Meeting your future sales leaders where they are.


BEGIN | The innovative Producer Mentorship Program develops your future sales leaders as whole people - engaging the inherent talents and skills that s/he already possesses, resulting in increased productivity - and results. Included with this exclusive monthly membership is personalized coaching, in-person learning opportunities, peer-to-peer support and more.

Build | Engage | Grow | Insurance



BEGIN | Exclusive membership

Participation in the Producer Mentorship Program is limited; candidates complete a brief application and interview for consideration in the program. Exclusive membership ensures the ability to honor the commitment to individualized mentorship for each participant.

Ideal candidates will have: 

  • Less than two years of Property & Casualty insurance sales experience.

  • Completed a basic technical training program, such as a carrier-sponsored insurance education program.

  • A primary agency affiliation in the Chicagoland area.

  • A keen desire to grow in their career in insurance.


BEGIN | Personalized Coaching Sessions

Participants schedule up to ten hours of individualized coaching time each month; phone or web sessions are scheduled in advance. Twice-monthly in-person Office Hours are also offered at varying locations. 

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

  • Prospective client meeting strategizing, 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.

Additional coaching hours are available for a separate fee.


BEGIN | Monthly Learning Workshops

Participants are invited to attend and participate in monthly topical discussions throughout the Chicagoland area.  Scheduled topics include:

  • Prospecting Basics

  • Etiquette In Business

  • Technical/Product Spotlights

  • Finding (& Using!) Your Voice

  • Leveraging Social Channels

  • Personal Finance Basics

  • Self-Care and the Sales Cycle

  • Insurance Jargon Demystified

  • Goal Setting & Monitoring

  • The Abundance Mindset

  • Emotional Intelligence 101

  • and More!


BEGIN | On-Demand Peer-to-peer support

Participation in the Producer Mentorship Program includes exclusive access to a private forum for current participants and alumni of the program.  Content aiding in the ongoing success of program participants will be shared here.  This forum creates a space for participants to share their wins, losses and ideas for continued growth and success.  Content will be managed to provide anonymity where appropriate. 




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

Ready to begin?

For more information, including access to pricing available only to inaugural participants, please submit the form below.

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