The spark was ignited 40 years ago in Vancouver, Canada when I began my lifelong career in the insurance industry. From file clerk to producer with an emphasis on product knowledge I worked my way up the ranks and received the best sales experience imaginable. The Government sets the price for auto insurance which presented me with quite a challenge: How do I convince clients to choose me as their agent if they weren't saving money or getting a better policy?
I relied on my in-depth knowledge of insurance and my ability to build lasting relationships and I flourished! In 1986 while vacationing in Hawaii I met a wonderful guy from California and before I knew it, I moved to Los Angeles to start a new life. Within weeks of arriving in the United States I began working for a small agency as a producer. Because of my comprehensive understanding of insurance and I had never relied on price to sell a policy, it was easy for me to hit the ground running.
I moved into management and this is where my coaching experience really began.
I relied on my in-depth knowledge of insurance and my ability to build lasting relationships and I flourished! In 1986 while vacationing in Hawaii I met a wonderful guy from California and before I knew it, I moved to Los Angeles to start a new life. Within weeks of arriving in the United States I began working for a small agency as a producer. Because of my comprehensive understanding of insurance and I had never relied on price to sell a policy, it was easy for me to hit the ground running.
I moved into management and this is where my coaching experience really began.
Services
Do you need to increase the education level in your agency, but just don't have the resources?
We offer 6 specialty workshops so you can choose the sessions that will best suit your needs.
The workshops will take place at your agency using your carriers for training purposes.
With our programs, your staff will become the trusted advisors who will help take your agency to the next level.
We offer 6 specialty workshops so you can choose the sessions that will best suit your needs.
The workshops will take place at your agency using your carriers for training purposes.
With our programs, your staff will become the trusted advisors who will help take your agency to the next level.
Our industry has created a new wave of monsters!
Let's break the habit of using the terms "cheaper" and "lowest price" and reprogram the way we think about insurance.
We are not doing our clients any favors by saving them a few dollars if exposures are overlooked and uncovered losses occur.
Let's learn how to take price off the table and help our clients understand why it should take more than 15 minutes to protect their assets.
Let's break the habit of using the terms "cheaper" and "lowest price" and reprogram the way we think about insurance.
We are not doing our clients any favors by saving them a few dollars if exposures are overlooked and uncovered losses occur.
Let's learn how to take price off the table and help our clients understand why it should take more than 15 minutes to protect their assets.
Studies show the real reason an average of 68 percent of people leave a business is because of perceived indifference.
This means, 7 out of 10 clients will leave your agency because they think you don't care.
We know this is not true so we must show our clients we really do care.
This workshop focuses on building genuine rapport, maintaining a positive attitude, listening with attention and empathy and techniques for resolving client conflicts productively.
This means, 7 out of 10 clients will leave your agency because they think you don't care.
We know this is not true so we must show our clients we really do care.
This workshop focuses on building genuine rapport, maintaining a positive attitude, listening with attention and empathy and techniques for resolving client conflicts productively.
Many agencies have untapped monoline business just waiting to be cross-sold.
We will look at several ways to approach such opportunities and to overcome call reluctance.
By the end of the segment, your staff will have a newfound appreciation for this opportunity.
They will have a genuine understanding of how the additional policies will benefit both the agency and the client.
We will look at several ways to approach such opportunities and to overcome call reluctance.
By the end of the segment, your staff will have a newfound appreciation for this opportunity.
They will have a genuine understanding of how the additional policies will benefit both the agency and the client.
How do you turn your agency into the Hotel California where no one will ever leave?
It's impossible to retain every client, however there are many times we lose clients and it could have been prevented.
Agents will become well versed in proving the value of an independent agency and understanding the difference between customer service and a client experience.
We will help take you to the next level by throwing metrics out the window and focusing on delighting your clients.
It's impossible to retain every client, however there are many times we lose clients and it could have been prevented.
Agents will become well versed in proving the value of an independent agency and understanding the difference between customer service and a client experience.
We will help take you to the next level by throwing metrics out the window and focusing on delighting your clients.
Reviews
Be the first to review Lionsgate Insurance Coaching.
Write a Review
