Personal Lines Insurance P&C Sales and Service Guide

Personal Lines Insurance P&C Sales and Service Guide, available at $29.99, has an average rating of 3.25, with 35 lectures, based on 31 reviews, and has 144 subscribers.

You will learn about Various types of insurance agency structure P&C Insurance sales styles P&C Insurance sales opportunities P&C Insurance service P&C Insurance referrals Demonstrate best practices in P&C Insurance How to discuss policy coverage and deductibles. Claim discussions Loss ratio importants Field underwriting basics Creating customer relationships This course is ideal for individuals who are New insurance professionals. or Insurance professionals who are new to P&C. or Insurance professionals who may want to start their own agency. or P&C professionals who struggle to service their customers. or P&C professionals who struggle to sell policies. or P&C professionals looking to increase retention and referrals. or State Farm, Nationwide, Allstate agents or agency staff. or Independent insurance agents It is particularly useful for New insurance professionals. or Insurance professionals who are new to P&C. or Insurance professionals who may want to start their own agency. or P&C professionals who struggle to service their customers. or P&C professionals who struggle to sell policies. or P&C professionals looking to increase retention and referrals. or State Farm, Nationwide, Allstate agents or agency staff. or Independent insurance agents.

Enroll now: Personal Lines Insurance P&C Sales and Service Guide

Summary

Title: Personal Lines Insurance P&C Sales and Service Guide

Price: $29.99

Average Rating: 3.25

Number of Lectures: 35

Number of Published Lectures: 35

Number of Curriculum Items: 35

Number of Published Curriculum Objects: 35

Original Price: $199.99

Quality Status: approved

Status: Live

What You Will Learn

Various types of insurance agency structure
P&C Insurance sales styles
P&C Insurance sales opportunities
P&C Insurance service
P&C Insurance referrals
Demonstrate best practices in P&C Insurance
How to discuss policy coverage and deductibles.
Claim discussions
Loss ratio importants
Field underwriting basics
Creating customer relationships

Who Should Attend

New insurance professionals.
Insurance professionals who are new to P&C.
Insurance professionals who may want to start their own agency.
P&C professionals who struggle to service their customers.
P&C professionals who struggle to sell policies.
P&C professionals looking to increase retention and referrals.
State Farm, Nationwide, Allstate agents or agency staff.
Independent insurance agents

Target Audiences

New insurance professionals.
Insurance professionals who are new to P&C.
Insurance professionals who may want to start their own agency.
P&C professionals who struggle to service their customers.
P&C professionals who struggle to sell policies.
P&C professionals looking to increase retention and referrals.
State Farm, Nationwide, Allstate agents or agency staff.
Independent insurance agents

A comprehensive overview of Property & Casualty sales and retention techniques. This course is designed to give you the confidence to relate to your customers, the foundation for best practices and long term growth. Property & Casualty has long been looked at as the bread and butter of the industry, having a good foundation created using best practices formed from decades in the industry will lead you to create a great career in a great industry.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: Agency Structure Intro

Lecture 3: Captive Agency Model

Lecture 4: Independent Agency

Lecture 5: Franchise agency model.

Lecture 6: Insurance Cluster

Lecture 7: Recap Agency Structures

Chapter 2: Beginning your sales journey.

Lecture 1: Sales Introduction

Lecture 2: Attitude

Lecture 3: Trust & integrity

Lecture 4: Meet people where they are.

Lecture 5: Choosy underwriting

Lecture 6: Ethics

Lecture 7: Acronyms

Chapter 3: When writing a policy.

Lecture 1: Best practices in the application process.

Lecture 2: Explaining coverage

Lecture 3: Deductibles

Lecture 4: Liability

Lecture 5: Be clear and concise on processes.

Chapter 4: Sales Styles and opportunities

Lecture 1: Introduction to sales opportunities

Lecture 2: Desperate Selling

Lecture 3: Educational Selling

Lecture 4: Generational Sales

Lecture 5: Life Events

Lecture 6: Building relationships

Chapter 5: Claims

Lecture 1: Introduction to the claims discussion

Lecture 2: Loss Ratio

Lecture 3: Deductible importance

Lecture 4: Pre-claim discussion

Chapter 6: Retention and Growth

Lecture 1: Retention and Growth Introduction

Lecture 2: Multi-Line

Lecture 3: Selling in book

Lecture 4: Seeds

Chapter 7: Summary

Lecture 1: Summary

Chapter 8: What's next?

Lecture 1: What's next?

Instructors

Melissa Mohr
Owner, Mohr Coaching & Development

Rating Distribution

1 stars: 2 votes
2 stars: 1 votes
3 stars: 5 votes
4 stars: 9 votes
5 stars: 14 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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