Upcoming and On-Demand Webinars

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 –...

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 ...

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...

If you’re like many insurance agents, coming up with a “perfect” compensation plan for your producers and service staff can be incredibly challenging. In this webinar, RacingSnail co-founder, captive agent and senior advisor at Mivation – Seth Preus – shows how to structure your comp plan to drive more revenue for your...

Are you looking for proven strategies to sell more umbrella policies? If so make sure to check out captive agent Hayk Tadevosyan for this webinar focused exclusively on umbrella sales. In this session Hayk breaks down the exact sales process he used to sell a mind boggling 760 umbrella policies last year! Even many of ...

(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...

(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...

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 ...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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 ...

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 ...

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...

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. ...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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 ...

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 ...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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 ...

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...

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...

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...

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...

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...

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 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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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 ...

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...

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...

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....

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 ...

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...

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...

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 ...

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 ...

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!...

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 ...

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...

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 ...

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...

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 ...

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 ...

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...

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...

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...

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 ...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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 ...

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 ...

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...

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...

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...

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 ...

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...

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...

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 ...

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'...

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...

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 ...

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 ...

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.

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...

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 ...

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...

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...

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...

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 ...

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...

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.

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...

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...

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...

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 ...

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...

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" ...

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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.

During this webinar author and insurance agent coach Dick Biggs shares his "5 Tiers of Agency Leadership" – going from Tier 1 - "The Titled Leader" all the way through Tier 5 - "The Treasured Leader."

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.

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!

In this webinar, multiple award-winning agent Sara Labraatan teaches you the strategies she employs to help ensure her team is following her processes and helping achieve maximum production.

EverQuote’s General Manager of Agency, Nick Graham, hosts John Pavle for a discussion of some of the business strategies he is employing at his agencies during the Coronavirus pandemic.

In this webinar, Ryan Chao walks through how to create an effective, data-driven marketing plan that’s specific to your agency culture.

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.

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.

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.

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.

EverQuote Chief People Officer Elyse Neumeier shares best practices & tips for transitioning your team to working from home & finding success while remote.

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.

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.

In this webinar, Cody walks you through the process that he sticks to when working insurance internet leads. Cody developed this system to meet revenue goals, set more appointments and maximize leads.

This webinar focuses on learning how to overcome insurance objections with successful agent, speaker, and author, Kirk Fuqua. After watching this webinar, an objection won't mean the end of the conversation!

This webinar breaks down some of the fundamentals of value selling insurance and ways to shift your approach during the difficult circumstances of the COVID-19 pandemic.

Troy Korsgaden discusses how to shift your business model to get over the “hump” and how crucial it is to take on the role of a true advisor to your clients.

Award-winning agent Jay Adkins walks you through his process for creating effective scripts for his producers, as well as how he manages his hiring and maintains a winning mindset – even during trying times.

Top agent Heather Powell describes her process for recruiting (and retaining) top talent and some of the major lessons she’s learned along the way.

Scott Foster shares his process for selling life insurance and discusses how to control the life insurance sales conversation (even in difficult circumstances).

Join multiple award-winning agent Lezlee Liljenberg as she shares some of the creative, cost-effective campaigns and "out of the box" strategies she's found successful when it comes to marketing her agency.

Join Randy Thompson in this free webinar as he teaches his revolutionary eight-step process for selling life insurance.

Craig Pretzinger and Jason Feltman (aka the Insurance Dudes) discuss the foundational “pillars” crucial for any insurance agency in 2020 and beyond.

Join Sean Morton in this free webinar as he explains how to run your agency more efficiently while creating a superior customer experience.

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.

Join four location insurance agency owner Ami Bennett as she shares tips and insights for successfully expanding beyond a single location and for managing multiple insurance offices.

Learn from top independent (and former captive) agent Eric Hardiman how to make the most of your time and maximize every hour of your workweek.

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.

Join EverQuote’s Brianna Shea and Craig Wiggins Coaching’s Joseph Puckett as they teach you the fundamentals of value selling insurance.