Meeting your future sales leaders where they are.

Through one-on-one coaching or facilitated workshops, the innovative producer development solutions offered here will shape your future sales leaders as whole people - engaging the inherent talents s/he already possesses, resulting in increased productivity - and results.

build | engage | grow | insurance


individual COACHING SESSIONS {Pay Per Month}

Participants schedule up to six 50-minute individualized coaching sessions each month; phone or web sessions are scheduled in advance.

Sample topics that can be discussed during a coaching session (not limited to):

• Prospective client meeting strategy, including account-specific exposure identification and opportunity management.

• Managing "live" new account submissions, including submission preparation, carrier selection and managing client expectations.

• Proposal meeting/presentation support.

• Follow-up/through support.

• Managing agency-level interpersonal relationships.

• Using resources to find solutions.

• Setting and managing goals and expectations.

$997 per month, with individual coaching sessions available for $97/each 50 minute session.

Schedule your complimentary session using the link below!

Not sure if coaching is right for you? Learn more about the benefits of one-on-one coaching here.



Participants attending these in-person learning events can build their industry knowledge through a variety of topics:

Remarkable Sales Solutions

• Video Basics For Insurance Agents

• Mining For Gold: Prospecting for Insurance Agents

• Mind Your Manners: Etiquette In Business

• What’s Your Story? Storytelling for Sales

• Leveraging Social Channels

• The Highs & Lows: Personal Finance Basics

• Insurance Is Hard: Self-Care & the Sales Cycle

• Say What? Insurance Jargon Demystified

• Why Can’t We All Just Get Along? Managing Interpersonal Relationships

• Technical/Product Spotlights

Send us a message to learn more about the opportunity to bring these topics to your team!

You will never win if you never begin.
— Helen Rowland