Sales & Marketing

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Instructor-led via Zoom. Starting an insurance agency comes with its share of excitement and challenges. Are you ready to tackle the complexities of building a successful agency while establishing a loyal client base? This course is designed specifically for new agency owners and producers like you. Learn the essential strategies to set up a thriving agency and create lasting relationships that foster growth and success.

"Ask ICA" - Your Go-To Q&A for Insurance Success Have questions about quoting a tricky risk? Struggling to get past those relentless gatekeepers? Confused by a policy endorsement? Look no further than "Ask ICA", the tailored Q&A hour designed specifically for licensed property and casualty insurance agents.

Instructor-led via Zoom.

Instructor-led via Zoom. Struggling to approach small businesses in your community as an insurance agent? We’ve got you covered! Our course is designed to equip you with the tools and knowledge to confidently navigate this market. This high-level overview will guide you through identifying niche markets, researching potential clients, and winning their business. Learn how to tailor your approach, stand out from the competition, and build successful relationships with local entrepreneurs.

Every day in the insurance industry, agencies are bustling with activity as telephones ring throughout the day. Each call presents a unique opportunity—an opportunity to collect what can be termed as "gold nuggets." But what exactly are these gold nuggets? They are not just random inquiries; they often represent potential enhancements to existing client policies, opportunities for additional coverages, and crucial moments to strengthen relationships with clients and prospects.