An Online Sales Academy
Learn to Sell Insurance Online
Hosted by 
We’re excited to announce our first-ever sales academy – an immersive 2-day workshop here in our office!
In 14 years, we’ve sold tens of thousands of policies online. Let us show you how we did it – and give you the tools you need to do the same. We’ve partnered with Insureio to bring you the hands-on training you need to sell life insurance online.
Registration will be open for a limited time – we want to keep the class size small to give our students as much attention as possible.
Date
TBD
Admission
$2,500 - includes course tuition, food, and lodging (a $500 value)
Bonus
Our first 15 website sign-ups will also receive 20 qualified life insurance leads (a $500 value)
What You’ll Learn
Build your business into an online marketing powerhouse using proven sales techniques and marketing automation built specifically for our industry. You’ll leave knowing exactly how to prospect, market, upsell, cross-sell, and earn more referrals to build your business in 2017.
You’ll get:
- Hands-on training
- Real-time exercises & live demos
- Q&A sessions
- Tools, templates, scripts, workbooks, and more
- One-on-one mentorship for one year after the workshop
What You’ll Get
This course gives you the tech, training, and take-aways to help you sell life insurance online. You’ll be able to build a sales and marketing funnel that will bring you new prospects and strengthen your relationship with existing clients.
The Tech
- Hands-on training in the Insureio platform
- One year subscription to Insureio at the Standard level – a $600 value
The Training
- Effective quoting and product positioning
- The metrics of direct sales (where and when to focus)
- Lead management techniques: lead quality, urgency of contact, and follow-up
- How to build “field” underwriting skills / placing AOTAs
- Real-time skill-building exercises:
- Role-playing
- Listening to & critiquing actual sales calls
- Making real outbound calls that result in sales
The Take-Aways
- Anatomy of a Virtual Sales Call: a proven outline
- How to Schedule Your Day for Maximum Success: a daily best practice workflow
- Best Practice Workbook: sales process, underwriting, marketing, and lead gen, all in one place
- Case Studies: how a team of two used our techniques to close $100,000 in life insurance sales in one month, how one agent flying solo closed $70,000 in life insurance sales in a single month
Plus: One year’s worth of one-hour mentor calls to reinforce and refine your skills (12 calls total, one per month). Use these calls to set goals, reinforce your skills, brainstorm marketing ideas, and more – this is your time to ask questions and get feedback customized for your business.
Eligibility Requirements
We do have a few minimum requirements in order to enroll:
- Licensed for at least 3 years
- Licensed in 2+ states
- Clean background / VectorOne
- Ability to be contracted with sponsoring carriers (see below)
If you qualify, you’re invited to enroll now. Space is limited, and enrollment will be strictly capped to ensure students have the best experience possible.
