Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Insurance Accelerator

Insurance Sales and Marketing Training

Do you have a marketing plan and sales process to follow once you get your insurance license?

Do you know the specific activities you need to execute in order to be successful in the business?

Insurance Accelerator is a one-day intensive program that will increase your production by helping you craft a definitive marketing plan and sales process to follow. We will teach you the specific activities you need to do on a daily, weekly, and monthly basis to be successful in the insurance industry. This course bridges the gap between earning your insurance license and developing a robust book of business.

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Insurance Accelerator
Live (Online) - Insurance Accelerator $169.00  Add to Cart 

Insurance Accelerator bridges the gap between earning a license and developing a robust book of business; perfect for new or up-and-coming insurance professionals! This one-day live online course with four weekly 1-hour coaching sessions focuses on critical business building activities related to prospecting, appointment setting, and closing the sale.

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Insurance licensing courses teach the technical knowledge required to become an insurance agent, but the courses do not teach business and sales skills essential for success. Insurance Accelerator is specifically designed for:

  • Newly licensed individuals looking to institute a proven business plan, marketing plan, and sales process.
  • Licensed agents in search of new techniques to grow their book of business.
  • Insurance agencies or home offices in need of additional sales training for their agents.

You will leave this program with:

  • Four weeks of continued online coaching and accountability sessions.
  • The skills necessary to increase leads and close more sales.
  • A business, marketing, and sales plan unique to your practice.

Your one-day live online intensive program focuses on developing a unique business plan, marketing plan, and sales process. The class breaks the sales cycle into three distinct parts and focuses on specific activities needed for each process:

  1. Preparation: Establish activity levels in your sales pipeline.
  2. Prospecting: Develop lead generating activities and referral programs.
  3. Outcome Goals: Produce actual income from your work in the preparation and prospecting activities.

Following your one-day class, four subsequent one-hour weekly consultative coaching sessions are provided to monitor your goals and receive advice from the instructor.

Creating a Business Plan:

  • Budgeting
  • Cash flow analysis
  • Sources of cash to operate a commision-based insurance agency

Developing a Marketing Plan:

  • How to analyze markets using geographic location and demographics
  • Understanding how to identify target markets relevant to your business plan
  • Sources of prospects
  • Developing a unique value proposition specific to you
  • Understanding the value of a solid personal brand
  • Determining and implementing appropriate marketing strategies

Employing Proper Sales Process & Activity Management:

  • Behavioral requirements of success
  • Becoming a prospecting and lead-generation machine
  • Conversion ratios to produce income
  • Four key steps to prospecting
  • Obtaining referrals
  • Tracking prospects
  • Developing word tracks
  • Setting appointment
  • Setting goals