy advice are hard to find. Club Capital seeks to change that by offering tools and r...
The 7 Things I Wish I Had Known On DAY ONE of Opening My Insurance Agency with Scott Grates
The one question multiple-award-winning agent, author and speaker Scott Grates gets most often is… “If you could start all over again, what would you do differently?” During this presentation Scott answers this question and shares his 7 most important, common denominator success principles that have helped take his age...
How To Hire 3 HIGH PERFORMING Sales Superstars In Less Than 90 Days (GUARANTEED) with Vlad Cherchenko
Hiring top performers is a constant struggle for so many insurance agencies – it can feel like an uphill battle to find consistent, reliable team members, let alone sales superstars that can help take your agency to the next level. During this training, Insurance Sales Lab founder Vlad Cherchenko walks you through a pr...
The Liability Wall: Learn the Simple Process You Can Use to Increase Your Sales Today with Randy Thompson
During this webinar lifetime President’s Club member Randy Thompson shows how you can increase your umbrella, home and life insurance sales today with a simple, yet powerful talk track and visual aid. Using Randy’s method allows you to very clearly illustrate the importance of having adequate coverage and reveal to you...
How to Increase Production TODAY By Leveraging Training Platforms with Thomas Ntuk
Increasing production can seem like a never ending struggle for insurance agents. But there are tools available that any agent can leverage to start increasing production today. During this presentation, multiple-award-winning agent, author and speaker Thomas Ntuk walks you through: How to select the tools and platform...
Learn How One Agent Wrote Over 700 Life Apps in Just 1 Year With Transactional Selling with David Peterson
Join top performing agent David Peterson for a webinar presentation: “Learn How One Agent Wrote Over 700 Life Apps in Just 1 Year With Transactional Selling" hosted by Chandler Hahn. David Peterson is a 2nd generation agent with 3 x offices in Texas, and has been in business for over a decade. During this webinar David...
Insurance Hiring Strategies for Adapting to the New Employment Market with Jeff Sophiea
Join Jeff Sophiea of IdealTraits for this webinar presentation: "Insurance Hiring Strategies for Adapting to the New Employment Market." In this candidate-driven market, Jeff will show you how how you can step into the candidate's shoes to really sell the career path and better understand what candidates want and what ...
Scale Your Agency & Win The Numbers Game with Teresa Revels
During this webinar Teresa Revels (VP of Sales with Agency MVP) will teach you the secrets that top agents use to get more leads and close more deals in today's highly competitive insurance market including: The #1 Reason Agents Hit a Growth Ceiling: everyone wants to sell more premium without hiring new producers. The...
Pivoting to Create Opportunity Through Customer Conversations (Even While Being Short-Staffed) with Thomas Ntuk
Join multiple-award-winning agent, author and speaker Thomas Ntuk and learn how to pivot your conversations and kick your agency's sales into high gear! During this webinar, Thomas shares a range of highly impactful ideas to help you (and everyone in your office) pivot more effectively. He will discuss: Simple, practic...
5 Systems & Processes You Can Implement Immediately to Yield Record Setting Results in 2022 with Scott Grates
Scott Grates started as a new market agent in a small, rural community. Over the past 12 years he's maxed all of his growth metrics and qualified for just about every award and company incentive offered annually. Scott attributes much of his success to consistency and persistence with 5 key systems and processes that h...
30 Life Policies in 30 Days Challenge: Get Off to a HUGE Start in 2022 with Michael Weaver
During this presentation Michael Weaver covers how you can get your life insurance sales process on track by following his training and taking his challenge to write 30 life insurance policies in 30 days. Michael’s presentation will focus on some of the most effective techniques for selling life insurance and how you c...
Building Your Brand Without Breaking the Bank with Danielle Waller
As the insurance market continues moving toward digital marketing & branding, agents who are able to build a strong online presence are finding incredible success. Agency owner Danielle Waller happens to be one of those! Not only has this approach saved her thousands of dollars in marketing but she has been able to gro...
Learn the Repeatable, Scalable System that Helped this Agent Grow an Acquired Book by $500k (in Just One Year) with Roosevelt Elivert
During this presentation, captive agent Roosevelt Elivert walks us through the systems that have allowed him to become a top agent for TWO DIFFERENT COMPANIES while maintaining incredibly high standards for both service and premium production. Most recently Roosevelt acquired a book of business that had been virtually ...
How to Set Your Agency Up for a HUGE 2022 with this Simple Formula with Scott Grates
With 2022 right around the corner it's officially planning season! If you are an Agent determined to dominate in 2022, there is no doubt that you'll need maximum production from each of your Team Members. Join multiple award-winning agency leader and coach Scott Grates and learn how to get there! For Scott every desk i...
Hit Your Year End Targets: How to Write More Life and Close Out 2021 Strong! with Thomas Ntuk
As the end of the year approaches many agents start to feel a sense of urgency when it comes to hitting their year end targets. If you’re looking for ways to close out the year strong, join multiple-award-winning agent, author and speaker Thomas Ntuk for this joint webinar with EverQuote. During this webinar, Thomas wi...
Want to Increase Your Agency's Income? Learn How With the Income Action Plan with Jordan Stupar
Join renowned sales trainer Jordan Stupar – founder of Stupar Sales Academy – as he shows us his "Income Action Plan" – a simple way to reverse engineer your or any of your team members' commission goals with one simple document you can use over and over again. Jordan breaks down his easy to follow process, starting wi...
Learn How Adding Mortgages Supercharged My Agency’s Growth (with the Rocket Pro Mortgage Alliance) with Dave Christy
In the highly competitive landscape of the insurance industry, top performing agents are always looking for ways to increase revenue and better retain customers. Over the past two years, we’ve seen many successful agents turn to mortgages, giving customers access to a “one-stop shop” for insurance and mortgage solution...
Follow this Word For Word Script To Cross-Sell Life Insurance To Existing Clients with Vlad Cherchenko
When it comes to selling insurance, the pivot to life can seem challenging to many agents and producers. Whether it’s working with an auto insurance customer or having a service conversation with a current home client, cross-selling life to existing clients is a crucial revenue driver for some of the most successful ag...
Stop Chasing Business and Start Attracting It with Patrick Blevins
This presentation from multiple-award winning agent Patrick Blevins, walks through the entire prospect appointment process – from how to find prospects and customers that are the right "fit," to how to better communicate what we do as insurance agents (and how we do it), and how it generate a better overall experience ...
How I Took My Agency from Zero to Multiple Award Winner in One Year with Chad Sittig
As one of the top insurance agents in his State with his company, Chad Sittig has written millions of dollars in business and has won countless awards. However, Chad wasn't always this successful. After opening his insurance agency in 2008, he didn't find immediate success. In fact, Chad initially struggled to grow his...
Insurance Power Scripts that Will DOUBLE Your Results with Scott Grates
The right insurance sales scripts can help turn average performing sales producers into rock stars! Since opening his agency in 2009, Scott Grates has won numerous awards and has become a well known insurance coach and speaker. During this presentation he shares the scripts that he uses with his team and that have help...
5 Crucial Objections Insurance Agents Miss (and How to Handle Them) with Jordan Stupar
Join renowned sales trainer Jordan Stupar – founder of Stupar Sales Academy – for this joint webinar with EverQuote focused on 5 crucial objections that insurance agents and sales producers tend to miss when selling to a prospect. During this presentation Jordan walks you through these 5 x objections and how you can ov...
Sell More Life: Get Geared Up for Life Insurance Awareness Month with Michael Weaver
With Life Insurance Awareness Month right around the corner, join award-winning agency owner and trainer Michael Weaver for this webinar presentation with EverQuote which focuses on a range of different effective techniques and sales tips for selling life insurance. Whether you’re working as a captive or independent ag...
How to Double Your Auto Conversion (Even When Your Rates Are Higher) with Thomas Ntuk
If your rates are often higher than your competitors, selling auto insurance can feel like an uphill battle. However, with the right sales strategy you can significantly increase your auto conversion rate even if your rates aren't always the lowest. Join multiple-award-winning agent, author and speaker Thomas Ntuk for ...
Financial Services Made Easy: Life & Health Word Tracks to Simplify Your Processes with Tom Williams
Join Tom Williams –owner of Sales Leader Consulting, and the creator of the Million Dollar Playbook– for this joint webinar with EverQuote focused on how agents and sales producers can increase their financial services sales almost immediately. Tom has 8 years as a sales coach and 20 years in the mortgage industry, and...
How to Sell Life Insurance the Right Way with Tyler Bullington
It’s no secret that many P&C focused insurance agents struggle when it comes to selling life insurance. However, with the right sales approach, life products can represent a huge source of revenue for your agency. During this webinar, multiple President’s Club and MDRT qualifier Tyler Bullington shares his highly effec...
Insurance Retention Strategies: Turning Leads Into Lifelong Customers with Michael Weaver
During this joint webinar presentation with EverQuote, award-winning agency owner and trainer Michael Weaver shares his most effective techniques for converting insurance leads and prospects into lifelong customers! Following Michael's proven formula can help your agency increase its ROI by improving overall retention....
The Day-to-Day Formula for Managing a Successful Insurance Agency with Dan Combs
Have you ever wondered what highly successful agents do on a daily basis to run their offices? If so make join EverQuote for this presentation focused on the day to day activities and tracking metrics that lifetime President's Club member (and agent of over 42 years) Dan Combs employs at his office. Dan's presentation ...
Finding, Hiring and On-Boarding Rock-Star Producers: Get New Hires Contributing 60+ New Apps/Month Within Just 60 Days! with Andy Arter of Team Hired
It's no secret that hiring sales talent that performs consistently is a constant challenge for many insurance agents. Between turnover, new hires that don't work out, licensing issues, and training, the likelihood of not only finding a talented sales producer, but of training them and getting them fully integrated into...
Learn the Word Track for Multi-Lining Auto Leads That Can Help You Boost Your Sales TODAY with George Georgopulos
For many of the top P&C agents in the country, effectively selling clients multi-line policies is absolutely vital to their agency's continued success. Agents will purchase auto leads and then expand the conversation to cover home, boats, RV's, motorcycles, life, health, and other insurance products that align with the...
Insurance Talk Tracks and Scripting 101 with Mansour Hasan
Join multiple award-winning agent Mansour Hasan for this webinar focused on how to build the foundation of an insurance sales process by constructing exceptional talk tracks and scripts for producers to follow. High quality sales scripts not only help maintain a consistency of process and allow new team members to get ...
How Insurance Agents Can Maximize Their Potential (and Profit) and Execute on It with Adam Herndon
During this webinar, multiple MDRT and President’s Club award-winner, successful author, and 3rd generation insurance agency owner Adam Herndon shows you a unique 5 step methodology to avoid mediocrity and become the dynamic agency owner you want to be. One of the secrets to Adam’s success as an insurance agent is his ...
The 4 Crucial Steps Every Insurance Agent Should Take to Improve Customer Retention with Thomas Ntuk
Agents tend to spend a lot of time and money on obtaining new business. But many are losing out on significant revenue by not having a strong retention strategy in place. Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on how to drive maximum customer retention at your agency!...
How Agents Spend Over $20k A Month On Leads, And Still Remain Profitable with Vlad Cherchenko
If you’ve ever wondered how some agents justify spending over $20k a month on leads (even though they don’t have a big book of business), then this webinar will show you exactly why agents do that! Join Insurance Sales Lab founder - Vlad Cherchenko - as he shares a very unique way that some agents calculate the return ...
Increase Your Bind Rate TODAY With These Closing Techniques and Scripts with Michael Weaver
Join award-winning agency owner and trainer Michael Weaver as he shares highly effective closing techniques that can help you bind more business almost immediately! He also shares 12 scripts focused on one of the areas that insurance sales people often struggle – closing the sale. Michael works with multiple agents tha...
Double Your Health Production Through P&C Sales In One Conversation with Tyson Luthi
For many P&C agents, health insurance can seem like an ancillary, non-core product that they may occasionally write for customers. However, with the right sales strategy, health can be a significant source of revenue – even for agents who primarily write home and auto. With almost a decade running a successful captive ...
See How This ‘6-Step Script To A One Call Close’ Lets P&C Insurance Agents Write 100-300 Policies A Month with Vlad Cherchenko
Back in 2014, Vlad Cherchenko got into the insurance industry without having any phone sales experience. Within 9 months of being a sales producer, he developed a sales process that helped him consistently write over 150 policies a month as a single producer! This webinar cuts right to the chase and reveals how many ot...
The Secret of Consistent Agency Growth: Retention with Dave Christy
It’s no secret that for insurance agencies, production + retention = growth. However, many insurance agents focus almost exclusively on the production aspect of the equation, neglecting the importance of retention. If you’d like to learn how to retain more business (and drive serious growth), join lifetime President’s ...
Learn How a Top Agent Recruits and Develops New Hires with Heather Powell
Join top agent Heather Powell as she shares some of the strategies she’s used to recruit top insurance sales talent and develop team members into rock stars! During this webinar, Heather describes her process for recruiting (and developing) top talent and some of the major lessons she’s learned along the way. She also ...
Learn This Top Agent's Playbook to Win Every Day with Scott Grates
It's no secret that leaders and top performance in EVERY industry simply think differently than their peers. The best of the best understand that success isn’t a 9-5 job, but rather a series of intentional actions and activities 24/7. Join top insurance industry performer and coach Scott Grates as he shares his “Win Ev...
Boost Your Life (and Health) Sales TODAY With This Simple Strategy with Thomas Ntuk
Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on a simple strategy you can implement TODAY to increase your Life and Health sales. Thomas shares how you can start increasing your life and health sales almost immediately! Join Thomas Ntuk and learn what you can be doing to se...
The Critical Steps of a Value Based Sales Conversation with Michael Weaver
Join award-winning agency owner and sales trainer Michael Weaver for this presentation which breaks down all the crucial steps that are part of a value based insurance sales conversation – from the elevator pitch, to finding the prospect’s “hot button” (pain or true buying motivations), making the presentation, to pres...
The Rock Star Referral Process with Scott Grates
Turn your Agency staff into Rock Stars when it comes to receiving referrals! We all know that referrals check every box there is when it comes to ROI. They cost very little (sometimes nothing) to acquire, they close at high conversion rates and they tend to stay in your book of business longer! Learn how top Agent and ...
Learn How You Can Obtain 400 New Referrals This Year with Thomas Ntuk
Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on how to create more new referrals for your agency! Thomas discusses strategies you can use to start increasing your amount of referrals almost immediately. Join Thomas Ntuk and learn what you can be doing to increase your refer...
How to Follow Up Like a Pro (and Close More Sales) with Andy Arter of Team Hired
Our friends at Team Hired recently brought on Andy Arter to join their company as National Sales Director. Andy was formerly Sales and Marketing Manager with Grant Cardone and brings years of inside sales experience! During this joint EverQuote + Team Hired webinar, Andy shares powerful information that you can impleme...
How Effective Communication and 3 Simple Activities Can Drive MASSIVE Results with Michael Weaver
Join award-winning agency owner and sales trainer Michael Weaver for this presentation focused on how effective communication with your team and focusing on 3 simple daily activities can drive MASSIVE results for your agency! After starting his own scratch agency in April 2014, Michael Weaver has grown to be in the Top...
Building a Championship Office Culture with Scott Grates
It’s less about the paycheck than you were brainwashed to believe! Join top performing Agency leader Scott Grates as he debunks the myth that high-end compensation packages are the only way to attract the best talent and keeps teams motivated. In fact, stats and scientifically proven data show otherwise! The highest pr...
Maximizing Sales by Transforming Your Team Members from Reactive to Proactive Using the Focus of 3 with Freddie Villacci
For lifetime President's Club member Freddie Villacci, the success of an insurance agency is built upon a foundation of team accountability! Join Freddie for this webinar where he walks through his strategies for maintaining a high level of accountability from his team members. Freddie shares exactly how he is able to ...
Understanding Insurance Shoppers in 2021: Research Insights with Nicole Stern, Carolina Rago & Lauren Schechinger of EverQuote
Join Nicole Stern, Carolina Rago and Lauren Schechinger of EverQuote as they share illuminating findings and insights culled from a research project they conducted focused on insurance consumers and how they shop for insurance. Nicole, Carolina and Lauren discuss some of the surprising and illuminating insights that th...
Want to Sell More Life Premium? / The Cost Effectiveness of Outsourcing with Kirk Baker
Join lifetime MDRT and President's Club member Kirk Baker for this joint webinar presentation with EverQuote (and hosted by Chandler Hahn) focused on tips and techniques for increasing your life insurance sales. When it comes to life sales, Kirk has consistently been a top performer with his company, winning awards yea...
Paycheck Protection Plan Updates: Loan Forgiveness & 2nd Round Update with Club Capital
Join Club Capital – a unique full-service accounting and analytics firm specifically serving insurance agents with everything from payroll and benefits management to bookkeeping and taxes – for this webinar focused on the latest updates to the Paycheck Protection Plan passed by the US Congress in December 2020. Micah C...
How a Successful Morning Leads to a Successful Business with Michael Weaver
For award-winning insurance agent Michael Weaver, success starts in the morning! Join Michael for this webinar where he walks through his strategy for using a daily morning routine to drive performance and accountability from every team member. During this webinar Michael will cover: How great habits turn into great ro...
How to Create a Culture of Accountability for Insurance Agents and Team Members with Scott Grates
Join multiple award winning captive agent Scott Grates for this webinar presentation focused on creating a culture of accountability at your insurance agency. Scott focuses on strategies you can use to not only hold producers and staff members accountable, but to foster a self-motivating culture of accountability where...
Use Umbrella Policies to Open Up a Floodgate of Referrals From Financial Advisors with Thomas Ntuk
Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on leveraging umbrella policies to help establish referral generating relationships with financial advisors and CPAs. Thomas shows you how to connect with local financial professionals and show them how important having an umbrel...
Homeowner Delivery System + The New Mortgage Insurance with Scott Foster
Scott Foster has virtually unmatched credentials when it comes to captive insurance agents. Along with his partner Steve Cannon (at the Foster Cannon Group), they have a combined total of 70 MDRT qualifications, 129 President’s Club recognitions, and over 71 years of combined experience as agency owners. During this we...
See The Exact COMPENSATION PLAN That Insurance Agents Use To Maximize Their Team Member's Performance (And Make A Return On Their Investment As Quickly As Possible) with Vlad Cherchenko
Vlad Cherchenko began his insurance career back in 2014 and within 9 months developed a sales process that helped him consistently write over 150 P&C policies a month as one producer. Over the last four years, Vlad has been working with some of the biggest captive agents and independent brokers, helping them hire "A-Pl...
How to Sell Life, Health, & Umbrella Policies Using the Life Expectancy Table with Thomas Ntuk
Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on selling life, health and umbrella policies. Thomas discusses strategies you can use to increase your life and umbrella policy sales by leveraging the life expectancy table to illuminate for prospects how crucial insurance is t...
5 Proven Strategies to Hire A Players in Any Market with Kevin Mlynarek
Kevin Mlynarek opened his first scratch agency in March 2007 and during his first 10 months quickly rose to the top earning "New Agent of the Year" award and Top 1% in the country. Since 2007, he has opened up 4 additional start-up locations in 2008, 2009, 2011 and 2014. Kevin has generated close to $20 million in orga...
Learn How This Captive Agent Tripled Production With One New Product Interview with Agency Owner Marc Fragos
Join EverQuote for this powerful interview with captive agent Marc Fragos. Marc started his agency in April 2020 and initially struggled to find the right strategy. This all changed when he was introduced to EverQuote's new Lead Connection Service (LCS). Since starting with LCS, Marc has seen impressive results. In fac...
The Importance of Team Meetings and Effective Goal Setting Can Drive Huge Results with Scott Foster
Retired agent Scott Foster almost needs no introduction. He’s a lifetime President’s Club member (he qualified for President's Club over 80 times!), has been in the top 10 life agents (with his carrier) every year of his 40+ year career, and spent 24 years as the #1 life agent and 21 years as the #1 multiline agent at ...
How This Top Agent Works Auto Leads with Michael Church
Join captive agent Michael Church for this webinar focused on optimizing your internet lead process! With two office locations and a team of producers working for him, Michael has developed and refined a highly effective process for working auto leads. Watch now and find out what his team is doing to help maximize thei...
Transform Your Agency Services to Discover Hidden Revenue with Thomas Ntuk
Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on transforming your agency services into a revenue generating machine! For many insurance agents, agency services can seem like an unavoidable nuisance. But with the right strategy agency services can be a source for "hidden" re...
Using Social Media to Drive Leads & Referrals for Insurance Agents with Michael Weaver
During this webinar, award-winning captive insurance agent Michael Weaver walks us through how he's able to use social media to generate organic leads for his agency! Michael also covers his highly effective strategy for generating referrals from new and existing customers. If you're using social media but it's not gen...
Turning Internet Leads Into Multi-Line Opportunities w/ Caitlyn Garlock
After serving in both the California and Nevada insurance markets as a captive agent, Caitlyn Garlock knows how to optimize lead success in the insurance agency. She has grown both scratch agencies and traditional book opportunities using leads as a core marketing tactic. The key? Multi-lining every opportunity! Watch ...
Life Insurance Sales: Do You Need Illustrations to Sell Life Insurance? No! with Thomas Ntuk
Join multiple-award-winning agent, author and speaker Thomas Ntuk to learn how during this webinar focused on selling life insurance. This presentation is ideal for P&C focused agents who are looking to increase their life sales. This presentation focuses on perfecting your life insurance sales pitch and avoiding some ...
The Business of Life / Executive Bonus 162 Business Owners with Steve Cannon
Steve Cannon has virtually unmatched credentials when it comes to captive insurance agents. Along with his partner Scott Foster (at the Foster Cannon Group), they have a combined total of 70 MDRT qualifications, 129 President’s Club recognitions, and over 71 years of combined experience as agency owners. During this we...
Learn How This Captive Agent Wrote $92K in His First Two Months From One New Product – An Interview with Agency Owner Zach Vaswani
Join EverQuote for this powerful interview with captive agent Zach Vaswani. Zach spent a number of years as a Sales Manager at EverQuote. After seeing the success agents were having using EverQuote, he decided to take the plunge and open up his own Agency in the Summer of 2020. Since opening, Zach is crushing his Sales...
The Mathmatically Perfect Insurance Comp Plan with Seth Preus
Join Seth Preus - RacingSnail co-founder and senior advisor at Mivation – for this webinar focused on how to devise an effective compensation plan for your insurance agency. Seth discusses how important it is to develop a compensation plan that fits your specific agency and market, and how you can use that comp plan to...
Insurance Sales Process: Part 6 (Yellow Brick Road Parts 11 & 12) with Kirk Fuqua
As an author, agent and insurance sales trainer with 10+ years as an agency owner on both the captive and independent sides, Kirk Fuqua knows the insurance business. Please join Kirk Fuqua for for sections 11 and 12 of his 12 step Yellow Brick Road P&C conversation. During this session Kirk will cover: How to overcome ...
Emotional Intelligence and Insurance Sales: How to Sell More Policies Without Actually Selling with Scott Grates
Join multiple award winning captive agent Scott Grates for this webinar presentation focused on using emotional intelligence to improve your sales results. Scott focuses on how to understand what really drives insurance buyers and how you can help comprehend the emotional buttons that drive clients to make buying decis...
BIND 2020 - Value Selling 101: Bundling & Selling on Coverage - Not Price with Craig Wiggins and Joseph Puckett
What if we told you that price is not a factor when it comes to getting more sales? Craig Wiggins built his $36,000,000 insurance agency by teaching his producers to sell insurance to more clients (regardless of price) by leading with liability coverage and bundling entire households —> auto + property + umbrella + lif...
BIND 2020 - Building Connections to Success with Perry Olson
Perry will challenge, motivate and entertain you with his fast paced and powerful message about unleashing the full potential of your agency in your community You will be challenged to reconsider conventional thinking about “opportunity” and walk away with practical ideas on how to take advantage of opportunities that ...
BIND 2020 - Connecting During Unconventional Business Hours to Maximize Revenue with Eric Hardiman
Eric’s agency is open 8:00 AM-10:00 PM seven days a week. That's right - he's open seven days a week, fourteen hours a day, until 10:00 PM!! Watch this presentation as Independent Agent, Eric Hardiman, discusses exactly why he chooses to operate each and every day of the week between those hours. Eric discusses how he'...
BIND 2020 - Agent Dustin Wadlow Talks About His Incredible Results With EverQuote's Lead Connection Service
Captive insurance agent Dustin Wadlow shares his experiences with EverQuote's Lead Connectin Service (LCS). Dustin explains how he went from $8,000 to $40,000/month in average premium in just a few months with EverQuote's Lead Connection Service (LCS) and how his process (including LCS) is now taught to every new agent...
BIND 2020 - Taking 10 Everyday Service Calls and Turning Them into 3 Real Sales with Role Play at the Olson Agency
There is so much opportunity in our everyday inbound service calls! For over 20 years Jeremy Olson has been a very "in the trenches" agency owner, he loves talking to customers! Role Play at the Olson Agency has tracked his results from the beginning, and can safely say that if this process is followed, you will start ...
BIND 2020 - Keynote Presentation: Using the 93% Rule to Build Connections with Greg Gray
Now more than ever, staying connected with consumers, teammates and colleagues is beyond important whether it is in person or digitally. Studies have shown that when others listen to us, only 7% of what they “hear” is words. That means that “93%” of what they “listen” to is our tone of voice and body language. In this ...
BIND 2020 - Opening with EverQuote's Agency GM Nick Graham
EverQuote's General Manager of Agency - Nick Graham - kicks off BIND 2020, EverQuote's First Annual Virtual Conference. Nick provides insight into EverQuote's founding, mission and how the EQ staff assists agents in their growth.
BIND 2020 - Freedom to Sell: Growing your Business w/ EverQuote's Lead Connection Service with Billy Hubbard + Anushka Nadarajah
Learn how EverQuote’s newest product offering – Lead Connection Service – can help you scale your business and unlock ROI. With Lead Connection Service, a topnotch telemarketing team will work your leads for you. It’s like immediately adding expert telemarketers to your staff, so your producers can focus on selling. Yo...
Life Insurance 101 with Scott Foster
Retired agent Scott Foster almost needs no introduction. A lifetime President’s Club member (he qualified for President's Club over 80 times!), Scott was in the top 10 life agents (with his carrier) every year of his 40+ year career, and spent 24 years as the #1 life agent and 21 years as the #1 multiline agent at his ...
Converting Term Insurance Policies to Permanent with Thomas Ntuk
Are you converting ONE out of every THREE term insurance policies to PERMANENT? Join multiple-award-winning agent, author and speaker Thomas Ntuk to learn how during this webinar focused on selling permanent life policies. Thomas' presentation covers how to discuss converting term policies to whole life - when, why and...
Life Insurance, Life Insurance and More Life Insurance! with Bill Whitley
Join Bill Whitley, CEO of Risk Advisor Institute, for this webinar focused on strategies for selling more life insurance. Bill is a nationally recognized speaker, consultant, and author who specializes in helping insurance professionals get to the next level by attracting more clients, closing more sales, and deepening...
Hiring & Inspiring Vs. Tiring & Firing: Retention for Insurance Agents with Dick Biggs
With 30+ years of delivering customized leadership training to insurance agents (including authoring a successful book with Scott Foster on insurance agency leadership), Dick Biggs is an expert when it comes to what it takes to lead an insurance agency on the path to success. During this webinar, Dick will focus on hir...
Training, Equipping, and Caring for our Business and Our Team During COVID 19 with Kevin Patton
Join lifetime President's Club and MDRT agent Kevin Patton for this timely webinar focused on how to best care for your business and team members during the COVID-19 pandemic (and after). Kevin will cover how to properly set your team up for success during this challenging time and provide a safe and effective working ...
Insurance Sales Process: Part 5 (Yellow Brick Road Parts 9 & 10) with Kirk Fuqua
As an author, agent and insurance sales trainer with 10+ years as an agency owner on both the captive and independent sides, Kirk Fuqua knows the insurance business. Please join Kirk Fuqua for for sections 9 and 10 of his 12 step Yellow Brick Road P&C conversation. During this session Kirk will cover: How to restate co...
Building (or Rebooting) Your Insurance Agency to be More Profitable, Self-Sufficient and Sustainable with Brad Riley
In his first year after starting his captive agency, Brad Riley achieved well over $100,000 in profit. Whether you are a new agent looking to set-up your agency to start strong, or a veteran agent looking for ways to reboot and drive more revenue, this webinar will show you strategies you can deploy today.
Life Term Conversions & Selling Prospects on the Advantages of Permanent Life Insurance with Scott Foster + Steve Cannon
With a combined total of 70 MDRT qualifications, 129 President’s Club recognitions, and over 71 years of combined experience as agency owners, Scott Foster and Steve Cannon have virtually unmatched credentials and have reached the upper echelons of the insurance industry. During this webinar Steve Cannon covers strateg...
Building and Managing a Top Performing Insurance Sales Team with Ryan Chao
Join captive agent Ryan Chao for this joint webinar with EverQuote where he discusses how to establish and maintain a successful insurance business by providing best practices on: How to attract TOP talent How to Create a Marketing Plan to feed the talent and hit your growth goals How to Support the Marketing Plan by H...
Pivoting P&C Conversations to Medicare Supplement with Randy Thompson
Join lifetime President's Club member Randy Thompson for this webinar focused on pivoting the conversation to Medicare Supplement insurance. Randy's presentation is aimed at agents focused on P&C who are looking to write more Medicare Supplement policies by focusing on cross-selling your existing book of business and s...
How to Sell Life/Health Insurance While Explaining AUTO/HOME Coverages with Thomas Ntuk
Join multiple-award-winning agent, author and speaker Thomas Ntuk for this webinar focused on selling life and health insurance to auto/home insurance shoppers. Thomas' presentation covers how you can pivot from a standard P&C conversation to life and health and improve your multi-line and non-core product sales. This ...
8 Biggest Mistakes to Avoid When Selling Life Insurance with Stephen Wilmer
Steve Wilmer grew up in the projects of Pensacola, Florida, served in the US Marine Corps and spent 10 years as a law enforcement officer. After joining the insurance industry he quickly became one of the top producers in the country, writing over 100 life apps consistently each year. Steve is now a renowned sales coac...
Insurance Sales Process: Part 4 (Yellow Brick Road Parts 7 & 8) with Kirk Fuqua
As an author, agent and insurance sales trainer with 10+ years as an agency owner on both the captive and independent sides, Kirk Fuqua knows the insurance business. Join Kirk for sections 7 and 8 of his 12 step Yellow Brick Road P&C conversation. During this session Kirk covers: How to "flip" prospects from a "price" ...
How To Recruit & Hire Team Members That Can Write 100 Policies A Month For Your Insurance Agency with Vlad Cherchenko
During this training, insurance agency coach Vlad Cherchenko walks you through his process for finding, assessing, and hiring top-performing talent to help take your insurance agency to the next level.
Inner Game of Prospecting: How to Overcome Sales Call Reluctance with Connie Kadansky
Join sales trainer and sales call reluctance expert Connie Kadansky in this presentation focused on identifying and eliminating Sales Call Reluctance, one of the most critical challenges for salespeople in the insurance industry.
ABC’s of Building an Agency + Outgoing – Onboarding Customer Calls with Scott Foster & Steve Cannon
Scott Foster covers some of the fundamentals of building a strong agency business and the lessons learned over a decades-long insurance career, while Steve Cannon covers how to improve customer experience and retention through a strong onboarding process.
Pivoting to Financial Services and Agency Marketing Budgeting and Growth Planning with Dave Munson Jr.
Dave Munson Jr. focuses here on ways to pivot to financial services off of a P&C conversation (including working with Internet Leads). Dave also covers setting a marketing budget for your agency, planning for growth, and how track and analyze the results.
See How This ‘6-Step Script To A One Call Close’ Lets P&C Insurance Agents Write 100-300 Policies A Month with Vlad Cherchenko
This training cuts right to the chase and reveals how insurance sales coach Vlad Cherchenko and some of the most successful insurance agents consistently write 100-300 policies a month with this 6-step talk track.
The Yellow Brick Road Insurance Sales Process – Sections 5 & 6 with Kirk Fuqua
Kirk discusses how to help prospects discover vulnerabilities in their coverage, opening prospects up to adjusting their lawsuit protection, avoiding the "apples to apples" trap, discovering “emotional” buying points, and pivoting to financial services.
Engaging Clients About Life Insurance During and After COVID-19 with Kevin Patton
Join lifetime President's Club and MDRT agent Kevin Patton for this webinar focused on how to best engage with life insurance clients (and potential clients) during the COVID-19 pandemic (and after).
How & Why to Get in Front of Your Customers with Scott Foster & Steve Cannon
With a combined total of 70 MDRT qualifications, 129 President’s Club recognitions Scott Foster and Steve Cannon have virtually unmatched credentials in the insurance industry. Join them to learn how, why and when to get in front of your customers.
Team Accountability: How to Motivate and Use Data to Drive Performance (Even While Remote) with Ryan Chao
Top captive insurance agent and speaker Ryan Chao outlines how he leverages data on a daily basis and motivates his staff to help ensure they are consistently on track to hit their goals.
The Yellow Brick Road Insurance Sales Process – Sections 3 & 4 with Kirk Fuqua
Join Kirk Fuqua for Sections 3 and 4 of his 12 step "Yellow Brick Road" P&C sales conversation. During this session Kirk will dive into building rapport, pivoting to home and auto, fighting off a very common objection & converting prospects to lifetime clients.
Paycheck Protection Plan: What We Thought Then Versus What We Know NOW with Brooks Baltich
With the announcement of the new legislation surrounding the “Paycheck Protection Plan” many agents have questions and concerns. Brooks Baltich (ChRC, CLU, CASL) gives you the updated facts that you need to know with this new legislation.
Bridging the Gap: How to Transition to Financial Services and Retain More Customers with Mike Shoffner
In this webinar, learn how multiple award-winning captive agent Mike Shoffner pivots the conversation from auto & home to life & financial services and retains more high-value customers in the process.
Delivering a Strong Opening Statement with Leads with Kirk Fuqua
Join Kirk Fuqua for this webinar where he walks you through his proven approach for delivering a strong and effective opening statement when working insurance leads. Learn how to set the conversation off and follow the path to more bound policies!
Paycheck Protection Program Webinar + Q&A (Part 2) with Brooks Baltich and Duane Zobrist
Join EverQuote, Duane Zobrist (CEO Resort Outfitters & Serial Entrepreneur) and Brooks Baltich (ChFC, CLU, CASL) for this second webinar session to answer insurance agent's questions about forgivable loans for businesses through the SBA's Paycheck Protection Program.
Accelerating Growth: What I Learned in My 1st Year as an Agency Owner with Jordan Wall
In just a short time captive agent Jordan Wall has reached a level of success many work years to achieve. Jordan discusses her 1st year in business and how she was able to scale growth and achieve impressive results and what she learned on the way.
How to Write (and Keep) More Business and Stay Positive During the COVID-19 Pandemic with Thomas Ntuk
This presentation focuses on how you can adapt your approach to insurance sales and customer service in the midst of the COVID-19 pandemic. Thomas' presentation explores ways you can shift your approach and stay positive amidst.
Selling Multiline Policies with Disability for P&C Agents with Tyson Luthi
With almost a decade running a successful captive insurance agency, Tyson walks you through his proven process for upselling and cross-selling disability policies with insurance leads (and existing customers) who are primarily shopping for auto and home.
Gamification and Keeping Your Agency Staff Motivated with Seth Preus
In this webinar, RacingSnail co-founder, senior advisor at Mivation, and successful agent Seth Preus discusses tactics you can deploy at your agency to keep staff motivated – even if they are working remotely from home.
Forgivable Loans for Agency Owners: Paycheck Protection Program Overview with Duane Zobrist and Brooks Baltich
This webinar answers insurance agent's questions about forgivable loans for businesses through SBA's new Paycheck Protection Program (part of the COVID-19 stimulus bill passed by Congress) to provide vital capital to businesses impacted by COVID-19.
Hiring and Recruiting for Insurance Agents with Mark Mercer
Award-winning agent Mark Mercer shares some of his tips and best practices for finding and recruiting top-notch talent for your insurance agency and discusses how to set-up your hiring process to help ensure you’re selecting the cream of the crop.
Setting a Marketing Budget for Your Insurance Agency with Club Capital
Devin Day and Micah Cannon of Club Capital share their expertise on how to determine where to set your agency’s marketing budget (and allocate the spend) based on your overall business strategy and desired growth.
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